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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 4  ·  63 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 XHLF BONDBLOXX ETF TRUST 103,216.0 $5.2M 5.14% +7K +6.9% $50.25 +0.0%
3 SFM SPROUTS FMRS MKT INC Consumer Defensive 50,907.0 $4.1M 4.02% $79.67 +10.9%
4 AAPL APPLE INC Technology 14,507.0 $3.9M 3.91% +2K +17.1% $271.86 +10.0%
5 GBIL GOLDMAN SACHS ETF TR 32,811.0 $3.3M 3.25% +25K +317.6% $99.94 +0.1%
6 CWEN CLEARWAY ENERGY INC Utilities 77,895.0 $2.6M 2.57% -1K -1.7% $33.26 +9.1%
7 UPS UNITED PARCEL SERVICE INC Industrials 24,705.0 $2.5M 2.43% +1K +5.2% $99.19 -3.7%
8 KMI KINDER MORGAN INC DEL Energy 86,119.0 $2.4M 2.35% $27.49 +22.9%
9 PFXF VANECK ETF TRUST 132,806.0 $2.3M 2.33% -4K -2.8% $17.66 +3.2%
10 VZ VERIZON COMMUNICATIONS INC Communication Services 56,378.0 $2.3M 2.28% +1K +2.7% $40.73 +14.8%
11 PM PHILIP MORRIS INTL INC Consumer Defensive 14,300.0 $2.3M 2.27% $160.40 +19.4%
12 O REALTY INCOME CORP Real Estate 39,825.0 $2.2M 2.23% -1K -3.2% $56.37 +9.5%
13 BIZD VANECK ETF TRUST 157,585.0 $2.2M 2.21% +15K +10.8% $14.18 -12.5%
14 DLR DIGITAL RLTY TR INC Real Estate 14,294.0 $2.2M 2.19% $154.71 +21.8%
15 DUK DUKE ENERGY CORP NEW Utilities 18,815.0 $2.2M 2.19% -1K -6.9% $117.21 +4.8%
16 ABBV ABBVIE INC Healthcare 9,559.0 $2.2M 2.17% -2K -15.1% $228.48 -6.4%
17 NVDA NVIDIA CORPORATION Technology 11,169.0 $2.1M 2.06% +95.0 +0.9% $186.50 +19.2%
18 CME CME GROUP INC Financial Services 7,581.0 $2.1M 2.05% -43.0 -0.6% $273.08 +10.7%
19 AEP AMERICAN ELEC PWR CO INC Utilities 17,828.0 $2.1M 2.04% -2K -7.8% $115.31 +11.8%
20 CUBE CUBESMART Real Estate 56,966.0 $2.1M 2.04% -493.0 -0.9% $36.05 +8.0%
Page 1 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%