|
⚲
|
| Keyboard |
| Minneapolis Portfolio Management Group LLC
✚
|
|
|---|---|
| CRD # | 129963 |
| SEC # | 801-62669 |
| CIK # | 0001317253 |
| AUM | 1,101.4 M (2026-03-10) |
| Employees | 9 (33% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 612-334-2000 |
| Address | 3620 County Road 101 S Wayzata, MN 55391 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001317253 |
| Sector | Form 13F Holdings | Value ($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 | |
| International Business Machines Corp | 34.4 | |
| Generac Holdings Inc | 34.0 | |
| Pfizer Inc | 33.9 | |
| Parker Hannifin Corp | 33.3 | |
| Cisco Systems Inc | 33.2 | |
| Simon Property Group Inc /DE/ | 32.8 | |
| Babcock & Wilcox Co | 32.2 | |
| Oracle Corp | 31.8 | |
| Newmont Mining Corp /DE/ | 31.4 | |
| US Bancorp de | 30.4 | |
| Canadian Pacific Railway Ltd/Cn | 26.8 | |
| Zimmer Holdings Inc | 25.8 | |
| Tyco Electronics Ltd | 23.7 | |
| Zoetis Inc | 23.4 | |
| Uber Technologies Inc | 23.0 | |
| Textron Inc | 22.7 | |
| Qualcomm Inc/DE | 21.6 | |
| Hewlett Packard Enterprise Co | 18.3 | |
| Orion Engineered Carbons Sa | 5.4 | |
| General Motors Co | 0.6 | Prev | Page 1 | Next |
| 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 |
| Comparable Firms | State | AUM |
|---|---|---|
|
The Financial Advisors LLC
✚
|
MA | 1,108.4 M |
|
Heirloom Wealth Management LLC
✚
|
CO | 1,108.3 M |
|
Triasima Portfolio Management Inc
✚
|
1,105.3 M | |
|
Financial Advisory Corporation
✚
|
MI | 1,104.6 M |
|
The Clarus Group Inc
✚
|
TX | 1,103.8 M |
|
Integrity Advisory Solutions LLC
✚
|
IA | 1,103.5 M |
|
Fusion Investment Advisors LLC
✚
|
TX | 1,102.9 M |
|
Cohen Capital Advisors LLC
✚
|
IL | 1,100.7 M |
|
Bruni J V & Co
✚
|
CO | 1,097.9 M |
|
Stage Harbor Financial LLC
✚
|
MA | 1,097.2 M |