Successful Portfolios LLC
Filing Date
Global Rank
#5,395
/ 8,232
▲ 88
Top Industry
Semiconductors
10.4%
3Y Alpha vs SPY
-0.4%
Period ended 2 months ago
Filed Apr 13, 2026 · 2mo
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+74.9%
SPY
+76.5%
Annualised alpha
-0.4%
Max drawdown
−16.9%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
129 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
8.3%
+0.1 pts
Top 5
29.4%
+0.1 pts
Top 10
41.8%
+0.7 pts
HHI
258
Diversified+6
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 27.1% | $26,645,007 |
| Consumer Defensive | 10.9% | $10,734,494 |
| Financial Services | 10.5% | $10,335,133 |
| Unclassified | 10.2% | $10,079,623 |
| Consumer Cyclical | 8.3% | $8,136,760 |
| Industrials | 8.1% | $7,987,724 |
| Healthcare | 6.7% | $6,636,786 |
| Utilities | 5.7% | $5,563,033 |
| Energy | 5.0% | $4,878,100 |
| Communication Services | 4.8% | $4,730,206 |
| Basic Materials | 2.5% | $2,497,511 |
| Real Estate | 0.2% | $220,051 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
17 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| HD | Home Depot, Inc. | +1,132 | 8,577 | $2,820,889 | |
| SONY | Sony Group Corp | +437 | 92,938 | $1,923,816 | |
| DIS | Walt Disney Co | +171 | 8,841 | $852,095 | |
| GLD | Spdr Gold Trust | +100 | 2,394 | $1,030,114 | |
| ET | Energy Transfer LP | +79 | 12,910 | $249,163 | |
| AOD | abrdn Total Dynamic Dividend Fund | +52 | 19,539 | $179,954 | |
| QQQ | Invesco Qqq Trust, Series 1 | +45 | 775 | $447,314 | |
| TFC | Truist Financial Corp | +21 | 10,285 | $472,801 | |
| WDC | Western Digital Corp | +18 | 1,118 | $302,407 | |
| RTX | RTX Corp | +11 | 7,241 | $1,396,788 | |
| ARCC | Ares Capital Corp | +10 | 13,787 | $248,441 | |
| TY | TRI-CONTINENTAL Corp | +8 | 15,205 | $480,325 | |
| ORCL | Oracle Corp | +5 | 1,543 | $226,990 | |
| F | Ford Motor Co | +3 | 11,781 | $135,952 | |
| ETR | Entergy Corp /De/ | +3 | 2,877 | $323,259 | |
| BMY | Bristol Myers Squibb Co | +2 | 4,070 | $246,845 | |
| GLW | Corning Inc /Ny | +1 | 5,044 | $685,832 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VLY | Valley National Bancorp | −144,846 | 18,745 | $230,188 | |
| KO | Coca Cola Co | −3,782 | 13,158 | $1,000,665 | |
| WMT | Walmart Inc. | −3,087 | 51,124 | $6,353,690 | |
| EXG | Eaton Vance Tax-Managed Global Diversified Equity Income Fund | −3,000 | 24,794 | $214,716 | |
| BP | Bp PLC | −2,966 | 6,459 | $303,573 | |
| HON | Honeywell International Inc | −2,600 | 6,291 | $1,421,954 | |
| ETJ | Eaton Vance Risk-Managed Diversified Equity Income Fund | −2,500 | 25,102 | $205,083 | |
| B | Barrick Mining Corp | −2,164 | 7,378 | $300,948 | |
| XOM | Exxon Mobil Corp | −2,057 | 7,252 | $1,230,374 | |
| NEA | Nuveen AMT-Free Quality Municipal Income Fund | −2,000 | 29,559 | $331,947 | |
| ABBV | AbbVie Inc. | −1,957 | 4,972 | $1,081,360 | |
| PPG | Ppg Industries Inc | −1,816 | 3,432 | $366,812 | |
| DIA | Spdr Dow Jones Industrial Average ETF Trust | −1,800 | 1,000 | $463,190 | |
| PG | PROCTER & GAMBLE Co | −1,652 | 8,285 | $1,196,685 | |
| NEE | Nextera Energy Inc | −1,646 | 11,558 | $1,073,507 | |
| AMAT | Applied Materials Inc /De | −1,629 | 6,143 | $2,099,615 | |
| ABT | Abbott Laboratories | −1,525 | 4,882 | $501,234 | |
| UNP | Union Pacific Corp | −1,438 | 1,759 | $426,768 | |
| TD | Toronto Dominion Bank | −1,428 | 3,014 | $281,236 | |
| MRK | Merck & Co., Inc. | −1,394 | 5,205 | $626,109 | |
| SO | Southern Co | −1,221 | 7,975 | $769,747 | |
| MCD | Mcdonalds Corp | −1,027 | 3,403 | $1,057,618 | |
| WM | Waste Management Inc | −1,016 | 2,272 | $522,082 | |
| BHP | BHP Group Ltd | −976 | 5,146 | $374,320 | |
| PM | Philip Morris International Inc. | −916 | 1,937 | $320,263 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
7 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| LITE | Lumentum Holdings Inc. | 532 | $373,868 | |
| MPC | Marathon Petroleum Corp | 1,118 | $272,993 | |
| HPE | Hewlett Packard Enterprise Co | 10,157 | $241,838 | |
| SNDK | Sandisk Corp | 366 | $232,534 | |
| ENB | Enbridge Inc | 4,173 | $225,926 | |
| VLO | Valero Energy Corp/Tx | 908 | $224,348 | |
| ROST | Ross Stores, Inc. | 1,000 | $216,630 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
11 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| FITB | Fifth Third Bancorp | 8,743 | $409,259 | |
| FNB | Fnb Corp/Pa/ | 14,458 | $247,231 | |
| EQR | Equity Residential | 3,658 | $230,600 | |
| MA | Mastercard Inc | 381 | $217,505 | |
| QCOM | Qualcomm Inc/De | 1,219 | $208,509 | |
