MANAGED ASSET PORTFOLIOS, LLC

PrivateCIK: 1600999
Location

ROCHESTER, MI

📋 What this filing means

MANAGED ASSET PORTFOLIOS, LLC filed this quarterly 13F‑HR report disclosing 62 equity positions with a total reported market value of $828.09M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

62
Positions
$828.09M
Total AUM (reported)
13.84M
Total Shares

Allocation by class

TOTAL AUM$828.09M62 positions
COM$828.09M100.0%

Portfolio Concentration

Top 315.9%4–1025.5%11–2537.1%Rest21.5%TOP 1041.4%0%100%
Top 3$131.73M15.9%
4–10$211.09M25.5%
11–25$307.63M37.1%
Rest$177.64M21.5%

Top 3 weight

15.9%

Top 10 weight

41.4%

Voting Authority Distribution

Total shares with voting rights: 13.84M

Sole

Full voting authority

10.78M

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)

Sole62
Shared0
Other0
Dominant voting typeSole · 77.9% of voting shares
Institutional Holdings62
Rows:

Sprott Physical Gold & Silver

SOLE
COM
Shares1.11M
TypeSH
Market value$50.93M
6.15%
Sole
893.64K
Shared
0.00
None
218.47K

Microsoft

SOLE
COM
Shares88.71K
TypeSH
Market value$42.90M
5.18%
Sole
69.01K
Shared
0.00
None
19.70K

Cisco Systems Inc

SOLE
COM
Shares491.95K
TypeSH
Market value$37.90M
4.58%
Sole
375.52K
Shared
0.00
None
116.43K

Alphabet Inc CL C

SOLE
COM
Shares107.20K
TypeSH
Market value$33.64M
4.06%
Sole
80.57K
Shared
0.00
None
26.63K

Sanofi ADR

SOLE
COM
Shares636.14K
TypeSH
Market value$30.83M
3.72%
Sole
526.92K
Shared
0.00
None
109.22K

National Fuel Gas Company

SOLE
COM
Shares380.80K
TypeSH
Market value$30.49M
3.68%
Sole
285.24K
Shared
0.00
None
95.56K

Medtronic PLC

SOLE
COM
Shares312.30K
TypeSH
Market value$30.00M
3.62%
Sole
238.97K
Shared
0.00
None
73.33K

Walmart Inc.

SOLE
COM
Shares260.30K
TypeSH
Market value$29.00M
3.50%
Sole
196.46K
Shared
0.00
None
63.84K

Applied Materials

SOLE
COM
Shares112K
TypeSH
Market value$28.78M
3.48%
Sole
85.46K
Shared
0.00
None
26.54K

Tetra Tech Inc

SOLE
COM
Shares845.28K
TypeSH
Market value$28.35M
3.42%
Sole
617.30K
Shared
0.00
None
227.98K

Novartis AG-ADR

SOLE
COM
Shares198.64K
TypeSH
Market value$27.39M
3.31%
Sole
160.94K
Shared
0.00
None
37.70K

Meta Platforms, Inc.

SOLE
COM
Shares38.91K
TypeSH
Market value$25.68M
3.10%
Sole
29.03K
Shared
0.00
None
9.87K

Takeda Pharmaceutical Company

SOLE
COM
Shares1.50M
TypeSH
Market value$23.32M
2.82%
Sole
1.23M
Shared
0.00
None
266.41K

Bunge Global SA NPV

SOLE
COM
Shares253.64K
TypeSH
Market value$22.59M
2.73%
Sole
205.45K
Shared
0.00
None
48.20K

Chevron Corporation

SOLE
COM
Shares142.64K
TypeSH
Market value$21.74M
2.63%
Sole
102.06K
Shared
0.00
None
40.57K

MDU Resources Group Inc.

SOLE
COM
Shares1.07M
TypeSH
Market value$20.84M
2.52%
Sole
806.57K
Shared
0.00
None
261.09K

Aon PLC

SOLE
COM
Shares57.83K
TypeSH
Market value$20.41M
2.46%
Sole
44.95K
Shared
0.00
None
12.88K

Honeywell International Inc

SOLE
COM
Shares100.68K
TypeSH
Market value$19.64M
2.37%
Sole
74.03K
Shared
0.00
None
26.65K

Unilever PLC - Sponsored ADR

SOLE
COM
Shares299.76K
TypeSH
Market value$19.60M
2.37%
Sole
272.23K
Shared
0.00
None
27.54K

Orange - ADR

SOLE
COM
Shares1.13M
TypeSH
Market value$18.81M
2.27%
Sole
905.84K
Shared
0.00
None
221.08K

PriceSmart Inc

SOLE
COM
Shares149.88K
TypeSH
Market value$18.39M
2.22%
Sole
112.25K
Shared
0.00
None
37.62K

Visa Inc. CL A

SOLE
COM
Shares51.48K
TypeSH
Market value$18.06M
2.18%
Sole
38.85K
Shared
0.00
None
12.63K

Johnson & Johnson

SOLE
COM
Shares83.05K
TypeSH
Market value$17.19M
2.08%
Sole
61.59K
Shared
0.00
None
21.46K

Freeport-McMoran Inc

SOLE
COM
Shares336.55K
TypeSH
Market value$17.09M
2.06%
Sole
250.47K
Shared
0.00
None
86.07K

The Mosaic Company

SOLE
COM
Shares701.11K
TypeSH
Market value$16.89M
2.04%
Sole
504.92K
Shared
0.00
None
196.20K
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