Minneapolis Portfolio Management Group, LLC
Top Portfolio Positions
33 positions ·
$941,722,045 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| GLW |
Corning Inc /Ny
Technology
|
514,558 | $69,964,451 | 7.43% |
| COHR |
Coherent Corp.
Technology
|
180,201 | $42,925,680 | 4.56% |
| BPOP |
Popular, Inc.
Financial Services
|
307,417 | $41,246,138 | 4.38% |
| LMT |
Lockheed Martin Corp
Industrials
|
65,270 | $39,448,535 | 4.19% |
| BA |
Boeing Co
Industrials
|
197,379 | $39,284,342 | 4.17% |
| CLX |
Clorox Co /De/
Consumer Defensive
|
374,369 | $38,795,859 | 4.12% |
| DE |
Deere & Co
Industrials
|
68,182 | $38,406,920 | 4.08% |
| TEX |
Terex Corp
Industrials
|
646,798 | $38,225,761 | 4.06% |
| BKR |
Baker Hughes Co
Energy
|
622,509 | $38,004,174 | 4.04% |
| CAT |
Caterpillar Inc
Industrials
|
49,754 | $35,248,718 | 3.74% |
Portfolio Trend
Holdings in CLX
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $38,795,859 | 374,369 | Shares | Sole | 2026-05-05 | |
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