Measured Risk Portfolios, Inc.
SEC Form 13F institutional filer · CIK 0001576704
13F-HR · 51 reported holdings · 2026-03-31
Reported long-US-equity value
$0.07B
Top-10 concentration
39.4%
Measured Risk Portfolios, Inc. — $65.4M AUM allocation strategy
Measured Risk Portfolios, Inc. files SEC Form 13F and reports $65.4M of long US equity value across 51 reported holdings for 2026-03-31.
Its largest sector bet is Consumer Staples 18.5%, followed by Information Technology 8.3% and Real Estate 7.6%.
The top 10 holdings account for 39% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Measured Risk Portfolios, Inc. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$65.4M
total across 51 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
39% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$KHC +23.3K sh · +$396K+$GIS +12.7K sh · +$136K+$DOC +10.8K sh · +$210K
Biggest trims (shares)
−$GS −24.5K sh · −$2.44M−$KMI −15.7K sh · −$6.8K−$VLO −9.05K sh · −$1.39M
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Electric Utilities7.4%—
- Tobacco6.4%—
- Packaged Foods & Meats6.1%—
- Technology Hardware, Storage & Peripherals5.6%—
- Life & Health Insurance4.2%—
- Integrated Telecommunication Services4.0%—
- Data Center REITs3.9%—
- Air Freight & Logistics3.7%—
- Other holdings58.8%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 14.4K | $3.65M | -108 | 5.6% |
| $PRU | Prudential Financial Inc | 28.2K | $2.75M | — | 4.2% |
| $VZ | Verizon Communications Inc | 51.3K | $2.58M | -5.04K | 3.9% |
| $DLR | Digital Realty Trust Inc | 14.2K | $2.55M | -143 | 3.9% |
| $DUK | Duke Energy Corporation | 19.5K | $2.55M | +638 | 3.9% |
| $UPS | United Parcel Service Inc | 24.3K | $2.39M | -376 | 3.7% |
| $O | Realty Income Corporation | 38.8K | $2.37M | -1.06K | 3.6% |
| $KMI | Kinder Morgan Inc | 70.4K | $2.36M | -15.7K | 3.6% |
| $ABBV | AbbVie Inc | 10.5K | $2.29M | +984 | 3.5% |
| $AEP | American Electric Power Company Inc | 17.2K | $2.25M | -664 | 3.4% |
…and 41 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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