Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Measured Risk Portfolios, Inc. 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Measured Risk Portfolios, Inc. (CIK 1576704) reported $91.4M across 64 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: XHLF ($5.1M, 5.61%), SFM ($3.9M, 4.28%), AAPL ($3.7M, 4.00%), PRU ($2.8M, 3.01%), CWEN ($2.6M, 2.85%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1XHLFBONDBLOXX ETF TRUST$5.1M5.61%101,910Trimmed
2SFMSPROUTS FMRS MKT INC$3.9M4.28%50,740Trimmed
3AAPLAPPLE INC$3.7M4.00%14,399Trimmed
4PRUPRUDENTIAL FINL INC$2.8M3.01%28,165New
5CWENCLEARWAY ENERGY INC$2.6M2.85%66,204Trimmed
6VZVERIZON COMMUNICATIONS INC$2.6M2.82%51,340Trimmed
7DUKDUKE ENERGY CORP NEW$2.5M2.79%19,453Added
8DLRDIGITAL RLTY TR INC$2.6M2.79%14,151Trimmed
9UPSUNITED PARCEL SVCS INC$2.4M2.62%24,329Trimmed
10OREALTY INCOME CORP$2.4M2.59%38,768Trimmed
11KMIKINDER MORGAN INC DEL$2.4M2.58%70,403Trimmed
12BIZDVANECK ETF TRUST$2.3M2.53%180,605Added
13PFXFVANECK ETF TRUST$2.3M2.51%131,003Trimmed
14ABBVABBVIE INC$2.3M2.51%10,543Added
15CUBECUBESMART$2.3M2.47%61,518Added
16AEPAMERICAN ELEC PWR CO INC$2.2M2.46%17,164Trimmed
17KHCKRAFT HEINZ CO$2.2M2.36%95,855Added
18MOALTRIA GROUP INC$2.1M2.33%32,273Trimmed
19CMECME GROUP INC$2.1M2.31%7,145Trimmed
20PMPHILIP MORRIS INTL INC$2.0M2.23%12,305Trimmed
21KMBKIMBERLY-CLARK CORP$2.0M2.18%20,687Added
22KOCOCA COLA CO$1.9M2.11%25,311Trimmed
23CVXCHEVRON CORPORATION$1.9M2.08%9,176Trimmed
24GISGENERAL MILLS INC$1.8M2.00%49,214Added
25PAYXPAYCHEX INC$1.8M1.93%19,104New

Source: SEC Form 13F filings · as of 2026-03-31