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: $93.8M64 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$2.3M	2.5%Prev: 2.4%	8,944 SH	Decreased-2,311 SH
ALPHABET INC	CAP STK CL A	$535K	0.6%Prev: 0.3%	1,554 SH	Increased+18 SH
ALPHABET INC	CAP STK CL C	$343K	0.4%	1,008 SH	New
ALTRIA GROUP INC	COM	$2.0M	2.1%Prev: 2.2%	29,793 SH	Decreased-6,197 SH
AMAZON COM INC	COM	$319K	0.3%Prev: 0.3%	1,281 SH	Increased-45 SH
AMERICAN ELEC PWR CO INC	COM	$1.9M	2.0%Prev: 2.0%	16,130 SH	Decreased-3,213 SH
AMGEN INC	COM	$320K	0.3%Prev: 0.2%	760 SH	Increased-151 SH
APPLE INC	COM	$5.0M	5.3%Prev: 2.9%	14,945 SH	Increased+2,552 SH
ARTISAN PARTNERS ASSET MGMT	CL A	$1.5M	1.6%Prev: 1.4%	40,453 SH	Decreased+5,037 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.8M	1.9%Prev: 1.8%	3,590 SH	Decreased-188 SH
BONDBLOXX ETF TRUST	BLOOMBERG ONE YR	$221K	0.2%Prev: 0.3%	4,486 SH	Decreased-968 SH
BONDBLOXX ETF TRUST	BLOOMBERG SIX MN	$3.1M	3.3%Prev: 4.5%	61,798 SH	Decreased-34,742 SH
BROADCOM INC	COM	$216K	0.2%	615 SH	New
CHEVRON CORPORATION	COM	$2.0M	2.1%	9,837 SH	New
CLEARWAY ENERGY INC	CL C	$2.3M	2.5%Prev: 2.1%	78,733 SH	Increased-495 SH
CLOROX CO DEL	COM	$1.5M	1.6%Prev: 1.5%	18,101 SH	Decreased+4,784 SH
CME GROUP INC	COM	$2.2M	2.3%Prev: 1.9%	8,216 SH	Increased+592 SH
COCA COLA CO	COM	$1.9M	2.0%Prev: 1.6%	22,126 SH	Increased-4,195 SH
CUBESMART	COM	$2.2M	2.3%Prev: 2.2%	58,161 SH	Decreased+702 SH
DIGITAL RLTY TR INC	COM	$2.3M	2.4%Prev: 2.3%	12,895 SH	Decreased-1,398 SH
DUKE ENERGY CORP NEW	COM NEW	$2.1M	2.3%Prev: 2.3%	18,546 SH	Decreased-1,665 SH
ELI LILLY & CO	COM	$223K	0.2%	193 SH	New
GENERAL MILLS INC	COM	$1.5M	1.6%	47,339 SH	New
GOLDMAN SACHS ETF TR	ACCES TREASURY	$532K	0.6%Prev: 0.7%	5,313 SH	Decreased-2,545 SH
HEALTHPEAK PROPERTIES INC	COM	$1.7M	1.8%Prev: 1.7%	85,012 SH	Decreased-10,176 SH
INVESCO QQQ TR	CALL	$1.2M	1.3%Prev: 0.6%	1,600 SH	Increased+500 SH
INVESCO QQQ TR	UNIT SER 1	$400K	0.4%Prev: 0.3%	541 SH	Increased-5 SH
ISHARES TR	ESG SELECT SCRE	$528K	0.6%Prev: 0.4%	9,056 SH	Increased
ISHARES TR	MSCI EAFE ETF	$711K	0.8%Prev: 0.6%	6,842 SH	Increased-187 SH
ISHARES TR	RUSSELL 2000 ETF	$628K	0.7%Prev: 0.5%	2,259 SH	Increased-3 SH
ISHARES TR	TRS FLT RT BD	$2.5M	2.6%Prev: 3.2%	48,651 SH	Decreased-18,760 SH
JOHNSON & JOHNSON	COM	$1.5M	1.6%Prev: 1.4%	5,770 SH	Increased-2,283 SH
KIMBERLY-CLARK CORP	COM	$1.9M	2.1%Prev: 1.9%	19,754 SH	Decreased+3,089 SH
KINDER MORGAN INC DEL	COM	$2.1M	2.3%Prev: 2.3%	70,595 SH	Decreased-15,887 SH
KRAFT HEINZ CO	COM	$1.8M	1.9%Prev: 1.8%	79,471 SH	Decreased+6,105 SH
