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Portfolio (Quarterly) Guide ↗

Measured Risk Portfolios, Inc.

· CIK 0001576704
13F Portfolio $101M AUM 66 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 2 New 21 Added 29 Reduced 5 Exited
Page 1 of 2  ·  21 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 XHLF BONDBLOXX ETF TRUST 103,216.0 $5.2M 5.14% +7K +6.9% $50.25 +0.0%
2 AAPL APPLE INC Technology 14,507.0 $3.9M 3.91% +2K +17.1% $271.86 +11.2%
3 GBIL GOLDMAN SACHS ETF TR 32,811.0 $3.3M 3.25% +25K +317.6% $99.94 +0.1%
4 UPS UNITED PARCEL SERVICE INC Industrials 24,705.0 $2.5M 2.43% +1K +5.2% $99.19 -2.4%
5 VZ VERIZON COMMUNICATIONS INC Communication Services 56,378.0 $2.3M 2.28% +1K +2.7% $40.73 +17.2%
6 BIZD VANECK ETF TRUST 157,585.0 $2.2M 2.21% +15K +10.8% $14.18 -11.8%
7 NVDA NVIDIA CORPORATION Technology 11,169.0 $2.1M 2.06% +95.0 +0.9% $186.50 +18.3%
8 KMB KIMBERLY-CLARK CORP Consumer Defensive 17,220.0 $1.7M 1.72% +555.0 +3.3% $100.89 -4.4%
9 TXN TEXAS INSTRS INC Technology 8,503.0 $1.5M 1.46% +719.0 +9.2% $173.49 +74.3%
10 CLX CLOROX CO DEL Consumer Defensive 13,844.0 $1.4M 1.38% +527.0 +4.0% $100.83 -8.2%
11 TSLA TESLA INC Consumer Cyclical 1,936.0 $871K 0.86% +34.0 +1.8% $449.72 -10.1%
12 XLP SELECT SECTOR SPDR TR 8,993.0 $699K 0.69% +468.0 +5.5% $77.68 +10.1%
13 SNTH TIDAL TRUST III 23,384.0 $647K 0.64% +11K +88.0% $27.69 +7.8%
14 MSFT MICROSOFT CORP Technology 1,031.0 $499K 0.49% +172.0 +20.0% $483.53 -13.7%
15 GOOGL ALPHABET INC Communication Services 1,560.0 $488K 0.48% +24.0 +1.6% $313.00 +23.9%
16 XLE SELECT SECTOR SPDR TR 9,620.0 $430K 0.43% +5K +102.5% $44.71 +33.8%
17 XLK SELECT SECTOR SPDR TR 2,714.0 $391K 0.39% +1K +89.4% $143.97 +23.0%
18 XLU SELECT SECTOR SPDR TR 8,091.0 $345K 0.34% +4K +99.9% $42.69 +4.3%
19 AMGN AMGEN INC Healthcare 1,039.0 $340K 0.34% +128.0 +14.1% $327.31 +1.3%
20 HD HOME DEPOT INC Consumer Cyclical 839.0 $289K 0.29% +154.0 +22.5% $344.28 -12.2%
Page 1 of 2  ·  21 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Defensive 27.7%
Technology 13.6%
Real Estate 12.2%
Utilities 10.4%
Energy 9.3%
Financial Services 8.4%
Healthcare 6.4%
Communication Services 5.0%
Industrials 3.7%
Consumer Cyclical 2.2%