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CIK: 0001576704
Total reported value
$93.8M
$93.8M
63 檔
40.0%
As reported in its official Q2 2026 Form 13F filing, Measured Risk Portfolios, Inc.'s tracked investment portfolio stood at $93.8M with 63 total positions.
In Q2 2026, Measured Risk Portfolios, Inc. adopted a defensive or profit-taking posture, trimming 40 positions and completely liquidating 6 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SNTH | Mrp Synthequity ETF | ETF-Other | 20.33% | -14.91% | +1622.72% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.97% | +1.34% | +7.18% | |
| 3 | SFM | Sprouts Farmers Market Inc | Stock-Consumer Staples | 3.79% | -0.23% | -0.79% | |
| 4 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-Other | 2.88% | +0.43% | -36.85% | |
| 5 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 2.40% | +0.23% | +143.57% | |
| 6 | PRU | Prudential Financial Inc | Stock-Financials | 2.37% | +0.30% | -12.28% | |
| 7 | UPS | United Parcel Service-cl B | Stock-Industrials | 2.18% | +0.10% | -6.33% | |
| 8 | ABBV | Abbvie Inc | Stock-Healthcare | 2.08% | +0.41% | -11.91% | |
| 9 | DUK | Duke Energy CORP | Stock-Utilities | 2.08% | +0.17% | -5.14% | |
| 10 | BIZD | Vaneck Bdc Income ETF | ETF-Other | 2.07% | +0.51% | +1.63% | |
| 11 | CUBE | Cubesmart | Stock-Real Estate | 2.06% | +0.27% | -5.23% | |
| 12 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 2.05% | +0.36% | -9.20% | |
| 13 | O | Realty Income CORP | Stock-Real Estate | 2.04% | +0.11% | -4.54% | |
| 14 | PFXF | Vaneck Pref Sec X-financials | ETF-Other | 2.00% | +0.50% | -3.79% | |
| 15 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 1.97% | +0.08% | -2.69% | |
| 16 | AEP | American Electric Power | Stock-Utilities | 1.93% | +0.11% | -7.42% | |
| 17 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.92% | +0.35% | -4.13% | |
| 18 | CWEN | Clearway Energy Inc-c | Stock-Utilities | 1.90% | +0.56% | -5.45% | |
| 19 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 1.90% | +0.03% | -5.80% | |
| 20 | MO | Altria Group Inc | Stock-Consumer Staples | 1.89% | +0.25% | -8.61% | |
| 21 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.87% | +0.55% | -3.25% | |
| 22 | PM | Philip Morris International | Stock-Consumer Staples | 1.87% | +0.41% | -5.74% | |
| 23 | CME | Cme Group Inc | Stock-Financials | 1.76% | +0.54% | +25.26% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 1.72% | +0.63% | -4.25% | |
| 25 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.72% | +0.31% | -6.18% | |
| 26 | DOC | Healthpeak Properties Inc | Stock-Real Estate | 1.65% | +0.16% | -17.12% | |
| 27 | TROW | T Rowe Price Group Inc | Stock-Financials | 1.63% | +0.14% | — | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.62% | +0.29% | -0.44% | |
| 29 | PAYX | Paychex Inc | Stock-Tech | 1.59% | +0.05% | -4.58% | |
| 30 | CLX | Clorox Company | Stock-Consumer Staples | 1.54% | +0.02% | +11.36% | |
| 31 | CVX | Chevron CORP | Stock-Energy | 1.49% | +0.65% | +9.76% | |
| 32 | GIS | General Mills Inc | Stock-Consumer Staples | 1.48% | +0.14% | -2.87% | |
| 33 | TXN | Texas Instruments Inc | Stock-Tech | 1.34% | +0.38% | -36.71% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.34% | +0.29% | -0.67% | |
| 35 | APAM | Artisan Partners Asset Ma -a | Stock-Financials | 1.26% | +0.30% | -4.29% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.10% | +0.22% | -0.54% | |
| 37 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.10% | +0.27% | -3.33% | |
| 38 | QCOM | Qualcomm Inc | Stock-Tech | 0.94% | +0.17% | +4.16% | |
| 39 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.67% | +0.14% | +1.47% | |
| 40 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.64% | +0.12% | -0.06% | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.61% | +0.06% | -0.65% | |
| 42 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.55% | -0.05% | -22.10% | |
| 43 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.51% | +0.06% | -31.76% | |
| 44 | XLK | Ss Technology Select Sector | ETF-Tech | 0.50% | +0.03% | -5.60% | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.49% | +0.08% | — | |
| 46 | PSX | Phillips 66 | Stock-Energy | 0.46% | +0.35% | — | |
