Successful Portfolios LLC

CIK

1721780

Location

CLEARWATER, FL

Portfolio Value

Small $215,099,333

Diversification

Diversified

Filing Date

Global Rank

#6,263 / 8,795 ▲ 18 · as of Jun 2026

Top Industry

Semiconductors 16.5%

Period ended 3 months ago

Filed Jul 14, 2026 · 3mo

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

157 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

10.9%

+0.4 pts

Top 5

34.2%

+3.2 pts

Top 10

48.9%

+2.3 pts

HHI

355

Diversified+48

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	48.7%	$104,749,670	22
Technology	19.3%	$41,448,809	25
Financial Services	6.2%	$13,413,291	30
Consumer Defensive	4.7%	$10,150,059	7
Consumer Cyclical	4.1%	$8,923,131	10
Industrials	4.1%	$8,906,558	19
Communication Services	3.7%	$7,949,958	5
Healthcare	3.3%	$7,154,499	12
Utilities	2.5%	$5,323,432	8
Energy	1.9%	$4,162,362	10
Basic Materials	1.2%	$2,664,947	8
Real Estate	0.1%	$252,617	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BIV	Vanguard Intermediate-Term Bond ETF	+16,854	159,200	$12,188,603
FNDA	Schwab Fundamental U.S. Small Company ETF	+13,860	690,954	$18,716,932
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+12,220	135,228	$23,342,299
VBIL	Vanguard 0-3 Month Treasury Bill ETF	+6,829	16,270	$1,231,313
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	+3,270	68,727	$9,974,484
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	+2,884	25,792	$2,652,348
ARCC	Ares Capital Corp	+2,000	15,787	$292,533
VB	Vanguard Morningstar Small-Cap ETF	+1,825	22,995	$8,510,905
VCRM	Vanguard Core Tax-Exempt Bond ETF	+1,395	5,698	$288,204
AGNG	Global X Funds Global X Aging Population ETF	+1,048	7,836	$514,119
BNDW	Vanguard Total World Bond ETF	+1,007	62,554	$3,589,990
—		+859	42,271	$1,226,281
VEU	Vanguard FTSE All-World Ex-US ETF	+434	16,573	$2,253,285
VIG	Vanguard Dividend Appreciation ETF	+312	9,018	$2,133,839
ET	Energy Transfer LP	+256	13,166	$251,733
TY	TRI-CONTINENTAL Corp	+184	15,389	$529,689
QQQ	Invesco Qqq Trust, Series 1	+161	936	$689,270
RTX	RTX Corp	+139	7,380	$1,400,207
AFK	VanEck Africa Index ETF	+135	6,166	$465,224
AMGN	Amgen Inc	+94	1,184	$428,750
NEE	Nextera Energy Inc	+90	11,648	$1,022,344
—		+86	8,060	$1,984,452
GLD	Spdr Gold Trust	+81	2,475	$911,740
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	+51	23,242	$1,167,445
CSCO	Cisco Systems, Inc.	+44	4,647	$545,836
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
HON	Honeywell International Inc	−3,160	3,131	$701,030
F	Ford Motor Co	−1,398	10,383	$144,323
T	At&T Inc.	−1,396	15,490	$320,643
SONY	Sony Group Corp	−1,395	91,543	$1,836,352
HPE	Hewlett Packard Enterprise Co	−1,030	9,127	$411,718
BHP	BHP Group Ltd	−1,009	4,137	$344,653
PFE	Pfizer Inc	−948	11,757	$283,108
AOD	abrdn Total Dynamic Dividend Fund	−940	18,599	$191,755
VXUS	Vanguard Total International Stock ETF	−717	25,642	$2,192,134
PPL	PPL Corp	−484	7,264	$264,046
BAC	Bank Of America Corp /De/	−403	8,359	$476,295
EXG	Eaton Vance Tax-Managed Global Diversified Equity Income Fund	−400	24,394	$239,305
NVDA	Nvidia Corp	−281	28,628	$5,728,176
IBKR	Interactive Brokers Group, Inc.	−263	19,939	$1,735,490
STT	State Street Corp	−204	31,374	$1,681,960
GOOGL	Alphabet Inc.	−203	16,629	$5,909,273
AMZN	Amazon Com Inc	−202	13,392	$3,191,849
POWW	Outdoor Holding Co	−201	10,599	$24,165
ASGI	abrdn Global Infrastructure Income Fund	−200	39,957	$929,000
PYPL	PayPal Holdings, Inc.	−176	5,118	$220,995
VZ	Verizon Communications Inc	−171	5,522	$233,801
C	Citigroup Inc	−163	2,539	$355,358
AAPL	Apple Inc.	−146	19,782	$5,724,119
WMT	Walmart Inc.	−134	50,990	$5,775,127
SPY	Spdr S&P 500 ETF Trust	−112	12,403	$9,262,188
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
HONA	Honeywell Aerospace Inc.	3,130	$691,980
DELL	Dell Technologies Inc.	677	$292,098
KLAC	Kla Corp	930	$280,590
NUE	Nucor Corp	1,130	$251,707
LUV	Southwest Airlines Co	4,579	$235,452
TSM	Taiwan Semiconductor Manufacturing Co Ltd	468	$223,502
VIRT	Virtu Financial, Inc.	3,720	$221,600
QCOM	Qualcomm Inc/De	1,185	$218,976
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
LDI	loanDepot, Inc.	10,000	$14,200
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

