Measured Risk Portfolios, Inc.
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Oct 2026 | $597,205,588 | Individuals and high net worth (77%) |
| Apr 2025 to Mar 2026 | $399,968,279 | Individuals and high net worth (94%) |
| Apr 2024 to Mar 2025 | $297,849,184 | Individuals and high net worth (94%) |
| May 2023 to Mar 2024 | $239,975,906 | Individuals and high net worth (94%) |
| Apr 2023 | $239,975,906 | Individuals and high net worth (94%) |
| Apr 2022 to Mar 2023 | $262,114,144 | Individuals and high net worth (93%) |
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 81.7%; sector active share 47.9% against the combined 13F book's sector weights.
Over time 7 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
62 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026Portfolio Trend
Sector Breakdown
As of Sep 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 24.0% | $21,958,353 |
| Consumer Defensive | 19.0% | $17,398,692 |
| Technology | 13.5% | $12,356,333 |
| Financial Services | 10.5% | $9,565,180 |
| Real Estate | 8.9% | $8,163,268 |
| Utilities | 6.9% | $6,332,606 |
| Energy | 5.7% | $5,244,183 |
| Healthcare | 4.8% | $4,410,872 |
| Communication Services | 3.4% | $3,148,592 |
| Industrials | 2.3% | $2,139,776 |
| Consumer Cyclical | 0.9% | $783,607 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CWEN | Clearway Energy, Inc. | +16,134 | 78,733 | $2,304,514 | |
| PFXF | VanEck Preferred Securities ex Financials ETF | +7,832 | 133,876 | $2,345,507 | |
| BIZD | VanEck BDC Income ETF | +4,465 | 188,011 | $2,423,461 | |
| KMI | Kinder Morgan, Inc. | +3,097 | 70,595 | $2,128,439 | |
| TXN | Texas Instruments Inc | +691 | 5,747 | $1,609,677 | |
| PG | PROCTER & GAMBLE Co | +454 | 8,868 | $1,288,343 | |
| — | +415 | 9,446 | $0 | ||
| MO | Altria Group, Inc. | +298 | 29,793 | $2,006,260 | |
| AEP | American Electric Power Co Inc | +239 | 16,130 | $1,913,663 | |
| XLE | State Street(R) Energy Select Sector SPDR(R) ETF | +164 | 8,099 | $498,088 | |
| O | Realty Income Corp | +127 | 37,135 | $2,016,430 | |
| UPS | United Parcel Service Inc | +110 | 22,900 | $2,139,776 | |
| DUK | Duke Energy CORP | +93 | 18,546 | $2,114,429 | |
| DLR | Digital Realty Trust, Inc. | +46 | 12,895 | $2,263,459 | |
| QQQ | Invesco Qqq Trust, Series 1 | +17 | 541 | $400,215 | |
| CLX | Clorox Co | +11 | 18,101 | $1,466,362 | |
| XLV | State Street(R) Health Care Select Sector SPDR(R) ETF | +6 | 2,678 | $451,028 | |
| MDY | Spdr S&P Midcap 400 ETF Trust | +5 | 746 | $489,905 | |
| GOOGL | Alphabet Inc. | +1 | 1,554 | $534,700 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SNTH | Mrp Synthequity ETF | −596,638 | 172,179 | $5,079,280 | |
| KHC | Kraft Heinz Co | −10,820 | 79,471 | $1,805,581 | |
| TFLO | iShares Treasury Floating Rate Bond ETF | −4,672 | 48,651 | $2,465,146 | |
| PRU | Prudential Financial Inc | −2,644 | 22,063 | $2,505,915 | |
| PAYX | Paychex Inc | −2,585 | 15,644 | $1,540,934 | |
| XHLF | BondBloxx Bloomberg Six Month Target Duration US Treasury ETF | −2,556 | 61,798 | $3,105,349 | |
| DOC | Healthpeak Properties, Inc. | −1,915 | 85,012 | $1,697,689 | |
| KO | Coca Cola Co | −1,621 | 22,126 | $1,904,606 | |
| CME | Cme Group Inc. | −734 | 8,216 | $2,152,427 | |
| APAM | Artisan Partners Asset Management Inc. | −642 | 40,453 | $1,461,162 | |
| AAPL | Apple Inc. | −488 | 14,945 | $4,976,983 | |
| GIS | General Mills Inc | −462 | 47,339 | $1,522,422 | |
| PM | Philip Morris International Inc. | −382 | 11,217 | $2,140,427 | |
| GBIL | Goldman Sachs ETF Trust | −378 | 5,313 | $531,884 | |
| KMB | Kimberly Clark Corp | −377 | 19,754 | $1,924,632 | |
| XLK | State Street(R) Technology Select Sector SPDR(R) ETF | −376 | 2,557 | $500,532 | |
| ABBV | AbbVie Inc. | −343 | 8,944 | $2,339,660 | |
| CVX | Chevron Corp | −235 | 9,837 | $2,008,813 | |
| TROW | Price T Rowe Group Inc | −210 | 15,935 | $1,658,036 | |
| VZ | Verizon Communications Inc | −175 | 49,497 | $2,270,427 | |
| TSLA | Tesla, Inc. | −164 | 1,309 | $464,446 | |
| JNJ | Johnson & Johnson | −160 | 5,770 | $1,527,549 | |
| CUBE | CubeSmart | −139 | 58,161 | $2,185,690 | |
| — | −122 | 4,486 | $0 | ||
| PSX | Phillips 66 | −101 | 2,989 | $763,121 | |
| No positions match the current search. | |||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SNTH |
Mrp Synthequity ETF
|
Reduced | 172,179 | $5,079,280 | 5.55% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 14,945 | $4,976,983 | 5.44% | |
| SFM |
Sprouts Farmers Market, Inc.
