Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

MANAGED ASSET PORTFOLIOS, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

MANAGED ASSET PORTFOLIOS, LLC (CIK 1600999) reported $834.4M across 50 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CVX ($48.1M, 5.76%), CEF ($45.9M, 5.50%), AMAT ($37.0M, 4.44%), NFG ($36.4M, 4.37%), TAK ($33.3M, 3.99%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1CVXChevron Corporation$48.1M5.76%232,499Added
2CEFSprott Physical Gold & Silver$45.9M5.50%961,480Trimmed
3AMATApplied Materials$37.0M4.44%108,322Trimmed
4NFGNational Fuel Gas Company$36.4M4.37%387,830Added
5TAKTakeda Pharmaceutical Company$33.3M3.99%1.8MAdded
6SNYSanofi ADR$32.7M3.92%678,376Added
7BGBunge Global SA NPV$31.5M3.77%247,630Trimmed
8MSFTMicrosoft$30.5M3.66%82,393Trimmed
9CSCOCisco Systems Inc$29.9M3.59%385,962Trimmed
10GOOGAlphabet Inc CL C$29.7M3.56%103,684Trimmed
11VZVerizon Communications$29.6M3.54%589,143Added
12MDTMedtronic PLC$26.9M3.22%310,455Trimmed
13TTEKTetra Tech Inc$26.7M3.20%886,859Added
14NVSNovartis AG-ADR$25.1M3.01%164,288Trimmed
15HONHoneywell International Inc$23.5M2.81%103,844Added
16AONAon PLC$23.1M2.77%71,613Added
17ORANYOrange - ADR$22.4M2.68%1.1MTrimmed
18METAMeta Platforms, Inc.$22.0M2.64%38,441Trimmed
19WMTWalmart Inc.$22.0M2.63%176,724Trimmed
20MDUMDU Resources Group Inc.$21.5M2.58%1.0MTrimmed
21JNJJohnson & Johnson$19.9M2.39%81,546Trimmed
22BILSPDR Bloomberg Barclays 1-3 Mo$19.0M2.27%206,840Added
23MOSThe Mosaic Company$18.6M2.23%728,225Added
24VVisa Inc. CL A$18.5M2.21%61,118Added
25PSMTPriceSmart Inc$17.3M2.07%114,853Trimmed

Source: SEC Form 13F filings · as of 2026-03-31