MANAGED ASSET PORTFOLIOS, LLC

PrivateCIK: 1600999
Location

ROCHESTER, MI

📋 What this filing means

MANAGED ASSET PORTFOLIOS, LLC filed this quarterly 13F‑HR report disclosing 48 equity positions with a total reported market value of $769.71M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

48
Positions
$769.71M
Total AUM (reported)
14.14M
Total Shares

Allocation by class

TOTAL AUM$769.71M48 positions
COM$769.71M100.0%

Portfolio Concentration

Top 315.0%4–1026.6%11–2539.4%Rest19.0%TOP 1041.6%0%100%
Top 3$115.16M15.0%
4–10$204.92M26.6%
11–25$303.45M39.4%
Rest$146.17M19.0%

Top 3 weight

15.0%

Top 10 weight

41.6%

Voting Authority Distribution

Total shares with voting rights: 14.14M

Sole

Full voting authority

11M

shares

% of voting shares77.8%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

3.14M

shares

% of voting shares22.2%

Investment Discretion (by position count)

Sole48
Shared0
Other0
Dominant voting typeSole · 77.8% of voting shares
Institutional Holdings48
Rows:

Microsoft

SOLE
COM
Shares90.33K
TypeSH
Market value$44.93M
5.84%
Sole
70.16K
Shared
0.00
None
20.17K

Meta Platforms, Inc.

SOLE
COM
Shares47.97K
TypeSH
Market value$35.40M
4.60%
Sole
36.03K
Shared
0.00
None
11.93K

Cisco Systems Inc

SOLE
COM
Shares502.07K
TypeSH
Market value$34.83M
4.53%
Sole
383.26K
Shared
0.00
None
118.81K

Sprott Physical Gold & Silver

SOLE
COM
Shares1.15M
TypeSH
Market value$34.69M
4.51%
Sole
926.30K
Shared
0.00
None
226.16K

National Fuel Gas Company

SOLE
COM
Shares381.01K
TypeSH
Market value$32.28M
4.19%
Sole
284K
Shared
0.00
None
97.01K

Tetra Tech Inc

SOLE
COM
Shares855.57K
TypeSH
Market value$30.77M
4.00%
Sole
622.96K
Shared
0.00
None
232.61K

Sanofi ADR

SOLE
COM
Shares609K
TypeSH
Market value$29.42M
3.82%
Sole
499.72K
Shared
0.00
None
109.28K

Medtronic PLC

SOLE
COM
Shares305.40K
TypeSH
Market value$26.62M
3.46%
Sole
231.46K
Shared
0.00
None
73.94K

Johnson & Johnson

SOLE
COM
Shares170.85K
TypeSH
Market value$26.10M
3.39%
Sole
128.49K
Shared
0.00
None
42.37K

Walmart Inc.

SOLE
COM
Shares256.14K
TypeSH
Market value$25.05M
3.25%
Sole
192.10K
Shared
0.00
None
64.04K

Orange - ADR

SOLE
COM
Shares1.61M
TypeSH
Market value$24.42M
3.17%
Sole
1.30M
Shared
0.00
None
306.61K

The Mosaic Company

SOLE
COM
Shares654.43K
TypeSH
Market value$23.87M
3.10%
Sole
465.65K
Shared
0.00
None
188.77K

Novartis AG-ADR

SOLE
COM
Shares197.04K
TypeSH
Market value$23.84M
3.10%
Sole
159.03K
Shared
0.00
None
38.01K

Bunge Global SA NPV

SOLE
COM
Shares295.82K
TypeSH
Market value$23.75M
3.09%
Sole
221.67K
Shared
0.00
None
74.15K

Takeda Pharmaceutical Company

SOLE
COM
Shares1.49M
TypeSH
Market value$23.02M
2.99%
Sole
1.22M
Shared
0.00
None
271.43K

Honeywell International Inc

SOLE
COM
Shares95.83K
TypeSH
Market value$22.32M
2.90%
Sole
70.20K
Shared
0.00
None
25.63K

SPDR Bloomberg Barclays 1-3 Mo

SOLE
COM
Shares234.65K
TypeSH
Market value$21.52M
2.80%
Sole
206.75K
Shared
0.00
None
27.90K

Aon PLC

SOLE
COM
Shares54.28K
TypeSH
Market value$19.37M
2.52%
Sole
41.39K
Shared
0.00
None
12.89K

Chevron Corporation

SOLE
COM
Shares134.31K
TypeSH
Market value$19.23M
2.50%
Sole
99.67K
Shared
0.00
None
34.64K

Alphabet Inc CL C

SOLE
COM
Shares106.75K
TypeSH
Market value$18.94M
2.46%
Sole
80.22K
Shared
0.00
None
26.53K

MDU Resources Group Inc.

SOLE
COM
Shares1.05M
TypeSH
Market value$17.51M
2.28%
Sole
800.08K
Shared
0.00
None
250.42K

Everus Construction Group, Inc

SOLE
COM
Shares270.25K
TypeSH
Market value$17.17M
2.23%
Sole
203.68K
Shared
0.00
None
66.58K

Visa Inc. CL A

SOLE
COM
Shares45.80K
TypeSH
Market value$16.26M
2.11%
Sole
34.08K
Shared
0.00
None
11.72K

Unilever PLC - Sponsored ADR

SOLE
COM
Shares265.74K
TypeSH
Market value$16.26M
2.11%
Sole
239.38K
Shared
0.00
None
26.37K

Applied Materials

SOLE
COM
Shares87.27K
TypeSH
Market value$15.98M
2.08%
Sole
64.48K
Shared
0.00
None
22.79K
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