Minneapolis Portfolio Management Group, LLC
Minneapolis Portfolio Management Group, LLC is an SEC-registered investment adviser headquartered in Minneapolis, Minnesota. Founded in 2004, the firm manages approximately $900 million in assets as of March 2025. With a team of 9 employees, MPMG serves a client base that includes individuals, high net worth individuals, pension and profit sharing plans, charitable organizations, and some corporations. The firm specializes in discretionary investment advisory services for separately managed accounts and wrap programs, primarily through its flagship All-Cap Value strategy.
Investment Strategy
MPMG employs a single, discretionary All-Cap Value investment strategy, focusing on stocks of small-, mid-, and large-cap companies in both the U.S. and abroad. The firm actively manages client portfolios primarily in equities, with the flexibility to tailor holdings based on client needs such as sector exclusions, tax considerations, or maintaining cash allocations. The value-oriented approach seeks to identify quality companies trading below their intrinsic value, aiming for long-term capital appreciation. The strategy is applied to both traditional and wrap program accounts, with regular account monitoring and ongoing client communications.
Top Holdings
Equity Positions (29)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GLW | Corning Inc | 5.85% | $47.3M | 900,323 | $23.00 | $52.59 | +$5.8M |
O ORCL | Oracle Corp | 5.67% | $45.9M | 210,047 | $70.40 | $218.63 | +$16.2M |
B BPOP | Popular Inc | 5.10% | $41.3M | 374,316 | $42.39 | $110.21 | +$6.1M |
S SONY | Sony Group Corp | 5.08% | $41.1M | 1,578,273 | $5.32 | $26.03 | +$432.6K |
C CSCO | Cisco Sys Inc | 4.83% | $39.1M | 563,868 | $34.56 | $69.38 | +$3.8M |