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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	HON	HONEYWELL INTL INC	Industrials	6,291	$1.4M	0.78%	SOLD
2	—	LOANDEPOT INC	—	10,000	$14K	0.01%	SOLD

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%