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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464287465

EFA|464287465

Shares:7.0K

Value:$572.8K

% of Portfolio:0.6% ($572.8K/$93.2M)

81369Y506

Shares:4.8K

Value:$446.5K

% of Portfolio:0.5% ($446.5K/$93.2M)

464287655

IWM|464287655

Shares:2.1K

Value:$418.9K

% of Portfolio:0.4% ($418.9K/$93.2M)

46436E569

Shares:9.3K

Value:$398.1K

% of Portfolio:0.4% ($398.1K/$93.2M)

Phillips 66

PSX|718546104

Shares:3.2K

Value:$396.9K

% of Portfolio:0.4% ($396.9K/$93.2M)

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:697

Value:$371.8K

% of Portfolio:0.4% ($371.8K/$93.2M)

Tesla, Inc.

TSLA|88160R101

Shares:1.4K

Value:$371.6K

% of Portfolio:0.4% ($371.6K/$93.2M)

81369Y209

Shares:2.4K

Value:$344.6K

% of Portfolio:0.4% ($344.6K/$93.2M)

81369Y803

XLK|81369Y803

Shares:1.6K

Value:$333.9K

% of Portfolio:0.4% ($333.9K/$93.2M)

MICROSOFT CORP

MSFT|594918104

Shares:864

Value:$324.2K

% of Portfolio:0.3% ($324.2K/$93.2M)

81369Y886

Shares:4.1K

Value:$321.5K

% of Portfolio:0.3% ($321.5K/$93.2M)

AMGEN INC

AMGN|031162100

Shares:911

Value:$283.8K

% of Portfolio:0.3% ($283.8K/$93.2M)

PAYCHEX INC

PAYX|704326107

Shares:1.7K

Value:$268.2K

% of Portfolio:0.3% ($268.2K/$93.2M)

09789C861

Shares:5.3K

Value:$263.3K

% of Portfolio:0.3% ($263.3K/$93.2M)

CHURCH & DWIGHT CO INC /DE/

CHD|171340102

Shares:2.4K

Value:$263.2K

% of Portfolio:0.3% ($263.2K/$93.2M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:546

Value:$256.0K

% of Portfolio:0.3% ($256.0K/$93.2M)

AMAZON COM INC

AMZN|023135106

Shares:1.3K

Value:$252.3K

% of Portfolio:0.3% ($252.3K/$93.2M)

HOME DEPOT, INC.

HD|437076102

Shares:685

Value:$251.2K

% of Portfolio:0.3% ($251.2K/$93.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(EFAcusip464287465)	7.0K	QoQ -11.99% (-955) YoY-	All Managers (Combined)	$572.8K	0.6% ($572.8K/$93.2M)	QoQ -4.86% (-$29.3K) YoY-
(cusip81369Y506)✕	4.8K	QoQ -1.98% (-97) YoY-	All Managers (Combined)	$446.5K	0.5% ($446.5K/$93.2M)	QoQ +6.92% (-$28.9K) YoY-
(IWMcusip464287655)	2.1K	QoQ -9.13% (-211) YoY-	All Managers (Combined)	$418.9K	0.4% ($418.9K/$93.2M)	QoQ -17.95% (-$91.7K) YoY-
(cusip46436E569)✕	9.3K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$398.1K	0.4% ($398.1K/$93.2M)	QoQ -5.55% (-$23.4K) YoY-
Phillips 66(PSXcusip718546104)	3.2K	QoQ -3.30% (-110) YoY-	All Managers (Combined)	$396.9K	0.4% ($396.9K/$93.2M)	QoQ +4.78% (-$18.1K) YoY-
SPDR S&P MIDCAP 400 ETF TRUST(MDYcusip78467Y107)	697	QoQ -6.19% (-46) YoY-	All Managers (Combined)	$371.8K	0.4% ($371.8K/$93.2M)	QoQ -12.13% (-$51.4K) YoY-
Tesla, Inc.(TSLAcusip88160R101)	1.4K	QoQ -33.05% (-708) YoY-	All Managers (Combined)	$371.6K	0.4% ($371.6K/$93.2M)	QoQ -57.03% (-$493.4K) YoY-
(cusip81369Y209)✕	2.4K	QoQ -1.42% (-34) YoY-	All Managers (Combined)	$344.6K	0.4% ($344.6K/$93.2M)	QoQ +4.62% (-$15.2K) YoY-
(XLKcusip81369Y803)	1.6K	QoQ -1.70% (-28) YoY-	All Managers (Combined)	$333.9K	0.4% ($333.9K/$93.2M)	QoQ -12.71% (-$48.6K) YoY-
MICROSOFT CORP(MSFTcusip594918104)	864	QoQ -0.34% (-3) YoY-	All Managers (Combined)	$324.2K	0.3% ($324.2K/$93.2M)	QoQ -11.24% (-$41.1K) YoY-
(cusip81369Y886)✕	4.1K	QoQ -7.29% (-321) YoY-	All Managers (Combined)	$321.5K	0.3% ($321.5K/$93.2M)	QoQ -3.42% (-$11.4K) YoY-
AMGEN INC(AMGNcusip031162100)	911	QoQ -0.21% (-2) YoY-	All Managers (Combined)	$283.8K	0.3% ($283.8K/$93.2M)	QoQ +19.27% (-$45.9K) YoY-
PAYCHEX INC(PAYXcusip704326107)	1.7K	QoQ -0.40% (-7) YoY-	All Managers (Combined)	$268.2K	0.3% ($268.2K/$93.2M)	QoQ +9.58% (-$23.5K) YoY-
(cusip09789C861)✕	5.3K	QoQ +41.52% (+1.6K) YoY-	All Managers (Combined)	$263.3K	0.3% ($263.3K/$93.2M)	QoQ +42.04% (+$77.9K) YoY-
CHURCH & DWIGHT CO INC /DE/(CHDcusip171340102)	2.4K	QoQ -11.50% (-311) YoY-	All Managers (Combined)	$263.2K	0.3% ($263.2K/$93.2M)	QoQ -6.98% (-$19.8K) YoY-
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	546	QoQ -1.62% (-9) YoY-	All Managers (Combined)	$256.0K	0.3% ($256.0K/$93.2M)	QoQ -9.76% (-$27.7K) YoY-
AMAZON COM INC(AMZNcusip023135106)	1.3K	QoQ +2.07% (-27) YoY-	All Managers (Combined)	$252.3K	0.3% ($252.3K/$93.2M)	QoQ -11.47% (-$32.7K) YoY-
HOME DEPOT, INC.(HDcusip437076102)	685	QoQ -0.43% (-3) YoY-	All Managers (Combined)	$251.2K	0.3% ($251.2K/$93.2M)	QoQ -6.19% (-$16.6K) YoY-