13F Insight
DOSSIER · 13F-HR · Q2 2026

Minneapolis Portfolio Management Group, LLC

$1.1B in tracked AUM across 34 positions as of Q2 2026.

MP
CIK 0001317253 · last filed Jun 30, 2026
Total AUM
$1.1B
as of Q2 2026
Holdings
34
—
positions
Whale Score
67
67
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Minneapolis Portfolio Management Group, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
GLW
Corning Inc
$58M227K5.5%02
NEM
Newmont Corp
$52M560K5.0%03
BPOP
Popular Inc
$49M300K4.7%04
GNRC
Generac Hldgs Inc
$49M168K4.7%05
CSCO
Cisco Sys Inc
$49M417K4.6%06
TEX
Terex Corp New
$46M638K4.4%07
COHR
Coherent Corp
$46M116K4.3%08
DE
Deere & Co
$43M67K4.0%09
BA
Boeing Co
$42M195K4.0%10
CAT
Caterpillar Inc
$42M40K4.0%

Filing history

2026Q2Jun 30
$1.1B▲ 12.0%
34 positionsView →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 positionsLocked
Showing 12 of 85