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Minneapolis Portfolio Management Group, LLC
Phillip W. Grodnick · Investment Advisor · Value
Minneapolis Portfolio Management Group, LLC (MPMG) is an independent investment management firm headquartered in Wayzata, Minnesota. Founded in 1995 by Phillip W. Grodnick, the firm operates as a research-driven, owner-operated adviser specializing in its signature "All-Cap Value" strategy. MPMG manages discretionary separate accounts for a diverse client base that includes individuals, high-net-worth families, pension plans, and charitable organizations. The firm is dedicated to long-term wealth creation by identifying undervalued equity securities across all market capitalizations in both domestic and international markets. By maintaining a fiduciary standard, MPMG ensures its portfolio managers are invested alongside their clients, focusing on quality businesses with strong fundamentals and attractive entry prices.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +35.1% |
| YTD return | +22.5% |
| Sharpe ratio | 4.18 |
| Win rate | 49% |
| AUM | $0.8B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.8B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://mpmgllc.com/ |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NEM | Newmont Goldcorp Corp | 9.0% | +30.0% |
| BPOP | Popular Inc | 6.3% | +20.6% |
| DE | Deere & Company | 5.8% | +35.0% |
| CSCO | Cisco Systems Inc | 5.8% | +41.6% |
| HPE | Hewlett Packard Enterprise Co | 5.4% | +39.2% |
| ORCL | Oracle Corporation | 5.4% | +13.6% |
| BA | The Boeing Company | 5.1% | -12.0% |
| TEX | Terex Corporation | 4.9% | +8.2% |
| GLW | Corning Incorporated | 4.8% | +35.8% |
| USB | U.S. Bancorp | 4.6% | +8.0% |
| BKR | Baker Hughes Co | 4.6% | +5.2% |
| COHR | Coherent Inc | 4.4% | -14.9% |
| PH | Parker-Hannifin Corporation | 4.4% | +19.4% |
| SPG | Simon Property Group Inc | 4.4% | +7.9% |
| LMT | Lockheed Martin Corporation | 4.4% | -14.4% |
| PFE | Pfizer Inc | 4.3% | -0.6% |
| IBM | International Business Machines | 4.2% | -2.7% |
| CLX | The Clorox Company | 4.2% | -10.6% |
| CAT | Caterpillar Inc | 4.1% | +60.1% |
| GNRC | Generac Holdings Inc | 3.9% | +10.2% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 14, 2026 | SELL | IBM | 4.1% → 4.2% |
| Sep 14, 2026 | SELL | SPG | 4.5% → 4.4% |
| Sep 14, 2026 | SELL | HPE | 5.0% → 5.4% |
| Sep 14, 2026 | BUY | DE | 5.2% → 5.8% |
| Sep 14, 2026 | SELL | ADSK | 4.6% → 0.0% |
Investment Style Analysis
Minneapolis Portfolio Management Group, LLC is widely recognized for employing a Value strategy. As of Sep 18, 2026, the firm oversees approximately $0.8B in assets under management (AUM). The portfolio demonstrates a clear preference for the Farm & Heavy Construction Machinery and Communication Equipment sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 14, Minneapolis Portfolio Management Group, LLC made a significant move by reducing the position in IBM. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
MPMG follows a disciplined, value-based investment philosophy centered on identifying high-quality companies trading at a significant discount to their intrinsic value. The firm utilizes a rigorous five-step investment process that emphasizes attractive valuations, strong balance sheets, and unique products or services that serve as essential necessities of life. By focusing on businesses that have temporarily stumbled but possess the resources to recover, MPMG seeks to minimize business and market risks at the point of entry. Adopting a "slow and steady" approach inspired by the tortoise, the firm prioritizes patience and long-term discipline over speculative market trends, aiming to protect and grow capital across full market cycles.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Minneapolis Portfolio Management Group, LLC.
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Frequently asked questions
How is the simulated portfolio for Minneapolis Portfolio Management Group, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Minneapolis Portfolio Management Group, LLC's largest holding?
As of the latest filing, Minneapolis Portfolio Management Group, LLC's top position is Newmont Goldcorp Corp (NEM), representing 9.0% of the portfolio. This reflects a high-conviction bet by the institution.
What is Minneapolis Portfolio Management Group, LLC's historical performance and risk profile?
Our simulation indicates a total return of +35.1% with a win rate of 49%. Notably, the portfolio maintains a Sharpe Ratio of 4.18, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Minneapolis Portfolio Management Group, LLC primarily invest in?
Minneapolis Portfolio Management Group, LLC has a strong preference for the Farm & Heavy Construction Machinery sector, which makes up 14.8% of their disclosed assets. The portfolio also has exposure to Communication Equipment, indicating a specific thematic focus.
Is Minneapolis Portfolio Management Group, LLC's portfolio concentrated or diversified?
Minneapolis Portfolio Management Group, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 21.1% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Minneapolis Portfolio Management Group, LLC performed in 2026?
Our AI-simulated model portfolio for Minneapolis Portfolio Management Group, LLC tracks a Year-to-Date (YTD) return of +22.5%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Phillip W. Grodnick manage Minneapolis Portfolio Management Group, LLC directly?
Yes, Phillip W. Grodnick serves as the key portfolio manager for Minneapolis Portfolio Management Group, LLC, overseeing the investment strategy and final capital allocation decisions.