Measured Risk Portfolios
Latest statistics and disclosures from Measured Risk Portfolios's latest quarterly 13F-HR filing:
- Top 5 stock holdings are XHLF, SFM, AAPL, PRU, CWEN, and represent 19.74% of Measured Risk Portfolios's stock portfolio.
- Added to shares of these 10 stocks: PRU, PAYX, FLO, SNTH, KHC, GIS, KMB, BIZD, APAM, CLX.
- Started 5 new stock positions in WMT, COST, CHD, PAYX, PRU.
- Reduced shares in these 10 stocks: GBIL, VLO, , KMI, CVX, CWEN, PM, VZ, , JNJ.
- Sold out of its positions in SPYM, LYB.
- Measured Risk Portfolios was a net buyer of stock by $904k.
- Measured Risk Portfolios has $91M in assets under management (AUM), dropping by -21.06%.
- Central Index Key (CIK): 0001576704
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Portfolio Holdings for Measured Risk Portfolios
Measured Risk Portfolios holds 66 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Bondbloxx Etf Trust Bloomberg Six Mn (XHLF) | 5.6 | $5.1M | 102k | 50.33 |
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| Sprouts Fmrs Mkt (SFM) | 4.3 | $3.9M | 51k | 77.13 |
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| Apple (AAPL) | 4.0 | $3.7M | 14k | 253.78 |
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| Prudential Financial (PRU) | 3.0 | $2.8M | NEW | 28k | 97.69 |
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| Clearway Energy CL C (CWEN) | 2.8 | $2.6M | -15% | 66k | 39.29 |
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| Verizon Communications (VZ) | 2.8 | $2.6M | -8% | 51k | 50.20 |
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| Digital Realty Trust (DLR) | 2.8 | $2.6M | 14k | 180.21 |
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| Duke Energy Corp Com New (DUK) | 2.8 | $2.5M | +3% | 20k | 130.94 |
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| United Parcel Svcs CL B (UPS) | 2.6 | $2.4M | 24k | 98.38 |
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| Realty Income (O) | 2.6 | $2.4M | -2% | 39k | 61.18 |
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| Kinder Morgan (KMI) | 2.6 | $2.4M | -18% | 70k | 33.53 |
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| Vaneck Etf Trust Bdc Income Etf (BIZD) | 2.5 | $2.3M | +14% | 181k | 12.80 |
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| Vaneck Etf Trust Preferred Securt (PFXF) | 2.5 | $2.3M | 131k | 17.54 |
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| Abbvie (ABBV) | 2.5 | $2.3M | +10% | 11k | 217.48 |
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| Cubesmart (CUBE) | 2.5 | $2.3M | +7% | 62k | 36.65 |
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| American Electric Power Company (AEP) | 2.5 | $2.2M | -3% | 17k | 131.08 |
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| Kraft Heinz (KHC) | 2.4 | $2.2M | +32% | 96k | 22.49 |
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| Altria (MO) | 2.3 | $2.1M | 32k | 65.99 |
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| Cme (CME) | 2.3 | $2.1M | -5% | 7.1k | 295.35 |
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| Philip Morris International (PM) | 2.2 | $2.0M | -13% | 12k | 165.33 |
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| Kimberly-Clark Corporation (KMB) | 2.2 | $2.0M | +20% | 21k | 96.47 |
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| Coca-Cola Company (KO) | 2.1 | $1.9M | -3% | 25k | 76.05 |
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| Chevron Corporation (CVX) | 2.1 | $1.9M | -19% | 9.2k | 206.91 |
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| General Mills (GIS) | 2.0 | $1.8M | +34% | 49k | 37.22 |
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| NVIDIA Corporation (NVDA) | 1.9 | $1.8M | -9% | 10k | 174.40 |
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| Paychex (PAYX) | 1.9 | $1.8M | NEW | 19k | 92.12 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.9 | $1.7M | 3.6k | 479.20 |
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| Flowers Foods (FLO) | 1.9 | $1.7M | +457% | 213k | 8.15 |
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| Peak (DOC) | 1.9 | $1.7M | +11% | 105k | 16.43 |
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| Clorox Company (CLX) | 1.8 | $1.7M | +17% | 16k | 103.63 |
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| Artisan Partners Asset Mgmt Cl A (APAM) | 1.7 | $1.6M | +22% | 43k | 36.39 |
