Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Minneapolis Portfolio Management Group, LLC (CIK 1317253) reported $941.7M across 33 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GLW ($70.0M, 7.43%), COHR ($42.9M, 4.56%), BPOP ($41.2M, 4.38%), LMT ($39.4M, 4.19%), BA ($39.3M, 4.17%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GLW | Corning Inc | $70.0M | 7.43% | 514,558 | Trimmed |
| 2 | COHR | Coherent Corp | $42.9M | 4.56% | 180,201 | Trimmed |
| 3 | BPOP | Popular Inc | $41.2M | 4.38% | 307,417 | Added |
| 4 | LMT | Lockheed Martin Corp | $39.4M | 4.19% | 65,270 | Trimmed |
| 5 | BA | Boeing Co | $39.3M | 4.17% | 197,379 | Added |
| 6 | CLX | Clorox Co DEL | $38.8M | 4.12% | 374,369 | New |
| 7 | DE | Deere & Co | $38.4M | 4.08% | 68,182 | Added |
| 8 | TEX | Terex Corp New | $38.2M | 4.06% | 646,798 | Trimmed |
| 9 | BKR | Baker Hughes Company | $38.0M | 4.04% | 622,509 | Trimmed |
| 10 | CAT | Caterpillar Inc | $35.2M | 3.74% | 49,754 | Trimmed |
| 11 | IBM | International Business Machs | $34.4M | 3.66% | 142,104 | Added |
| 12 | GNRC | Generac Hldgs Inc | $34.0M | 3.61% | 173,908 | Added |
| 13 | PFE | Pfizer Inc. | $33.9M | 3.60% | 1.2M | New |
| 14 | PH | Parker-Hannifin Corp | $33.3M | 3.54% | 37,223 | Trimmed |
| 15 | CSCO | Cisco Sys Inc | $33.2M | 3.52% | 427,746 | Added |
| 16 | SPG | Simon PPTY Group Inc New | $32.8M | 3.49% | 176,090 | Trimmed |
| 17 | BWXT | BWX Technologies Inc | $32.2M | 3.42% | 157,516 | Added |
| 18 | ORCL | Oracle Corp | $31.8M | 3.38% | 216,148 | Added |
| 19 | NEM | Newmont Corp | $31.4M | 3.33% | 289,711 | Trimmed |
| 20 | USB | US Bancorp | $30.4M | 3.22% | 583,701 | Added |
| 21 | CP | Canadian Pacific Kansas City | $26.8M | 2.85% | 341,137 | Added |
| 22 | ZBH | Zimmer Biomet Holdings Inc | $25.8M | 2.74% | 285,513 | Added |
| 23 | TEL | TE Connectivity PLC | $23.7M | 2.52% | 113,392 | Added |
| 24 | ZTS | Zoetis Inc. | $23.4M | 2.49% | 197,993 | Added |
| 25 | UBER | Uber Technologies Inc | $23.0M | 2.44% | 319,575 | New |
Source: SEC Form 13F filings · as of 2026-03-31