Sponsored

The Analysis of Measured Risk Portfolios, Inc.'s Holdings & P&L

Currently, Measured Risk Portfolios, Inc. holds 64 types of securities in its portfolio with a total value $90.8M. In the most recent quarter, they have increased their positions in PRU (+28.2K shares, valued at $2.8M), PAYX (+19.1K shares, valued at $1.8M), FLO (+174.8K shares, valued at $1.4M); decreased their positions in GBIL (-24.5K shares, valued at $2.5M), VLO (-9.1K shares, valued at $2.2M), KMI (-15.7K shares, valued at $527.0K); initiated new positions in PRU (+28.2K shares, valued at $2.8M), PAYX (+19.1K shares, valued at $1.8M), COST (+213 shares, valued at $212.4K).

1M P&L

+3.7M+4.26%

3M P&L

+2.9M+3.37%

HY P&L

+8.4M+10.18%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A20.9M

25.6%

2Semiconductors4.5M

5.5%

3Household & Personal Products4.3M

5.3%

Top Industries by Stock Count

1N/A18 stocks

32.1%

2Drug Manufacturers - General4 stocks

7.1%

3Household & Personal Products3 stocks

5.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

XHLF BONDBLOXX ETF TRUST101.9K shares-1.27%2026-03-312026-05-15

SFM SPROUTS FMRS MKT INC50.7K shares-0.33%2026-03-312026-05-15

AAPL APPLE INC14.4K shares-0.74%2026-03-312026-05-15

PRU PRUDENTIAL FINL INC28.2K sharesnew addition2026-03-312026-05-15

CWEN CLEARWAY ENERGY INC66.2K shares-15.01%2026-03-312026-05-15

VZ VERIZON COMMUNICATIONS INC51.3K shares-8.94%2026-03-312026-05-15

DLR DIGITAL RLTY TR INC14.2K shares-1.00%2026-03-312026-05-15

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW19.5K shares3.39%2026-03-312026-05-15

Sponsored

UPS UNITED PARCEL SVCS INC24.3K shares-1.52%2026-03-312026-05-15

O REALTY INCOME CORP38.8K shares-2.65%2026-03-312026-05-15

KMI KINDER MORGAN INC DEL70.4K shares-18.25%2026-03-312026-05-15

BIZD VANECK ETF TRUST180.6K shares14.61%2026-03-312026-05-15

PFXF VANECK ETF TRUST131.0K shares-1.36%2026-03-312026-05-15

ABBV ABBVIE INC10.5K shares10.29%2026-03-312026-05-15

CUBE CUBESMART61.5K shares7.99%2026-03-312026-05-15

AEP AMERICAN ELEC PWR CO INC17.2K shares-3.72%2026-03-312026-05-15

Sponsored

KHC KRAFT HEINZ CO95.9K shares32.12%2026-03-312026-05-15

MO ALTRIA GROUP INC32.3K shares-0.62%2026-03-312026-05-15

CME CME GROUP INC7.1K shares-5.75%2026-03-312026-05-15

PM PHILIP MORRIS INTL INC12.3K shares-13.95%2026-03-312026-05-15

KMB KIMBERLY-CLARK CORP20.7K shares20.13%2026-03-312026-05-15

KO COCA COLA CO25.3K shares-3.27%2026-03-312026-05-15

CVX CHEVRON CORPORATION9.2K shares-19.79%2026-03-312026-05-15

GIS GENERAL MILLS INC49.2K shares34.91%2026-03-312026-05-15

Sponsored

NVDA NVIDIA CORPORATION10.1K shares-9.60%2026-03-312026-05-15

PAYX PAYCHEX INC19.1K sharesnew addition2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.6K shares-0.60%2026-03-312026-05-15

