Measured Risk Portfolios, Inc. Portfolio Holdings

Measured Risk Portfolios, Inc.

  • $93.2 Billion
  • Q1 2025

Measured Risk Portfolios, Inc. has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $93.2 Billion distributed in 58 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Sprouts Farmers Market, Inc. with a value of $7.83B, Bondbloxx ETF Tr Bloomberg 6 M with a value of $4.47B, Spdr S&P 500 ETF Tr with a value of $3.11B, Apple Inc. with a value of $2.72B, and Clearway Energy, Inc. with a value of $2.61B.

Examining the 13F form we can see an decrease of $2.58B in the current position value, from $95.8B to 93.2B.

Measured Risk Portfolios, Inc. is based out at San Diego, CA

Below you can find more details about Measured Risk Portfolios, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $93.2 Billion
Consumer Defensive: $25.2 Billion
ETFs: $13.2 Billion
Real Estate: $8.94 Billion
Utilities: $7.34 Billion
Energy: $6.5 Billion
Technology: $6.49 Billion
Financial Services: $5.59 Billion
Healthcare: $3.83 Billion
Other: $8.56 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$17.3B
$7.83 Billion 8.4% of portfolio
51,279
Q1 2025 Reduced 0.1%
-
$4.47 Billion 4.8% of portfolio
-
Q1 2025 Added 223.2%
Spdr S&P 500 ETF Tr
-
$3.11 Billion 3.34% of portfolio
-
Q1 2025 New
$3.4T
$2.72 Billion 2.92% of portfolio
12,237
Q1 2025 Reduced 2.22%
$2.46B
$2.61 Billion 2.8% of portfolio
86,332
Q1 2025 Reduced 2.56%
$62.9B
$2.6 Billion 2.79% of portfolio
91,191
Q1 2025 Reduced 8.66%
$43.6B
$2.58 Billion 2.76% of portfolio
24,710
Q1 2025 Added 15.19%
$183B
$2.55 Billion 2.73% of portfolio
56,158
Q1 2025 Reduced 0.39%
$89.3B
$2.52 Billion 2.71% of portfolio
20,693
Q1 2025 Reduced 1.23%
$262B
$2.44 Billion 2.62% of portfolio
15,386
Q1 2025 Reduced 21.02%
$19.1B
$2.44 Billion 2.62% of portfolio
34,677
Q1 2025 Added 17.46%
$34.2B
$2.37 Billion 2.54% of portfolio
40,775
Q1 2025 Added 4.72%
$0
$2.32 Billion 2.49% of portfolio
138,676
Q1 2025 Reduced 4.04%
$321B
$2.25 Billion 2.42% of portfolio
10,755
Q1 2025 Reduced 8.01%
$0
$2.25 Billion 2.41% of portfolio
134,016
Q1 2025 Added 3.02%
$48.2B
$2.25 Billion 2.41% of portfolio
15,682
Q1 2025 Added 0.33%
$52.2B
$2.2 Billion 2.36% of portfolio
20,138
Q1 2025 Reduced 5.59%
$73.2B
$2.16 Billion 2.32% of portfolio
19,638
Q1 2025 Added 10.87%
$98.5B
$2.15 Billion 2.31% of portfolio
8,116
Q1 2025 New
$46.4B
$2.14 Billion 2.29% of portfolio
15,036
Q1 2025 Reduced 1.9%
$0
$2.02 Billion 2.16% of portfolio
39,831
Q1 2025 Reduced 23.21%
$694B
$2 Billion 2.15% of portfolio
3,758
Q1 2025 Reduced 0.16%
$33.7B
$1.99 Billion 2.13% of portfolio
65,312
Q1 2025 Added 13.09%
$278B
$1.9 Billion 2.04% of portfolio
11,387
Q1 2025 Reduced 6.86%
$310B
$1.88 Billion 2.02% of portfolio
26,294
Q1 2025 Reduced 4.81%
$32.3B
$1.76 Billion 1.89% of portfolio
29,461
Q1 2025 Added 8.1%
$10.2B
$1.75 Billion 1.88% of portfolio
86,779
Q1 2025 Added 8.63%
$16.7B
$1.71 Billion 1.83% of portfolio
11,610
Q1 2025 Reduced 0.59%
$3.62B
$1.7 Billion 1.82% of portfolio
89,465
Q1 2025 Added 15.7%
$52.2B
$1.59 Billion 1.71% of portfolio
12,069
Q1 2025 Added 0.51%
$177B
$1.45 Billion 1.55% of portfolio
8,053
Q1 2025 Added 3.91%
$2.99B
$1.43 Billion 1.54% of portfolio
36,682
Q1 2025 Added 6.44%
$0
$1.37 Billion 1.46% of portfolio
13,632
Q1 2025 Added 50.8%
$385B
$1.31 Billion 1.4% of portfolio
7,666
Q1 2025 Reduced 3.43%
$391B
$1.29 Billion 1.38% of portfolio
7,777
Q1 2025 Reduced 3.03%
$336B
$1.14 Billion 1.22% of portfolio
10,494
Q1 2025 Added 11.94%
$0
$1.06 Billion 1.14% of portfolio
1,895
Q1 2025 Reduced 4.73%
$171B
$866 Million 0.93% of portfolio
5,635
Q1 2025 Reduced 1.57%
$0
$698 Million 0.75% of portfolio
8,542
Q1 2025 Reduced 3.01%
$0
$573 Million 0.61% of portfolio
7,009
Q1 2025 Reduced 11.99%
$0
$447 Million 0.48% of portfolio
4,778
Q1 2025 Reduced 1.99%
$0
$419 Million 0.45% of portfolio
2,100
Q1 2025 Reduced 9.13%
$0
$398 Million 0.43% of portfolio
9,306
Q4 2024 New
$60B
$397 Million 0.43% of portfolio
3,215
Q1 2025 Reduced 3.31%
$1.08T
$372 Million 0.4% of portfolio
1,434
Q1 2025 Reduced 33.05%
$0
$372 Million 0.4% of portfolio
697
Q1 2025 Reduced 6.19%
$0
$345 Million 0.37% of portfolio
2,360
Q1 2025 Reduced 1.42%
$0
$334 Million 0.36% of portfolio
1,617
Q1 2025 Reduced 1.7%
$3.38T
$324 Million 0.35% of portfolio
864
Q1 2025 Reduced 0.35%

Summary

  • Portfolio
  • No. of Stocks 58
  • Current Value $93.2 Billion
  • Prior Value $95.8 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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