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Measured Risk Portfolios, Inc.
RIA/Wealth
Measured Risk Portfolios, Inc. is a RIA/Wealth based in San Diego, CA led by Lawrence Douglas Kriesmer, reporting $400.0M in AUM as of Q3 2025 with SFM as the largest holding (6% allocation).
PresidentLawrence Douglas Kriesmer
- Portfolio Value
- $92.0M
- Positions
- 62
- Top Holding
- SFM at 6.03%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Measured Risk Portfolios, Inc.'s portfolio (34.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Grocery Stores Consumer Defensive | $5.5M | 6.03% | -$4.0K Sold | 0.05% 51.0K shares | |
ETF ETF | $4.9M | 5.29% | +$990.7K Bought | — 96.5K shares | |
ETF ETF | $3.4M | 3.71% | +$895.0K Bought | — 67.4K shares | |
Consumer Electronics Technology | $3.2M | 3.43% | -$29.3K Sold | 0.00% 12.4K shares | |
Drug Manufacturers - General Healthcare | $2.6M | 2.83% | +$47.7K Bought | 0.00% 11.3K shares | |
Regulated Electric Utilities | $2.5M | 2.72% | +$24.3K Bought | 0.00% 20.2K shares | |
REIT - Retail Real Estate | $2.5M | 2.72% | +$31.9K Bought | 0.00% 41.1K shares | |
REIT - Office Real Estate | $2.5M | 2.68% | -$31.8K Sold | 0.00% 14.3K shares | |
Oil & Gas Midstream Energy | $2.4M | 2.66% | -$934.2 Sold | 0.00% 86.5K shares | |
ETF ETF | $2.4M | 2.64% | +$8.8K Bought | — 136.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Measured Risk Portfolios, Inc.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+35.58% | |
+25.55% | |
+15.56% | |
+15.2% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-12.83% | |
-4.44% |
Analytics
Portfolio insights and performance metrics for Measured Risk Portfolios, Inc.
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