Measured Risk Portfolios, Inc. holds a focused book of 63 reported positions worth $112.4M as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened T Rowe Price Group Inc and trimmed Sprouts Farmers Market Inc. Their largest long position is MRP Synthequity ETF at 20% of the reported non-option book. Cloning the disclosed picks since 2025 would be +9% (+5.8%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +12.4%, a 3.1-point gap that is the cost of the ~43-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Measured Risk Portfolios, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~43 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
64% mapped to company sectors
+5 sectors below the cut, 12% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Measured Risk Portfolios, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Hoffman, Alan N Investment Management | 8 / 63 | $154.1M |
| Prospect Hill Management, LLC | 6 / 63 | $234.3M |
| 9823 Capital, L.P. | 7 / 63 | $125.6M |
| H&H International Investment, LLC | 6 / 63 | $16.1B |
| Ardent Capital Management, Inc. | 14 / 63 | $185.7M |
| Trust Asset Management LLC | 23 / 63 | $1.2B |
| Independent Investors Inc | 19 / 63 | $396.1M |
| Draper Asset Management, LLC | 7 / 63 | $149.2M |
Ranked by the share of each fund's own book sitting in the names it shares with Measured Risk Portfolios, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Tidal Trust III MRP SYNTHEQUITY | $22.9M | 768.8K | 20.3% | ▲17× Added · +724K sh | |
| 2 | Apple Inc COM | $4.5M | 15.4K | 4.0% | ▲+7.2% Added · +1K sh | |
| 3 | Sprouts FMRS MKT Inc COM | $4.3M | 50.3K | 3.8% | ▼−0.8% Reduced · −400 sh | |
| 4 | Bondbloxx ETF Trust BLOOMBERG SIX MN | $3.2M | 64.4K | 2.9% | ▼−37% Reduced · −38K sh | |
| 5 | Ishares TR TRS FLT RT BD | $2.7M | 53.3K | 2.4% | ▲+144% Added · +31K sh | |
| 6 | Prudential Finl Inc COM | $2.7M | 24.7K | 2.4% | ▼−12% Reduced · −3K sh | |
| 7 | United Parcel Svcs Inc CL B | $2.4M | 22.8K | 2.2% | ▼−6.3% Reduced · −2K sh | |
| 8 | Abbvie Inc COM | $2.3M | 9.3K | 2.1% | ▼−12% Reduced · −1K sh | |
| 9 | Duke Energy Corp New COM NEW | $2.3M | 18.5K | 2.1% | ▼−5.1% Reduced · −1K sh | |
| 10 | Vaneck ETF Trust BDC INCOME ETF | $2.3M | 183.5K | 2.1% | ▲+1.6% Added · +3K sh | |
| 11 | Cubesmart COM | $2.3M | 58.3K | 2.1% | ▼−5.2% Reduced · −3K sh | |
| 12 | Digital Rlty TR Inc COM | $2.3M | 12.8K | 2.1% | ▼−9.2% Reduced · −1K sh | |
| 13 | Realty Income Corp COM | $2.3M | 37.0K | 2.0% | ▼−4.5% Reduced · −2K sh | |
| 14 | Vaneck ETF Trust PREFERRED SECURT | $2.2M | 126.0K | 2.0% | ▼−3.8% Reduced · −5K sh | |
| 15 | Kimberly-Clark Corp COM | $2.2M | 20.1K | 2.0% | ▼−2.7% Reduced · −556 sh | |
| 16 | American Elec PWR Co Inc COM | $2.2M | 15.9K | 1.9% | ▼−7.4% Reduced · −1K sh | |
| 17 | Kinder Morgan Inc Del COM | $2.2M | 67.5K | 1.9% | ▼−4.1% Reduced · −3K sh | |
| 18 | Clearway Energy Inc CL C | $2.1M | 62.6K | 1.9% | ▼−5.4% Reduced · −4K sh | |
| 19 | Kraft Heinz Co COM | $2.1M | 90.3K | 1.9% | ▼−5.8% Reduced · −6K sh | |
| 20 | Altria Group Inc COM | $2.1M | 29.5K | 1.9% | ▼−8.6% Reduced · −3K sh | |
| 21 | Verizon Communications Inc COM | $2.1M | 49.7K | 1.9% | ▼−3.2% Reduced · −2K sh | |
