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CIK: 0001576704
Total reported value
$112.4M
$112.4M
66 檔
16.1%
In Q1 2026, Measured Risk Portfolios, Inc.'s U.S. equity holdings reached a combined market value of $112.4M, distributed across 66 disclosed stock positions.
In Q1 2026, Measured Risk Portfolios, Inc. adopted a defensive or profit-taking posture, trimming 35 positions and completely liquidating 2 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-Other | 5.61% | -2.73% | -1.27% | |
| 2 | SFM | Sprouts Farmers Market Inc | Stock-Consumer Staples | 4.28% | -0.49% | -0.33% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.00% | -0.03% | -0.74% | |
| 4 | PRU | Prudential Financial Inc | Stock-Financials | 3.01% | -0.64% | — | |
| 5 | CWEN | Clearway Energy Inc-c | Stock-Utilities | 2.85% | -0.95% | -15.01% | |
| 6 | VZ | Verizon Communications Inc | Stock-Comm Services | 2.82% | -0.95% | -8.94% | |
| 7 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 2.79% | -0.74% | -1.00% | |
| 8 | DUK | Duke Energy CORP | Stock-Utilities | 2.79% | -0.71% | +3.39% | |
| 9 | UPS | United Parcel Service-cl B | Stock-Industrials | 2.62% | -0.44% | -1.52% | |
| 10 | O | Realty Income CORP | Stock-Real Estate | 2.59% | -0.55% | -2.65% | |
| 11 | KMI | Kinder Morgan, Inc. | Stock-Energy | 2.58% | -0.66% | -18.25% | |
| 12 | BIZD | Vaneck Bdc Income ETF | ETF-Other | 2.53% | -0.46% | +14.61% | |
| 13 | PFXF | Vaneck Pref Sec X-financials | ETF-Other | 2.51% | -0.51% | -1.36% | |
| 14 | ABBV | Abbvie Inc | Stock-Healthcare | 2.51% | -0.43% | +10.29% | |
| 15 | CUBE | Cubesmart | Stock-Real Estate | 2.47% | -0.41% | +7.99% | |
| 16 | AEP | American Electric Power | Stock-Utilities | 2.46% | -0.53% | -3.72% | |
| 17 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 2.36% | -0.46% | +32.12% | |
| 18 | MO | Altria Group Inc | Stock-Consumer Staples | 2.33% | -0.44% | -0.62% | |
| 19 | CME | Cme Group Inc | Stock-Financials | 2.31% | -0.55% | -5.75% | |
| 20 | PM | Philip Morris International | Stock-Consumer Staples | 2.23% | -0.36% | -13.95% | |
| 21 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 2.18% | -0.21% | +20.13% | |
| 22 | KO | Coca-cola Co/the | Stock-Consumer Staples | 2.11% | -0.39% | -3.27% | |
| 23 | CVX | Chevron CORP | Stock-Energy | 2.08% | -0.59% | -19.79% | |
| 24 | GIS | General Mills Inc | Stock-Consumer Staples | 2.00% | -0.52% | +34.91% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 1.93% | -0.21% | -9.60% | |
| 26 | PAYX | Paychex Inc | Stock-Tech | 1.93% | -0.33% | — | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.91% | -0.29% | -0.60% | |
| 28 | FLO | Flowers Foods Inc | Stock-Consumer Staples | 1.90% | -1.90% | EXIT | |
| 29 | DOC | Healthpeak Properties Inc | Stock-Real Estate | 1.88% | -0.23% | +11.46% | |
| 30 | CLX | Clorox Company | Stock-Consumer Staples | 1.84% | -0.30% | +17.34% | |
| 31 | APAM | Artisan Partners Asset Ma -a | Stock-Financials | 1.71% | -0.45% | +22.55% | |
| 32 | TXN | Texas Instruments Inc | Stock-Tech | 1.70% | -0.36% | -6.06% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.60% | -0.26% | -12.87% | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.38% | -0.28% | +7.14% | |
| 35 | SNTH | Mrp Synthequity ETF | ETF-Other | 1.28% | +19.05% | +90.85% | |
| 36 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 1.21% | +1.19% | +4.26% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.18% | -0.08% | -11.74% | |
| 38 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.91% | -0.40% | -74.58% | |
| 39 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.80% | -0.13% | -1.03% | |
| 40 | QCOM | Qualcomm Inc | Stock-Tech | 0.77% | +0.17% | -2.75% | |
| 41 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.77% | -0.22% | -2.32% | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.74% | -0.10% | -1.55% | |
| 43 | ✓ | Invesco Qqq Trust | Stock-Other | 0.69% | -0.69% | EXIT | |
| 44 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.63% | -0.01% | +1.68% | |
| 45 | PSX | Phillips 66 | Stock-Energy | 0.62% | -0.16% | — | |
| 46 | XLE | Ss Energy Select Sector | ETF-Other | 0.51% | -0.14% | -20.88% | |
