Measured Risk Portfolios, Inc.

CIK

1576704

Location

SAN DIEGO, CA

Portfolio Value

Micro $74,645,961

Diversification

Diversified

Filing Date

Global Rank

#6,430 / 8,517 ▲ 214

Top Industry

Household & Personal Products 7.2%

3Y Alpha vs SPY

-13.1%

Period ended 46 days ago

Filed Aug 12, 2026 · 3d

7 quarters · since Dec 2024

Clone Performance

Feb 2025–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+7.3%

SPY

+27.3%

Annualised alpha

-12.7%

Max drawdown

−11.5%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 7 quarters. Past performance does not predict future results.

Portfolio Concentration

48 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

6.0%

+0.7 pts

Top 5

21.7%

+0.9 pts

Top 10

37.0%

−0.1 pts

HHI

290

Diversified+6

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Consumer Defensive	26.0%	$19,374,478	9
Technology	14.9%	$11,111,411	6
Financial Services	13.3%	$9,938,857	6
Real Estate	11.8%	$8,779,266	4
Utilities	8.9%	$6,649,460	3
Energy	6.1%	$4,580,819	4
Healthcare	5.8%	$4,353,321	4
Unclassified	4.3%	$3,206,775	6
Communication Services	4.0%	$3,014,263	2
Industrials	3.3%	$2,449,925	1
Consumer Cyclical	1.6%	$1,187,386	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

10 positions

Ticker	Company	Δ Shares	Shares	Value
CLX	Clorox Co /De/	+1,846	18,090	$1,726,509
CME	Cme Group Inc.	+1,805	8,950	$1,976,428
AAPL	Apple Inc.	+1,034	15,433	$4,465,692
CVX	Chevron Corp	+896	10,072	$1,669,534
XONE	BondBloxx Bloomberg One Year Target Duration US Treasury ETF	+233	4,608	$227,496
QCOM	Qualcomm Inc/De	+228	5,714	$1,055,890
GOOGL	Alphabet Inc.	+201	2,561	$911,151
MSFT	Microsoft Corp	+161	954	$355,861
AMZN	Amazon Com Inc	+154	1,360	$324,142
HD	Home Depot, Inc.	+3	691	$243,701
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
DOC	Healthpeak Properties, Inc.	−17,950	86,927	$1,860,237
KHC	Kraft Heinz Co	−5,564	90,291	$2,132,673
CWEN	Clearway Energy, Inc.	−3,605	62,599	$2,139,633
PRU	Prudential Financial Inc	−3,458	24,707	$2,666,626
CUBE	CubeSmart	−3,218	58,300	$2,318,591
TXN	Texas Instruments Inc	−2,932	5,056	$1,507,041
KMI	Kinder Morgan, Inc.	−2,905	67,498	$2,157,911
MO	Altria Group, Inc.	−2,778	29,495	$2,122,165
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	−2,649	5,691	$570,010
APAM	Artisan Partners Asset Management Inc.	−1,844	41,095	$1,419,010
O	Realty Income Corp	−1,760	37,008	$2,293,015
VZ	Verizon Communications Inc	−1,668	49,672	$2,103,112
KO	Coca Cola Co	−1,564	23,747	$1,929,918
UPS	United Parcel Service Inc	−1,539	22,790	$2,449,925
GIS	General Mills Inc	−1,413	47,801	$1,663,474
DLR	Digital Realty Trust, Inc.	−1,302	12,849	$2,307,423
AEP	American Electric Power Co Inc	−1,273	15,891	$2,174,047
ABBV	AbbVie Inc.	−1,256	9,287	$2,336,980
DUK	Duke Energy CORP	−1,000	18,453	$2,335,780
PAYX	Paychex Inc	−875	18,229	$1,792,457
PM	Philip Morris International Inc.	−706	11,599	$2,098,375
KMB	Kimberly Clark Corp	−556	20,131	$2,209,779
NVDA	Nvidia Corp	−429	9,668	$1,934,470
TSLA	Tesla, Inc.	−418	1,473	$619,543
SFM	Sprouts Farmers Market, Inc.	−400	50,340	$4,257,757
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
TROW	Price T Rowe Group Inc	16,145	$1,835,525
GLD	Spdr Gold Trust	727	$267,812
ALL	Allstate Corp	945	$224,853
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
FLO	Flowers Foods Inc	213,007	$1,736,007
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
META	Meta Platforms, Inc.	353	$201,961
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

