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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$597M
$263 Million 0.28% of portfolio
-
Q1 2025 Added 41.53%

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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