FLO FLOWERS FOODS INC213.0K shares457.08%2026-03-312026-05-15

DOC HEALTHPEAK PROPERTIES INC104.9K shares11.46%2026-03-312026-05-15

CLX CLOROX CO DEL16.2K shares17.34%2026-03-312026-05-15

APAM ARTISAN PARTNERS ASSET MGMT42.9K shares22.55%2026-03-312026-05-15

TXN TEXAS INSTRS INC8.0K shares-6.06%2026-03-312026-05-15

Sponsored

JNJ JOHNSON & JOHNSON6.0K shares-12.87%2026-03-312026-05-15

PG PROCTER & GAMBLE CO8.7K shares7.14%2026-03-312026-05-15

SNTH TIDAL TRUST III44.6K shares90.85%2026-03-312026-05-15

TFLO ISHARES TR21.9K shares4.26%2026-03-312026-05-15

SPY STATE STR SPDR S&P 500 ETF T1.7K shares-11.74%2026-03-312026-05-15

GBIL GOLDMAN SACHS ETF TR8.3K shares-74.58%2026-03-312026-05-15

XLP SELECT SECTOR SPDR TR8.9K shares-1.03%2026-03-312026-05-15

QCOM QUALCOMM INC5.5K shares-2.75%2026-03-312026-05-15

Sponsored

TSLA TESLA INC1.9K shares-2.32%2026-03-312026-05-15

EFA ISHARES TR6.9K shares-1.55%2026-03-312026-05-15

IWM ISHARES TR2.3K shares1.68%2026-03-312026-05-15

PSX PHILLIPS 663.1K shares0.00%2026-03-312026-05-15

XLE SELECT SECTOR SPDR TR7.6K shares-20.88%2026-03-312026-05-15

MDY STATE STR SPDR S&P MIDCAP 40746 shares4.04%2026-03-312026-05-15

ALPHABET INC ALPHABET INC1.6K shares-0.45%2026-03-312026-05-15

XVV ISHARES TR9.1K shares0.00%2026-03-312026-05-15

Sponsored

XLK SELECT SECTOR SPDR TR3.1K shares14.48%2026-03-312026-05-15

XLV SELECT SECTOR SPDR TR2.7K shares10.94%2026-03-312026-05-15

XLU SELECT SECTOR SPDR TR7.4K shares-8.92%2026-03-312026-05-15

AMGN AMGEN INC901 shares-13.28%2026-03-312026-05-15

INVESCO QQQ TR INVESCO QQQ TR524 shares-4.03%2026-03-312026-05-15

MSFT MICROSOFT CORP793 shares-23.08%2026-03-312026-05-15

AMZN AMAZON COM INC1.2K shares3.43%2026-03-312026-05-15

ALPHABET INC ALPHABET INC807 shares0.00%2026-03-312026-05-15

Sponsored

VLO VALERO ENERGY CORP934 shares-90.65%2026-03-312026-05-15

HD HOME DEPOT INC688 shares-18.00%2026-03-312026-05-15

XONE BONDBLOXX ETF TRUST4.4K shares-3.10%2026-03-312026-05-15

COST COSTCO WHOLESALE CORPORATION213 sharesnew addition2026-03-312026-05-15

WMT WALMART INC1.7K sharesnew addition2026-03-312026-05-15

CHD CHURCH & DWIGHT CO INC2.2K sharesnew addition2026-03-312026-05-15

LLY ELI LILLY & CO223 shares0.00%2026-03-312026-05-15

META META PLATFORMS INC353 shares0.00%2026-03-312026-05-15

Sponsored

XHLF

BONDBLOXX ETF TRUST

-1.27%

Shares101.9K

Event2026-03-31

Filed2026-05-15

SFM

SPROUTS FMRS MKT INC

-0.33%

Shares50.7K

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

-0.74%

Shares14.4K

Event2026-03-31

Filed2026-05-15

PRU

PRUDENTIAL FINL INC

New

Shares28.2K

Event2026-03-31

Filed2026-05-15

CWEN

CLEARWAY ENERGY INC

-15.01%

Shares66.2K

Event2026-03-31

Filed2026-05-15

VERIZON COMMUNICATIONS INC

-8.94%

Shares51.3K

Event2026-03-31

Filed2026-05-15

DLR

DIGITAL RLTY TR INC

-1.00%

Shares14.2K

Event2026-03-31

Filed2026-05-15

DUKE ENERGY CORP NEW

3.39%

Shares19.5K

Event2026-03-31

Filed2026-05-15

UPS

UNITED PARCEL SVCS INC

-1.52%

Shares24.3K

Event2026-03-31

Filed2026-05-15

REALTY INCOME CORP

-2.65%

Shares38.8K

Event2026-03-31

Filed2026-05-15

KMI

KINDER MORGAN INC DEL

-18.25%

Shares70.4K

Event2026-03-31

Filed2026-05-15

BIZD

VANECK ETF TRUST

14.61%

Shares180.6K

Event2026-03-31

Filed2026-05-15

PFXF

VANECK ETF TRUST

-1.36%

Shares131.0K

Event2026-03-31

Filed2026-05-15

ABBV

ABBVIE INC

10.29%

Shares10.5K

Event2026-03-31

Filed2026-05-15

CUBE

CUBESMART

7.99%

Shares61.5K

Event2026-03-31

Filed2026-05-15

AEP

AMERICAN ELEC PWR CO INC

-3.72%

Shares17.2K

Event2026-03-31

Filed2026-05-15

KHC

