Filed: 7/22/2025ACC: 0001576704-25-000011
📋 What this filing means
MEASURED RISK PORTFOLIOS, INC. filed this quarterly 13F‑HR report disclosing 60 equity positions with a total reported market value of $103.58M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
60
Positions
$103.58M
Total AUM (reported)
2.17M
Total Shares
Allocation by class
COM$58.32M56.3%
CALL$14.15M13.7%
BLOOMBERG SIX MN$3.87M3.7%
CL C$2.52M2.4%
TRS FLT RT BD$2.52M2.4%
SHS - A -$2.42M2.3%
COM NEW$2.36M2.3%
Portfolio Concentration
Top 3$26.43M25.5%
4–10$17.65M17.0%
11–25$32.00M30.9%
Rest$27.50M26.5%
Top 3 weight
25.5%
Top 10 weight
42.6%
Voting Authority Distribution
Total shares with voting rights: 2.17M
Sole
Full voting authority
2.17M
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)
Sole60
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings60
Rows:
SPDR S&P 500 ETF TR
SOLEShares708.80K
TypeSH
Market value$14.15M
13.66%
Sole
708.80K
Shared
0.00
None
0.00
SPROUTS FMRS MKT INC
SOLEShares51.04K
TypeSH
Market value$8.40M
8.11%
Sole
51.04K
Shared
0.00
None
0.00
BONDBLOXX ETF TRUST
SOLEShares76.89K
TypeSH
Market value$3.87M
3.74%
Sole
76.89K
Shared
0.00
None
0.00
APPLE INC
SOLEShares12.51K
TypeSH
Market value$2.57M
2.48%
Sole
12.51K
Shared
0.00
None
0.00
PHILIP MORRIS INTL INC
SOLEShares14.05K
TypeSH
Market value$2.56M
2.47%
Sole
14.05K
Shared
0.00
None
0.00
KINDER MORGAN INC DEL
SOLEShares86.52K
TypeSH
Market value$2.54M
2.46%
Sole
86.52K
Shared
0.00
None
0.00
DIGITAL RLTY TR INC
SOLEShares14.48K
TypeSH
Market value$2.52M
2.44%
Sole
14.48K
Shared
0.00
None
0.00
CLEARWAY ENERGY INC
SOLEShares78.76K
TypeSH
Market value$2.52M
2.43%
Sole
78.76K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares49.72K
TypeSH
Market value$2.52M
2.43%
Sole
49.72K
Shared
0.00
None
0.00
LYONDELLBASELL INDUSTRIES N
SOLEShares41.84K
TypeSH
Market value$2.42M
2.34%
Sole
41.84K
Shared
0.00
None
0.00
DUKE ENERGY CORP NEW
SOLEShares20.02K
TypeSH
Market value$2.36M
2.28%
Sole
20.02K
Shared
0.00
None
0.00
REALTY INCOME CORP
SOLEShares40.60K
TypeSH
Market value$2.34M
2.26%
Sole
40.60K
Shared
0.00
None
0.00
VERIZON COMMUNICATIONS INC
SOLEShares54.02K
TypeSH
Market value$2.34M
2.26%
Sole
54.02K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares136.06K
TypeSH
Market value$2.33M
2.25%
Sole
136.06K
Shared
0.00
None
0.00
CROWN CASTLE INC
SOLEShares22.52K
TypeSH
Market value$2.31M
2.23%
Sole
22.52K
Shared
0.00
None
0.00
UNITED PARCEL SERVICE INC
SOLEShares22.80K
TypeSH
Market value$2.30M
2.22%
Sole
22.80K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares141.32K
TypeSH
Market value$2.30M
2.22%
Sole
141.32K
Shared
0.00
None
0.00
ALTRIA GROUP INC
SOLEShares35.96K
TypeSH
Market value$2.11M
2.04%
Sole
35.96K
Shared
0.00
None
0.00
CME GROUP INC
SOLEShares7.62K
TypeSH
Market value$2.10M
2.03%
Sole
7.62K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares11.05K