| 47 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.50% | -0.04% | +4.04% | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.49% | — | -0.45% | |
| 49 | XVV | Ishares Esg Select Screened | ETF-Other | 0.49% | -0.03% | — | |
| 50 | XLK | Ss Technology Select Sector | ETF-Tech | 0.45% | +0.05% | +14.48% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FLO | Flowers Foods Inc | +1.5% | +457.08% | Add |
| 2 | SNTH | Mrp Synthequity ETF | +0.6% | +90.85% | Add |
| 3 | KHC | Kraft Heinz Co/the | +0.6% | +32.12% | Add |
| 4 | DUK | Duke Energy CORP | +0.6% | +3.39% | Add |
| 5 | DLR | Digital Realty Trust Inc | +0.6% | -1.00% | Trim |
| 6 | VZ | Verizon Communications Inc | +0.5% | -8.94% | Trim |
| 7 | MO | Altria Group Inc | +0.5% | -0.62% | Trim |
| 8 | XHLF | Bondbloxx Bbg 6 Mth US Treas | +0.5% | -1.27% | Trim |
| 9 | CLX | Clorox Company | +0.5% | +17.34% | Add |
| 10 | KMB | Kimberly-clark CORP | +0.5% | +20.13% | Add |
| 11 | CUBE | Cubesmart | +0.4% | +7.99% | Add |
| 12 | AEP | American Electric Power | +0.4% | -3.72% | Trim |
| 13 | DOC | Healthpeak Properties Inc | +0.4% | +11.46% | Add |
| 14 | O | Realty Income CORP | +0.4% | -2.65% | Trim |
| 15 | CVX | Chevron CORP | +0.4% | -19.79% | Trim |
| 16 | ABBV | Abbvie Inc | +0.3% | +10.29% | Add |
| 17 | GIS | General Mills Inc | +0.3% | +34.91% | Add |
| 18 | BIZD | Vaneck Bdc Income ETF | +0.3% | +14.61% | Add |
| 19 | KO | Coca-cola Co/the | +0.3% | -3.27% | Trim |
| 20 | APAM | Artisan Partners Asset Ma -a | +0.3% | +22.55% | Add |
| 21 | CWEN | Clearway Energy Inc-c | +0.3% | -15.01% | Trim |
| 22 | SFM | Sprouts Farmers Market Inc | +0.3% | -0.33% | Trim |
| 23 | CME | Cme Group Inc | +0.3% | -5.75% | Trim |
| 24 | TXN | Texas Instruments Inc | +0.2% | -6.06% | Trim |
| 25 | PG | Procter & Gamble Co/the | +0.2% | +7.14% | Add |
| 26 | KMI | Kinder Morgan, Inc. | +0.2% | -18.25% | Trim |
| 27 | PSX | Phillips 66 | +0.2% | — | Unchanged |
| 28 | UPS | United Parcel Service-cl B | +0.2% | -1.52% | Trim |
| 29 | JNJ | Johnson & Johnson | +0.2% | -12.87% | Trim |
| 30 | PFXF | Vaneck Pref Sec X-financials | +0.2% | -1.36% | Trim |
| 31 | TFLO | Ishares Treasury Floating Ra | +0.2% | +4.26% | Add |
| 32 | XLP | Ss Consumer Staples Sel Sect | +0.1% | -1.03% | Trim |
| 33 | AAPL | Apple Inc | +0.1% | -0.74% | Trim |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -0.60% | Trim |
| 35 | XLE | Ss Energy Select Sector | +0.1% | -20.88% | Trim |
| 36 | MDY | State Street Spdr S&p Midcap | +0.1% | +4.04% | Add |
| 37 | IWM | Ishares Russell 2000 ETF | +0.1% | +1.68% | Add |
| 38 | EFA | Ishares Msci Eafe ETF | +0.1% | -1.55% | Trim |
| 39 | XLK | Ss Technology Select Sector | +0.1% | +14.48% | Add |
| 40 | XLV | Ss Health Care Select Sector | +0.1% | +10.94% | Add |
| 41 | XLU | St Sr Utl Sl Se Spdr Etf-usd | 0% | -8.92% | Trim |
| 42 | ✓ | Invesco Qqq Trust | 0% | — | Unchanged |
| 43 | XVV | Ishares Esg Select Screened | 0% | — | Unchanged |
| 44 | XONE | Bondbloxx Bbg 1 Dur US Treas | 0% | -3.10% | Trim |
| 45 | GOOGL | Alphabet Inc-cl A | 0% | -0.45% | Trim |
| 46 | AMGN | Amgen Inc | 0% | -13.28% | Trim |
| 47 | QQQ | Invesco Qqq Trust Series 1 | — | -4.03% | Trim |
| 48 | GOOG | Alphabet Inc-cl C | — | — | Unchanged |
| 49 | AMZN | Amazon.com Inc | — | +3.43% | Add |
| 50 | META | Meta Platforms Inc-class A | 0% | — | Unchanged |
According to official SEC Form 13F filings, Measured Risk Portfolios, Inc. reported a total U.S. public equity portfolio value of $112.4M across 66 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including XHLF, SFM, AAPL) accounted for 16.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
PRU
市值: $2.8M
Top Position Liquidated / Trimmed
LYB
前期市值: $695.1K
During Q1 2026, Measured Risk Portfolios, Inc.'s top holdings by market value included XHLF (5.6%)、SFM (4.3%)、AAPL (4.0%). The largest single position, XHLF, represented 5.6% of total portfolio value.
In Q1 2026, Measured Risk Portfolios, Inc. made 62 total portfolio adjustments, initiating 5 new buys, adding to 20 positions, trimming 35 holdings, and fully liquidating 2 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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