Measured Risk Portfolios, Inc.

CIK

1576704

Location

SAN DIEGO, CA

Portfolio Value

Micro $73,456,223

Diversification

Diversified

Filing Date

Global Rank

#5,926 / 8,232 ▲ 408

Top Industry

Packaged Foods 8.0%

3Y Alpha vs SPY

-10.8%

Period ended 2 months ago

Filed May 15, 2026 · 30d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+8.6%

SPY

+23.4%

Annualised alpha

-10.8%

Max drawdown

−11.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

48 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

5.3%

−0.7 pts

Top 5

21.1%

−1.8 pts

Top 10

37.7%

−1.8 pts

HHI

292

Diversified−16

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Consumer Defensive	29.0%	$21,290,557	13
Technology	13.2%	$9,725,919	6
Real Estate	12.1%	$8,899,740	4
Financial Services	11.1%	$8,171,426	4
Utilities	10.1%	$7,398,187	3
Energy	6.9%	$5,052,834	4
Healthcare	5.8%	$4,274,427	4
Communication Services	4.4%	$3,225,809	3
Industrials	3.3%	$2,393,487	1
Unclassified	2.5%	$1,843,409	3
Consumer Cyclical	1.6%	$1,180,428	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

13 positions

Ticker	Company	Δ Shares	Shares	Value
FLO	Flowers Foods Inc	+174,771	213,007	$1,736,007
KHC	Kraft Heinz Co	+23,306	95,855	$2,155,778
GIS	General Mills Inc	+12,736	49,214	$1,831,745
DOC	Healthpeak Properties, Inc.	+10,787	104,877	$1,723,129
APAM	Artisan Partners Asset Management Inc.	+7,901	42,939	$1,562,550
CUBE	CubeSmart	+4,552	61,518	$2,254,634
KMB	Kimberly Clark Corp	+3,467	20,687	$1,995,674
CLX	Clorox Co /De/	+2,400	16,244	$1,683,365
ABBV	AbbVie Inc.	+984	10,543	$2,292,997
DUK	Duke Energy CORP	+638	19,453	$2,547,175
PG	PROCTER & GAMBLE Co	+580	8,704	$1,257,205
AMZN	Amazon Com Inc	+40	1,206	$251,173
MDY	Spdr S&P Midcap 400 ETF Trust	+29	746	$460,102
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
KMI	Kinder Morgan, Inc.	−15,716	70,403	$2,360,612
CWEN	Clearway Energy, Inc.	−11,691	66,204	$2,601,155
VLO	Valero Energy Corp/Tx	−9,050	934	$230,772
VZ	Verizon Communications Inc	−5,038	51,340	$2,577,268
CVX	Chevron Corp	−2,264	9,176	$1,898,514
PM	Philip Morris International Inc.	−1,995	12,305	$2,034,508
NVDA	Nvidia Corp	−1,072	10,097	$1,760,916
O	Realty Income Corp	−1,057	38,768	$2,371,826
JNJ	Johnson & Johnson	−882	5,970	$1,459,306
KO	Coca Cola Co	−855	25,311	$1,924,901
AEP	American Electric Power Co Inc	−664	17,164	$2,249,857
TXN	Texas Instruments Inc	−515	7,988	$1,550,790
CME	Cme Group Inc.	−436	7,145	$2,110,275
UPS	United Parcel Service Inc	−376	24,329	$2,393,487
MSFT	Microsoft Corp	−238	793	$293,544
SPY	Spdr S&P 500 ETF Trust	−221	1,662	$1,080,865
MO	Altria Group, Inc.	−200	32,273	$2,129,695
SFM	Sprouts Farmers Market, Inc.	−167	50,740	$3,913,576
QCOM	Qualcomm Inc/De	−155	5,486	$706,487
HD	Home Depot, Inc.	−151	688	$226,276
DLR	Digital Realty Trust, Inc.	−143	14,151	$2,550,151
AMGN	Amgen Inc	−138	901	$317,016
AAPL	Apple Inc.	−108	14,399	$3,654,322
TSLA	Tesla, Inc.	−45	1,891	$702,979
BRK-B	Berkshire Hathaway Inc	−22	3,646	$1,747,163
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
PRU	Prudential Financial Inc	28,165	$2,751,438
PAYX	Paychex Inc	19,104	$1,759,860
COST	Costco Wholesale Corp /New	213	$212,239
WMT	Walmart Inc.	1,695	$210,654
CHD	Church & Dwight Co Inc /De/	2,199	$205,210
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
LYB	LyondellBasell Industries N.V.	16,053	$695,094
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

