Successful Portfolios LLC
Filing Date
Global Rank
#1,627
/ 2,968
▲ 4130
Top Industry
Semiconductors
17.5%
3Y Alpha vs SPY
+0.1%
Period ended 29 days ago
Filed Jul 14, 2026 · 15d
26 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+78.1%
SPY
+67.9%
Annualised alpha
+2.4%
Max drawdown
−16.9%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
134 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
8.0%
−0.2 pts
Top 5
27.9%
−1.5 pts
Top 10
45.0%
+3.2 pts
HHI
265
Diversified+6
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 35.9% | $41,448,809 |
| Financial Services | 10.2% | $11,731,331 |
| Unclassified | 9.9% | $11,385,588 |
| Consumer Defensive | 8.8% | $10,150,059 |
| Consumer Cyclical | 7.4% | $8,559,420 |
| Industrials | 6.5% | $7,513,548 |
| Healthcare | 6.2% | $7,154,499 |
| Utilities | 4.6% | $5,323,432 |
| Communication Services | 4.4% | $5,026,153 |
| Energy | 3.6% | $4,162,362 |
| Basic Materials | 2.3% | $2,664,947 |
| Real Estate | 0.2% | $252,617 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
21 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ARCC | Ares Capital Corp | +2,000 | 15,787 | $292,533 | |
| 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 | |
| AMGN | Amgen Inc | +94 | 1,184 | $428,750 | |
| NEE | Nextera Energy Inc | +90 | 11,648 | $1,022,344 | |
| GLD | Spdr Gold Trust | +81 | 2,475 | $911,740 | |
| CSCO | Cisco Systems, Inc. | +44 | 4,647 | $545,836 | |
| MO | Altria Group, Inc. | +38 | 7,743 | $557,108 | |
| BP | Bp PLC | +13 | 6,472 | $239,140 | |
| ENB | Enbridge Inc | +9 | 4,182 | $226,706 | |
| BMY | Bristol Myers Squibb Co | +7 | 4,077 | $234,916 | |
| ETR | Entergy Corp /De/ | +4 | 2,881 | $330,911 | |
| HD | Home Depot, Inc. | +3 | 8,580 | $3,025,994 | |
| EBAY | Ebay Inc | +3 | 3,191 | $356,594 | |
| VLY | Valley National Bancorp | +2 | 18,747 | $274,643 | |
| EXC | Exelon Corp | +1 | 5,243 | $244,428 | |
| ABT | Abbott Laboratories | +1 | 4,883 | $443,083 | |
| PSX | Phillips 66 | +1 | 2,451 | $414,341 | |
| WFC | Wells Fargo & Company/Mn | +1 | 4,721 | $390,143 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | |
| 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 | |
| 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 | |
| GOOGL | Alphabet Inc. | −158 | 8,354 | $2,985,468 | |
| 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 | |
| BTX | BlackRock Technology & Private Equity Term Trust | −101 | 15,174 | $137,021 | |
| CEG | Constellation Energy Corp | −98 | 1,728 | $429,183 | |
| JPM | Jpmorgan Chase & Co | −91 | 2,952 | $966,278 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
7 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| 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. | ||||
134 tracked positions ·
$115,372,765 total
· 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 134 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 12,403 | $9,262,188 | 8.03% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 50,990 | $5,775,127 | 5.01% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 28,628 | $5,728,176 | 4.96% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 19,782 | $5,724,119 | 4.96% | |
| MU |
Micron Technology Inc
Technology
|
Held | 4,902 | $5,658,329 | 4.90% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 8,197 | $4,761,719 | 4.13% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 6,142 | $4,440,666 | 3.85% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 11,572 | $4,316,587 | 3.74% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 13,392 | $3,191,849 | 2.77% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 8,580 | $3,025,994 | 2.62% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 8,354 | $2,985,468 | 2.59% | |
| DUK |
Duke Energy CORP
Utilities
|
Held | 15,407 | $1,950,218 | 1.69% | |
| SONY |
Sony Group Corp
Technology
|
Reduced | 91,543 | $1,836,352 | 1.59% | |
| IBKR |
Interactive Brokers Group, Inc.
Financial Services
|
Reduced | 19,939 | $1,735,490 | 1.50% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 1,305 | $1,565,256 | 1.36% | |
| RTX |
RTX Corp
Industrials
|
Added | 7,380 | $1,400,207 | 1.21% | |
| GLW |
Corning Inc /Ny
Technology
|
Reduced | 5,009 | $1,279,448 | 1.11% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 4,909 | $1,235,300 | 1.07% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 8,199 | $1,202,301 | 1.04% | |
| INTC |
Intel Corp
Technology
|
Reduced | 8,076 | $1,127,651 | 0.98% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 4,234 | $1,075,308 | 0.93% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 13,080 | $1,063,011 | 0.92% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 11,648 | $1,022,344 | 0.89% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 7,209 | $985,614 | 0.85% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 2,952 | $966,278 | 0.84% | |
| ASGI |
abrdn Global Infrastructure Income Fund
Financial Services
|
Reduced | 39,957 | $929,000 | 0.81% | |
| GLD |
Spdr Gold Trust
|
Added | 2,475 | $911,740 | 0.79% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 3,355 | $906,890 | 0.79% | |
| MUFG |
Mitsubishi Ufj Financial Group Inc
Financial Services
|
Held | 44,032 | $875,796 | 0.76% | |
| DIS |
Walt Disney Co
Communication Services
|
Reduced | 8,840 | $850,850 | 0.74% | |
| SNDK |
Sandisk Corp
Technology
|
Held | 366 | $832,185 | 0.72% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 4,673 | $774,596 | 0.67% | |
| SO |
Southern Co
Utilities
|
Held | 7,975 | $763,287 | 0.66% | |
| GE |
General Electric Co
Industrials
|
Reduced | 1,944 | $726,531 | 0.63% | |
| WDC |
Western Digital Corp
Technology
|
Held | 1,118 | $714,088 | 0.62% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 936 | $689,270 | 0.60% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 5,204 | $668,714 | 0.58% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 691 | $646,409 | 0.56% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 1,128 | $635,391 | 0.55% | |
| NEM |
NEWMONT Corp /DE/
Basic Materials
|
Reduced | 6,204 | $579,453 | 0.50% | |
| NSC |
Norfolk Southern Corp
Industrials
|
Reduced | 1,828 | $575,070 | 0.50% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Added | 7,743 | $557,108 | 0.48% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 4,104 | $555,681 | 0.48% | |
| CSX |
Csx Corp
Industrials
|
Reduced | 11,674 | $554,865 | 0.48% | |
| GEV |
GE Vernova Inc.
Industrials
|
Reduced | 471 | $553,359 | 0.48% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 4,647 | $545,836 | 0.47% | |
| TY |
TRI-CONTINENTAL Corp
Financial Services
|
Added | 15,389 | $529,689 | 0.46% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Held | 1,000 | $522,390 | 0.45% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 488 | $519,671 | 0.45% | |
| FCX |
Freeport-Mcmoran Inc
Basic Materials
|
Reduced | 8,230 | $517,584 | 0.45% |
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.