| 47 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.46% | +0.06% | -0.67% | |
| 48 | XVV | Ishares Esg Select Screened | ETF-Other | 0.46% | +0.10% | — | |
| 49 | XLV | Ss Health Care Select Sector | ETF-Other | 0.38% | +0.10% | +0.56% | |
| 50 | XLE | Ss Energy Select Sector | ETF-Other | 0.37% | +0.16% | +4.26% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SNTH | Mrp Synthequity ETF | +19.1% | +1622.72% | Add |
| 2 | TROW | T Rowe Price Group Inc | +1.6% | NEW | New buy |
| 3 | TFLO | Ishares Treasury Floating Ra | +1.2% | +143.57% | Add |
| 4 | GLD | Spdr Gold Shares | +0.2% | NEW | New buy |
| 5 | ALL | Allstate CORP | +0.2% | NEW | New buy |
| 6 | QCOM | Qualcomm Inc | +0.2% | +4.16% | Add |
| 7 | GOOG | Alphabet Inc-cl C | +0.1% | +24.91% | Add |
| 8 | XLK | Ss Technology Select Sector | +0.1% | -5.60% | Trim |
| 9 | AMZN | Amazon.com Inc | 0% | +12.77% | Add |
| 10 | QQQ | Invesco Qqq Trust Series 1 | 0% | — | Unchanged |
| 11 | GOOGL | Alphabet Inc-cl A | — | — | Unchanged |
| 12 | MSFT | Microsoft CORP | — | +20.30% | Add |
| 13 | SPY | State Street SPDR S&P 500 ETF Trust | — | -0.32% | Trim |
| 14 | IWM | Ishares Russell 2000 ETF | 0% | -0.65% | Trim |
| 15 | LLY | Eli Lilly & Co | 0% | -12.11% | Trim |
| 16 | AAPL | Apple Inc | 0% | +7.18% | Add |
| 17 | XVV | Ishares Esg Select Screened | 0% | — | Unchanged |
| 18 | HD | Home Depot Inc | 0% | +0.44% | Add |
| 19 | MDY | State Street Spdr S&p Midcap | 0% | -0.67% | Trim |
| 20 | XONE | Bondbloxx Bbg 1 Dur US Treas | 0% | +5.33% | Add |
| 21 | VLO | Valero Energy CORP | 0% | -5.03% | Trim |
| 22 | XLV | Ss Health Care Select Sector | -0.1% | +0.56% | Add |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -0.54% | Trim |
| 24 | XLU | St Sr Utl Sl Se Spdr Etf-usd | -0.1% | -2.46% | Trim |
| 25 | EFA | Ishares Msci Eafe ETF | -0.1% | -0.06% | Trim |
| 26 | AMGN | Amgen Inc | -0.1% | -15.65% | Trim |
| 27 | XLP | Ss Consumer Staples Sel Sect | -0.1% | +1.47% | Add |
| 28 | XLE | Ss Energy Select Sector | -0.1% | +4.26% | Add |
| 29 | PSX | Phillips 66 | -0.2% | — | Unchanged |
| 30 | KMB | Kimberly-clark CORP | -0.2% | -2.69% | Trim |
| 31 | NVDA | Nvidia CORP | -0.2% | -4.25% | Trim |
| 32 | CHD | Church & Dwight Co Inc | -0.2% | EXIT | Sold out |
| 33 | META | Meta Platforms Inc-class A | -0.2% | EXIT | Sold out |
| 34 | TSLA | Tesla Inc | -0.2% | -22.10% | Trim |
| 35 | COST | Costco Wholesale CORP | -0.2% | EXIT | Sold out |
| 36 | WMT | Walmart Inc | -0.2% | EXIT | Sold out |
| 37 | DOC | Healthpeak Properties Inc | -0.2% | -17.12% | Trim |
| 38 | JNJ | Johnson & Johnson | -0.3% | -0.67% | Trim |
| 39 | PG | Procter & Gamble Co/the | -0.3% | -3.33% | Trim |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | -0.44% | Trim |
| 41 | CLX | Clorox Company | -0.3% | +11.36% | Add |
| 42 | PAYX | Paychex Inc | -0.3% | -4.58% | Trim |
| 43 | PM | Philip Morris International | -0.4% | -5.74% | Trim |
| 44 | TXN | Texas Instruments Inc | -0.4% | -36.71% | Trim |
| 45 | KO | Coca-cola Co/the | -0.4% | -6.18% | Trim |
| 46 | GBIL | Goldman Sachs Access Treasur | -0.4% | -31.76% | Trim |
| 47 | CUBE | Cubesmart | -0.4% | -5.23% | Trim |
| 48 | ABBV | Abbvie Inc | -0.4% | -11.91% | Trim |
| 49 | UPS | United Parcel Service-cl B | -0.4% | -6.33% | Trim |
| 50 | MO | Altria Group Inc | -0.4% | -8.61% | Trim |
According to official SEC Form 13F filings, Measured Risk Portfolios, Inc. reported a total U.S. public equity portfolio value of $93.8M across 63 disclosed positions in Q2 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 SNTH, AAPL, SFM) accounted for 40.0% of total reported equity market value during Q2 2026.
Top New Position Initiated
TROW
市值: $1.8M
Top Position Liquidated / Trimmed
FLO
前期市值: $1.7M
During Q2 2026, Measured Risk Portfolios, Inc.'s top holdings by market value included SNTH (20.3%)、AAPL (4.0%)、SFM (3.8%). The largest single position, SNTH, represented 20.3% of total portfolio value.
In Q2 2026, Measured Risk Portfolios, Inc. made 65 total portfolio adjustments, initiating 3 new buys, adding to 16 positions, trimming 40 holdings, and fully liquidating 6 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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