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Measured Risk Portfolios, Inc. — 13F Holdings & Portfolio

CIK 1576704 · latest 13F-HR filed 2026-08-12

Backtest portfolio

Measured Risk Portfolios, Inc. manages $112.4M in 13F-reported U.S. long-equity assets across 65 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SNTH (20.33%), AAPL (3.97%), SFM (3.79%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 4 new positions and exited 5; 23 existing positions rose in reported value and 15 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$112.4M

Long-equity book

Holdings
65

Distinct positions

Period
2026-06-30

Filed 2026-08-12

Q/Q Activity
+4 / −5 / ↑23 / ↓15

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
SNTH20.3% · +1623%AAPL4.0% · +7%SFM3.8% · -1%XHLF2.9% · -37%TFLO2.4% · +144%PRU2.4% · -12%UPS2.2% · -6%ABBV2.1% · -12%DUK2.1% · -5%BIZD2.1% · +2%CUBE2.1% · -5%DLR2.1% · -9%O2.0% · -4%PFXF2.0% · -4%KMB2.0% · -3%AEP1.9% · -7%KMI1.9% · -4%CWEN1.9% · -5%KHC1.9% · -6%MO1.9% · -9%VZ1.9% · -3%PM1.9% · -6%CME1.8% · +25%NVDA1.7% · -4%KO1.7% · -6%DOC1.7% · -17%TROW1.6% · newBRK.B1.6% · -0%PAYX1.6% · -5%CLX1.5% · +11%CVX1.5% · +10%GIS1.5% · -3%TXN1.3% · -37%JNJ1.3% · -1%APAM1.3% · -4%SPY1.1% · -0%PG1.1% · -3%QCOM0.9% · +4%XLP0.7% · +2%EFA0.6% · -0%IWM0.6% · -1%TSLA0.6% · -22%GBIL0.5% · -32%XLK0.5% · -6%GOOGL0.5% · 0%PSX0.5% · 0%MDY0.5% · -1%XVV0.5% · 0%XLV0.4% · +1%XLE0.4% · +4%QQQ0.3% · 0%GOOG0.3% · +25%MSFT0.3% · +20%XLU0.3% · -2%AMZN0.3% · +13%AMGN0.2% · -16%GLD0.2% · newHD0.2% · +0%LLY0.2% · -12%VLO0.2% · -5%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 44.1%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Apr 8, 2026.

Assets Under Management
$597.2M
Discretionary
$570.9M
Employees
13
Accounts
1,601
Address
5230 CARROLL CANYON ROAD
#224
SAN DIEGO, CA 92121
Phone
(858) 935-1125
Website
Name Title / Status Ownership Type
KRIESMER, LAWRENCE, DOUGLAS ControlPRESIDENT/CHIEF COMPLIANCE OFFICER
since Sep 2002
50–75%Individual
SUROVSKY, BERNARD, AARON ControlCHIEF INVESTMENT OFFICER
since Jan 2010
50–75%Individual
Ownership & leadership changes · 1 filing with changes since Apr 5, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Jul 21, 2014 filing
  • ChangedKRIESMER, LAWRENCE, DOUGLAS · ownership 75% or more → 50–75%; now a control person
  • ChangedSUROVSKY, BERNARD, AARON · ownership Less than 5% → 50–75%
Apr 5, 2012 filing (earliest on record)
  • ListedKRIESMER, LAWRENCE, DOUGLAS · PRESIDENT/CHIEF COMPLIANCE OFFICER · 75% or more
  • ListedSUROVSKY, BERNARD, AARON · CHIEF INVESTMENT OFFICER · Less than 5% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 23 →

