Measured Risk Portfolios, Inc. Portfolio Holdings

Measured Risk Portfolios, Inc.

  • $104 Billion
  • Q2 2025

Measured Risk Portfolios, Inc. has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $104 Billion distributed in 77 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Sprouts Farmers Market, Inc. with a value of $8.4B, Bondbloxx ETF Tr Bloomberg 6 M with a value of $3.87B, Apple Inc. with a value of $2.57B, Philip Morris International Inc. with a value of $2.56B, and Kinder Morgan, Inc. with a value of $2.54B.

Examining the 13F form we can see an increase of $10.3B in the current position value, from $93.2B to 104B.

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 $104 Billion
Consumer Defensive: $24.9 Billion
ETFs: $13.4 Billion
Real Estate: $8.83 Billion
Technology: $7.42 Billion
Utilities: $6.91 Billion
Energy: $6.2 Billion
Financial Services: $5.53 Billion
Healthcare: $3.53 Billion
Other: $8.89 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$597M
$267 Million 0.26% of portfolio
-
Q2 2025 Added 1.74%

Summary

  • Portfolio
  • No. of Stocks 77
  • Current Value $104 Billion
  • Prior Value $93.2 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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