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Portfolio (Quarterly) Guide ↗

Successful Portfolios LLC

· CIK 0001721780
13F Portfolio $214M AUM 199 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 13 New 37 Added 62 Reduced 2 Exited
Page 2 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SCHD SCHWAB STRATEGIC TR 30,103.0 $975K 0.46% +3K +12.1% $32.39 +7.5%
22 GLD SPDR GOLD TR Financial Services 2,475.0 $934K 0.44% +81.0 +3.4% $377.37 +5.1%
23 ITOT ISHARES TR 5,412.0 $896K 0.42% +61.0 +1.1% $165.52 +0.7%
24 QQQ INVESCO QQQ TR Financial Services 936.0 $678K 0.32% +161.0 +20.8% $724.63 -2.3%
25 MBB ISHARES TR 6,614.0 $620K 0.29% +935.0 +16.5% $93.74 -1.4%
26 CSCO CISCO SYS INC Technology 4,647.0 $556K 0.26% +44.0 +1.0% $119.72 -8.3%
27 TY TRI CONTL CORP Financial Services 15,389.0 $546K 0.26% +184.0 +1.2% $35.50 -0.5%
28 AIQ GLOBAL X FDS 7,836.0 $497K 0.23% +1K +15.4% $63.47 -0.6%
29 GDX VANECK ETF TRUST 6,166.0 $467K 0.22% +135.0 +2.2% $75.66 +25.1%
30 AMGN AMGEN INC Healthcare 1,184.0 $431K 0.20% +94.0 +8.6% $363.61 +20.5%
31 VGIT VANGUARD SCOTTSDALE FDS 6,031.0 $353K 0.17% +205.0 +3.5% $58.57 -1.2%
32 SCHE SCHWAB STRATEGIC TR 8,712.0 $318K 0.15% +1K +13.5% $36.48 +1.7%
33 VLUE ISHARES TR 1,568.0 $306K 0.14% +25.0 +1.6% $195.37 +2.2%
34 ARCC ARES CAPITAL CORP Financial Services 15,787.0 $294K 0.14% +2K +14.5% $18.60 +7.0%
35 USMV ISHARES TR 2,992.0 $292K 0.14% +100.0 +3.5% $97.71 +3.5%
36 VTEB VANGUARD MUN BD FDS 5,698.0 $287K 0.13% +1K +32.4% $50.33 -2.7%
37 ET ENERGY TRANSFER L P Energy 13,166.0 $259K 0.12% +256.0 +2.0% $19.70 +8.7%
Page 2 of 2  ·  37 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.8%
Financial Services 20.0%
Consumer Defensive 9.0%
Consumer Cyclical 7.6%
Industrials 6.4%
Healthcare 6.4%
Utilities 4.8%
Communication Services 4.5%
Energy 3.9%
Basic Materials 2.3%