Measured Risk Portfolios, Inc.

CIK 0001576704 • 7 13F filings • May 13, 2025 – Oct 21, 2026

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Filer information

Filed by: Measured Risk Portfolios, Inc., Chairman, Chief Compliance Officer
Address: 5230 CARROLL CANYON ROAD, SUITE 224, SAN DIEGO, CA, 92121
Phone: 858-935-1125
AUM: $100.9M

AUM over time

$93.8M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $100.9M63 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$2.2M	2.2%Prev: 2.5%	9,559 SH	Decreased+615 SH
ALPHABET INC	CAP STK CL A	$488K	0.5%Prev: 0.6%	1,560 SH	Decreased+6 SH
ALPHABET INC	CAP STK CL C	$253K	0.3%Prev: 0.4%	807 SH	Decreased-201 SH
ALTRIA GROUP INC	COM	$1.9M	1.9%Prev: 2.1%	32,473 SH	Decreased+2,680 SH
AMAZON COM INC	COM	$269K	0.3%Prev: 0.3%	1,166 SH	Decreased-115 SH
AMERICAN ELEC PWR CO INC	COM	$2.1M	2.0%Prev: 2.0%	17,828 SH	Increased+1,698 SH
AMGEN INC	COM	$340K	0.3%Prev: 0.3%	1,039 SH	Increased+279 SH
APPLE INC	COM	$3.9M	3.9%Prev: 5.3%	14,507 SH	Decreased-438 SH
ARTISAN PARTNERS ASSET MGMT	CL A	$1.4M	1.4%Prev: 1.6%	35,038 SH	Decreased-5,415 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.8M	1.8%Prev: 1.9%	3,668 SH	Increased+78 SH
BONDBLOXX ETF TRUST	BLOOMBERG ONE YR	$224K	0.2%Prev: 0.2%	4,515 SH	Increased+29 SH
BONDBLOXX ETF TRUST	BLOOMBERG SIX MN	$5.2M	5.1%Prev: 3.3%	103,216 SH	Increased+41,418 SH
CHEVRON CORP NEW	COM	$1.7M	1.7%	11,440 SH	New
CLEARWAY ENERGY INC	CL C	$2.6M	2.6%Prev: 2.5%	77,895 SH	Increased-838 SH
CLOROX CO DEL	COM	$1.4M	1.4%Prev: 1.6%	13,844 SH	Decreased-4,257 SH
CME GROUP INC	COM	$2.1M	2.1%Prev: 2.3%	7,581 SH	Decreased-635 SH
COCA COLA CO	COM	$1.8M	1.8%Prev: 2.0%	26,166 SH	Decreased+4,040 SH
CUBESMART	COM	$2.1M	2.0%Prev: 2.3%	56,966 SH	Decreased-1,195 SH
DIGITAL RLTY TR INC	COM	$2.2M	2.2%Prev: 2.4%	14,294 SH	Decreased+1,399 SH
DUKE ENERGY CORP NEW	COM NEW	$2.2M	2.2%Prev: 2.3%	18,815 SH	Increased+269 SH
ELI LILLY & CO	COM	$240K	0.2%Prev: 0.2%	223 SH	Increased+30 SH
FLOWERS FOODS INC	COM	$416K	0.4%	38,236 SH	New
GENERAL MLS INC	COM	$1.7M	1.7%	36,478 SH	New
GOLDMAN SACHS ETF TR	ACCES TREASURY	$3.3M	3.3%Prev: 0.6%	32,811 SH	Increased+27,498 SH
HEALTHPEAK PROPERTIES INC	COM	$1.5M	1.5%Prev: 1.8%	94,090 SH	Decreased+9,078 SH
HOME DEPOT INC	COM	$289K	0.3%	839 SH	New
INVESCO QQQ TR	CALL	$676K	0.7%Prev: 1.3%	1,100 SH	Decreased-500 SH
INVESCO QQQ TR	UNIT SER 1	$335K	0.3%Prev: 0.4%	546 SH	Decreased+5 SH
ISHARES TR	ESG SELECT SCRE	$477K	0.5%Prev: 0.6%	9,056 SH	Decreased
ISHARES TR	MSCI EAFE ETF	$677K	0.7%Prev: 0.8%	7,052 SH	Decreased+210 SH
ISHARES TR	RUSSELL 2000 ETF	$558K	0.6%Prev: 0.7%	2,266 SH	Decreased+7 SH
ISHARES TR	TRS FLT RT BD	$1.1M	1.1%Prev: 2.6%	20,998 SH	Decreased-27,653 SH
JOHNSON & JOHNSON	COM	$1.4M	1.4%Prev: 1.6%	6,852 SH	Decreased+1,082 SH
