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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 3 of 4  ·  62 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GS GOLDMAN SACHS GROUP INC Financial Services 341.0 $360K 0.17% -2.0 -0.6% $1055.28 -5.0%
42 C CITIGROUP INC Financial Services 2,539.0 $355K 0.17% -163.0 -6.0% $139.85 -5.2%
43 UPS UNITED PARCEL SVCS INC Industrials 3,044.0 $340K 0.16% -21.0 -0.7% $111.63 -8.0%
44 BHP BHP BILLITON LIMITED Basic Materials 4,137.0 $336K 0.16% -1K -19.6% $81.26 +14.2%
45 T AT&T INC Communication Services 15,490.0 $327K 0.15% -1K -8.3% $21.09 +23.4%
46 VV VANGUARD INDEX FDS 885.0 $308K 0.14% -17.0 -1.9% $347.59 +1.0%
47 MPC MARATHON PETE CORP Energy 1,054.0 $299K 0.14% -64.0 -5.7% $283.70 +35.0%
48 GILD GILEAD SCIENCES INC Healthcare 2,163.0 $286K 0.13% -22.0 -1.0% $132.36 +13.3%
49 PFE PFIZER INC Healthcare 11,757.0 $285K 0.13% -948.0 -7.5% $24.22 +17.9%
50 PAYX PAYCHEX INC Industrials 2,567.0 $274K 0.13% -20.0 -0.8% $106.72 +17.7%
51 B BARRICK MNG CORP Basic Materials 7,341.0 $270K 0.13% -37.0 -0.5% $36.79 +17.2%
52 VUSB VANGUARD BD INDEX FDS 5,301.0 $263K 0.12% -815.0 -13.3% $49.65 -0.2%
53 PPL PPL CORP Utilities 7,264.0 $260K 0.12% -484.0 -6.2% $35.78 -3.7%
54 VLO VALERO ENERGY CORP Energy 885.0 $249K 0.12% -23.0 -2.5% $281.01 +28.8%
55 EXG EATON VANCE TAX-MANAGED GLOB Financial Services 24,394.0 $238K 0.11% -400.0 -1.6% $9.77 +0.9%
56 PYPL PAYPAL HLDGS INC Financial Services 5,118.0 $233K 0.11% -176.0 -3.3% $45.61 +14.9%
57 VZ VERIZON COMMUNICATIONS INC Communication Services 5,522.0 $233K 0.11% -171.0 -3.0% $42.21 +19.2%
58 ISRG INTUITIVE SURGICAL INC Healthcare 504.0 $207K 0.10% -21.0 -4.0% $410.54 -10.1%
59 AOD ABRDN TOTAL DYNAMIC DIVIDEND Financial Services 18,599.0 $193K 0.09% -940.0 -4.8% $10.39 +2.5%
60 F FORD MTR CO Consumer Cyclical 10,383.0 $144K 0.07% -1K -11.9% $13.86 -0.2%
Page 3 of 4  ·  62 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%