Successful Portfolios LLC

CIK

1721780

Location

CLEARWATER, FL

Portfolio Value

Micro $220,051

Diversification

Diversified

Filing Date

Global Rank

#5,395 / 8,232 ▲ 88

Top Industry

Semiconductors 10.4%

3Y Alpha vs SPY

-0.3%

Period ended 2 months ago

Filed Apr 13, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+75.2%

SPY

+76.5%

Annualised alpha

-0.3%

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, 2025

Top 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	Positions
Technology	27.1%	$26,645,007	21
Consumer Defensive	10.9%	$10,734,494	7
Financial Services	10.5%	$10,335,133	29
Unclassified	10.2%	$10,079,623	4
Consumer Cyclical	8.3%	$8,136,760	9
Industrials	8.1%	$7,987,724	16
Healthcare	6.7%	$6,636,786	12
Utilities	5.7%	$5,563,033	8
Energy	5.0%	$4,878,100	10
Communication Services	4.8%	$4,730,206	5
Basic Materials	2.5%	$2,497,511	7
Real Estate	0.2%	$220,051	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

17 positions

Ticker	Company	Δ Shares	Shares	Value
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
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
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
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.

Portfolio Positions

Compact Export CSV View 13F filing

1 positions · $220,051 total · Real Estate only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
WELL	Welltower Inc. Real Estate	Held	1,113	0	$220,051	+6.5%	100.00%