Long-term investor
Managed Asset Portfolios, LLC @managedassetportfoliosll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001600999).
Record
- Tracked since 2025-06-30 (434 days), 98 trades recorded
- Returns: week n/a · month n/a · 90 days -3.2% · 6 months +5.4% · 1 year +11.0% · all +11.0%
- Max drawdown -3.2% · Sharpe 0.68 · win rate 25% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AMAT · 8.9% · long · since 2025-06-30
- CVX · 4.4% · long · since 2025-06-30
- CEF · 4.4% · long · since 2025-06-30
- TTEK · 4.4% · long · since 2025-06-30
- GOOG · 4.2% · long · since 2025-06-30
- MU · 3.6% · long · since 2025-06-30
- MSFT · 3.6% · long · since 2025-06-30
- NFG · 3.5% · long · since 2025-06-30
- TAK · 3.3% · long · since 2025-06-30
- BG · 3.1% · long · since 2025-06-30
- NVS · 3.0% · long · since 2025-06-30
- VZ · 2.9% · long · since 2025-12-31