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| Minneapolis Portfolio Management Group LLC
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|---|---|
| CRD # | 129963 |
| SEC # | 801-62669 |
| CIK # | 0001317253 |
| AUM | 1,101.4 M (2026-03-10) |
| Employees | 9 (33% Investors, 0% Brokers) |
| Phone | 612-334-2000 |
| Address | 3620 County Road 101 S Wayzata, MN 55391 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Corning Inc /NY | 70.0 | ||
| II-VI Inc | 42.9 | ||
| Popular Inc | 41.2 | ||
| Lockheed Martin Corp | 39.4 | ||
| Boeing Co | 39.3 | ||
| Clorox Co /DE/ | 38.8 | ||
| Deere & Co | 38.4 | ||
| Terex Corp | 38.2 | ||
| Baker Hughes A GE Co | 38.0 | ||
| Caterpillar Inc | 35.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,129 | 258.7 |
| (b) Individuals (high net worth individuals) | 603 | 697.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 67 | 50.4 |
| (h) Charitable organizations | 16 | 67.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 15 | 27.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,830 | 1,101.4 |
| By Discretionary | ||
| Discretionary | 1,580 | 1,029.5 |
| Non-Discretionary | 250 | 71.9 |
| Total | 1,830 | 1,101.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,101.4 | |
| Total | 1,830 | 1,101.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001317253] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.6B |
| Serves | Institutional, Retail |
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|---|---|---|
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1,105.3 M | |
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|
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IL | 1,100.7 M |
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Bruni J V & Co
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|
Stage Harbor Financial LLC
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