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Portfolio (Quarterly) Guide ↗

Measured Risk Portfolios, Inc.

· CIK 0001576704
13F Portfolio $107M AUM Filed Oct 21, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 66 New
Page 2 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NVDA NVIDIA CORPORATION Technology 11,074.0 $2.1M 1.93% NEW $186.58 +19.2%
22 CME CME GROUP INC Financial Services 7,624.0 $2.1M 1.92% NEW $270.19 +10.8%
23 VLO VALERO ENERGY CORP Energy 11,577.0 $2.0M 1.84% NEW $170.25 +53.7%
24 UPS UNITED PARCEL SERVICE INC Industrials 23,491.0 $2.0M 1.83% NEW $83.53 +15.4%
25 KHC KRAFT HEINZ CO Consumer Defensive 73,366.0 $1.9M 1.78% NEW $26.04 -11.2%
26 BERKSHIRE HATHAWAY INC DEL 3,778.0 $1.9M 1.77% NEW $502.74
27 GIS GENERAL MLS INC Consumer Defensive 36,534.0 $1.8M 1.72% NEW $50.42 -34.1%
28 DOC HEALTHPEAK PROPERTIES INC Real Estate 95,188.0 $1.8M 1.70% NEW $19.15 +0.7%
29 CVX CHEVRON CORP NEW Energy 11,526.0 $1.8M 1.67% NEW $155.28 +27.1%
30 KO COCA COLA CO Consumer Defensive 26,321.0 $1.7M 1.63% NEW $66.32 +23.7%
31 CLX CLOROX CO DEL Consumer Defensive 13,317.0 $1.6M 1.53% NEW $123.30 -24.9%
32 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 35,416.0 $1.5M 1.43% NEW $43.40 -16.8%
33 JNJ JOHNSON & JOHNSON Healthcare 8,053.0 $1.5M 1.39% NEW $185.43 +24.9%
34 FLO FLOWERS FOODS INC Consumer Defensive 111,537.0 $1.5M 1.36% NEW $13.05 -46.4%
35 TXN TEXAS INSTRS INC Technology 7,784.0 $1.4M 1.33% NEW $183.73 +65.7%
36 SPY SPDR S&P 500 ETF TR Financial Services 2,008.0 $1.3M 1.25% NEW $666.18 +10.4%
37 PG PROCTER AND GAMBLE CO Consumer Defensive 8,192.0 $1.3M 1.17% NEW $153.65 -8.1%
38 QCOM QUALCOMM INC Technology 5,691.0 $947K 0.88% NEW $166.36 +17.8%
39 TSLA TESLA INC Consumer Cyclical 1,902.0 $846K 0.79% NEW $444.72 -8.0%
40 GBIL GOLDMAN SACHS ETF TR 7,858.0 $788K 0.73% NEW $100.23 -0.2%
Page 2 of 4  ·  66 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 31.1%
Real Estate 12.7%
Technology 11.1%
Utilities 9.6%
Energy 9.2%
Financial Services 8.2%
Healthcare 6.0%
Communication Services 4.3%
Industrials 3.0%
Basic Materials 2.9%