Filed: 1/27/2026ACC: 0001576704-26-000006
📋 What this filing means
MEASURED RISK PORTFOLIOS, INC. filed this quarterly 13F‑HR report disclosing 63 equity positions with a total reported market value of $100.87M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
63
Positions
$100.87M
Total AUM (reported)
2.15M
Total Shares
Allocation by class
COM$53.38M52.9%
CALL$14.11M14.0%
BLOOMBERG SIX MN$5.19M5.1%
ACCES TREASURY$3.28M3.3%
CL C$2.59M2.6%
CL B$2.45M2.4%
PREFERRED SECURT$2.35M2.3%
Portfolio Concentration
Top 3$22.67M22.5%
4–10$19.27M19.1%
11–25$30.68M30.4%
Rest$28.24M28.0%
Top 3 weight
22.5%
Top 10 weight
41.6%
Voting Authority Distribution
Total shares with voting rights: 2.15M
Sole
Full voting authority
2.15M
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)
Sole63
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings63
Rows:
SPDR S&P 500 ETF TR
SOLEShares666.40K
TypeSH
Market value$13.43M
13.31%
Sole
666.40K
Shared
0.00
None
0.00
BONDBLOXX ETF TRUST
SOLEShares103.22K
TypeSH
Market value$5.19M
5.14%
Sole
103.22K
Shared
0.00
None
0.00
SPROUTS FMRS MKT INC
SOLEShares50.91K
TypeSH
Market value$4.06M
4.02%
Sole
50.91K
Shared
0.00
None
0.00
APPLE INC
SOLEShares14.51K
TypeSH
Market value$3.94M
3.91%
Sole
14.51K
Shared
0.00
None
0.00
GOLDMAN SACHS ETF TR
SOLEShares32.81K
TypeSH
Market value$3.28M
3.25%
Sole
32.81K
Shared
0.00
None
0.00
CLEARWAY ENERGY INC
SOLEShares77.89K
TypeSH
Market value$2.59M
2.57%
Sole
77.89K
Shared
0.00
None
0.00
UNITED PARCEL SERVICE INC
SOLEShares24.70K
TypeSH
Market value$2.45M
2.43%
Sole
24.70K
Shared
0.00
None
0.00
KINDER MORGAN INC DEL
SOLEShares86.12K
TypeSH
Market value$2.37M
2.35%
Sole
86.12K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares132.81K
TypeSH
Market value$2.35M
2.33%
Sole
132.81K
Shared
0.00
None
0.00
VERIZON COMMUNICATIONS INC
SOLEShares56.38K
TypeSH
Market value$2.30M
2.28%
Sole
56.38K
Shared
0.00
None
0.00
PHILIP MORRIS INTL INC
SOLEShares14.30K
TypeSH
Market value$2.29M
2.27%
Sole
14.30K
Shared
0.00
None
0.00
REALTY INCOME CORP
SOLEShares39.83K
TypeSH
Market value$2.24M
2.23%
Sole
39.83K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares157.59K
TypeSH
Market value$2.23M
2.22%
Sole
157.59K
Shared
0.00
None
0.00
DIGITAL RLTY TR INC
SOLEShares14.29K
TypeSH
Market value$2.21M
2.19%
Sole
14.29K
Shared
0.00
None
0.00
DUKE ENERGY CORP NEW
SOLEShares18.82K
TypeSH
Market value$2.21M
2.19%
Sole
18.82K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares9.56K
TypeSH
Market value$2.18M
2.17%
Sole
9.56K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares11.17K
TypeSH
Market value$2.08M
2.07%
Sole
11.17K
Shared
0.00
None
0.00
CME GROUP INC
SOLEShares7.58K
TypeSH
Market value$2.07M
2.05%
Sole
7.58K
Shared
0.00
None
0.00
AMERICAN ELEC PWR CO INC
SOLEShares17.83K
TypeSH
Market value$2.06M
2.04%
Sole
17.83K
Shared
0.00
None
0.00
CUBESMART