| CP | Canadian Pacific Kansas City Ltd/Cn | 2,808 | $206,753 | |
| LOW | Lowes Companies Inc | 840 | $202,574 | |
| LUV | Southwest Airlines Co | 4,885 | $201,897 | |
| ADP | Automatic Data Processing Inc | 775 | $199,353 | |
| BNY | Bank of New York Mellon Corp | 1,683 | $195,379 | |
| CMG | Chipotle Mexican Grill Inc | 5,055 | $187,035 | |
| No positions match the current search. | ||||
129 positions ·
$98,444,428 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 129 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 12,515 | $8,139,005 | 8.27% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 51,124 | $6,353,690 | 6.45% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 19,928 | $5,057,527 | 5.14% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 28,909 | $5,041,729 | 5.12% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 11,657 | $4,315,071 | 4.38% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 13,594 | $2,831,222 | 2.88% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 8,577 | $2,820,889 | 2.87% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 8,512 | $2,447,710 | 2.49% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 6,143 | $2,099,615 | 2.13% | |
| DUK |
Duke Energy CORP
Utilities
|
Reduced | 15,407 | $2,017,392 | 2.05% | |
| SONY |
Sony Group Corp
Technology
|
Added | 92,938 | $1,923,816 | 1.95% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 8,269 | $1,682,162 | 1.71% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 4,902 | $1,656,091 | 1.68% | |
| HON |
Honeywell International Inc
Industrials
|
Reduced | 6,291 | $1,421,954 | 1.44% | |
| RTX |
RTX Corp
Industrials
|
Added | 7,241 | $1,396,788 | 1.42% | |
| IBKR |
Interactive Brokers Group, Inc.
Financial Services
|
Reduced | 20,202 | $1,354,948 | 1.38% | |
| XOM |
Exxon Mobil Corp
Energy
|
Reduced | 7,252 | $1,230,374 | 1.25% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Held | 1,323 | $1,216,855 | 1.24% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 8,285 | $1,196,685 | 1.22% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 4,972 | $1,081,360 | 1.10% | |
| NEE |
Nextera Energy Inc
Utilities
|
Reduced | 11,558 | $1,073,507 | 1.09% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 3,403 | $1,057,618 | 1.07% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 4,259 | $1,041,069 | 1.06% | |
| GLD |
Spdr Gold Trust
|
Added | 2,394 | $1,030,114 | 1.05% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 13,158 | $1,000,665 | 1.02% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 4,674 | $967,050 | 0.98% | |
| ASGI |
abrdn Global Infrastructure Income Fund
Financial Services
|
Reduced | 40,157 | $897,910 | 0.91% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 3,043 | $895,128 | 0.91% | |
| DIS |
Walt Disney Co
Communication Services
|
Added | 8,841 | $852,095 | 0.87% | |
| SO |
Southern Co
Utilities
|
Reduced | 7,975 | $769,747 | 0.78% | |
| MUFG |
Mitsubishi Ufj Financial Group Inc
Financial Services
|
Held | 44,032 | $747,223 | 0.76% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 708 | $705,472 | 0.72% | |
| GLW |
Corning Inc /Ny
Technology
|
Added | 5,044 | $685,832 | 0.70% | |
| NEM |
NEWMONT Corp /DE/
Basic Materials
|
Reduced | 6,214 | $672,665 | 0.68% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 1,145 | $655,088 | 0.67% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 4,181 | $649,267 | 0.66% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 5,205 | $626,109 | 0.64% | |
| COP |
Conocophillips
Energy
|
Reduced | 4,580 | $604,560 | 0.61% | |
| GE |
General Electric Co
Industrials
|
Reduced | 2,003 | $568,391 | 0.58% | |
| NSC |
Norfolk Southern Corp
Industrials
|
Reduced | 1,831 | $525,497 | 0.53% | |
| WM |
Waste Management Inc
Industrials
|
Reduced | 2,272 | $522,082 | 0.53% | |
| CEG |
Constellation Energy Corp
Utilities
|
Reduced | 1,826 | $509,910 | 0.52% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Reduced | 7,705 | $508,452 | 0.52% | |
| ABT |
Abbott Laboratories
Healthcare
|
Reduced | 4,882 | $501,234 | 0.51% | |
| T |
At&T Inc.
Communication Services
|
Reduced | 16,886 | $489,525 | 0.50% | |
| FCX |
Freeport-Mcmoran Inc
Basic Materials
|
Reduced | 8,231 | $483,818 | 0.49% | |
| TY |
TRI-CONTINENTAL Corp
Financial Services
|
Added | 15,205 | $480,325 | 0.49% | |
| CSX |
Csx Corp
Industrials
|
Reduced | 11,675 | $479,258 | 0.49% | |
| TFC |
Truist Financial Corp
Financial Services
|
Added | 10,285 | $472,801 | 0.48% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Reduced | 1,000 | $463,190 | 0.47% |