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CIK: 0001576704
Total reported value
$112.4M
$112.4M
58 檔
18.5%
The Q1 2025 SEC filing reveals that Measured Risk Portfolios, Inc. held a total portfolio value of $112.4M, covering 58 public equity positions.
During Q1 2025, Measured Risk Portfolios, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SFM | Sprouts Farmers Market Inc | Stock-Consumer Staples | 8.40% | -0.49% | -0.10% | |
| 2 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-Other | 4.80% | -2.73% | +223.20% | |
| 3 | SPY | State Street SPDR S&P 500 ETF Trust | ETF-Large Cap & Growth | 3.34% | — | -46.05% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.92% | -0.03% | -2.22% | |
| 5 | CWEN | Clearway Energy Inc-c | Stock-Utilities | 2.80% | -0.95% | -2.56% | |
| 6 | KMI | Kinder Morgan, Inc. | Stock-Energy | 2.79% | -0.66% | -8.66% | |
| 7 | CCI | Crown Castle Inc | Stock-Real Estate | 2.76% | — | +15.19% | |
| 8 | VZ | Verizon Communications Inc | Stock-Comm Services | 2.73% | -0.95% | -0.39% | |
| 9 | DUK | Duke Energy CORP | Stock-Utilities | 2.71% | -0.71% | -1.23% | |
| 10 | PM | Philip Morris International | Stock-Consumer Staples | 2.62% | -0.36% | -21.02% | |
| 11 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 2.62% | — | +17.46% | |
| 12 | O | Realty Income CORP | Stock-Real Estate | 2.54% | -0.55% | +4.72% | |
| 13 | BIZD | Vaneck Bdc Income ETF | ETF-Other | 2.49% | -0.46% | -4.04% | |
| 14 | ABBV | Abbvie Inc | Stock-Healthcare | 2.42% | -0.43% | -8.01% | |
| 15 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 2.41% | -0.74% | +0.33% | |
| 16 | PFXF | Vaneck Pref Sec X-financials | ETF-Other | 2.41% | -0.51% | +3.02% | |
| 17 | MO | Altria Group Inc | Stock-Consumer Staples | 2.37% | -0.44% | -10.51% | |
| 18 | AEP | American Electric Power | Stock-Utilities | 2.36% | -0.53% | -5.59% | |
| 19 | UPS | United Parcel Service-cl B | Stock-Industrials | 2.32% | -0.44% | +10.87% | |
| 20 | CME | Cme Group Inc | Stock-Financials | 2.31% | -0.55% | — | |
| 21 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 2.29% | -0.21% | -1.90% | |
| 22 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 2.16% | +1.19% | -23.21% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.15% | -0.29% | -0.16% | |
| 24 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 2.13% | -0.46% | +13.09% | |
| 25 | CVX | Chevron CORP | Stock-Energy | 2.04% | -0.59% | -6.86% | |
| 26 | KO | Coca-cola Co/the | Stock-Consumer Staples | 2.02% | -0.39% | -4.81% | |
| 27 | GIS | General Mills Inc | Stock-Consumer Staples | 1.89% | -0.52% | +8.10% | |
| 28 | DOC | Healthpeak Properties Inc | Stock-Real Estate | 1.88% | -0.23% | +8.63% | |
| 29 | CLX | Clorox Company | Stock-Consumer Staples | 1.83% | -0.30% | -0.59% | |
| 30 | FLO | Flowers Foods Inc | Stock-Consumer Staples | 1.82% | -1.90% | EXIT | |
| 31 | VLO | Valero Energy CORP | Stock-Energy | 1.71% | -0.04% | +0.51% | |
| 32 | TXN | Texas Instruments Inc | Stock-Tech | 1.55% | -0.36% | +3.91% | |
| 33 | APAM | Artisan Partners Asset Ma -a | Stock-Financials | 1.54% | -0.45% | +6.45% | |
| 34 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 1.46% | -0.40% | +50.80% | |
| 35 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.40% | -0.28% | -3.43% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.38% | -0.26% | -3.03% | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 1.22% | -0.21% | +11.94% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.14% | -0.08% | -4.73% | |
| 39 | QCOM | Qualcomm Inc | Stock-Tech | 0.93% | +0.17% | -1.57% | |
| 40 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.75% | -0.13% | -3.01% | |
| 41 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.61% | -0.10% | -11.99% | |
| 42 | XLE | Ss Energy Select Sector | ETF-Other | 0.48% | -0.14% | -1.99% | |
| 43 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.45% | -0.01% | -9.13% | |
| 44 | XVV | Ishares Esg Select Screened | ETF-Other | 0.43% | -0.03% | — | |
| 45 | PSX | Phillips 66 | Stock-Energy | 0.43% | -0.16% | -3.31% | |
| 46 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.40% | -0.04% | -6.19% | |
| 47 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.40% | -0.22% | -33.05% | |
| 48 | XLV | Ss Health Care Select Sector | ETF-Other | 0.37% | -0.05% | -1.42% | |
| 49 | XLK | Ss Technology Select Sector | ETF-Tech | 0.36% | +0.05% | -1.70% | |
| 50 | MSFT | Microsoft CORP | Stock-Tech | 0.35% | — | -0.35% |
According to official SEC Form 13F filings, Measured Risk Portfolios, Inc. reported a total U.S. public equity portfolio value of $112.4M across 58 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SFM, XHLF, SPY) accounted for 18.5% of total reported equity market value during Q1 2025.
During Q1 2025, Measured Risk Portfolios, Inc.'s top holdings by market value included SFM (8.4%)、XHLF (4.8%)、SPY (3.3%). The largest single position, SFM, represented 8.4% of total portfolio value.
In Q1 2025, Measured Risk Portfolios, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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