KRAFT HEINZ CO

32.12%

Shares95.9K

Event2026-03-31

Filed2026-05-15

ALTRIA GROUP INC

-0.62%

Shares32.3K

Event2026-03-31

Filed2026-05-15

CME

CME GROUP INC

-5.75%

Shares7.1K

Event2026-03-31

Filed2026-05-15

PHILIP MORRIS INTL INC

-13.95%

Shares12.3K

Event2026-03-31

Filed2026-05-15

KMB

KIMBERLY-CLARK CORP

20.13%

Shares20.7K

Event2026-03-31

Filed2026-05-15

COCA COLA CO

-3.27%

Shares25.3K

Event2026-03-31

Filed2026-05-15

CVX

CHEVRON CORPORATION

-19.79%

Shares9.2K

Event2026-03-31

Filed2026-05-15

GIS

GENERAL MILLS INC

34.91%

Shares49.2K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

-9.60%

Shares10.1K

Event2026-03-31

Filed2026-05-15

PAYX

PAYCHEX INC

New

Shares19.1K

Event2026-03-31

Filed2026-05-15

BERKSHIRE HATHAWAY INC DEL

-0.60%

Shares3.6K

Event2026-03-31

Filed2026-05-15

FLO

FLOWERS FOODS INC

457.08%

Shares213.0K

Event2026-03-31

Filed2026-05-15

DOC

HEALTHPEAK PROPERTIES INC

11.46%

Shares104.9K

Event2026-03-31

Filed2026-05-15

CLX

CLOROX CO DEL

17.34%

Shares16.2K

Event2026-03-31

Filed2026-05-15

APAM

ARTISAN PARTNERS ASSET MGMT

22.55%

Shares42.9K

Event2026-03-31

Filed2026-05-15

TXN

TEXAS INSTRS INC

-6.06%

Shares8.0K

Event2026-03-31

Filed2026-05-15

JNJ

JOHNSON & JOHNSON

-12.87%

Shares6.0K

Event2026-03-31

Filed2026-05-15

PROCTER & GAMBLE CO

7.14%

Shares8.7K

Event2026-03-31

Filed2026-05-15

SNTH

TIDAL TRUST III

90.85%

Shares44.6K

Event2026-03-31

Filed2026-05-15

TFLO

ISHARES TR

4.26%

Shares21.9K

Event2026-03-31

Filed2026-05-15

SPY

STATE STR SPDR S&P 500 ETF T

-11.74%

Shares1.7K

Event2026-03-31

Filed2026-05-15

GBIL

GOLDMAN SACHS ETF TR

-74.58%

Shares8.3K

Event2026-03-31

Filed2026-05-15

XLP

SELECT SECTOR SPDR TR

-1.03%

Shares8.9K

Event2026-03-31

Filed2026-05-15

QCOM

QUALCOMM INC

-2.75%

Shares5.5K

Event2026-03-31

Filed2026-05-15

TSLA

TESLA INC

-2.32%

Shares1.9K

Event2026-03-31

Filed2026-05-15

EFA

ISHARES TR

-1.55%

Shares6.9K

Event2026-03-31

Filed2026-05-15

IWM

ISHARES TR

1.68%

Shares2.3K

Event2026-03-31

Filed2026-05-15

PSX

PHILLIPS 66

0.00%

Shares3.1K

Event2026-03-31

Filed2026-05-15

XLE

SELECT SECTOR SPDR TR

-20.88%

Shares7.6K

Event2026-03-31

Filed2026-05-15

MDY

STATE STR SPDR S&P MIDCAP 40

4.04%

Shares746

Event2026-03-31

Filed2026-05-15

ALPHABET INC

-0.45%

Shares1.6K

Event2026-03-31

Filed2026-05-15

XVV

ISHARES TR

0.00%

Shares9.1K

Event2026-03-31

Filed2026-05-15

XLK

SELECT SECTOR SPDR TR

14.48%

Shares3.1K

Event2026-03-31

Filed2026-05-15

XLV

SELECT SECTOR SPDR TR

10.94%

Shares2.7K

Event2026-03-31

Filed2026-05-15

XLU

SELECT SECTOR SPDR TR

-8.92%

Shares7.4K

Event2026-03-31

Filed2026-05-15

AMGN

AMGEN INC

-13.28%

Shares901

Event2026-03-31

Filed2026-05-15

INVESCO QQQ TR

-4.03%

Shares524

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

-23.08%

Shares793

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

3.43%

Shares1.2K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

0.00%

Shares807

Event2026-03-31

Filed2026-05-15

VLO

VALERO ENERGY CORP

-90.65%

Shares934

Event2026-03-31

Filed2026-05-15

HOME DEPOT INC

-18.00%

Shares688

Event2026-03-31

Filed2026-05-15

XONE

BONDBLOXX ETF TRUST

-3.10%

Shares4.4K

Event2026-03-31

Filed2026-05-15

COST

COSTCO WHOLESALE CORPORATION

New

Shares213

Event2026-03-31

Filed2026-05-15

WMT

WALMART INC

New

Shares1.7K

Event2026-03-31

Filed2026-05-15

CHD

CHURCH & DWIGHT CO INC

New

Shares2.2K

Event2026-03-31

Filed2026-05-15

LLY

ELI LILLY & CO

0.00%

Shares223

Event2026-03-31

Filed2026-05-15