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| Texas Instruments Incorporated (TXN) | 1.7 | $1.6M | -6% | 8.0k | 194.14 |
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| Johnson & Johnson (JNJ) | 1.6 | $1.5M | -12% | 6.0k | 244.46 |
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| Procter & Gamble Company (PG) | 1.4 | $1.3M | +7% | 8.7k | 144.44 |
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| Tidal Trust Iii Mrp Synthequity (SNTH) | 1.3 | $1.2M | +90% | 45k | 26.24 |
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| Ishares Tr TRS FLT RT BD (TFLO) | 1.2 | $1.1M | +4% | 22k | 50.63 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.2 | $1.1M | -11% | 1.7k | 650.34 |
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| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.9 | $836k | -74% | 8.3k | 100.19 |
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| Select Sector Spdr Tr State Street Con (XLP) | 0.8 | $730k | 8.9k | 81.98 |
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| Qualcomm (QCOM) | 0.8 | $707k | -2% | 5.5k | 128.78 |
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| Tesla Motors (TSLA) | 0.8 | $703k | -2% | 1.9k | 371.75 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.7 | $674k | 6.9k | 97.13 |
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| Invesco Qqq Tr Call Call Option | 0.7 | $635k | 1.1k | 577.18 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.6 | $571k | 2.3k | 248.00 |
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| Phillips 66 (PSX) | 0.6 | $563k | 3.1k | 182.16 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.5 | $466k | -20% | 7.6k | 61.26 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.5 | $460k | +4% | 746.00 | 616.76 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $447k | 1.6k | 287.56 |
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| Ishares Tr Esg Select Scre (XVV) | 0.5 | $446k | 9.1k | 49.22 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.5 | $413k | +14% | 3.1k | 132.90 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.4 | $390k | +10% | 2.7k | 146.61 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.4 | $338k | -8% | 7.4k | 45.89 |
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| Amgen (AMGN) | 0.3 | $317k | -13% | 901.00 | 351.85 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $302k | -4% | 524.00 | 577.18 |
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| Microsoft Corporation (MSFT) | 0.3 | $294k | -23% | 793.00 | 370.08 |
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| Amazon (AMZN) | 0.3 | $251k | +3% | 1.2k | 208.27 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $232k | 807.00 | 286.86 |
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| Valero Energy Corporation (VLO) | 0.3 | $231k | -90% | 934.00 | 246.96 |
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| Home Depot (HD) | 0.2 | $226k | -17% | 688.00 | 329.10 |
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| Bondbloxx Etf Trust Bloomberg One Yr (XONE) | 0.2 | $217k | -3% | 4.4k | 49.52 |
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| Costco Wholesale Corporation (COST) | 0.2 | $212k | NEW | 213.00 | 997.04 |
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| Wal-Mart Stores (WMT) | 0.2 | $211k | NEW | 1.7k | 124.30 |
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| Church & Dwight (CHD) | 0.2 | $205k | NEW | 2.2k | 93.31 |
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| Eli Lilly & Co. (LLY) | 0.2 | $205k | 223.00 | 919.77 |
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| Meta Platforms Cl A (META) | 0.2 | $202k | 353.00 | 572.13 |
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| State Str Spdr S&p 500 Etf T Call Call Option | 0.0 | $71.070000 | +6% | 711k | 0.00 |
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Past Filings by Measured Risk Portfolios
SEC 13F filings are viewable for Measured Risk Portfolios going back to 2024
- Measured Risk Portfolios 2026 Q1 filed May 15, 2026
- Measured Risk Portfolios 2025 Q4 filed Jan. 27, 2026
- Measured Risk Portfolios 2025 Q3 filed Oct. 21, 2025
- Measured Risk Portfolios 2025 Q2 filed July 22, 2025
- Measured Risk Portfolios 2025 Q1 filed May 13, 2025
- Measured Risk Portfolios 2024 Q4 filed Feb. 14, 2025