KIMBERLY-CLARK CORP	COM	$1.7M	1.7%Prev: 2.1%	17,220 SH	Decreased-2,534 SH
KINDER MORGAN INC DEL	COM	$2.4M	2.3%Prev: 2.3%	86,119 SH	Increased+15,524 SH
KRAFT HEINZ CO	COM	$1.8M	1.7%Prev: 1.9%	72,549 SH	Decreased-6,922 SH
LYONDELLBASELL INDUSTRIES N	SHS - A -	$695K	0.7%	16,053 SH	New
META PLATFORMS INC	CL A	$233K	0.2%	353 SH	New
MICROSOFT CORP	COM	$499K	0.5%Prev: 0.5%	1,031 SH	Increased+91 SH
NVIDIA CORPORATION	COM	$2.1M	2.1%Prev: 2.4%	11,169 SH	Decreased+1,502 SH
PHILIP MORRIS INTL INC	COM	$2.3M	2.3%Prev: 2.3%	14,300 SH	Increased+3,083 SH
PHILLIPS 66	COM	$399K	0.4%Prev: 0.8%	3,090 SH	Decreased+101 SH
PROCTER AND GAMBLE CO	COM	$1.2M	1.2%	8,124 SH	New
QUALCOMM INC	COM	$965K	1.0%Prev: 1.1%	5,641 SH	Decreased-19 SH
REALTY INCOME CORP	COM	$2.2M	2.2%Prev: 2.2%	39,825 SH	Increased+2,690 SH
SELECT SECTOR SPDR TR	STATE STREET CON	$699K	0.7%	8,993 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$430K	0.4%	9,620 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$371K	0.4%	2,395 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$391K	0.4%	2,714 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$345K	0.3%	8,091 SH	New
SPDR S&P 500 ETF TR	CALL	$13.4M	13.3%	666,400 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$1.3M	1.3%	1,883 SH	New
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$433K	0.4%	717 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$224K	0.2%	2,787 SH	New
SPROUTS FMRS MKT INC	COM	$4.1M	4.0%Prev: 3.6%	50,907 SH	Increased+567 SH
TESLA INC	COM	$871K	0.9%Prev: 0.5%	1,936 SH	Increased+627 SH
TEXAS INSTRS INC	COM	$1.5M	1.5%Prev: 1.7%	8,503 SH	Decreased+2,756 SH
TIDAL TRUST III	MRP SYNTHEQUITY	$647K	0.6%Prev: 5.4%	23,384 SH	Decreased-148,795 SH
UNITED PARCEL SERVICE INC	CL B	$2.5M	2.4%	24,705 SH	New
VALERO ENERGY CORP	COM	$1.6M	1.6%Prev: 0.4%	9,984 SH	Increased+9,097 SH
VANECK ETF TRUST	BDC INCOME ETF	$2.2M	2.2%Prev: 2.6%	157,585 SH	Decreased-30,426 SH
VANECK ETF TRUST	PREFERRED SECURT	$2.3M	2.3%Prev: 2.5%	132,806 SH	Decreased-1,070 SH
VERIZON COMMUNICATIONS INC	COM	$2.3M	2.3%Prev: 2.4%	56,378 SH	Increased+6,881 SH

Sold (vs prior filing)

BROADCOM INC — $216K
CHEVRON CORPORATION — $2.0M
GENERAL MILLS INC — $1.5M
NUTANIX INC — $281K
PAYCHEX INC — $1.5M
PRICE T ROWE GROUP INC — $1.7M
PROCTER & GAMBLE CO — $1.3M
PRUDENTIAL FINL INC — $2.5M
SELECT SECTOR SPDR TR — $451K
SELECT SECTOR SPDR TR — $498K
SELECT SECTOR SPDR TR — $761K
SELECT SECTOR SPDR TR — $501K
SELECT SECTOR SPDR TR — $282K
SPDR GOLD TR — $277K
STATE STR SPDR S&P 500 ETF T — $114K
STATE STR SPDR S&P 500 ETF T — $1.2M
STATE STR SPDR S&P MIDCAP 40 — $490K
UNITED PARCEL SVCS INC — $2.1M

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 27, 2026	Q4 2025	13F-HR	0001576704-26-000006	$100.9M	View
Oct 21, 2026	Q3 2026	13F-HR	0001576704-26-000014	$93.8M	View
Oct 21, 2025	Q3 2025