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Mesabi Trust shares owned by Comprehensive Portfolio Management

Quarter-by-quarter ownership of Mesabi Trust (MSB) shares owned by Comprehensive Portfolio Management from 13F filings

Historical chart of Comprehensive Portfolio Management investment in Mesabi Trust

Tip: Access up to 7 years of quarterly data

All positions including Mesabi Trust held by Comprehensive Portfolio Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Mesabi Trust by Comprehensive Portfolio Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $403k 11k 38.52
2025-09-30 $331k 11k 29.03
2025-06-30 $329k 14k 23.96

More positions owned by Comprehensive Portfolio Management

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Apple (AAPL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Vanguard Wellington Us Momentum (VFMO)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Ishares Tr Core Msci Eafe (IEFA)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Intl Small Cap V (DISV)

View all positions for Comprehensive Portfolio Management

Top funds holding Mesabi Trust

Horizon Kinetics Asset Management
ValueWorks
Beddow Capital Management
MRM-Horizon Advisors
CWA Asset Management
Moors & Cabot
Advisory Services Network
EagleClaw Capital Managment
Bank of New York Mellon
Sei Investments
Lido Advisors
Geode Capital Management
O'shaughnessy Asset Management
CI Private Wealth
Jpmorgan Chase & Co

View all funds holding Mesabi Trust