Managed Asset Portfolios, Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$834.4M
Q ending 2026-03-31
Prior quarter
$828.1M
Q ending 2025-12-31
Change
+0.8% QoQ · +15.6% YoY
Positions
51
reported holdings

Largest positions

All 51 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Chevron CorporationCVXShares$48.1M232K
Sprott Physical Gold & SilverCEFShares$45.9M961K
Applied MaterialsAMATShares$37.0M108K
National Fuel Gas CompanyNFGShares$36.4M388K
Takeda Pharmaceutical CompanyTAKShares$33.3M1.8M
Sanofi AdrSNYShares$32.7M678K
Bunge Global Sa NpvShares$31.5M248K
MicrosoftMSFTShares$30.5M82K
Cisco Systems IncCSCOShares$29.9M386K
Alphabet Inc Cl CGOOGShares$29.7M104K
Verizon CommunicationsVZShares$29.6M589K
Medtronic PlcShares$26.9M310K
Tetra Tech IncTTEKShares$26.7M887K
Novartis Ag-AdrNVSShares$25.1M164K
Honeywell International IncHONGBPShares$23.5M104K
Aon PlcShares$23.1M72K
Orange - AdrORANYShares$22.4M1.1M
Meta Platforms, Inc.METAShares$22.0M38K
Walmart Inc.WMTShares$22.0M177K
Mdu Resources Group Inc.MDUShares$21.5M1.0M
Johnson & JohnsonJNJShares$19.9M82K
Spdr Bloomberg Barclays 1-3 MoBILShares$19.0M207K
The Mosaic CompanyMOSShares$18.6M728K
Visa Inc. Cl AVShares$18.5M61K
Pricesmart IncPSMTShares$17.3M115K
Unilever Plc - Sponsored AdrULShares$16.9M296K
Freeport-Mcmoran IncFCXShares$16.5M281K
Workday IncWDAYShares$13.0M100K
Arcos Dorados Holdings IncShares$12.7M1.5M
Cme Group IncShares$12.3M42K
Eaton Corp PlcShares$11.3M32K
Home Depot IncHDShares$10.1M31K
Micron Technology IncMUShares$9.9M29K
Spdr Gold Minishares TrustGLDMShares$9.3M100K
Uber Technologies Inc.UBERShares$8.7M121K
Solstice Advanced Materials InSOLSShares$8.0M106K
Fidelity National InformationFISShares$5.7M121K
Berkshire Hathaway Inc Cl BBRK/BShares$1.9M4K
Columbia Em Core Ex-China EtfXCEMShares$1.1M26K
Zoetis IncZTSShares$1.1M9K
The Campbell'S CompanyCPBShares$903K41K
Ishares Msci Acwi EtfACWIShares$757K5K
OnterrisONTShares$650K30K
Consumer Staples Select SectorXLPShares$575K7K
Spdr S&P Gl Nat ResourcesGNRShares$397K5K
Industrial Select Sector SpdrXLIShares$390K2K
Apple Inc.AAPLShares$266K1K
Technology Select Sector SpdrXLKShares$264K2K
Health Care Select SectorXLVShares$247K2K
Communication Services SelectXLCShares$210K2K
Ishares Msci Acwu Ex UsACWXShares$205K3K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.