13F Filings History of MANAGED ASSET PORTFOLIOS, LLC

Latest 13F report
Q4 2025 - 29 Jan 2026
Value $
$828,091,488
Signature - Title
Michael S Dzialo - President & Chief Investment Officer
Location
Rochester, MI
Summary
This page shows a list of all the recent 13F filings made by MANAGED ASSET PORTFOLIOS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. MANAGED ASSET PORTFOLIOS, LLC reported 62 stock holdings with total value $828,091,488 as of Q4 2025. Top holdings included CEF, MSFT, CSCO, GOOG, and SNY.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 62 $828,091,488 +$84,406,434 -$98,997,747 -$14,591,313 CEF, MSFT, CSCO, GOOG, SNY 13F-HR 29 Jan 2026, 16:34
Q3 2025 51 $807,731,445 +$26,934,157 -$37,374,243 -$10,440,086 MSFT, CEF, NFG, META, CSCO 13F-HR 12 Nov 2025, 14:44
Q2 2025 48 $769,705,395 +$58,719,336 -$75,262,766 -$16,543,430 MSFT, META, CSCO, CEF, NFG 13F-HR 11 Aug 2025, 15:04
Q1 2025 50 $721,774,761 +$94,601,063 -$64,624,422 +$29,976,641 MSFT, SNY, CEF, CSCO, NFG 13F-HR 12 May 2025, 15:00
Q4 2024 52 $674,560,234 +$52,441,677 -$44,091,978 +$8,349,699 MSFT, CSCO, SNY, META, CEF 13F-HR 07 Feb 2025, 12:11
Q3 2024 48 $707,892,675 +$60,605,183 -$35,158,509 +$25,446,674 MSFT, SNY, MDU, TTEK, CSCO 13F-HR 12 Nov 2024, 16:50
Q2 2024 43 $674,543,695 +$32,533,433 -$55,796,776 -$23,263,343 MSFT, TTEK, BG, SNY, MDU 13F-HR 14 Aug 2024, 12:59
Q1 2024 40 $687,029,877 +$53,691,167 -$53,521,281 +$169,886 MSFT, BG, TTEK, SNY, CSCO 13F-HR 09 May 2024, 10:49
Q4 2023 39 $659,549,463 +$70,992,331 -$98,064,885 -$27,072,554 MSFT, BG, SNY, TTEK, CSCO 13F-HR 08 Feb 2024, 12:26
Q3 2023 38 $652,556,891 +$31,888,316 -$36,106,203 -$4,217,887 BG, MSFT, CSCO, SNY, TTEK 13F-HR 09 Nov 2023, 14:01
Q2 2023 40 $666,107,574 +$25,282,917 -$16,221,222 +$9,061,695 MSFT, BG, CSCO, SNY, NVS 13F-HR 11 Aug 2023, 09:41
Q1 2023 37 $658,779,000 +$12,876,825 -$31,030,521 -$18,153,696 BG, MSFT, NVS, SNY, CSCO 13F-HR 11 May 2023, 10:41
Q4 2022 39 $639,451,000 +$51,222,812 -$36,199,466 +$15,023,346 BG, NVS, MSFT, CSCO, JNJ 13F-HR 07 Feb 2023, 09:44
Q3 2022 35 $563,634,000 +$25,500,733 -$25,440,235 +$60,498 BG, NVS, MOS, MSFT, NFG 13F-HR 14 Nov 2022, 16:24
Q2 2022 36 $630,021,000 +$22,436,480 -$15,963,073 +$6,473,407 BG, NVS, MSFT, TTEK, NFG 13F-HR 09 Aug 2022, 14:56
Q1 2022 34 $729,892,000 +$33,732,213 -$24,932,498 +$8,799,715 BG, MOS, MSFT, TTEK, NFG 13F-HR 10 May 2022, 12:50
Q4 2021 34 $707,912,000 +$26,400,484 -$31,108,269 -$4,707,785 BG, MSFT, CSCO, TTEK, MU 13F-HR 07 Feb 2022, 17:02
Q3 2021 36 $656,647,000 +$9,504,064 -$5,526,153 +$3,977,911 BG, MSFT, TTEK, CSCO, EBAY 13F-HR 05 Nov 2021, 15:42
Q2 2021 37 $671,542,000 +$38,005,028 -$6,078,879 +$31,926,149 BG, MSFT, MU, EBAY, CSCO Restatement 28 Sep 2021, 14:47
Q1 2021 36 $621,917,000 +$23,490,328 -$27,201,557 -$3,711,229 BG, MU, MSFT, CSCO, TTEK 13F-HR 14 May 2021, 12:12
Q4 2020 36 $568,923,000 +$15,640,359 -$14,790,765 +$849,594 BG, MU, TTEK, MSFT, NVS 13F-HR 16 Feb 2021, 19:45
Q3 2020 36 $502,735,000 +$59,207,054 -$19,762,278 +$39,444,776 TTEK, MSFT, SNY, NVS, BG 13F-HR 10 Nov 2020, 14:49
