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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 3 of 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EFA ISHARES TR 7,052.0 $677K 0.67% $96.03 +6.1%
42 CALL INVESCO QQQ TR 1,100.0 $676K 0.67% $614.31
43 SNTH TIDAL TRUST III 23,384.0 $647K 0.64% +11K +88.0% $27.69 +6.9%
44 IWM ISHARES TR 2,266.0 $558K 0.55% $246.16 +10.9%
45 MSFT MICROSOFT CORP Technology 1,031.0 $499K 0.49% +172.0 +20.0% $483.53 -12.4%
46 GOOGL ALPHABET INC Communication Services 1,560.0 $488K 0.48% +24.0 +1.6% $313.00 +26.8%
47 XVV ISHARES TR 9,056.0 $477K 0.47% $52.70 +6.0%
48 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 717.0 $433K 0.43% $603.28 +8.1%
49 XLE SELECT SECTOR SPDR TR 9,620.0 $430K 0.43% +5K +102.5% $44.71 +37.0%
50 FLO FLOWERS FOODS INC Consumer Defensive 38,236.0 $416K 0.41% -73K -65.7% $10.88 -32.6%
51 PSX PHILLIPS 66 Energy 3,090.0 $399K 0.40% -125.0 -3.9% $129.02 +39.4%
52 XLK SELECT SECTOR SPDR TR 2,714.0 $391K 0.39% +1K +89.4% $143.97 +20.3%
53 XLV SELECT SECTOR SPDR TR 2,395.0 $371K 0.37% -152.0 -6.0% $154.80 -4.8%
54 XLU SELECT SECTOR SPDR TR 8,091.0 $345K 0.34% +4K +99.9% $42.69 +3.9%
55 AMGN AMGEN INC Healthcare 1,039.0 $340K 0.34% +128.0 +14.1% $327.31 +1.1%
56 QQQ INVESCO QQQ TR Financial Services 546.0 $335K 0.33% $614.31 +14.2%
57 HD HOME DEPOT INC Consumer Cyclical 839.0 $289K 0.29% +154.0 +22.5% $344.28 -12.9%
58 AMZN AMAZON COM INC Consumer Cyclical 1,166.0 $269K 0.27% -160.0 -12.1% $230.82 +12.4%
59 GOOG ALPHABET INC Communication Services 807.0 $253K 0.25% NEW $313.80 +25.3%
60 LLY ELI LILLY & CO Healthcare 223.0 $240K 0.24% NEW $1074.68 -8.1%
Page 3 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%