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MANAGED ASSET PORTFOLIOS, LLC 13F portfolio summary

MANAGED ASSET PORTFOLIOS, LLC of MANAGED ASSET PORTFOLIOS, LLC has 50 current stock holdings with a reported portfolio value of $834.4M. The portfolio 1 year return is +27.16%. Top holdings include CVX (5.92%), CEF (5.65%), AMAT (4.56%), NFG (4.49%), TAK (4.10%).

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MANAGED ASSET PORTFOLIOS, LLC

MANAGED ASSET PORTFOLIOS, LLC
Latest filing: 2026-03-31

MANAGED ASSET PORTFOLIOS, LLC runs MANAGED ASSET PORTFOLIOS, LLC and currently holds 50 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $834.42M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. MANAGED ASSET PORTFOLIOS, LLC ranks #848 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, MANAGED ASSET PORTFOLIOS, LLC's portfolio at MANAGED ASSET PORTFOLIOS, LLC has delivered returns of +27.16%. Their 3-year annualized return is +50.39%. Looking at the 5-year horizon, MANAGED ASSET PORTFOLIOS, LLC has achieved +50.34% annualized returns at MANAGED ASSET PORTFOLIOS, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+27.16%
#432/1000
3 Year
+50.39%
#818/1000
5 Year
+50.34%
#823/1000

Portfolio Value

$834.42M

Alpha Score

41.2

#848 of 1000

Holdings

50

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change