MP

Minneapolis Portfolio Management Group, LLC

13F
Minneapolis Portfolio Management Group, LLC
Last update 2024-10-29 28 Stocks (1 new)
Value $772.00 Mil Turnover 4 %
Countries:
Top Holdings: GLW(5.36%)IBM(5.21%)SPG(5.15%)BPOP(5.08%)CAT(4.86%)
Portfolio Report
Summary Stock Picks Current Portfolio
Minneapolis Portfolio Manageme... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
GLW 		Corning Inc
915,733
41345.340
-2.77%
5.360
-0.14%
0.110
+1.89%
-0.19%
40609.981
Hardware
IBM 		International Business Machines Corp
181,746
40180.380
-2.92%
5.210
-0.13%
0.020
-6.71%
-0.95%
201341.482
Software
SPG 		Simon Property Group Inc
235,216
39756.210
-2.63%
5.150
-0.13%
0.070
+2.27%
+0.79%
56632.096
REITs
BPOP 		Popular Inc
390,668
39172.280
-3.02%
5.080
-0.15%
0.540
-2.40%
+3.61%
6949.496
Banks
CAT 		Caterpillar Inc
95,888
37503.820
-2.90%
4.860
-0.13%
0.020
-5.34%
+2.43%
179394.920
Farm & Heavy Construction Machinery
ORCL 		Oracle Corp
214,670
36579.820
-2.73%
4.740
-0.12%
0.010
-11.03%
-5.97%
437192.192
Software
NEM 		Newmont Corp
672,759
35958.970
-2.63%
4.660
-0.10%
0.060
-26.31%
+7.90%
45720.171
Metals & Mining
COHR 		Coherent Corp
356,315
31679.970
-2.55%
4.100
-0.09%
0.230
-9.34%
-1.83%
14383.750
Hardware
PH 		Parker Hannifin Corp
49,879
31514.590
-2.66%
4.080
-0.09%
0.040
+0.78%
+1.73%
83283.407
Industrial Products
SONY 		Sony Group Corp
1,611,730
31128.990
-2.02%
4.030
-0.08%
0.010
+4.14%
-6.05%
119780.578
Hardware

Minneapolis Portfolio Management Group, LLC's Historical Top Holdings Breakdowns

Minneapolis Portfolio Management Group, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
CP 		Canadian Pacific Kansas City Ltd2023-03-31Sold Out
-3.77%
●
72.98 ($77.21) 80.19
$74.19
-3.91%
Sold Out
0
-355,472
CP 		Canadian Pacific Kansas City Ltd2023-06-30New Buy
+3.64%
●
75.76 ($78.92) 82.93
$74.19
-5.99%
New holding
340,450
340,450
STU:X88 		Canadian Pacific Kansas City Ltd2023-06-30Sold Out
-3.55%
●
68.9 (€71.23) 71.5
€71.50
0.38%
Sold Out
0
-353,355
STU:X88 		Canadian Pacific Kansas City Ltd2023-03-31New Buy
+3.55%
●
67.41 (€71.67) 74.32
€71.50
-0.24%
New holding
353,355
353,355
MDT 		Medtronic PLC2023-12-31Sold Out
-3.51%
●
69.43 ($76.21) 83.43
$85.25
11.86%
Sold Out
0
-302,690
USB 		U.S. Bancorp2023-12-31New Buy
+3.51%
●
30.64 ($36.55) 45.33
$49.06
34.23%
New holding
617,443
617,443
MDT 		Medtronic PLC2023-03-31New Buy
+3.47%
●
76.72 ($81.5) 87.58
$85.25
4.60%
New holding
329,843
329,843
BA 		Boeing Co2024-09-30Sold Out
-3.47%
●
152.04 ($171.47) 190.6
$167.02
-2.60%
Sold Out
0
-140,932
FDX 		FedEx Corp2024-06-30Sold Out
-3.43%
●
245.11 ($261.58) 299.84
$277.62
6.13%
Sold Out
0
-86,569
CXT 		Crane NXT Co2023-03-31New Buy
+3.35%
●
72 ($73.53) 74.6
$63.57
-13.55%
New holding
226,492
226,492

Minneapolis Portfolio Management Group, LLC Total Holding History ($B)

To

Minneapolis Portfolio Management Group, LLC's Asset Allocation

To

Minneapolis Portfolio Management Group, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Minneapolis Portfolio Management Group, LLC's Hypothetical Growth since 2024-09-30

Minneapolis Portfolio Management Group, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Minneapolis Portfolio Management Group, LLC's Holdings Heat Map

Size field:

Minneapolis Portfolio Management Group, LLC's Holdings Bubble Chart

Minneapolis Portfolio Management Group, LLC News

  • 1

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