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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  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CALL SPDR S&P 500 ETF TR 666,400.0 $13.4M 13.31% -30K -4.4% $20.15
2 CWEN CLEARWAY ENERGY INC Utilities 77,895.0 $2.6M 2.57% -1K -1.7% $33.26 +8.4%
3 PFXF VANECK ETF TRUST 132,806.0 $2.3M 2.33% -4K -2.8% $17.66 +4.3%
4 O REALTY INCOME CORP Real Estate 39,825.0 $2.2M 2.23% -1K -3.2% $56.37 +10.1%
5 DUK DUKE ENERGY CORP NEW Utilities 18,815.0 $2.2M 2.19% -1K -6.9% $117.21 +6.3%
6 ABBV ABBVIE INC Healthcare 9,559.0 $2.2M 2.17% -2K -15.1% $228.48 -7.1%
7 CME CME GROUP INC Financial Services 7,581.0 $2.1M 2.05% -43.0 -0.6% $273.08 +10.7%
8 AEP AMERICAN ELEC PWR CO INC Utilities 17,828.0 $2.1M 2.04% -2K -7.8% $115.31 +11.8%
9 CUBE CUBESMART Real Estate 56,966.0 $2.1M 2.04% -493.0 -0.9% $36.05 +8.1%
10 MO ALTRIA GROUP INC Consumer Defensive 32,473.0 $1.9M 1.86% -4K -9.8% $57.66 +28.3%
11 BERKSHIRE HATHAWAY INC DEL 3,668.0 $1.8M 1.83% -110.0 -2.9% $502.65
12 KO COCA COLA CO Consumer Defensive 26,166.0 $1.8M 1.81% -155.0 -0.6% $69.91 +17.2%
13 KHC KRAFT HEINZ CO Consumer Defensive 72,549.0 $1.8M 1.74% -817.0 -1.1% $24.25 -4.0%
14 CVX CHEVRON CORP NEW Energy 11,440.0 $1.7M 1.73% -86.0 -0.8% $152.41 +29.4%
15 VLO VALERO ENERGY CORP Energy 9,984.0 $1.6M 1.61% -2K -13.8% $162.78 +61.3%
16 DOC HEALTHPEAK PROPERTIES INC Real Estate 94,090.0 $1.5M 1.50% -1K -1.1% $16.08 +20.0%
17 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 35,038.0 $1.4M 1.42% -378.0 -1.1% $40.74 -10.5%
18 JNJ JOHNSON & JOHNSON Healthcare 6,852.0 $1.4M 1.41% -1K -14.9% $206.96 +11.1%
19 SPY SPDR S&P 500 ETF TR Financial Services 1,883.0 $1.3M 1.27% -125.0 -6.2% $681.92 +8.7%
20 PG PROCTER AND GAMBLE CO Consumer Defensive 8,124.0 $1.2M 1.15% -68.0 -0.8% $143.31 -1.4%
Page 1 of 2  ·  29 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%