Measured Risk Portfolios, Inc. Top Holdings and 13F Report (2025) About Measured Risk Portfolios, Inc.Investment ActivityMeasured Risk Portfolios, Inc. has $103.58 million in total holdings as of June 30, 2025.Measured Risk Portfolios, Inc. owns shares of 60 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 10.51% of the portfolio was purchased this quarter.About 2.92% of the portfolio was sold this quarter.This quarter, Measured Risk Portfolios, Inc. has purchased 58 new stocks and bought additional shares in 26 stocks.Measured Risk Portfolios, Inc. sold shares of 28 stocks and completely divested from 0 stocks this quarter.Largest Holdings SPDR S&P 500 ETF TR $14,150,437Sprouts Farmers Market $8,403,884BondBloxx Bloomberg Six Month Target Duration US Treasury ETF $3,870,743Apple $2,566,214Philip Morris International $2,559,671 Largest New Holdings this Quarter 594972408 - MicroStrategy $285,791 Holding30303M102 - Meta Platforms $249,474 Holding Largest Purchases this Quarter SPDR S&P 500 ETF TR 403,400 shares (about $8.05M)iShares Treasury Floating Rate Bond ETF 9,889 shares (about $500.88K)LyondellBasell Industries 7,162 shares (about $414.39K)United Parcel Service 3,162 shares (about $319.17K)MicroStrategy 707 shares (about $285.79K) Largest Sales this Quarter BondBloxx Bloomberg Six Month Target Duration US Treasury ETF 11,910 shares (about $599.55K)Goldman Sachs Access Treasury 0-1 Year ETF 5,409 shares (about $541.71K)Philip Morris International 1,332 shares (about $242.60K)Clearway Energy 7,573 shares (about $242.34K)Crown Castle 2,194 shares (about $225.39K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMeasured Risk Portfolios, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPDR S&P 500 ETF TR$14,150,437$8,053,451 ▲132.1%708,80013.7%CALLSFMSprouts Farmers Market$8,403,884$38,690 ▼-0.5%51,0448.1%Retail/WholesaleXHLFBondBloxx Bloomberg Six Month Target Duration US Treasury ETF$3,870,743$599,549 ▼-13.4%76,8923.7%ETFAAPLApple$2,566,214$55,600 ▲2.2%12,5082.5%Computer and TechnologyPMPhilip Morris International$2,559,671$242,599 ▼-8.7%14,0542.5%Consumer StaplesKMIKinder Morgan$2,543,532$137,474 ▼-5.1%86,5152.5%EnergyDLRDigital Realty Trust$2,523,791$210,069 ▼-7.7%14,4772.4%FinanceCWENClearway Energy$2,520,292$242,336 ▼-8.8%78,7592.4%EnergyTFLOiShares Treasury Floating Rate Bond ETF$2,518,329$500,880 ▲24.8%49,7202.4%ETFLYBLyondellBasell Industries$2,420,805$414,393 ▲20.7%41,8392.3%Basic MaterialsDUKDuke Energy$2,361,771$80,004 ▼-3.3%20,0152.3%UtilitiesORealty Income$2,338,966$10,082 ▼-0.4%40,6002.3%FinanceVZVerizon Communications$2,337,402$92,555 ▼-3.8%54,0192.3%Computer and TechnologyPFXFVanEck Preferred Securities ex Financials ETF$2,329,330$34,976 ▲1.5%136,0592.2%ETFCCICrown Castle$2,313,112$225,394 ▼-8.9%22,5162.2%FinanceUPSUnited Parcel Service$2,301,432$319,172 ▲16.1%22,8002.2%TransportationBIZDVanEck BDC