Minneapolis Portfolio Management Group, LLC Portfolio Holdings

Minneapolis Portfolio Management Group, LLC

  • $734 Million
  • Q2 2025

Minneapolis Portfolio Management Group, LLC has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $734 Million distributed in 29 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Corning Inc with a value of $47.3M, Oracle Corp with a value of $45.9M, Popular, Inc. with a value of $41.3M, Sony Group Corp with a value of $41.1M, and Cisco Systems, Inc. with a value of $39.1M.

Examining the 13F form we can see an increase of $75.1M in the current position value, from $659M to 734M.

Minneapolis Portfolio Management Group, LLC is based out at Minneapolis, MN

Below you can find more details about Minneapolis Portfolio Management Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $734 Million
Technology: $250 Million
Industrials: $214 Million
Basic Materials: $74.7 Million
Financial Services: $66.9 Million
Healthcare: $31.8 Million
Real Estate: $28.3 Million
Consumer Cyclical: $25 Million
Communication Services: $21.9 Million
Other: $21.9 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$55.6B
$47.3 Million 6.45% of portfolio
900,323
Q2 2025 Reduced 0.9%
$33.7B
$41.1 Million 5.59% of portfolio
1,578,273
Q2 2025 Reduced 1.42%
$16.3B
$34.4 Million 4.69% of portfolio
239,048
Q2 2025 Reduced 1.21%
$96.6B
$33.7 Million 4.59% of portfolio
48,215
Q2 2025 Reduced 1.24%
$153B
$33 Million 4.5% of portfolio
64,973
Q2 2025 Reduced 0.87%
$54.7B
$32.9 Million 4.48% of portfolio
564,729
Q2 2025 Reduced 15.97%
$139B
$31.5 Million 4.29% of portfolio
150,435
Q2 2025 Added 53.04%
$55.4B
$28.3 Million 3.85% of portfolio
176,085
Q2 2025 Reduced 0.77%
$68B
$25.6 Million 3.49% of portfolio
566,423
Q2 2025 Reduced 0.6%
$173B
$25.4 Million 3.45% of portfolio
159,289
Q2 2025 Reduced 0.27%
$76.9B
$25 Million 3.4% of portfolio
507,627
Q2 2025 Reduced 3.6%
$12.7B
$24.3 Million 3.31% of portfolio
169,521
Q2 2025 Reduced 0.26%
$10.3B
$21.9 Million 2.99% of portfolio
710,554
Q2 2025 Reduced 0.78%
$42.6B
$21.9 Million 2.98% of portfolio
571,447
Q2 2025 Reduced 0.84%
$30.2B
$21.3 Million 2.9% of portfolio
365,960
Q2 2025 Reduced 0.57%
$27.4B
$14.9 Million 2.02% of portfolio
726,576
Q2 2025 Added 1.15%
$146B
$314,000 0.04% of portfolio
1,350
Q1 2023 Reduced 42.55%

Summary

  • Portfolio
  • No. of Stocks 29
  • Current Value $734 Million
  • Prior Value $659 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
Track This Portfolio

Track Minneapolis Portfolio Management Group, LLC Portfolio

Follow Minneapolis Portfolio Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Minneapolis Portfolio Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Minneapolis Portfolio Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email