Filed: 5/13/2025ACC: 0001576704-25-000009
📋 What this filing means
MEASURED RISK PORTFOLIOS, INC. filed this quarterly 13F‑HR report disclosing 58 equity positions with a total reported market value of $93.23M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
58
Positions
$93.23M
Total AUM (reported)
1.75M
Total Shares
Allocation by class
COM$59.03M63.3%
BLOOMBERG SIX MN$4.47M4.8%
CALL$3.11M3.3%
CL C$2.61M2.8%
COM NEW$2.52M2.7%
SHS - A -$2.44M2.6%
BDC INCOME ETF$2.32M2.5%
Portfolio Concentration
Top 3$15.41M16.5%
4–10$18.02M19.3%
11–25$32.65M35.0%
Rest$27.15M29.1%
Top 3 weight
16.5%
Top 10 weight
35.9%
Voting Authority Distribution
Total shares with voting rights: 1.75M
Sole
Full voting authority
1.75M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole58
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings58
Rows:
SPROUTS FMRS MKT INC
SOLEShares51.28K
TypeSH
Market value$7.83M
8.40%
Sole
51.28K
Shared
0.00
None
0.00
BONDBLOXX ETF TRUST
SOLEShares88.80K
TypeSH
Market value$4.47M
4.80%
Sole
88.80K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares305.40K
TypeSH
Market value$3.11M
3.34%
Sole
305.40K
Shared
0.00
None
0.00
APPLE INC
SOLEShares12.24K
TypeSH
Market value$2.72M
2.92%
Sole
12.24K
Shared
0.00
None
0.00
CLEARWAY ENERGY INC
SOLEShares86.33K
TypeSH
Market value$2.61M
2.80%
Sole
86.33K
Shared
0.00
None
0.00
KINDER MORGAN INC DEL
SOLEShares91.19K
TypeSH
Market value$2.60M
2.79%
Sole
91.19K
Shared
0.00
None
0.00
CROWN CASTLE INC
SOLEShares24.71K
TypeSH
Market value$2.58M
2.76%
Sole
24.71K
Shared
0.00
None
0.00
VERIZON COMMUNICATIONS INC
SOLEShares56.16K
TypeSH
Market value$2.55M
2.73%
Sole
56.16K
Shared
0.00
None
0.00
DUKE ENERGY CORP NEW
SOLEShares20.69K
TypeSH
Market value$2.52M
2.71%
Sole
20.69K
Shared
0.00
None
0.00
PHILIP MORRIS INTL INC
SOLEShares15.39K
TypeSH
Market value$2.44M
2.62%
Sole
15.39K
Shared
0.00
None
0.00
LYONDELLBASELL INDUSTRIES N
SOLEShares34.68K
TypeSH
Market value$2.44M
2.62%
Sole
34.68K
Shared
0.00
None
0.00
REALTY INCOME CORP
SOLEShares40.77K
TypeSH
Market value$2.37M
2.54%
Sole
40.77K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares138.68K
TypeSH
Market value$2.32M
2.49%
Sole
138.68K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares10.76K
TypeSH
Market value$2.25M
2.42%
Sole
10.76K
Shared
0.00
None
0.00
DIGITAL RLTY TR INC
SOLEShares15.68K
TypeSH
Market value$2.25M
2.41%
Sole
15.68K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares134.02K
TypeSH
Market value$2.25M
2.41%
Sole
134.02K
Shared
0.00
None
0.00
ALTRIA GROUP INC
SOLEShares36.77K
TypeSH
Market value$2.21M
2.37%
Sole
36.77K
Shared
0.00
None
0.00
AMERICAN ELEC PWR CO INC
SOLEShares20.14K
TypeSH
Market value$2.20M
2.36%
Sole
20.14K
Shared
0.00
None
0.00
UNITED PARCEL SERVICE INC
SOLEShares19.64K
TypeSH
Market value$2.16M
2.32%
Sole
19.64K
Shared
0.00
None
0.00
CME GROUP INC
SOLEShares8.12K
TypeSH