TypeSH
Market value$2.05M
1.98%
Sole
11.05K
Shared
0.00
None
0.00
AMERICAN ELEC PWR CO INC
SOLEShares19.51K
TypeSH
Market value$2.02M
1.95%
Sole
19.51K
Shared
0.00
None
0.00
KIMBERLY-CLARK CORP
SOLEShares14.99K
TypeSH
Market value$1.93M
1.87%
Sole
14.99K
Shared
0.00
None
0.00
KRAFT HEINZ CO
SOLEShares71.84K
TypeSH
Market value$1.85M
1.79%
Sole
71.84K
Shared
0.00
None
0.00
COCA COLA CO
SOLEShares25.84K
TypeSH
Market value$1.83M
1.76%
Sole
25.84K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares3.75K
TypeSH
Market value$1.82M
1.76%
Sole
3.75K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETF TRSOLE | CALL | 708.80K | SH | $14.15M 13.66% | 708.80K | 0.00 | 0.00 |
SPROUTS FMRS MKT INCSOLE | COM | 51.04K | SH | $8.40M 8.11% | 51.04K | 0.00 | 0.00 |
BONDBLOXX ETF TRUSTSOLE | BLOOMBERG SIX MN | 76.89K | SH | $3.87M 3.74% | 76.89K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 12.51K | SH | $2.57M 2.48% | 12.51K | 0.00 | 0.00 |
PHILIP MORRIS INTL INCSOLE | COM | 14.05K | SH | $2.56M 2.47% | 14.05K | 0.00 | 0.00 |
KINDER MORGAN INC DELSOLE | COM | 86.52K | SH | $2.54M 2.46% | 86.52K | 0.00 | 0.00 |
DIGITAL RLTY TR INCSOLE | COM | 14.48K | SH | $2.52M 2.44% | 14.48K | 0.00 | 0.00 |
CLEARWAY ENERGY INCSOLE | CL C | 78.76K | SH | $2.52M 2.43% | 78.76K | 0.00 | 0.00 |
ISHARES TRSOLE | TRS FLT RT BD | 49.72K | SH | $2.52M 2.43% | 49.72K | 0.00 | 0.00 |
LYONDELLBASELL INDUSTRIES NSOLE | SHS - A - | 41.84K | SH | $2.42M 2.34% | 41.84K | 0.00 | 0.00 |
DUKE ENERGY CORP NEWSOLE | COM NEW | 20.02K | SH | $2.36M 2.28% | 20.02K | 0.00 | 0.00 |
REALTY INCOME CORPSOLE | COM | 40.60K | SH | $2.34M 2.26% | 40.60K | 0.00 | 0.00 |
VERIZON COMMUNICATIONS INCSOLE | COM | 54.02K | SH | $2.34M 2.26% | 54.02K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | PREFERRED SECURT | 136.06K | SH | $2.33M 2.25% | 136.06K | 0.00 | 0.00 |
CROWN CASTLE INCSOLE | COM | 22.52K | SH | $2.31M 2.23% | 22.52K | 0.00 | 0.00 |
UNITED PARCEL SERVICE INCSOLE | CL B | 22.80K | SH | $2.30M 2.22% | 22.80K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | BDC INCOME ETF | 141.32K | SH | $2.30M 2.22% | 141.32K | 0.00 | 0.00 |
ALTRIA GROUP INCSOLE | COM | 35.96K | SH | $2.11M 2.04% | 35.96K | 0.00 | 0.00 |
CME GROUP INCSOLE | COM | 7.62K | SH | $2.10M 2.03% | 7.62K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 11.05K | SH | $2.05M 1.98% | 11.05K | 0.00 | 0.00 |
AMERICAN ELEC PWR CO INCSOLE | COM | 19.51K | SH | $2.02M 1.95% | 19.51K | 0.00 | 0.00 |
KIMBERLY-CLARK CORPSOLE | COM | 14.99K | SH | $1.93M 1.87% | 14.99K | 0.00 | 0.00 |
KRAFT HEINZ COSOLE | COM | 71.84K | SH | $1.85M 1.79% | 71.84K | 0.00 | 0.00 |
COCA COLA COSOLE | COM | 25.84K | SH | $1.83M 1.76% | 25.84K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 3.75K | SH | $1.82M 1.76% | 3.75K | 0.00 | 0.00 |
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