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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 10 of 10  ·  199 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ROST ROSS STORES INC Consumer Cyclical 1,000.0 $221K 0.10% $220.60 +3.8%
182 VOE VANGUARD INDEX FDS 1,075.0 $215K 0.10% NEW $200.36 +2.8%
183 KLAC KLA CORP Technology 930.0 $215K 0.10% NEW $231.20 -26.9%
184 ETJ EATON VANCE RISK-MANAGED DIV Financial Services 25,102.0 $213K 0.10% $8.48 -1.2%
185 MUB ISHARES TR 1,940.0 $208K 0.10% $107.00 -2.5%
186 ISRG INTUITIVE SURGICAL INC Healthcare 504.0 $207K 0.10% -21.0 -4.0% $410.54 -8.6%
187 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 468.0 $204K 0.10% NEW $436.82 -5.2%
188 IEI ISHARES TR 1,716.0 $200K 0.09% $116.81 -1.1%
189 AOD ABRDN TOTAL DYNAMIC DIVIDEND Financial Services 18,599.0 $193K 0.09% -940.0 -4.8% $10.39 +2.8%
190 JOF JAPAN SMALLER CAPITALIZATION Financial Services 15,000.0 $176K 0.08% $11.73 +8.6%
191 BGY BLACKROCK ENHANCED INTL DIV Financial Services 25,703.0 $150K 0.07% $5.83 +1.1%
192 F FORD MTR CO Consumer Cyclical 10,383.0 $144K 0.07% -1K -11.9% $13.86 +0.6%
193 NMR NOMURA HLDGS INC Financial Services 15,000.0 $143K 0.07% $9.54 +6.6%
194 PMO PUTNAM MUN OPPORTUNITIES TR Financial Services 13,428.0 $143K 0.07% $10.64 -4.3%
195 INVESCO QUALITY MUN INCOME T 13,248.0 $136K 0.06% $10.23
196 BLACKROCK TECH AND PRIVATE E 15,174.0 $131K 0.06% -101.0 -0.7% $8.63
197 BTG B2GOLD CORP Basic Materials 18,014.0 $69K 0.03% $3.86 +40.1%
198 POWW OUTDOOR HOLDING CO Industrials 10,599.0 $26K 0.01% -201.0 -1.9% $2.44 -9.9%
199 HERTZ GLOBAL HLDGS INC 15,089.0 $15K 0.01% $0.98
Page 10 of 10  ·  199 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%