SOLEShares56.97K
TypeSH
Market value$2.05M
2.04%
Sole
56.97K
Shared
0.00
None
0.00
ALTRIA GROUP INC
SOLEShares32.47K
TypeSH
Market value$1.87M
1.86%
Sole
32.47K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares3.67K
TypeSH
Market value$1.84M
1.83%
Sole
3.67K
Shared
0.00
None
0.00
COCA COLA CO
SOLEShares26.17K
TypeSH
Market value$1.83M
1.81%
Sole
26.17K
Shared
0.00
None
0.00
KRAFT HEINZ CO
SOLEShares72.55K
TypeSH
Market value$1.76M
1.74%
Sole
72.55K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares11.44K
TypeSH
Market value$1.74M
1.73%
Sole
11.44K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETF TRSOLE | CALL | 666.40K | SH | $13.43M 13.31% | 666.40K | 0.00 | 0.00 |
BONDBLOXX ETF TRUSTSOLE | BLOOMBERG SIX MN | 103.22K | SH | $5.19M 5.14% | 103.22K | 0.00 | 0.00 |
SPROUTS FMRS MKT INCSOLE | COM | 50.91K | SH | $4.06M 4.02% | 50.91K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 14.51K | SH | $3.94M 3.91% | 14.51K | 0.00 | 0.00 |
GOLDMAN SACHS ETF TRSOLE | ACCES TREASURY | 32.81K | SH | $3.28M 3.25% | 32.81K | 0.00 | 0.00 |
CLEARWAY ENERGY INCSOLE | CL C | 77.89K | SH | $2.59M 2.57% | 77.89K | 0.00 | 0.00 |
UNITED PARCEL SERVICE INCSOLE | CL B | 24.70K | SH | $2.45M 2.43% | 24.70K | 0.00 | 0.00 |
KINDER MORGAN INC DELSOLE | COM | 86.12K | SH | $2.37M 2.35% | 86.12K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | PREFERRED SECURT | 132.81K | SH | $2.35M 2.33% | 132.81K | 0.00 | 0.00 |
VERIZON COMMUNICATIONS INCSOLE | COM | 56.38K | SH | $2.30M 2.28% | 56.38K | 0.00 | 0.00 |
PHILIP MORRIS INTL INCSOLE | COM | 14.30K | SH | $2.29M 2.27% | 14.30K | 0.00 | 0.00 |
REALTY INCOME CORPSOLE | COM | 39.83K | SH | $2.24M 2.23% | 39.83K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | BDC INCOME ETF | 157.59K | SH | $2.23M 2.22% | 157.59K | 0.00 | 0.00 |
DIGITAL RLTY TR INCSOLE | COM | 14.29K | SH | $2.21M 2.19% | 14.29K | 0.00 | 0.00 |
DUKE ENERGY CORP NEWSOLE | COM NEW | 18.82K | SH | $2.21M 2.19% | 18.82K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 9.56K | SH | $2.18M 2.17% | 9.56K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 11.17K | SH | $2.08M 2.07% | 11.17K | 0.00 | 0.00 |
CME GROUP INCSOLE | COM | 7.58K | SH | $2.07M 2.05% | 7.58K | 0.00 | 0.00 |
AMERICAN ELEC PWR CO INCSOLE | COM | 17.83K | SH | $2.06M 2.04% | 17.83K | 0.00 | 0.00 |
CUBESMARTSOLE | COM | 56.97K | SH | $2.05M 2.04% | 56.97K | 0.00 | 0.00 |
ALTRIA GROUP INCSOLE | COM | 32.47K | SH | $1.87M 1.86% | 32.47K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 3.67K | SH | $1.84M 1.83% | 3.67K | 0.00 | 0.00 |
COCA COLA COSOLE | COM | 26.17K | SH | $1.83M 1.81% | 26.17K | 0.00 | 0.00 |
KRAFT HEINZ COSOLE | COM | 72.55K | SH | $1.76M 1.74% | 72.55K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 11.44K | SH | $1.74M 1.73% | 11.44K | 0.00 | 0.00 |
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