Measured-Risk-Portfolios

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "FLO",
  "ABBV",
  null,
  "APAM",
  "CCI",
  null,
  "DUK",
  "GIS",
  "HD",
  "QCOM",
  null,
  "KMI",
  "MSFT",
  "KHC",
  "PAYX",
  "DOC",
  null,
  "AAPL",
  "SPY",
  "NVDA",
  "PG",
  "VZ",
  "AMGN",
  null,
  "O",
  null,
  "TXN",
  "UPS",
  null,
  null,
  "SFM",
  "AEP",
  "AMZN",
  "VLO",
  "PSX",
  "LYB",
  "KMB",
  "BRK-B",
  "CVX",
  "CHD",
  "CLX",
  "CWEN",
  "CME",
  "KO",
  "DLR",
  "EFA",
  "QQQ",
  "IWM",
  "MDY",
  "JNJ",
  "TSLA",
  "PM",
  null,
  null,
  "MO",
  "XLK"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 58
Total Value: 93227968
Accession Number: 0001576704-25-000009
Form Type: 13F-HR
CIK: measured-risk-portfolios
Manager Name: Measured-Risk-Portfolios

Data Enrichment

79% identified

46 identified12 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

58 positions • $93.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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KIMBERLY CLARK CORP

KMB|494368103

Shares:15.0K

Value:$2.1M

% of Portfolio:2.3% ($2.1M/$93.2M)

46434V860

Shares:39.8K

Value:$2.0M

% of Portfolio:2.2% ($2.0M/$93.2M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:3.8K

Value:$2.0M

% of Portfolio:2.1% ($2.0M/$93.2M)

Kraft Heinz Co

KHC|500754106

Shares:65.3K

Value:$2.0M

% of Portfolio:2.1% ($2.0M/$93.2M)

CHEVRON CORP

CVX|166764100

Shares:11.4K

Value:$1.9M

% of Portfolio:2.0% ($1.9M/$93.2M)

COCA COLA CO

KO|191216100

Shares:26.3K

Value:$1.9M

% of Portfolio:2.0% ($1.9M/$93.2M)

GENERAL MILLS INC

GIS|370334104

Shares:29.5K

Value:$1.8M

% of Portfolio:1.9% ($1.8M/$93.2M)

HEALTHPEAK PROPERTIES, INC.

DOC|42250P103

Shares:86.8K

Value:$1.8M

% of Portfolio:1.9% ($1.8M/$93.2M)

CLOROX CO /DE/

CLX|189054109

Shares:11.6K

Value:$1.7M

% of Portfolio:1.8% ($1.7M/$93.2M)

FLOWERS FOODS INC

FLO|343498101

Shares:89.5K

Value:$1.7M

% of Portfolio:1.8% ($1.7M/$93.2M)

VALERO ENERGY CORP/TX

VLO|91913Y100

Shares:12.1K

Value:$1.6M

% of Portfolio:1.7% ($1.6M/$93.2M)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:8.1K

Value:$1.4M

% of Portfolio:1.6% ($1.4M/$93.2M)

Artisan Partners Asset Management Inc.

APAM|04316A108

Shares:36.7K

Value:$1.4M

% of Portfolio:1.5% ($1.4M/$93.2M)

381430529

Shares:13.6K

Value:$1.4M

% of Portfolio:1.5% ($1.4M/$93.2M)

PROCTER & GAMBLE Co

PG|742718109

Shares:7.7K

Value:$1.3M

% of Portfolio:1.4% ($1.3M/$93.2M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:7.8K

Value:$1.3M

% of Portfolio:1.4% ($1.3M/$93.2M)

NVIDIA CORP

NVDA|67066G104

Shares:10.5K

Value:$1.1M

% of Portfolio:1.2% ($1.1M/$93.2M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:1.9K

Value:$1.1M

% of Portfolio:1.1% ($1.1M/$93.2M)

QUALCOMM INC/DE

QCOM|747525103

Shares:5.6K

Value:$865.6K

% of Portfolio:0.9% ($865.6K/$93.2M)

