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| Happy Holidays!! thanks for using AUM13F!! |
| Minneapolis Portfolio Management Group LLC
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| CRD # | 129963 |
| SEC # | 801-62669 |
| CIK # | 0001317253 |
| AUM | $900.6 M (2025-03-18) |
| Employees | 9 (33% Investors, 0% Brokers) |
| Phone | 612-334-2000 |
| Address | 3620 County Road 101 S Wayzata, MN 55391 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001317253 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Corning Inc /NY | 47.3 | ||
| Oracle Corp | 45.9 | ||
| Popular Inc | 41.3 | ||
| Sony Corp | 41.1 | ||
| Cisco Systems Inc | 39.1 | ||
| International Business Machines Corp | 35.9 | ||
| Caterpillar Inc | 35.7 | ||
| Babcock & Wilcox Co | 34.4 | ||
| Parker Hannifin Corp | 33.7 | ||
| Deere & Co | 33.0 | ||
| Newmont Mining Corp /DE/ | 32.9 | ||
| Boeing Co | 31.5 | ||
| II-VI Inc | 31.5 | ||
| Simon Property Group Inc /DE/ | 28.3 | ||
| US Bancorp de | 25.6 | ||
| Qualcomm Inc/DE | 25.4 | ||
| General Motors Co | 25.0 | ||
| Canadian Pacific Railway Ltd/Cn | 24.4 | ||
| Generac Holdings Inc | 24.3 | ||
| IAC/InterActiveCorp | 21.9 | ||
| Baker Hughes A GE Co | 21.9 | ||
| UnitedHealth Group Inc | 21.4 | ||
| Nutrien Ltd | 21.3 | ||
| Terex Corp | 21.2 | ||
| Orion Engineered Carbons Sa | 20.5 | ||
| Tyco Electronics Ltd | 19.1 | ||
| Hewlett Packard Enterprise Co | 14.9 | ||
| Zimmer Holdings Inc | 10.4 | ||
| Honeywell International Inc | 0.3 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,138 | 245.7 |
| (b) Individuals (high net worth individuals) | 542 | 533.2 |
| (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 | 66 | 39.8 |
| (h) Charitable organizations | 19 | 58.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 0.8 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 16 | 22.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,782 | 900.6 |
| By Discretionary | ||
| Discretionary | 1,543 | 841.2 |
| Non-Discretionary | 239 | 59.4 |
| Total | 1,782 | 900.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 900.6 | |
| Total | 1,782 | 900.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001317253] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Acansa Investment Management Group LLC
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|
VA | 0.9 |
|
Gould Asset Management LLC
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|
CA | 0.9 |
|
Armbruster Capital Management Inc
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|
NY | 0.9 |
|
ASB Consultores LLC
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|
FL | 0.9 |
|
Archer Investment Corporation
✚
|
IN | 0.9 |
|
Syverson Strege & Company
✚
|
IA | 0.9 |
|
Sittner & Nelson LLC
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|
OR | 0.9 |
|
Strid Group LLC
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|
PA | 0.9 |
|
Mengis Capital Management Inc
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|
OR | 0.9 |
|
Nippon Value Investors KK
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|
0.9 |