Successful Portfolios LLC

CIK

1721780

City

CLEARWATER

State / Country

Stock

TY — TRI-CONTINENTAL Corp

Top Portfolio Positions

129 positions · $98,444,428 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	12,515	$8,139,005	8.27%
WMT	Walmart Inc. Consumer Defensive	51,124	$6,353,690	6.45%
AAPL	Apple Inc. Technology	19,928	$5,057,527	5.14%
NVDA	Nvidia Corp Technology	28,909	$5,041,729	5.12%
MSFT	Microsoft Corp Technology	11,657	$4,315,071	4.38%
AMZN	Amazon Com Inc Consumer Cyclical	13,594	$2,831,222	2.88%
HD	Home Depot, Inc. Consumer Cyclical	8,577	$2,820,889	2.87%
GOOGL	Alphabet Inc. Communication Services	8,512	$2,447,710	2.49%
AMAT	Applied Materials Inc /De Technology	6,143	$2,099,615	2.13%
DUK	Duke Energy CORP Utilities	15,407	$2,017,392	2.05%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$480,325	15,205	+0.1%	Shares	Sole	2026-04-13
2025-12-31	$496,334	15,197	+2.7%	Shares	Sole	2026-01-23
2025-09-30	$502,894	14,791	-5.0%	Shares	Sole	2025-10-15
2025-06-30	$492,692	15,562	-0.3%	Shares	Sole	2025-07-21
2025-03-31	$478,850	15,613	+0.1%	Shares	Sole	2025-04-11
2024-12-31	$494,522	15,605	+4.0%	Shares	Sole	2025-01-16
2024-09-30	$495,996	15,012	-0.1%	Shares	Sole	2024-10-09
2024-06-30	$465,448	15,029	-1.6%	Shares	Sole	2024-07-12
2024-03-31	$470,254	15,268	-2.3%	Shares	Sole	2024-04-18
2023-12-31	$450,670	15,632	-0.8%	Shares	Sole	2024-01-18
2023-09-30	$418,925	15,755	-7.6%	Shares	Sole	2023-10-11
2023-06-30	$467,291	17,042	-45.9%	Shares	Sole	2023-07-20
2023-03-31	$836,032	31,489	-3.1%	Shares	Sole	2023-04-24
2022-12-31	$833,256	32,511	-2.2%	Shares	Sole	2023-01-27
2022-09-30	$849,767	33,246	-3.7%	Shares	Sole	2022-10-12
2022-06-30	$903,519	34,525	-0.8%	Shares	Sole	2022-07-22
2022-03-31	$1,073,170	34,798	+0.5%	Shares	Sole	2022-04-21
2021-12-31	$1,148,672	34,609	-0.1%	Shares	Sole	2022-01-26
2021-09-30	$1,156,016	34,632	-0.3%	Shares	Sole	2021-10-14
2021-06-30	$1,183,843	34,727	+0.2%	Shares	Sole	2021-07-23
2021-03-31	$1,124,185	34,665	-1.8%	Shares	Sole	2021-04-20
2020-12-31	$1,039,878	35,286	-1.2%	Shares	Sole	2021-02-02
2020-09-30	$926,064	35,714	-1.2%	Shares	Sole	2020-10-13
2020-06-30	$892,871	36,134	-1.0%	Shares	Sole	2020-07-13
2020-03-31	$763,382	36,508	—	Shares	Sole	2020-04-23
No 13F history on record for this holder in this stock.