Income ETF$2,300,738$43,093 ▲1.9%141,3232.2%ETFMOAltria Group$2,108,103$47,549 ▼-2.2%35,9562.0%Consumer StaplesCMECME Group$2,099,122$137,810 ▼-6.2%7,6162.0%FinanceABBVAbbVie$2,050,947$54,573 ▲2.7%11,0492.0%MedicalAEPAmerican Electric Power$2,024,150$65,369 ▼-3.1%19,5082.0%UtilitiesKMBKimberly-Clark$1,932,776$5,673 ▼-0.3%14,9921.9%Consumer StaplesKHCKraft Heinz$1,854,806$168,450 ▲10.0%71,8361.8%Consumer StaplesKOCocaCola$1,828,078$32,191 ▼-1.7%25,8391.8%Consumer StaplesBRK.BBerkshire Hathaway$1,823,095$2,429 ▼-0.1%3,7531.8%FinanceTXNTexas Instruments$1,685,044$13,080 ▲0.8%8,1161.6%Computer and TechnologyCVXChevron$1,669,322$38,805 ▲2.4%11,6581.6%EnergyGISGeneral Mills$1,657,930$131,546 ▲8.6%32,0001.6%Consumer StaplesPEAKHealthpeak Properties$1,649,932$130,432 ▲8.6%94,2281.6%FinanceVLOValero Energy$1,608,008$14,248 ▼-0.9%11,9631.6%EnergyAPAMArtisan Partners Asset Management$1,604,303$21,810 ▼-1.3%36,1901.5%FinanceFLOFlowers Foods$1,570,866$141,215 ▲9.9%98,3021.5%Consumer StaplesNVDANVIDIA$1,559,361$98,586 ▼-5.9%9,8701.5%Computer and TechnologyCLXClorox$1,487,367$93,411 ▲6.7%12,3881.4%Consumer StaplesPGProcter & Gamble$1,225,831$4,461 ▲0.4%7,6941.2%Consumer StaplesJNJJohnson & Johnson$1,224,045$36,051 ▲3.0%8,0131.2%MedicalSPYSPDR S&P 500 ETF Trust$1,115,837$54,989 ▼-4.7%1,8061.1%FinanceQCOMQUALCOMM$884,821$12,581 ▼-1.4%5,5560.9%Computer and TechnologyGBILGoldman Sachs Access Treasury 0-1 Year ETF$823,533$541,711 ▼-39.7%8,2230.8%ETFXLPConsumer Staples Select Sector SPDR Fund$663,711$27,935 ▼-4.0%8,1970.6%ETFEFAiShares MSCI EAFE ETF$628,322$1,788 ▲0.3%7,0290.6%FinanceTSLATesla$524,457$68,932 ▲15.1%1,6510.5%Auto/Tires/TrucksIWMiShares Russell 2000 ETF$465,675$12,516 ▲2.8%2,1580.4%FinanceMSFTMicrosoft$438,974$9,446 ▲2.2%8830.4%Computer and TechnologyXVViShares ESG Select Screened S&P 500 ETF$431,870$11,922 ▼-2.7%9,0560.4%ETFXLKTechnology Select Sector SPDR Fund$416,310$6,837 ▲1.7%1,6440.4%ETFMDYSPDR S&P MidCap 400 ETF Trust$405,600$10,763 ▲2.7%7160.4%ETFPSXPhillips 66$383,4990.0%3,2150.4%EnergyXLEEnergy Select Sector SPDR Fund$373,079$32,143 ▼-7.9%4,3990.4%ETFXLUUtilities Select Sector SPDR Fund$334,234$1,307 ▲0.4%4,0930.3%ETFQQQInvesco QQQ$301,1950.0%5460.3%FinanceXLVHealth Care Select Sector SPDR Fund$297,077$21,027 ▼-6.6%2,2040.3%ETFAMZNAmazon.com$290,9110.0%1,3260.3%Retail/WholesaleMSTRMicroStrategy$285,791$285,791 ▲New Holding7070.3%Computer and TechnologyXONEBondBloxx Bloomberg One Year Target Duration US Treasury ETF$267,406$4,566 ▲1.7%5,3880.3%ETFAMGNAmgen$254,3600.0%9110.2%MedicalHDHome Depot$251,673$367 ▲0.1%6860.2%Retail/WholesaleMETAMeta Platforms$249,474$249,474 ▲New Holding3380.2%Computer and TechnologyPAYXPaychex$241,942$10,911 ▼-4.3%1,6630.2%Computer and TechnologyCHDChurch & Dwight$223,329$6,438 ▼-2.8%2,3240.2%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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