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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 2 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TFLO ISHARES TR 20,998.0 $1.1M 1.05% -46K -68.8% $50.46 +0.3%
22 QCOM QUALCOMM INC Technology 5,641.0 $965K 0.96% -50.0 -0.9% $171.05 +18.4%
23 LYB LYONDELLBASELL INDUSTRIES N Basic Materials 16,053.0 $695K 0.69% -27K -62.6% $43.30 +61.8%
24 FLO FLOWERS FOODS INC Consumer Defensive 38,236.0 $416K 0.41% -73K -65.7% $10.88 -35.6%
25 PSX PHILLIPS 66 Energy 3,090.0 $399K 0.40% -125.0 -3.9% $129.02 +39.0%
26 XLV SELECT SECTOR SPDR TR 2,395.0 $371K 0.37% -152.0 -6.0% $154.80 -4.3%
27 AMZN AMAZON COM INC Consumer Cyclical 1,166.0 $269K 0.27% -160.0 -12.1% $230.82 +16.3%
28 META META PLATFORMS INC Communication Services 353.0 $233K 0.23% -4.0 -1.1% $660.09 -8.0%
29 XONE BONDBLOXX ETF TRUST 4,515.0 $224K 0.22% -939.0 -17.2% $49.54 -0.3%
Page 2 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%