Top Trims

Show all 15 →

New Positions

Show all 4 →

Exited Positions

Show all 5 →

Measured Risk Portfolios, Inc. Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 TIDAL TRUST III SNTH 45259A548 $22.9M 20.33% 768,817 SH
2 APPLE INC AAPL 037833100 $4.5M 3.97% 15,433 SH
3 SPROUTS FMRS MKT INC SFM 85208M102 $4.3M 3.79% 50,340 SH
4 BONDBLOXX ETF TRUST XHLF 09789C788 $3.2M 2.88% 64,354 SH
5 ISHARES TR TFLO 46434V860 $2.7M 2.40% 53,323 SH
6 PRUDENTIAL FINL INC PRU 744320102 $2.7M 2.37% 24,707 SH
7 UNITED PARCEL SVCS INC UPS 911312106 $2.4M 2.18% 22,790 SH
8 ABBVIE INC ABBV 00287Y109 $2.3M 2.08% 9,287 SH
9 DUKE ENERGY CORP NEW DUK 26441C204 $2.3M 2.08% 18,453 SH
10 VANECK ETF TRUST BIZD 92189F411 $2.3M 2.07% 183,546 SH
11 CUBESMART CUBE 229663109 $2.3M 2.06% 58,300 SH
12 DIGITAL RLTY TR INC DLR 253868103 $2.3M 2.05% 12,849 SH
13 REALTY INCOME CORP O 756109104 $2.3M 2.04% 37,008 SH
14 VANECK ETF TRUST PFXF 92189F429 $2.2M 2.00% 126,044 SH
15 KIMBERLY-CLARK CORP KMB 494368103 $2.2M 1.97% 20,131 SH
16 AMERICAN ELEC PWR CO INC AEP 025537101 $2.2M 1.93% 15,891 SH
17 KINDER MORGAN INC DEL KMI 49456B101 $2.2M 1.92% 67,498 SH
18 CLEARWAY ENERGY INC CWEN 18539C204 $2.1M 1.90% 62,599 SH
19 KRAFT HEINZ CO KHC 500754106 $2.1M 1.90% 90,291 SH
20 ALTRIA GROUP INC MO 02209S103 $2.1M 1.89% 29,495 SH
21 VERIZON COMMUNICATIONS INC VZ 92343V104 $2.1M 1.87% 49,672 SH
22 PHILIP MORRIS INTL INC PM 718172109 $2.1M 1.87% 11,599 SH
23 CME GROUP INC CME 12572Q105 $2.0M 1.76% 8,950 SH
24 NVIDIA CORPORATION NVDA 67066G104 $1.9M 1.72% 9,668 SH
25 COCA COLA CO KO 191216100 $1.9M 1.72% 23,747 SH
26 HEALTHPEAK PROPERTIES INC DOC 42250P103 $1.9M 1.65% 86,927 SH
27 PRICE T ROWE GROUP INC TROW 74144T108 $1.8M 1.63% 16,145 SH
28 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $1.8M 1.62% 3,630 SH
29 PAYCHEX INC PAYX 704326107 $1.8M 1.59% 18,229 SH
30 CLOROX CO DEL CLX 189054109 $1.7M 1.54% 18,090 SH
31 CHEVRON CORPORATION CVX 166764100 $1.7M 1.49% 10,072 SH
32 GENERAL MILLS INC GIS 370334104 $1.7M 1.48% 47,801 SH
33 TEXAS INSTRS INC TXN 882508104 $1.5M 1.34% 5,056 SH
34 JOHNSON & JOHNSON JNJ 478160104 $1.5M 1.34% 5,930 SH
35 ARTISAN PARTNERS ASSET MGMT APAM 04316A108 $1.4M 1.26% 41,095 SH
36 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $1.2M 1.10% 1,653 SH
37 PROCTER & GAMBLE CO PG 742718109 $1.2M 1.10% 8,414 SH
38 QUALCOMM INC QCOM 747525103 $1.1M 0.94% 5,714 SH
39 SELECT SECTOR SPDR TR XLP 81369Y308 $750.2K 0.67% 9,031 SH
40 ISHARES TR EFA 464287465 $720.8K 0.64% 6,939 SH
41 ISHARES TR IWM 464287655 $687.7K 0.61% 2,289 SH
42 TESLA INC TSLA 88160R101 $619.5K 0.55% 1,473 SH
43 GOLDMAN SACHS ETF TR GBIL 381430529 $570.0K 0.51% 5,691 SH
44 SELECT SECTOR SPDR TR XLK 81369Y803 $558.8K 0.50% 2,933 SH
45 ALPHABET INC GOOGL 02079K305 $555.0K 0.49% 1,553 SH
46 PHILLIPS 66 PSX 718546104 $522.3K 0.46% 3,090 SH
47 STATE STR SPDR S&P MIDCAP 40 MDY 78467Y107 $521.2K 0.46% 741 SH
48 ISHARES TR XVV 46436E569 $514.3K 0.46% 9,056 SH
49 SELECT SECTOR SPDR TR XLV 81369Y209 $423.9K 0.38% 2,672 SH
50 SELECT SECTOR SPDR TR XLE 81369Y506 $421.4K 0.37% 7,935 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-12 $112.4M 65 0001576704-26-000012
2026-03-31 2026-05-15 $91.4M 68 0001576704-26-000008
2025-12-31 2026-01-27 $100.9M 66 0001576704-26-000006
2025-09-30 2025-10-21 $107.3M 71 0001576704-25-000016
Filer Information
Address
5230 CARROLL CANYON ROAD
SUITE 224
SAN DIEGO, CA 92121
Phone
(858) 935-1125
Filing Manager
Measured Risk Portfolios, Inc.
SAN DIEGO, CA
Signatory
Larry Kriesmer
Chairman, Chief Compliance Officer