What does MANAGED ASSET PORTFOLIOS, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

MANAGED ASSET PORTFOLIOS, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

Chevron Corporation

$48M232K5.8%

Sprott Physical Gold & Silver

$46M961K5.5%

Applied Materials

$37M108K4.4%

National Fuel Gas Company

$36M388K4.4%

Takeda Pharmaceutical Company

$33M1.8M4.0%

Sanofi ADR

$33M678K3.9%

Bunge Global SA NPV

$31M248K3.8%

Microsoft

$30M82K3.7%

Cisco Systems Inc

$30M386K3.6%

Alphabet Inc CL C

$30M104K3.6%

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