81369Y308

Shares:8.5K

Value:$697.6K

% of Portfolio:0.7% ($697.6K/$93.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
KIMBERLY CLARK CORP(KMBcusip494368103)	15.0K	QoQ -1.89% (-291) YoY-	All Managers (Combined)	$2.1M	2.3% ($2.1M/$93.2M)	QoQ +6.47% (-$130.0K) YoY-
(cusip46434V860)✕	39.8K	QoQ -23.21% (-12.0K) YoY-	All Managers (Combined)	$2.0M	2.2% ($2.0M/$93.2M)	QoQ -22.92% (-$600.1K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	3.8K	QoQ -0.15% (-6) YoY-	All Managers (Combined)	$2.0M	2.1% ($2.0M/$93.2M)	QoQ +17.30% (-$295.3K) YoY-
Kraft Heinz Co(KHCcusip500754106)	65.3K	QoQ +13.09% (+7.6K) YoY-	All Managers (Combined)	$2.0M	2.1% ($2.0M/$93.2M)	QoQ +12.06% (+$213.9K) YoY-
CHEVRON CORP(CVXcusip166764100)	11.4K	QoQ -6.86% (-839) YoY-	All Managers (Combined)	$1.9M	2.0% ($1.9M/$93.2M)	QoQ +7.56% (-$134.0K) YoY-
COCA COLA CO(KOcusip191216100)	26.3K	QoQ -4.81% (-1.3K) YoY-	All Managers (Combined)	$1.9M	2.0% ($1.9M/$93.2M)	QoQ +9.49% (-$163.4K) YoY-
GENERAL MILLS INC(GIScusip370334104)	29.5K	QoQ +8.10% (+2.2K) YoY-	All Managers (Combined)	$1.8M	1.9% ($1.8M/$93.2M)	QoQ +1.35% (+$23.5K) YoY-
HEALTHPEAK PROPERTIES, INC.(DOCcusip42250P103)	86.8K	QoQ +8.62% (+6.9K) YoY-	All Managers (Combined)	$1.8M	1.9% ($1.8M/$93.2M)	QoQ +8.35% (+$135.3K) YoY-
CLOROX CO /DE/(CLXcusip189054109)	11.6K	QoQ -0.59% (-69) YoY-	All Managers (Combined)	$1.7M	1.8% ($1.7M/$93.2M)	QoQ -9.87% (-$187.2K) YoY-
FLOWERS FOODS INC(FLOcusip343498101)	89.5K	QoQ +15.70% (+12.1K) YoY-	All Managers (Combined)	$1.7M	1.8% ($1.7M/$93.2M)	QoQ +6.46% (+$103.2K) YoY-
VALERO ENERGY CORP/TX(VLOcusip91913Y100)	12.1K	QoQ +0.50% (+61) YoY-	All Managers (Combined)	$1.6M	1.7% ($1.6M/$93.2M)	QoQ +8.28% (+$121.9K) YoY-
TEXAS INSTRUMENTS INC(TXNcusip882508104)	8.1K	QoQ +3.90% (-303) YoY-	All Managers (Combined)	$1.4M	1.6% ($1.4M/$93.2M)	QoQ -0.41% (-$6.1K) YoY-
Artisan Partners Asset Management Inc.(APAMcusip04316A108)	36.7K	QoQ +6.44% (-2.2K) YoY-	All Managers (Combined)	$1.4M	1.5% ($1.4M/$93.2M)	QoQ -3.32% (-$49.3K) YoY-
(cusip381430529)✕	13.6K	QoQ +50.79% (+4.6K) YoY-	All Managers (Combined)	$1.4M	1.5% ($1.4M/$93.2M)	QoQ +51.18% (+$462.4K) YoY-
PROCTER & GAMBLE Co(PGcusip742718109)	7.7K	QoQ -3.42% (-272) YoY-	All Managers (Combined)	$1.3M	1.4% ($1.3M/$93.2M)	QoQ -1.83% (-$24.4K) YoY-
JOHNSON & JOHNSON(JNJcusip478160104)	7.8K	QoQ -3.02% (-243) YoY-	All Managers (Combined)	$1.3M	1.4% ($1.3M/$93.2M)	QoQ +11.19% (-$129.9K) YoY-
NVIDIA CORP(NVDAcusip67066G104)	10.5K	QoQ +11.93% (-1.1K) YoY-	All Managers (Combined)	$1.1M	1.2% ($1.1M/$93.2M)	QoQ -9.66% (-$121.6K) YoY-
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	1.9K	QoQ -4.72% (-94) YoY-	All Managers (Combined)	$1.1M	1.1% ($1.1M/$93.2M)	QoQ -9.06% (-$105.7K) YoY-
QUALCOMM INC/DE(QCOMcusip747525103)	5.6K	QoQ -1.57% (-90) YoY-	All Managers (Combined)	$865.6K	0.9% ($865.6K/$93.2M)	QoQ -1.57% (-$13.9K) YoY-
(cusip81369Y308)✕	8.5K	QoQ -3.00% (-265) YoY-	All Managers (Combined)	$697.6K	0.7% ($697.6K/$93.2M)	QoQ +0.76% (-$5.3K) YoY-