Minneapolis Portfolio Management Group, LLC holds a diversified book of 34 stocks worth $1.1B as of Q2 2026 (disclosed Jul 27, 2026, a ~45-day 13F lag). This quarter they opened Autodesk Inc and trimmed Corning Inc. Their largest long position is Corning Inc at 5% of the equity book. Cloning the disclosed picks since 2024 would be +56% (+29.0%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Minneapolis Portfolio Management Group, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 3.5 points over this window.
Growth of $10,000 cloning Minneapolis Portfolio Management Group, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Minneapolis Portfolio Management Group, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| IFP Advisors, Inc | 40 / 34 | $164.3M |
| BlackRock, Inc. | 39 / 34 | $343.6B |
| STATE STREET CORP | 39 / 34 | $226.0B |
| FMR LLC | 39 / 34 | $87.4B |
| MORGAN STANLEY | 39 / 34 | $76.8B |
| JPMORGAN CHASE & CO | 39 / 34 | $61.5B |
| BANK OF AMERICA CORP /DE/ | 39 / 34 | $56.3B |
| NORTHERN TRUST CORP | 39 / 34 | $43.5B |
Ranked by how many of Minneapolis Portfolio Management Group, LLC's top 34 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Corning Inc COM | $57.9M | 226.7K | 5.5% | ▼−56% Reduced · −288K sh | |
| 2 | Newmont Corp COM | $52.3M | 559.8K | 5.0% | ▲+93% Added · +270K sh | |
| 3 | Popular Inc COM NEW | $49.3M | 300.4K | 4.7% | ▼−2.3% Reduced · −7K sh | |
| 4 | Generac Hldgs Inc COM | $49.2M | 168.1K | 4.7% | ▼−3.4% Reduced · −6K sh | |
| 5 | Cisco Sys Inc COM | $48.9M | 416.5K | 4.6% | ▼−2.6% Reduced · −11K sh | |
| 6 | Terex Corp New COM | $46.2M | 637.6K | 4.4% | ▼−1.4% Reduced · −9K sh | |
| 7 | Coherent Corp COM | $45.7M | 115.8K | 4.3% | ▼−36% Reduced · −64K sh | |
| 8 | Deere & Co COM | $42.6M | 67.2K | 4.0% | ▼−1.4% Reduced · −950 sh | |
| 9 | Boeing Co COM | $42.2M | 194.8K | 4.0% | ▼−1.3% Reduced · −3K sh | |
| 10 | Caterpillar Inc COM | $42.1M | 39.5K | 4.0% | ▼−21% Reduced · −10K sh | |
| 11 | International Business Machs COM | $39.2M | 139.3K | 3.7% | ▼−2.0% Reduced · −3K sh | |
| 12 | Oracle Corp COM | $39.1M | 266.7K | 3.7% | ▲+23% Added · +51K sh | |
| 13 | Simon PPTY Group Inc New COM | $37.3M | 166.8K | 3.5% | ▼−5.3% Reduced · −9K sh | |
| 14 | Parker-Hannifin Corp COM | $36.0M | 36.8K | 3.4% | ▼−1.2% Reduced · −442 sh | |
| 15 | US Bancorp COM NEW | $35.1M | 581.8K | 3.3% | ▼−0.3% Reduced · −2K sh | |
| 16 | Clorox Co DEL COM | $35.1M | 367.4K | 3.3% | ▼−1.9% Reduced · −7K sh | |
| 17 | Hewlett Packard Enterprise C COM | $34.1M | 756.6K | 3.2% | ▼−1.7% Reduced · −13K sh | |
| 18 | Baker Hughes Company CL A | $33.6M | 605.3K | 3.2% | ▼−2.8% Reduced · −17K sh | |
| 19 | Lockheed Martin Corp COM | $33.0M | 64.7K | 3.1% | ▼−0.8% Reduced · −550 sh | |
| 20 | Qualcomm Inc COM | $31.1M | 168.4K | 2.9% | ▲+0.5% Added · +767 sh | |
| 21 | Canadian Pacific Kansas City COM | $30.2M | 348.2K | 2.9% | ▲+2.1% Added · +7K sh | |
| 22 | BWX Technologies Inc. COM | $29.6M | 152.0K | 2.8% | ▼−3.5% Reduced · −6K sh | |
| 23 | Pfizer Inc. COM | $29.3M | 1.22M | 2.8% | ▲+0.6% Added · +7K sh | |
| 24 | Autodesk COM | $27.4M | 141.0K | 2.6% | ▲New New position | |
| 25 | Zimmer Biomet Holdings Inc COM | $25.2M | 292.8K | 2.4% | ▲+2.5% Added · +7K sh | |
| 26 | Textron Inc COM | $23.9M | 260.7K | 2.3% | ▲+0.6% Added · +2K sh | |
| 27 | Uber Technologies Inc. COM | $23.6M | 327.6K | 2.2% | ▲+2.5% Added · +8K sh | |
| 28 | TE Connectivity PLC ORD SHS | $22.6M | 112.0K | 2.1% | ▼−1.2% Reduced · −1K sh | |
| 29 | Zoetis Inc. CL A | $6.6M | 91.2K | 0.6% | ▼−54% Reduced · −107K sh | |
| 30 | Orion S.A. COM | $5.0M | 752.3K | 0.5% | ▼−9.4% Reduced · −78K sh | |
| 31 | General Motors Co COM | $664K | 8.6K | 0.1% | —Held | |
| 32 | Sony Group Corp SPONSORED ADR | $551K | 27.5K | 0.1% | —Held | |
| 33 | Nutrien Ltd COM | $391K | 6.2K | 0.0% | —Held | |
| 34 | Honeywell Aerospace Inc COM | $260K | 1.2K | 0.0% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 27, 2026 | 34 | $1.1B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 5, 2026 | 33 | $941.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 10, 2026 | 31 | $878.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 28, 2025 | 29 | $870.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 7, 2025 | 29 | $809.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 29, 2025 | 29 | $720.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 11, 2025 | 30 | $758.5M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 29, 2024 | 28 | $771.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.