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Measured Risk Portfolios, Inc.
CIK:0001576704
Investment Adviser
$400M AUM
66 holdings
San Diego, CA, United States
A fee-only, third-party money manager offering non-conventional portfolio construction methods and options to manage risk.
Investment Strategy
Options-based (SynthEquity®)
Latest 13F Filing Activity
Measured Risk Portfolios, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 62 equity positions with a total 13F market value of $107M. The fund increased holdings in Cubesmart, Bondbloxx Etf Trust, Ishares TR among other positions. Measured Risk Portfolios, Inc. reduced exposure to Sprouts FMRS MKT Inc., Crown Castle Inc., United Parcel Service Inc. among others.
Top Holdings
Equity Positions (62)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SFM | SPROUTS FMRS MKT INC | 5.17% | $5.5M | 51,007 | $127.07 | $108.80 | -$2.9M |
X XHLF | BONDBLOXX ETF TRUST | 4.53% | $4.9M | 96,540 | $50.33 | $50.42 | +$996.8K |
T TFLO | ISHARES TR | 3.18% | $3.4M | 67,411 | $50.53 | $50.59 | +$892.0K |
A AAPL | APPLE INC | 2.94% | $3.2M | 12,393 | $249.44 | $254.63 | +$589.5K |
A ABBV | ABBVIE INC | 2.43% | $2.6M | 11,255 | $178.89 | $231.54 | +$555.1K |
Industry Allocation
REAL ESTATE INVESTMENT TRUSTS
+10.2%
RETAIL-GROCERY STORES
+5.2%
CIGARETTES
+4.4%
ELECTRIC SERVICES
+4.1%
PETROLEUM REFINING
+3.9%
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