| 22 | Philip Morris Intl Inc COM | $2.1M | 11.6K | 1.9% | ▼−5.7% Reduced · −706 sh | |
| 23 | Cme Group Inc COM | $2.0M | 8.9K | 1.8% | ▲+25% Added · +2K sh | |
| 24 | Nvidia Corporation COM | $1.9M | 9.7K | 1.7% | ▼−4.2% Reduced · −429 sh | |
| 25 | Coca Cola Co COM | $1.9M | 23.7K | 1.7% | ▼−6.2% Reduced · −2K sh | |
| 26 | Healthpeak Properties Inc COM | $1.9M | 86.9K | 1.7% | ▼−17% Reduced · −18K sh | |
| 27 | Price T Rowe Group Inc COM | $1.8M | 16.1K | 1.6% | ▲New New position | |
| 28 | Berkshire Hathaway Inc Del CL B NEW | $1.8M | 3.6K | 1.6% | ▼−0.4% Reduced · −16 sh | |
| 29 | Paychex Inc COM | $1.8M | 18.2K | 1.6% | ▼−4.6% Reduced · −875 sh | |
| 30 | Clorox Co Del COM | $1.7M | 18.1K | 1.5% | ▲+11% Added · +2K sh | |
| 31 | Chevron Corporation COM | $1.7M | 10.1K | 1.5% | ▲+9.8% Added · +896 sh | |
| 32 | General Mills Inc COM | $1.7M | 47.8K | 1.5% | ▼−2.9% Reduced · −1K sh | |
| 33 | Texas Instrs Inc COM | $1.5M | 5.1K | 1.3% | ▼−37% Reduced · −3K sh | |
| 34 | Johnson & Johnson COM | $1.5M | 5.9K | 1.3% | ▼−0.7% Reduced · −40 sh | |
| 35 | Artisan Partners Asset Mgmt CL A | $1.4M | 41.1K | 1.3% | ▼−4.3% Reduced · −2K sh | |
| 36 | State STR SPDR S&P 500 ETF T TR UNIT | $1.2M | 1.7K | 1.1% | ▼−0.5% Reduced · −9 sh | |
| 37 | Procter & Gamble Co COM | $1.2M | 8.4K | 1.1% | ▼−3.3% Reduced · −290 sh | |
| 38 | Qualcomm Inc COM | $1.1M | 5.7K | 0.9% | ▲+4.2% Added · +228 sh | |
| 39 | Select Sector SPDR TR ST STR STAPL ETF | $750K | 9.0K | 0.7% | ▲+1.5% Added · +131 sh | |
| 40 | Ishares TR MSCI EAFE ETF | $721K | 6.9K | 0.6% | ▼−0.1% Reduced · −4 sh | |
| 41 | Ishares TR RUSSELL 2000 ETF | $688K | 2.3K | 0.6% | ▼−0.7% Reduced · −15 sh | |
| 42 | Tesla Inc COM | $620K | 1.5K | 0.6% | ▼−22% Reduced · −418 sh | |
| 43 | Goldman Sachs ETF TR ACCES TREASURY | $570K | 5.7K | 0.5% | ▼−32% Reduced · −3K sh | |
| 44 | Select Sector SPDR TR ST STR TECHN ETF | $559K | 2.9K | 0.5% | ▼−5.6% Reduced · −174 sh | |
| 45 | Alphabet Inc CAP STK CL A | $555K | 1.6K | 0.5% | —Held | |
| 46 | Phillips 66 COM | $522K | 3.1K | 0.5% | —Held | |
| 47 | State STR SPDR S&P Midcap 40 UTSER1 S&PDCRP | $521K | 741 | 0.5% | ▼−0.7% Reduced · −5 sh | |
| 48 | Ishares TR ESG SELECT SCRE | $514K | 9.1K | 0.5% | —Held | |
| 49 | Select Sector SPDR TR ST STR CARE ETF | $424K | 2.7K | 0.4% | ▲+0.6% Added · +15 sh | |
| 50 | Select Sector SPDR TR ST STR ENERG ETF | $421K | 7.9K | 0.4% | ▲+4.3% Added · +324 sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1576704/holdings"
Use Arkolith to show Measured Risk Portfolios, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 12, 2026 | 43d | 65 | $112.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 45d | 68 | $91.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 27, 2026 | 27d | 66 | $100.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 21, 2025 | 21d | 71 | $107.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 22, 2025 | 22d | 77 | $103.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 13, 2025 | 43d | 58 | $93.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 45d | 344 | $95.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.