Q2 2020 31 $460,893,000 +$46,681,767 -$19,366,620 +$27,315,147 TTEK, SNY, MSFT, CSCO, NVS 13F-HR 14 Aug 2020, 07:00
Q1 2020 32 $375,191,000 +$71,945,653 -$95,629,705 -$23,684,052 NVS, TTEK, SNY, CSCO, BG 13F-HR 12 May 2020, 12:26
Q4 2019 27 $477,732,000 +$29,271,169 -$30,766,566 -$1,495,397 TTEK, CPB, SNY, CSCO, NVS 13F-HR 06 Feb 2020, 18:24
Q3 2019 29 $455,526,000 +$41,606,806 -$32,757,124 +$8,849,682 TTEK, CPB, BG, SNY, CSCO 13F-HR 04 Nov 2019, 15:04
Q2 2019 28 $441,554,000 +$29,295,649 -$8,312,234 +$20,983,415 TTEK, CSCO, WEN, BG, CPB 13F-HR 08 Aug 2019, 14:44
Q1 2019 26 $403,876,000 +$26,262,754 -$6,926,060 +$19,336,694 CSCO, WEN, TTEK, NVS, CPB 13F-HR 10 May 2019, 17:35
Q4 2018 27 $348,705,000 +$31,494,067 -$18,756,306 +$12,737,761 CSCO, WEN, NVS, TTEK, JNJ 13F-HR 08 Feb 2019, 15:37
Q3 2018 24 $377,500,000 +$20,701,071 -$4,817,190 +$15,883,881 TTEK, CSCO, WEN, JNJ, NVS 13F-HR 14 Nov 2018, 12:28
Q2 2018 23 $340,566,000 +$58,123,995 -$6,158,874 +$51,965,121 WEN, TTEK, CSCO, BG, XOM 13F-HR 14 Aug 2018, 13:11
Q1 2018 28 $283,275,000 +$26,377,646 -$62,665,642 -$36,287,996 WEN, CSCO, BG, TTEK, JNJ 13F-HR 15 May 2018, 12:45
Q4 2017 25 $315,675,000 +$17,081,185 -$32,452,353 -$15,371,168 WEN, CSCO, JNJ, VOD, NVS 13F-HR 14 Feb 2018, 14:46
Q3 2017 24 $321,245,000 +$35,597,936 -$28,469,787 +$7,128,149 BOBE, WEN, NVS, JNJ, TTEK 13F-HR 14 Nov 2017, 12:59
Q2 2017 28 $303,077,000 +$19,852,405 -$8,803,879 +$11,048,526 BOBE, WEN, JNJ, NVS, MSFT 13F-HR 14 Aug 2017, 16:18
Q1 2017 28 $278,817,000 +$18,122,143 -$12,311,978 +$5,810,165 BOBE, WEN, JNJ, CSCO, MSFT 13F-HR 15 May 2017, 14:45
Q4 2016 29 $253,887,000 +$11,484,996 -$9,938,936 +$1,546,060 WEN, BOBE, JNJ, MSFT, CSCO 13F-HR 14 Feb 2017, 09:39
Q3 2016 28 $237,371,000 +$11,354,368 -$10,927,922 +$426,446 WEN, JNJ, NVS, CSCO, MSFT 13F-HR 14 Nov 2016, 15:45
Q2 2016 31 $228,258,000 +$24,957,414 -$17,216,922 +$7,740,492 JNJ, WEN, NVS, CPB, MSFT 13F-HR 15 Aug 2016, 14:49
Q1 2016 29 $221,896,000 +$17,287,212 -$10,207,987 +$7,079,225 WEN, JNJ, TAP, NVS, BOBE 13F-HR 16 May 2016, 12:35
Q4 2015 32 $210,400,000 +$22,313,418 -$19,211,214 +$3,102,204 WEN, TAP, JNJ, NVS, MSFT 13F-HR 16 Feb 2016, 11:56
Q3 2015 31 $194,540,000 +$25,947,690 -$4,807,973 +$21,139,717 WEN, TAP, NVS, JNJ, VOD 13F-HR 16 Nov 2015, 13:03
Q2 2015 30 $190,956,000 +$13,660,478 -$10,023,519 +$3,636,959 WEN, NVS, JNJ, VOD, TAP 13F-HR 14 Aug 2015, 11:51
Q1 2015 34 $186,407,000 +$25,197,187 -$19,069,040 +$6,128,147 WEN, NVS, JNJ, TAP, VOD 13F-HR 15 May 2015, 10:54
Q4 2014 36 $178,979,000 +$13,303,880 -$5,290,747 +$8,013,133 WEN, JNJ, TAP, NVS, INGR 13F-HR 17 Feb 2015, 13:03
Q3 2014 44 $171,606,000 +$13,761,597 -$282,465 +$13,479,132 WEN, JNJ, TAP, NVS, MSFT 13F-HR 14 Nov 2014, 15:07
Q2 2014 42 $163,556,000 +$26,713,773 -$18,560,872 +$8,152,901 WEN, JNJ, TAP, NVS, MRO 13F-HR 14 Aug 2014, 12:38
Q1 2014 46 $147,054,000 +$19,649,720 -$18,181,637 +$1,468,083 WEN, JNJ, NVS, TAP, MSFT 13F-HR 15 May 2014, 12:24
Q4 2013 49 $142,504,000 $0 $0 $0 WEN, VOD, JNJ, NVS, TAP 13F-HR 25 Feb 2014, 17:24