SUCCESSION FINANCIAL, INC.
Clone Performance
Aug 2026–Aug 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.
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. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 1 quarter. Past performance does not predict future results.
Portfolio Concentration
26 tracked positions · as of Jun 30, 2026Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 57.0% | $17,910,197 |
| Unclassified | 20.4% | $6,426,856 |
| Financial Services | 11.0% | $3,443,268 |
| Energy | 4.6% | $1,452,756 |
| Industrials | 3.2% | $1,004,537 |
| Communication Services | 2.2% | $700,374 |
| Consumer Cyclical | 1.6% | $498,845 |
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| TXN |
Texas Instruments Inc
Technology
|
First | 49,531 | $14,763,705 | 46.96% | |
| GLD |
Spdr Gold Trust
|
First | 14,534 | $5,354,034 | 17.03% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
First | 2,343 | $2,669,112 | 8.49% | |
| AAPL |
Apple Inc.
Technology
|
First | 3,214 | $930,003 | 2.96% | |
| SPY |
Spdr S&P 500 ETF Trust
CALL
+ SHARES
|
First | 1,155 | $862,518 | 2.74% | |
| MPC |
Marathon Petroleum Corp
Energy
|
First | 3,000 | $767,010 | 2.44% | |
| PANW |
Palo Alto Networks Inc
Technology
|
First | 1,602 | $546,314 | 1.74% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 2,093 | $498,845 | 1.59% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
First | 1,378 | $486,888 | 1.55% | |
| TRV |
Travelers Companies, Inc.
Financial Services
|
First | 1,402 | $462,828 | 1.47% | |
| CVX |
Chevron Corp
Energy
|
First | 2,249 | $372,794 | 1.19% | |
| IBM |
International Business Machines Corp
Technology
|
First | 1,280 | $359,948 | 1.14% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
First | 2,289 | $312,952 | 1.00% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
First | 617 | $294,660 | 0.94% | |
| MSFT |
Microsoft Corp
Technology
|
First | 778 | $290,209 | 0.92% | |
| GD |
General Dynamics Corp
Industrials
|
First | 788 | $279,141 | 0.89% | |
| LHX |
L3harris Technologies, Inc. /De/
Industrials
|
First | 919 | $267,052 | 0.85% | |
| AVGO |
Broadcom Inc.
Technology
|
First | 643 | $242,893 | 0.77% | |
| INTU |
Intuit Inc.
Technology
|
First | 925 | $241,425 | 0.77% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
First | 2,066 | $241,040 | 0.77% | |
| TT |
Trane Technologies plc
Industrials
|
First | 474 | $232,809 | 0.74% | |
| SPCX |
Space Exploration Technologies Corp
Industrials
|
First | 1,320 | $225,535 | 0.72% | |
| META |
Meta Platforms, Inc.
Communication Services
|
First | 379 | $213,486 | 0.68% | |
| FBCG |
Fidelity Blue Chip Growth ETF
|
First | 3,386 | $210,304 | 0.67% | |
| FSK |
FS KKR Capital Corp
Financial Services
|
First | 17,728 | $186,144 | 0.59% | |
| IFN |
Aberdeen India Fund, Inc.
Financial Services
|
First | 10,654 | $125,184 | 0.40% |
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.