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Portfolio (Quarterly) Guide ↗

Successful Portfolios LLC

· CIK 0001721780
13F Portfolio $181M AUM 188 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 32 Added 94 Reduced 12 Exited
Page 2 of 5  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ABBV ABBVIE INC Healthcare 4,972.0 $1.1M 0.59% -2K -28.2% $213.93 -0.4%
22 MCD MCDONALDS CORP Consumer Cyclical 3,403.0 $1.1M 0.58% -1K -23.2% $308.93 -9.6%
23 JNJ JOHNSON & JOHNSON Healthcare 4,259.0 $1.0M 0.57% -807.0 -15.9% $243.29 -5.4%
24 KO COCA COLA CO Consumer Defensive 13,158.0 $1.0M 0.55% -4K -22.3% $76.20 +5.6%
25 CVX CHEVRON CORPORATION Energy 4,674.0 $977K 0.54% -111.0 -2.3% $209.00 -11.6%
26 JPM JPMORGAN CHASE & CO Financial Services 3,043.0 $884K 0.49% -46.0 -1.5% $290.66 +5.5%
27 ASGI ABRDN GLOBAL INFRA INCOME FU Financial Services 40,157.0 $867K 0.48% -300.0 -0.7% $21.58 +12.3%
28 SO SOUTHERN CO Utilities 7,975.0 $771K 0.42% -1K -13.3% $96.66 -2.7%
29 VBIL VANGUARD INSTL INDEX FD 9,441.0 $714K 0.39% -3K -22.8% $75.63 +0.0%
30 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 708.0 $706K 0.39% -17.0 -2.3% $996.61 +0.6%
31 XLE SELECT SECTOR SPDR TR 11,005.0 $680K 0.38% -620.0 -5.3% $61.78 -6.3%
32 NEM NEWMONT CORP Basic Materials 6,214.0 $658K 0.36% -80.0 -1.3% $105.93 +5.4%
33 META META PLATFORMS INC Communication Services 1,145.0 $635K 0.35% -15.0 -1.3% $554.31 +10.5%
34 MRK MERCK & CO INC Healthcare 5,205.0 $616K 0.34% -1K -21.1% $118.26 +1.3%
35 COP CONOCOPHILLIPS Energy 4,580.0 $607K 0.34% -146.0 -3.1% $132.55 -12.1%
36 GE GE AEROSPACE Industrials 2,003.0 $552K 0.30% -111.0 -5.2% $275.64 +14.1%
37 GDX VANECK ETF TRUST 6,031.0 $533K 0.29% -373.0 -5.8% $88.39 +0.1%
38 CEG CONSTELLATION ENERGY CORP Utilities 1,826.0 $530K 0.29% -40.0 -2.1% $290.22 +3.9%
39 WM WASTE MGMT INC DEL Industrials 2,272.0 $522K 0.29% -1K -30.9% $229.96 -5.2%
40 NSC NORFOLK SOUTHN CORP Industrials 1,831.0 $520K 0.29% -17.0 -0.9% $283.83 +12.8%
Page 2 of 5  ·  94 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 25.9%
Financial Services 19.8%
Consumer Defensive 11.0%
Consumer Cyclical 8.2%
Industrials 7.8%
Communication Services 7.1%
Healthcare 6.7%
Utilities 5.8%
Energy 5.0%
Basic Materials 2.5%