Measured Risk Portfolios, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on August 12, 2026, Measured Risk Portfolios, Inc. disclosed 61 stock positions valued at approximately $112.42M as of quarter-end June 30, 2026. The largest holdings include APPLE INC, SPROUTS FMRS MKT INC, and BONDBLOXX ETF TRUST.
- Report Period
- June 30, 2026
- No. of Stocks
- 61
- Portfolio Value
- $112.42M
Holdings by Sector
Measured Risk Portfolios, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 3.97% | 15,433 | +1,034 | +7.18% | $4,465,764 |
| SPROUTS FMRS MKT INC | SFM | Consumer Defensive | 3.79% | 50,340 | -400 | -0.79% | $4,257,757 |
| BONDBLOXX ETF TRUST | XHLF | Other | 2.88% | 64,354 | -37,556 | -36.85% | $3,237,006 |
| ISHARES TR | TFLO | Other | 2.40% | 53,323 | +31,431 | +143.57% | $2,699,750 |
| PRUDENTIAL FINL INC | PRU | Financial Services | 2.37% | 24,707 | -3,458 | -12.28% | $2,666,627 |
| UNITED PARCEL SVCS INC | UPS | Industrials | 2.18% | 22,790 | -1,539 | -6.33% | $2,449,925 |
| ABBVIE INC | ABBV | Healthcare | 2.08% | 9,287 | -1,256 | -11.91% | $2,336,874 |
| DUKE ENERGY CORP NEW | DUK | Utilities | 2.08% | 18,453 | -1,000 | -5.14% | $2,335,782 |
| VANECK ETF TRUST | BIZD | Other | 2.07% | 183,546 | +2,941 | +1.63% | $2,323,692 |
| CUBESMART | CUBE | Real Estate | 2.06% | 58,300 | -3,218 | -5.23% | $2,318,591 |
| DIGITAL RLTY TR INC | DLR | Real Estate | 2.05% | 12,849 | -1,302 | -9.20% | $2,307,456 |
| REALTY INCOME CORP | O | Real Estate | 2.04% | 37,008 | -1,760 | -4.54% | $2,293,016 |
| VANECK ETF TRUST | PFXF | Other | 2.00% | 126,044 | -4,959 | -3.79% | $2,248,625 |
| KIMBERLY-CLARK CORP | KMB | Consumer Defensive | 1.97% | 20,131 | -556 | -2.69% | $2,209,734 |
| AMERICAN ELEC PWR CO INC | AEP | Utilities | 1.93% | 15,891 | -1,273 | -7.42% | $2,174,048 |
| KINDER MORGAN INC DEL | KMI | Energy | 1.92% | 67,498 | -2,905 | -4.13% | $2,157,902 |
| CLEARWAY ENERGY INC | CWEN | Utilities | 1.90% | 62,599 | -3,605 | -5.45% | $2,139,636 |
| KRAFT HEINZ CO | KHC | Consumer Defensive | 1.90% | 90,291 | -5,564 | -5.80% | $2,132,673 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 1.89% | 29,495 | -2,778 | -8.61% | $2,122,169 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 1.87% | 49,672 | -1,668 | -3.25% | $2,103,112 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 1.87% | 11,599 | -706 | -5.74% | $2,098,297 |
| CME GROUP INC | CME | Financial Services | 1.76% | 8,950 | +1,805 | +25.26% | $1,976,429 |
| NVIDIA CORPORATION | NVDA | Technology | 1.72% | 9,668 | -429 | -4.25% | $1,934,471 |
| COCA COLA CO | KO | Consumer Defensive | 1.72% | 23,747 | -1,564 | -6.18% | $1,929,945 |
| HEALTHPEAK PROPERTIES INC | DOC | Real Estate | 1.65% | 86,927 | -17,950 | -17.12% | $1,860,238 |
| PRICE T ROWE GROUP INC | TROW | Financial Services | 1.63% | 16,145 | +16,145 | +100.00% | $1,835,525 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.62% | 3,630 | -16 | -0.44% | $1,816,416 |
| PAYCHEX INC | PAYX | Technology | 1.59% | 18,229 | -875 | -4.58% | $1,792,486 |
| CLOROX CO DEL | CLX | Consumer Defensive | 1.54% | 18,090 | +1,846 | +11.36% | $1,726,462 |
| CHEVRON CORPORATION | CVX | Energy | 1.49% | 10,072 | +896 | +9.76% | $1,669,599 |
Showing 30 of 61 holdings in the latest reporting period.