SEC Form 13F

MANAGED ASSET PORTFOLIOS, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-07
Reported value$874,910,041
Positions51

Largest disclosed positions

IssuerTickerClassReported valueReported amount
Applied MaterialsAMATCOM$77,815,656107,629
Chevron CorporationCVXCOM$38,837,033234,297
Sprott Physical Gold & SilverCEFCOM$38,458,552955,967
Tetra Tech IncTTEKCOM$38,184,3241,321,714
Alphabet Inc CL CGOOGCOM$36,491,113103,278
Micron Technology IncMUCOM$31,845,78327,589
MicrosoftMSFTCOM$31,346,30384,034
National Fuel Gas CompanyNFGCOM$30,391,617393,623
Takeda Pharmaceutical CompanyTAKCOM$29,236,8661,823,884
Bunge Global SA NPVBGCOM$27,158,688254,462

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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