Successful Portfolios LLC
Filing Date
Global Rank
#5,743
/ 8,586
▼ 30
Top Industry
Semiconductors
10.4%
3Y Alpha vs SPY
-0.8%
Period ended 3 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
+74.4%
SPY
+78.1%
Annualised alpha
-0.8%
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 | |
| ETR | Entergy Corp /De/ | +3 | 2,877 | $323,259 | |
| F | Ford Motor Co | +3 | 11,781 | $135,952 | |
| 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 |
|---|---|---|---|---|---|---|
| LDI |
loanDepot, Inc.
Financial Services
|
Held | 10,000 | $14,200 | 0.01% | |
| POWW |
Outdoor Holding Co
Industrials
|
Held | 10,800 | $21,708 | 0.02% | |
| BTG |
B2gold Corp
Basic Materials
|
Reduced | 18,091 | $81,952 | 0.08% | |
| BTX |
BlackRock Technology & Private Equity Term Trust
Financial Services
|
Reduced | 15,275 | $100,815 | 0.10% | |
| NMR |
Nomura Holdings Inc
Financial Services
|
Held | 15,000 | $118,350 | 0.12% | |
| IQI |
Invesco Quality Municipal Income Trust
Financial Services
|
Reduced | 13,249 | $127,455 | 0.13% | |
| F |
Ford Motor Co
Consumer Cyclical
|
Added | 11,781 | $135,952 | 0.14% | |
| PMO |
Putnam Municipal Opportunities Trust
Financial Services
|
Held | 13,428 | $138,308 | 0.14% | |
| BGY |
BlackRock Enhanced International Dividend Trust
Financial Services
|
Held | 25,703 | $139,053 | 0.14% | |
| JOF |
Japan Smaller Capitalization Fund Inc
Financial Services
|
Held | 15,000 | $163,500 | 0.17% | |
| AOD |
abrdn Total Dynamic Dividend Fund
Financial Services
|
Added | 19,539 | $179,954 | 0.18% | |
| ETJ |
Eaton Vance Risk-Managed Diversified Equity Income Fund
Financial Services
|
Reduced | 25,102 | $205,083 | 0.21% | |
| EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
Financial Services
|
Reduced | 24,794 | $214,716 | 0.22% | |
| ROST |
Ross Stores, Inc.
Consumer Cyclical
|
NEW | 1,000 | $216,630 | 0.22% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
Reduced | 747 | $216,996 | 0.22% | |
| GM |
General Motors Co
Consumer Cyclical
|
Reduced | 2,922 | $217,689 | 0.22% | |
| WELL |
Welltower Inc.
Real Estate
|
Held | 1,113 | $220,051 | 0.22% | |
| VLO |
Valero Energy Corp/Tx
Energy
|
NEW | 908 | $224,348 | 0.23% | |
| ENB |
Enbridge Inc
Energy
|
NEW | 4,173 | $225,926 | 0.23% | |
| ORCL |
Oracle Corp
Technology
|
Added | 1,543 | $226,990 | 0.23% | |
| VLY |
Valley National Bancorp
Financial Services
|
Reduced | 18,745 | $230,188 | 0.23% | |
| SNDK |
Sandisk Corp
Technology
|
NEW | 366 | $232,534 | 0.24% | |
| PAYX |
Paychex Inc
Technology
|
Reduced | 2,587 | $238,314 | 0.24% | |
| PYPL |
PayPal Holdings, Inc.
Financial Services
|
Reduced | 5,294 | $239,447 | 0.24% | |
| EMR |
Emerson Electric Co
Industrials
|
Held | 1,832 | $240,028 | 0.24% | |
| AJG |
Arthur J. Gallagher & Co.
Financial Services
|
Held | 1,113 | $241,053 | 0.24% | |
| HPE |
Hewlett Packard Enterprise Co
Technology
|
NEW | 10,157 | $241,838 | 0.25% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
Reduced | 525 | $242,019 | 0.25% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
Added | 4,070 | $246,845 | 0.25% | |
| ARCC |
Ares Capital Corp
Financial Services
|
Added | 13,787 | $248,441 | 0.25% | |
| MTB |
M&T Bank Corp
Financial Services
|
Reduced | 1,205 | $249,097 | 0.25% | |
| ET |
Energy Transfer LP
Energy
|
Added | 12,910 | $249,163 | 0.25% | |
| AZO |
Autozone Inc
Consumer Cyclical
|
Held | 75 | $253,333 | 0.26% | |
| EXC |
Exelon Corp
Utilities
|
Reduced | 5,242 | $256,962 | 0.26% | |
| JBL |
Jabil Inc
Technology
|
Held | 1,002 | $266,161 | 0.27% | |
| MPC |
Marathon Petroleum Corp
Energy
|
NEW | 1,118 | $272,993 | 0.28% | |
| TD |
Toronto Dominion Bank
Financial Services
|
Reduced | 3,014 | $281,236 | 0.29% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Reduced | 5,693 | $285,788 | 0.29% | |
| EBAY |
Ebay Inc
Consumer Cyclical
|
Reduced | 3,188 | $290,171 | 0.29% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 343 | $290,174 | 0.29% | |
| ATI |
Ati Inc
Industrials
|
Held | 2,000 | $290,920 | 0.30% | |
| PPL |
PPL Corp
Utilities
|
Held | 7,748 | $295,973 | 0.30% | |
| B |
Barrick Mining Corp
Basic Materials
|
Reduced | 7,378 | $300,948 | 0.31% | |
| UPS |
United Parcel Service Inc
Industrials
|
Reduced | 3,065 | $301,534 | 0.31% | |
| WDC |
Western Digital Corp
Technology
|
Added | 1,118 | $302,407 | 0.31% | |
| BP |
Bp PLC
Energy
|
Reduced | 6,459 | $303,573 | 0.31% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
Reduced | 2,185 | $304,523 | 0.31% | |
| C |
Citigroup Inc
Financial Services
|
Reduced | 2,702 | $306,433 | 0.31% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 1,153 | $311,990 | 0.32% | |
| TM |
Toyota Motor Corp/
Consumer Cyclical
|
Held | 1,520 | $313,256 | 0.32% |