48 positions · $73,456,223 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SFM	Sprouts Farmers Market, Inc. Consumer Defensive	Reduced	50,740	-167	$3,913,576	−3.5%	5.33%
AAPL	Apple Inc. Technology	Reduced	14,399	-108	$3,654,322	−7.3%	4.97%
PRU	Prudential Financial Inc Financial Services	NEW	28,165	NEW	$2,751,438	NEW	3.75%
CWEN	Clearway Energy, Inc. Utilities	Reduced	66,204	-11,691	$2,601,155	+0.4%	3.54%
VZ	Verizon Communications Inc Communication Services	Reduced	51,340	-5,038	$2,577,268	+12.2%	3.51%
DLR	Digital Realty Trust, Inc. Real Estate	Reduced	14,151	-143	$2,550,151	+15.3%	3.47%
DUK	Duke Energy CORP Utilities	Added	19,453	+638	$2,547,175	+15.5%	3.47%
UPS	United Parcel Service Inc Industrials	Reduced	24,329	-376	$2,393,487	−2.3%	3.26%
O	Realty Income Corp Real Estate	Reduced	38,768	-1,057	$2,371,826	+5.7%	3.23%
KMI	Kinder Morgan, Inc. Energy	Reduced	70,403	-15,716	$2,360,612	−0.3%	3.21%
ABBV	AbbVie Inc. Healthcare	Added	10,543	+984	$2,292,997	+5.0%	3.12%
CUBE	CubeSmart Real Estate	Added	61,518	+4,552	$2,254,634	+9.8%	3.07%
AEP	American Electric Power Co Inc Utilities	Reduced	17,164	-664	$2,249,857	+9.4%	3.06%
KHC	Kraft Heinz Co Consumer Defensive	Added	95,855	+23,306	$2,155,778	+22.5%	2.93%
MO	Altria Group, Inc. Consumer Defensive	Reduced	32,273	-200	$2,129,695	+13.7%	2.90%
CME	Cme Group Inc. Financial Services	Reduced	7,145	-436	$2,110,275	+1.9%	2.87%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	12,305	-1,995	$2,034,508	−11.3%	2.77%
KMB	Kimberly Clark Corp Consumer Defensive	Added	20,687	+3,467	$1,995,674	+14.9%	2.72%
KO	Coca Cola Co Consumer Defensive	Reduced	25,311	-855	$1,924,901	+5.2%	2.62%
CVX	Chevron Corp Energy	Reduced	9,176	-2,264	$1,898,514	+8.9%	2.58%
GIS	General Mills Inc Consumer Defensive	Added	49,214	+12,736	$1,831,745	+8.0%	2.49%
NVDA	Nvidia Corp Technology	Reduced	10,097	-1,072	$1,760,916	−15.5%	2.40%
PAYX	Paychex Inc Technology	NEW	19,104	NEW	$1,759,860	NEW	2.40%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	3,646	-22	$1,747,163	−5.2%	2.38%
FLO	Flowers Foods Inc Consumer Defensive	Added	213,007	+174,771	$1,736,007	+317.3%	2.36%
DOC	Healthpeak Properties, Inc. Real Estate	Added	104,877	+10,787	$1,723,129	+13.9%	2.35%
CLX	Clorox Co /De/ Consumer Defensive	Added	16,244	+2,400	$1,683,365	+20.6%	2.29%
APAM	Artisan Partners Asset Management Inc. Financial Services	Added	42,939	+7,901	$1,562,550	+9.5%	2.13%
TXN	Texas Instruments Inc Technology	Reduced	7,988	-515	$1,550,790	+5.1%	2.11%
JNJ	Johnson & Johnson Healthcare	Reduced	5,970	-882	$1,459,306	+2.9%	1.99%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	8,704	+580	$1,257,205	+8.0%	1.71%
SPY	Spdr S&P 500 ETF Trust	Reduced	1,662	-221	$1,080,865	−15.8%	1.47%
QCOM	Qualcomm Inc/De Technology	Reduced	5,486	-155	$706,487	−26.8%	0.96%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,891	-45	$702,979	−19.3%	0.96%
PSX	Phillips 66 Energy	Held	3,090	0	$562,936	+41.2%	0.77%
MDY	Spdr S&P Midcap 400 ETF Trust	Added	746	+29	$460,102	+6.4%	0.63%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,553	-7	$446,580	−8.5%	0.61%
AMGN	Amgen Inc Healthcare	Reduced	901	-138	$317,016	−6.8%	0.43%
QQQ	Invesco Qqq Trust, Series 1	Reduced	524	-22	$302,442	−9.8%	0.41%
MSFT	Microsoft Corp Technology	Reduced	793	-238	$293,544	−41.1%	0.40%
AMZN	Amazon Com Inc Consumer Cyclical	Added	1,206	+40	$251,173	−6.7%	0.34%
VLO	Valero Energy Corp/Tx Energy	Reduced	934	-9,050	$230,772	−85.8%	0.31%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	688	-151	$226,276	−21.6%	0.31%
COST	Costco Wholesale Corp /New Consumer Defensive	NEW	213	NEW	$212,239	NEW	0.29%
WMT	Walmart Inc. Consumer Defensive	NEW	1,695	NEW	$210,654	NEW	0.29%
CHD	Church & Dwight Co Inc /De/ Consumer Defensive	NEW	2,199	NEW	$205,210	NEW	0.28%
LLY	ELI LILLY & Co Healthcare	Held	223	0	$205,108	−14.4%	0.28%
META	Meta Platforms, Inc. Communication Services	Held	353	0	$201,961	−13.3%	0.27%