48 tracked positions · $74,645,961 total · filing declares 65 positions · $112,415,068 · as of Jun 30, 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
AAPL	Apple Inc. Technology	Added	15,433	+1,034	$4,465,692	+22.2%	5.98%
SFM	Sprouts Farmers Market, Inc. Consumer Defensive	Reduced	50,340	-400	$4,257,757	+8.8%	5.70%
PRU	Prudential Financial Inc Financial Services	Reduced	24,707	-3,458	$2,666,626	−3.1%	3.57%
UPS	United Parcel Service Inc Industrials	Reduced	22,790	-1,539	$2,449,925	+2.4%	3.28%
ABBV	AbbVie Inc. Healthcare	Reduced	9,287	-1,256	$2,336,980	+1.9%	3.13%
DUK	Duke Energy CORP Utilities	Reduced	18,453	-1,000	$2,335,780	−8.3%	3.13%
CUBE	CubeSmart Real Estate	Reduced	58,300	-3,218	$2,318,591	+2.8%	3.11%
DLR	Digital Realty Trust, Inc. Real Estate	Reduced	12,849	-1,302	$2,307,423	−9.5%	3.09%
O	Realty Income Corp Real Estate	Reduced	37,008	-1,760	$2,293,015	−3.3%	3.07%
KMB	Kimberly Clark Corp Consumer Defensive	Reduced	20,131	-556	$2,209,779	+10.7%	2.96%
AEP	American Electric Power Co Inc Utilities	Reduced	15,891	-1,273	$2,174,047	−3.4%	2.91%
KMI	Kinder Morgan, Inc. Energy	Reduced	67,498	-2,905	$2,157,911	−8.6%	2.89%
CWEN	Clearway Energy, Inc. Utilities	Reduced	62,599	-3,605	$2,139,633	−17.7%	2.87%
KHC	Kraft Heinz Co Consumer Defensive	Reduced	90,291	-5,564	$2,132,673	−1.1%	2.86%
MO	Altria Group, Inc. Consumer Defensive	Reduced	29,495	-2,778	$2,122,165	−0.4%	2.84%
VZ	Verizon Communications Inc Communication Services	Reduced	49,672	-1,668	$2,103,112	−18.4%	2.82%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	11,599	-706	$2,098,375	+3.1%	2.81%
CME	Cme Group Inc. Financial Services	Added	8,950	+1,805	$1,976,428	−6.3%	2.65%
NVDA	Nvidia Corp Technology	Reduced	9,668	-429	$1,934,470	+9.9%	2.59%
KO	Coca Cola Co Consumer Defensive	Reduced	23,747	-1,564	$1,929,918	+0.3%	2.59%
DOC	Healthpeak Properties, Inc. Real Estate	Reduced	86,927	-17,950	$1,860,237	+8.0%	2.49%
TROW	Price T Rowe Group Inc Financial Services	NEW	16,145	NEW	$1,835,525	NEW	2.46%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	3,630	-16	$1,816,415	+4.0%	2.43%
PAYX	Paychex Inc Technology	Reduced	18,229	-875	$1,792,457	+1.9%	2.40%
CLX	Clorox Co /De/ Consumer Defensive	Added	18,090	+1,846	$1,726,509	+2.6%	2.31%
CVX	Chevron Corp Energy	Added	10,072	+896	$1,669,534	−12.1%	2.24%
GIS	General Mills Inc Consumer Defensive	Reduced	47,801	-1,413	$1,663,474	−9.2%	2.23%
TXN	Texas Instruments Inc Technology	Reduced	5,056	-2,932	$1,507,041	−2.8%	2.02%
JNJ	Johnson & Johnson Healthcare	Reduced	5,930	-40	$1,506,042	+3.2%	2.02%
APAM	Artisan Partners Asset Management Inc. Financial Services	Reduced	41,095	-1,844	$1,419,010	−9.2%	1.90%
SPY	Spdr S&P 500 ETF Trust	Reduced	1,653	-9	$1,234,410	+14.2%	1.65%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	8,414	-290	$1,233,828	−1.9%	1.65%
QCOM	Qualcomm Inc/De Technology	Added	5,714	+228	$1,055,890	+49.5%	1.41%
GOOGL	Alphabet Inc. Communication Services	Added	2,561	+201	$911,151	+34.4%	1.22%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,473	-418	$619,543	−11.9%	0.83%
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	Reduced	5,691	-2,649	$570,010	−31.8%	0.76%
PSX	Phillips 66 Energy	Held	3,090	0	$522,364	−7.2%	0.70%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	741	-5	$521,174	+13.3%	0.70%
QQQ	Invesco Qqq Trust, Series 1	Held	524	0	$385,873	+27.6%	0.52%
MSFT	Microsoft Corp Technology	Added	954	+161	$355,861	+21.2%	0.48%
AMZN	Amazon Com Inc Consumer Cyclical	Added	1,360	+154	$324,142	+29.1%	0.43%
AMGN	Amgen Inc Healthcare	Reduced	760	-141	$275,211	−13.2%	0.37%
GLD	Spdr Gold Trust	NEW	727	NEW	$267,812	NEW	0.36%
HD	Home Depot, Inc. Consumer Cyclical	Added	691	+3	$243,701	+7.7%	0.33%
LLY	ELI LILLY & Co Healthcare	Reduced	196	-27	$235,088	+14.6%	0.31%
VLO	Valero Energy Corp/Tx Energy	Reduced	887	-47	$231,010	+0.1%	0.31%
XONE	BondBloxx Bloomberg One Year Target Duration US Treasury ETF	Added	4,608	+233	$227,496	+5.0%	0.30%
ALL	Allstate Corp Financial Services	NEW	945	NEW	$224,853	NEW	0.30%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.