MANAGED ASSET PORTFOLIOS, LLC

PrivateCIK: 1600999
Location

ROCHESTER, MI

📋 What this filing means

MANAGED ASSET PORTFOLIOS, LLC filed this quarterly 13F‑HR report disclosing 51 equity positions with a total reported market value of $807.73M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

51
Positions
$807.73M
Total AUM (reported)
13.85M
Total Shares

Allocation by class

TOTAL AUM$807.73M51 positions
COM$807.73M100.0%

Portfolio Concentration

Top 315.3%4–1027.2%11–2540.8%Rest16.7%TOP 1042.5%0%100%
Top 3$123.48M15.3%
4–10$219.96M27.2%
11–25$329.41M40.8%
Rest$134.87M16.7%

Top 3 weight

15.3%

Top 10 weight

42.5%

Voting Authority Distribution

Total shares with voting rights: 13.85M

Sole

Full voting authority

10.79M

shares

% of voting shares77.9%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

3.06M

shares

% of voting shares22.1%

Investment Discretion (by position count)

Sole51
Shared0
Other0
Dominant voting typeSole · 77.9% of voting shares
Institutional Holdings51
Rows:

Microsoft

SOLE
COM
Shares89.69K
TypeSH
Market value$46.46M
5.75%
Sole
69.74K
Shared
0.00
None
19.96K

Sprott Physical Gold & Silver

SOLE
COM
Shares1.14M
TypeSH
Market value$41.82M
5.18%
Sole
916.58K
Shared
0.00
None
223.29K

National Fuel Gas Company

SOLE
COM
Shares381.08K
TypeSH
Market value$35.20M
4.36%
Sole
284.72K
Shared
0.00
None
96.35K

Meta Platforms, Inc.

SOLE
COM
Shares47.78K
TypeSH
Market value$35.09M
4.34%
Sole
35.95K
Shared
0.00
None
11.84K

Cisco Systems Inc

SOLE
COM
Shares498.94K
TypeSH
Market value$34.14M
4.23%
Sole
381.14K
Shared
0.00
None
117.80K

Sanofi ADR

SOLE
COM
Shares679.83K
TypeSH
Market value$32.09M
3.97%
Sole
563.11K
Shared
0.00
None
116.72K

Johnson & Johnson

SOLE
COM
Shares171.80K
TypeSH
Market value$31.86M
3.94%
Sole
129.62K
Shared
0.00
None
42.18K

Medtronic PLC

SOLE
COM
Shares309.01K
TypeSH
Market value$29.43M
3.64%
Sole
235.27K
Shared
0.00
None
73.73K

Tetra Tech Inc

SOLE
COM
Shares869.63K
TypeSH
Market value$29.03M
3.59%
Sole
637.38K
Shared
0.00
None
232.25K

Applied Materials

SOLE
COM
Shares138.39K
TypeSH
Market value$28.33M
3.51%
Sole
104.79K
Shared
0.00
None
33.60K

Walmart Inc.

SOLE
COM
Shares261.13K
TypeSH
Market value$26.91M
3.33%
Sole
197.06K
Shared
0.00
None
64.06K

Alphabet Inc CL C

SOLE
COM
Shares108.27K
TypeSH
Market value$26.37M
3.26%
Sole
81.33K
Shared
0.00
None
26.94K

Orange - ADR

SOLE
COM
Shares1.59M
TypeSH
Market value$25.80M
3.19%
Sole
1.29M
Shared
0.00
None
302.28K

Novartis AG-ADR

SOLE
COM
Shares198.70K
TypeSH
Market value$25.48M
3.15%
Sole
160.89K
Shared
0.00
None
37.82K

The Mosaic Company

SOLE
COM
Shares695.51K
TypeSH
Market value$24.12M
2.99%
Sole
500.22K
Shared
0.00
None
195.29K

Everus Construction Group, Inc

SOLE
COM
Shares269.68K
TypeSH
Market value$23.12M
2.86%
Sole
203.74K
Shared
0.00
None
65.94K

Takeda Pharmaceutical Company

SOLE
COM
Shares1.49M
TypeSH
Market value$21.76M
2.69%
Sole
1.22M
Shared
0.00
None
270.16K

Chevron Corporation

SOLE
COM
Shares136.75K
TypeSH
Market value$21.24M
2.63%
Sole
102.10K
Shared
0.00
None
34.65K

Bunge Global SA NPV

SOLE
COM
Shares259.71K
TypeSH
Market value$21.10M
2.61%
Sole
209.75K
Shared
0.00
None
49.96K

Honeywell International Inc

SOLE
COM
Shares97.97K
TypeSH
Market value$20.62M
2.55%
Sole
72.30K
Shared
0.00
None
25.67K

Aon PLC

SOLE
COM
Shares54.88K
TypeSH
Market value$19.57M
2.42%
Sole
42.02K
Shared
0.00
None
12.86K

MDU Resources Group Inc.

SOLE
COM
Shares1.08M
TypeSH
Market value$19.18M
2.38%
Sole
813.25K
Shared
0.00
None
263.88K

PriceSmart Inc

SOLE
COM
Shares150.62K
TypeSH
Market value$18.25M
2.26%
Sole
112.70K
Shared
0.00
None
37.92K

SPDR Bloomberg Barclays 1-3 Mo

SOLE
COM
Shares198.76K
TypeSH
Market value$18.24M
2.26%
Sole
175.23K
Shared
0.00
None
23.53K

Visa Inc. CL A

SOLE
COM
Shares51.69K
TypeSH
Market value$17.64M
2.18%
Sole
39.06K
Shared
0.00
None
12.62K
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