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Filers›Family Office›Measured Risk Portfolios, Inc.
DOSSIER · 13F-HR · Q1 2026

Measured Risk Portfolios, Inc.

Measured Risk Portfolios's family office based in Greenwich, CT — $91M in tracked AUM across 68 positions as of Q1 2026.

MR
Measured Risk Portfolios·Greenwich, CT·Family Office
CIK 0001576704 · last filed Mar 31, 2026
Total AUM
$91M
▲ 2.5%
vs prior
Holdings
68
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
Top sector
Tech
7% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Measured Risk Portfolios, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
XHLF
BONDBLOXX ETF TRUST
$5M102K5.6%
02
SFM
SPROUTS FMRS MKT INC
$4M51K4.3%
03
AAPL
APPLE INC
$4M14K4.0%
04
PRU
PRUDENTIAL FINL INC
$3M28K3.0%
05
CWEN
CLEARWAY ENERGY INC
$3M66K2.8%
06
VZ
VERIZON COMMUNICATIONS INC
$3M51K2.8%
07
DLR
DIGITAL RLTY TR INC
$3M14K2.8%
08
DUK
DUKE ENERGY CORP NEW
$3M19K2.8%
09
UPS
UNITED PARCEL SVCS INC
$2M24K2.6%
10
O
REALTY INCOME CORP
$2M39K2.6%

Filing history

Filing history loading…
AI Agent · grounded in Measured
haiku-4-5 · 68 positions indexed
Sector mix
  • Tech7%
  • Financials46%
  • Cons. Disc.17%
  • Communications5%
  • Industrials28%
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