Consumer Defensive
|
Held | 50,340 | $3,340,059 | 3.65% | |
| XHLF |
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
|
Reduced | 61,798 | $3,105,349 | 3.39% | |
| PRU |
Prudential Financial Inc
Financial Services
|
Reduced | 22,063 | $2,505,915 | 2.74% | |
| TFLO |
iShares Treasury Floating Rate Bond ETF
|
Reduced | 48,651 | $2,465,146 | 2.69% | |
| BIZD |
VanEck BDC Income ETF
|
Added | 188,011 | $2,423,461 | 2.65% | |
| PFXF |
VanEck Preferred Securities ex Financials ETF
|
Added | 133,876 | $2,345,507 | 2.56% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 8,944 | $2,339,660 | 2.56% | |
| CWEN |
Clearway Energy, Inc.
Utilities
|
Added | 78,733 | $2,304,514 | 2.52% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Reduced | 49,497 | $2,270,427 | 2.48% | |
| DLR |
Digital Realty Trust, Inc.
Real Estate
|
Added | 12,895 | $2,263,459 | 2.47% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 9,667 | $2,207,749 | 2.41% | |
| CUBE |
CubeSmart
Real Estate
|
Reduced | 58,161 | $2,185,690 | 2.39% | |
| CME |
Cme Group Inc.
Financial Services
|
Reduced | 8,216 | $2,152,427 | 2.35% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Reduced | 11,217 | $2,140,427 | 2.34% | |
| UPS |
United Parcel Service Inc
Industrials
|
Added | 22,900 | $2,139,776 | 2.34% | |
| KMI |
Kinder Morgan, Inc.
Energy
|
Added | 70,595 | $2,128,439 | 2.33% | |
| DUK |
Duke Energy CORP
Utilities
|
Added | 18,546 | $2,114,429 | 2.31% | |
| O |
Realty Income Corp
Real Estate
|
Added | 37,135 | $2,016,430 | 2.20% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 9,837 | $2,008,813 | 2.20% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Added | 29,793 | $2,006,260 | 2.19% | |
| KMB |
Kimberly Clark Corp
Consumer Defensive
|
Reduced | 19,754 | $1,924,632 | 2.10% | |
| AEP |
American Electric Power Co Inc
Utilities
|
Added | 16,130 | $1,913,663 | 2.09% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 22,126 | $1,904,606 | 2.08% | |
| KHC |
Kraft Heinz Co
Consumer Defensive
|
Reduced | 79,471 | $1,805,581 | 1.97% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 3,590 | $1,787,640 | 1.95% | |
| DOC |
Healthpeak Properties, Inc.
Real Estate
|
Reduced | 85,012 | $1,697,689 | 1.86% | |
| TROW |
Price T Rowe Group Inc
Financial Services
|
Reduced | 15,935 | $1,658,036 | 1.81% | |
| TXN |
Texas Instruments Inc
Technology
|
Added | 5,747 | $1,609,677 | 1.76% | |
| PAYX |
Paychex Inc
Technology
|
Reduced | 15,644 | $1,540,934 | 1.68% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 5,770 | $1,527,549 | 1.67% | |
| GIS |
General Mills Inc
Consumer Defensive
|
Reduced | 47,339 | $1,522,422 | 1.66% | |
| CLX |
Clorox Co
Consumer Defensive
|
Added | 18,101 | $1,466,362 | 1.60% | |
| APAM |
Artisan Partners Asset Management Inc.
Financial Services
|
Reduced | 40,453 | $1,461,162 | 1.60% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 8,868 | $1,288,343 | 1.41% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 1,629 | $1,242,324 | 1.36% | |
| QCOM |
Qualcomm Inc
Technology
|
Reduced | 5,660 | $1,041,666 | 1.14% | |
| PSX |
Phillips 66
Energy
|
Reduced | 2,989 | $763,121 | 0.83% | |
| EFA |
iShares MSCI EAFE ETF
|
Reduced | 6,842 | $710,815 | 0.78% | |
| IWM |
iShares Russell 2000 ETF
|
Reduced | 2,259 | $627,753 | 0.69% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 1,554 | $534,700 | 0.58% | |
| GBIL |
Goldman Sachs ETF Trust
|
Reduced | 5,313 | $531,884 | 0.58% | |
| XVV |
iShares ESG Select Screened S&P 500 ETF
|
Held | 9,056 | $527,964 | 0.58% | |
| XLK |
State Street(R) Technology Select Sector SPDR(R) ETF
|
Reduced | 2,557 | $500,532 | 0.55% | |
| XLE |
State Street(R) Energy Select Sector SPDR(R) ETF
|
Added | 8,099 | $498,088 | 0.54% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Added | 746 | $489,905 | 0.54% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 940 | $482,126 | 0.53% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 1,309 | $464,446 | 0.51% | |
| XLV |
State Street(R) Health Care Select Sector SPDR(R) ETF
|
Added | 2,678 | $451,028 | 0.49% |
Showing the top 50 of 62 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
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.