MICROSOFT CORP	COM	$482K	0.5%Prev: 0.4%	940 SH	Increased+81 SH
NUTANIX INC	CL A	$281K	0.3%	3,994 SH	New
NVIDIA CORPORATION	COM	$2.2M	2.4%Prev: 1.9%	9,667 SH	Increased-1,407 SH
PAYCHEX INC	COM	$1.5M	1.6%Prev: 0.2%	15,644 SH	Increased+14,026 SH
PHILIP MORRIS INTL INC	COM	$2.1M	2.3%Prev: 2.2%	11,217 SH	Decreased-3,052 SH
PHILLIPS 66	COM	$763K	0.8%Prev: 0.4%	2,989 SH	Increased-226 SH
PRICE T ROWE GROUP INC	COM	$1.7M	1.8%	15,935 SH	New
PROCTER & GAMBLE CO	COM	$1.3M	1.4%	8,868 SH	New
PRUDENTIAL FINL INC	COM	$2.5M	2.7%	22,063 SH	New
QUALCOMM INC	COM	$1.0M	1.1%Prev: 0.9%	5,660 SH	Increased-31 SH
REALTY INCOME CORP	COM	$2.0M	2.2%Prev: 2.3%	37,135 SH	Decreased-3,990 SH
SELECT SECTOR SPDR TR	ST STR CARE ETF	$451K	0.5%	2,678 SH	New
SELECT SECTOR SPDR TR	ST STR ENERG ETF	$498K	0.5%	8,099 SH	New
SELECT SECTOR SPDR TR	ST STR STAPL ETF	$761K	0.8%	9,446 SH	New
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$501K	0.5%	2,557 SH	New
SELECT SECTOR SPDR TR	ST STR UTIL ETF	$282K	0.3%	7,156 SH	New
SPDR GOLD TR	GOLD SHS	$277K	0.3%	727 SH	New
SPROUTS FMRS MKT INC	COM	$3.3M	3.6%Prev: 5.2%	50,340 SH	Decreased-667 SH
STATE STR SPDR S&P 500 ETF T	CALL	$114K	0.1%	456,300 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.2M	1.3%	1,629 SH	New
STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$490K	0.5%	746 SH	New
TESLA INC	COM	$464K	0.5%Prev: 0.8%	1,309 SH	Decreased-593 SH
TEXAS INSTRS INC	COM	$1.6M	1.7%Prev: 1.3%	5,747 SH	Increased-2,037 SH
TIDAL TRUST III	MRP SYNTHEQUITY	$5.1M	5.4%Prev: 0.4%	172,179 SH	Increased+159,743 SH
UNITED PARCEL SVCS INC	CL B	$2.1M	2.3%	22,900 SH	New
VALERO ENERGY CORP	COM	$344K	0.4%Prev: 1.8%	887 SH	Decreased-10,690 SH
VANECK ETF TRUST	BDC INCOME ETF	$2.4M	2.6%Prev: 2.0%	188,011 SH	Increased+45,832 SH
VANECK ETF TRUST	PREFERRED SECURT	$2.3M	2.5%Prev: 2.3%	133,876 SH	Decreased-2,680 SH
VERIZON COMMUNICATIONS INC	COM	$2.3M	2.4%Prev: 2.2%	49,497 SH	Decreased-5,413 SH

Sold (vs prior filing)

ALLSTATE CORP — $203K
CHEVRON CORP NEW — $1.8M
COSTCO WHSL CORP NEW — $244K
FLOWERS FOODS INC — $1.5M
GENERAL MLS INC — $1.8M
HOME DEPOT INC — $278K
ISHARES TR — $112K
LIVE NATION ENTERTAINMENT IN — $37K
LYONDELLBASELL INDUSTRIES N — $2.1M
META PLATFORMS INC — $262K
PROCTER AND GAMBLE CO — $1.3M
SELECT SECTOR SPDR TR — $424K
SELECT SECTOR SPDR TR — $668K
SELECT SECTOR SPDR TR — $354K
SELECT SECTOR SPDR TR — $353K
SELECT SECTOR SPDR TR — $404K
SPDR S&P 500 ETF TR — $14.1M
SPDR S&P 500 ETF TR — $1.3M
SPDR S&P MIDCAP 400 ETF TR — $427K
SPDR SERIES TRUST — $213K
… and 1 more

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