Market value$2.15M
2.31%
Sole
8.12K
Shared
0.00
None
0.00
KIMBERLY-CLARK CORP
SOLEShares15.04K
TypeSH
Market value$2.14M
2.29%
Sole
15.04K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares39.83K
TypeSH
Market value$2.02M
2.16%
Sole
39.83K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares3.76K
TypeSH
Market value$2.00M
2.15%
Sole
3.76K
Shared
0.00
None
0.00
KRAFT HEINZ CO
SOLEShares65.31K
TypeSH
Market value$1.99M
2.13%
Sole
65.31K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares11.39K
TypeSH
Market value$1.90M
2.04%
Sole
11.39K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPROUTS FMRS MKT INCSOLE | COM | 51.28K | SH | $7.83M 8.40% | 51.28K | 0.00 | 0.00 |
BONDBLOXX ETF TRUSTSOLE | BLOOMBERG SIX MN | 88.80K | SH | $4.47M 4.80% | 88.80K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | CALL | 305.40K | SH | $3.11M 3.34% | 305.40K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 12.24K | SH | $2.72M 2.92% | 12.24K | 0.00 | 0.00 |
CLEARWAY ENERGY INCSOLE | CL C | 86.33K | SH | $2.61M 2.80% | 86.33K | 0.00 | 0.00 |
KINDER MORGAN INC DELSOLE | COM | 91.19K | SH | $2.60M 2.79% | 91.19K | 0.00 | 0.00 |
CROWN CASTLE INCSOLE | COM | 24.71K | SH | $2.58M 2.76% | 24.71K | 0.00 | 0.00 |
VERIZON COMMUNICATIONS INCSOLE | COM | 56.16K | SH | $2.55M 2.73% | 56.16K | 0.00 | 0.00 |
DUKE ENERGY CORP NEWSOLE | COM NEW | 20.69K | SH | $2.52M 2.71% | 20.69K | 0.00 | 0.00 |
PHILIP MORRIS INTL INCSOLE | COM | 15.39K | SH | $2.44M 2.62% | 15.39K | 0.00 | 0.00 |
LYONDELLBASELL INDUSTRIES NSOLE | SHS - A - | 34.68K | SH | $2.44M 2.62% | 34.68K | 0.00 | 0.00 |
REALTY INCOME CORPSOLE | COM | 40.77K | SH | $2.37M 2.54% | 40.77K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | BDC INCOME ETF | 138.68K | SH | $2.32M 2.49% | 138.68K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 10.76K | SH | $2.25M 2.42% | 10.76K | 0.00 | 0.00 |
DIGITAL RLTY TR INCSOLE | COM | 15.68K | SH | $2.25M 2.41% | 15.68K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | PREFERRED SECURT | 134.02K | SH | $2.25M 2.41% | 134.02K | 0.00 | 0.00 |
ALTRIA GROUP INCSOLE | COM | 36.77K | SH | $2.21M 2.37% | 36.77K | 0.00 | 0.00 |
AMERICAN ELEC PWR CO INCSOLE | COM | 20.14K | SH | $2.20M 2.36% | 20.14K | 0.00 | 0.00 |
UNITED PARCEL SERVICE INCSOLE | CL B | 19.64K | SH | $2.16M 2.32% | 19.64K | 0.00 | 0.00 |
CME GROUP INCSOLE | COM | 8.12K | SH | $2.15M 2.31% | 8.12K | 0.00 | 0.00 |
KIMBERLY-CLARK CORPSOLE | COM | 15.04K | SH | $2.14M 2.29% | 15.04K | 0.00 | 0.00 |
ISHARES TRSOLE | TRS FLT RT BD | 39.83K | SH | $2.02M 2.16% | 39.83K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 3.76K | SH | $2.00M 2.15% | 3.76K | 0.00 | 0.00 |
KRAFT HEINZ COSOLE | COM | 65.31K | SH | $1.99M 2.13% | 65.31K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 11.39K | SH | $1.90M 2.04% | 11.39K | 0.00 | 0.00 |
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