157 tracked positions · $215,099,333 total · filing declares 199 positions · $214,128,621 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 157 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	135,228	+12,220	$23,342,299	—	10.85%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	690,954	+13,860	$18,716,932	+9.8%	8.70%
BIV	Vanguard Intermediate-Term Bond ETF	Added	159,200	+16,854	$12,188,603	+11.6%	5.67%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Added	68,727	+3,270	$9,974,484	+32.6%	4.64%
SPY	Spdr S&P 500 ETF Trust	Reduced	12,403	-112	$9,262,188	+13.8%	4.31%
VB	Vanguard Morningstar Small-Cap ETF	Added	22,995	+1,825	$8,510,905	+22.4%	3.96%
GOOGL	Alphabet Inc. Communication Services	Reduced	16,629	-203	$5,909,273	+22.2%	2.75%
WMT	Walmart Inc. Consumer Defensive	Reduced	50,990	-134	$5,775,127	−9.1%	2.68%
NVDA	Nvidia Corp Technology	Reduced	28,628	-281	$5,728,176	+13.6%	2.66%
AAPL	Apple Inc. Technology	Reduced	19,782	-146	$5,724,119	+13.2%	2.66%
MU	Micron Technology Inc Technology	Held	4,902	0	$5,658,329	+241.7%	2.63%
AMD	Advanced Micro Devices Inc Technology	Reduced	8,197	-72	$4,761,719	+183.1%	2.21%
AMAT	Applied Materials Inc /De Technology	Reduced	6,142	-1	$4,440,666	+111.5%	2.06%
MSFT	Microsoft Corp Technology	Reduced	11,572	-85	$4,316,587	+0.0%	2.01%
BNDW	Vanguard Total World Bond ETF	Added	62,554	+1,007	$3,589,990	+1.1%	1.67%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	13,392	-202	$3,191,849	+12.7%	1.48%
HD	Home Depot, Inc. Consumer Cyclical	Added	8,580	+3	$3,025,994	+7.3%	1.41%
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	Added	25,792	+2,884	$2,652,348	+13.5%	1.23%
VEU	Vanguard FTSE All-World Ex-US ETF	Added	16,573	+434	$2,253,285	+17.8%	1.05%
VXUS	Vanguard Total International Stock ETF	Reduced	25,642	-717	$2,192,134	+7.9%	1.02%
VIG	Vanguard Dividend Appreciation ETF	Added	9,018	+312	$2,133,839	+14.0%	0.99%
		Added	8,060	+86	$1,984,452	+20.9%	0.92%
DUK	Duke Energy CORP Utilities	Held	15,407	0	$1,950,218	−3.3%	0.91%
SONY	Sony Group Corp Technology	Reduced	91,543	-1,395	$1,836,352	−4.5%	0.85%
IBKR	Interactive Brokers Group, Inc. Financial Services	Reduced	19,939	-263	$1,735,490	+28.1%	0.81%
STT	State Street Corp Financial Services	Reduced	31,374	-204	$1,681,960	+7.9%	0.78%
LLY	ELI LILLY & Co Healthcare	Reduced	1,305	-18	$1,565,256	+28.6%	0.73%
RTX	RTX Corp Industrials	Added	7,380	+139	$1,400,207	+0.2%	0.65%
GLW	Corning Inc /Ny Technology	Reduced	5,009	-35	$1,279,448	+86.6%	0.59%
ABBV	AbbVie Inc. Healthcare	Reduced	4,909	-63	$1,235,300	+14.2%	0.57%
VBIL	Vanguard 0-3 Month Treasury Bill ETF	Added	16,270	+6,829	$1,231,313	+72.4%	0.57%
		Added	42,271	+859	$1,226,281	+1.5%	0.57%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	8,199	-86	$1,202,301	+0.5%	0.56%
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	Added	23,242	+51	$1,167,445	+0.8%	0.54%
INTC	Intel Corp Technology	Reduced	8,076	-1	$1,127,651	+216.4%	0.52%
JNJ	Johnson & Johnson Healthcare	Reduced	4,234	-25	$1,075,308	+3.3%	0.50%
KO	Coca Cola Co Consumer Defensive	Reduced	13,080	-78	$1,063,011	+6.2%	0.49%
NEE	Nextera Energy Inc Utilities	Added	11,648	+90	$1,022,344	−4.8%	0.48%
XOM	ExxonMobil Holdings Corp Energy	Reduced	7,209	-43	$985,614	−19.9%	0.46%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	2,952	-91	$966,278	+7.9%	0.45%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Reduced	10,399	-98	$932,225	+13.8%	0.43%
ASGI	abrdn Global Infrastructure Income Fund Financial Services	Reduced	39,957	-200	$929,000	+3.5%	0.43%
GLD	Spdr Gold Trust	Added	2,475	+81	$911,740	−11.5%	0.42%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	3,355	-48	$906,890	−14.3%	0.42%
MUFG	Mitsubishi Ufj Financial Group Inc Financial Services	Held	44,032	0	$875,796	+17.2%	0.41%
DIS	Walt Disney Co Communication Services	Reduced	8,840	-1	$850,850	−0.1%	0.40%
SNDK	Sandisk Corp Technology	Held	366	0	$832,185	+257.9%	0.39%
CVX	Chevron Corp Energy	Reduced	4,673	-1	$774,596	−19.9%	0.36%
SO	Southern Co Utilities	Held	7,975	0	$763,287	−0.8%	0.35%
GE	General Electric Co Industrials	Reduced	1,944	-59	$726,531	+27.8%	0.34%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.