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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 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MO ALTRIA GROUP INC Consumer Defensive 32,473.0 $1.9M 1.86% -4K -9.8% $57.66 +27.9%
22 BERKSHIRE HATHAWAY INC DEL 3,668.0 $1.8M 1.83% -110.0 -2.9% $502.65
23 KO COCA COLA CO Consumer Defensive 26,166.0 $1.8M 1.81% -155.0 -0.6% $69.91 +16.1%
24 KHC KRAFT HEINZ CO Consumer Defensive 72,549.0 $1.8M 1.74% -817.0 -1.1% $24.25 -3.7%
25 CVX CHEVRON CORP NEW Energy 11,440.0 $1.7M 1.73% -86.0 -0.8% $152.41 +28.7%
26 KMB KIMBERLY-CLARK CORP Consumer Defensive 17,220.0 $1.7M 1.72% +555.0 +3.3% $100.89 -4.3%
27 GIS GENERAL MLS INC Consumer Defensive 36,478.0 $1.7M 1.68% $46.50 -28.1%
28 VLO VALERO ENERGY CORP Energy 9,984.0 $1.6M 1.61% -2K -13.8% $162.78 +58.8%
29 DOC HEALTHPEAK PROPERTIES INC Real Estate 94,090.0 $1.5M 1.50% -1K -1.1% $16.08 +21.2%
30 TXN TEXAS INSTRS INC Technology 8,503.0 $1.5M 1.46% +719.0 +9.2% $173.49 +73.3%
31 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 35,038.0 $1.4M 1.42% -378.0 -1.1% $40.74 -11.2%
32 JNJ JOHNSON & JOHNSON Healthcare 6,852.0 $1.4M 1.41% -1K -14.9% $206.96 +10.6%
33 CLX CLOROX CO DEL Consumer Defensive 13,844.0 $1.4M 1.38% +527.0 +4.0% $100.83 -8.2%
34 SPY SPDR S&P 500 ETF TR Financial Services 1,883.0 $1.3M 1.27% -125.0 -6.2% $681.92 +7.6%
35 PG PROCTER AND GAMBLE CO Consumer Defensive 8,124.0 $1.2M 1.15% -68.0 -0.8% $143.31 -0.6%
36 TFLO ISHARES TR 20,998.0 $1.1M 1.05% -46K -68.8% $50.46 +0.2%
37 QCOM QUALCOMM INC Technology 5,641.0 $965K 0.96% -50.0 -0.9% $171.05 +19.1%
38 TSLA TESLA INC Consumer Cyclical 1,936.0 $871K 0.86% +34.0 +1.8% $449.72 -8.8%
39 XLP SELECT SECTOR SPDR TR 8,993.0 $699K 0.69% +468.0 +5.5% $77.68 +10.8%
40 LYB LYONDELLBASELL INDUSTRIES N Basic Materials 16,053.0 $695K 0.69% -27K -62.6% $43.30 +71.2%
Page 2 of 4  ·  63 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%