13F Insight
DOSSIER · 13F-HR · Q1 2026

Minneapolis Portfolio Management Group, LLC

$942M in tracked AUM across 33 positions as of Q1 2026.

MP
CIK 0001317253 · last filed Mar 31, 2026
Total AUM
$942M
as of Q1 2026
Holdings
33
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Minneapolis Portfolio Management Group, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
GLW
Corning Inc
$70M515K7.4%02
COHR
Coherent Corp
$43M180K4.6%03
BPOP
Popular Inc
$41M307K4.4%04
LMT
Lockheed Martin Corp
$39M65K4.2%05
BA
Boeing Co
$39M197K4.2%06
CLX
Clorox Co DEL
$39M374K4.1%07
DE
Deere & Co
$38M68K4.1%08
TEX
Terex Corp New
$38M647K4.1%09
BKR
Baker Hughes Company
$38M623K4.0%10
CAT
Caterpillar Inc
$35M50K3.7%

Filing history

2026Q1Mar 31
$942M▲ 7.2%
33 positionsView →2025Q4Dec 31
$878M▲ 0.8%
31 positionsView →2025Q3Sep 30
$871M▲ 7.6%
29 positionsView →2025Q2Jun 30
$809M▲ 12.4%
29 positionsLocked2025Q1Mar 31
$720M▼ 5.1%
29 positionsLocked2024Q4Dec 31
$759M▼ 1.7%
30 positionsLocked2024Q3Sep 30
$772M▲ 4.4%
28 positionsLocked2024Q2Jun 30
$739M▲ 1.0%
28 positionsLocked2024Q1Mar 31
$732M▼ 4.0%
27 positionsLocked2023Q4Dec 31
$762M▲ 12.7%
29 positionsLocked2023Q3Sep 30
$676M▼ 10.5%
29 positionsLocked2023Q2Jun 30
$756M▼ 1.4%
28 positionsLocked
Showing 12 of 84