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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 10  ·  199 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PG PROCTER & GAMBLE CO Consumer Defensive 8,199.0 $1.2M 0.56% -86.0 -1.0% $146.95 -0.5%
42 VTIP VANGUARD MALVERN FDS 23,242.0 $1.2M 0.54% $49.65 +0.1%
43 JNJ JOHNSON & JOHNSON Healthcare 4,234.0 $1.1M 0.51% -25.0 -0.6% $258.11 +5.1%
44 KO COCA COLA CO Consumer Defensive 13,080.0 $1.1M 0.51% -78.0 -0.6% $83.11 +5.9%
45 NEE NEXTERA ENERGY INC Utilities 11,648.0 $1.0M 0.48% +90.0 +0.8% $87.87 -5.6%
46 AGG ISHARES TR 10,188.0 $999K 0.47% +1K +16.2% $98.10 -1.4%
47 XOM EXXON MOBIL CORP Energy 7,209.0 $997K 0.47% -43.0 -0.6% $138.24 +19.1%
48 JPM JPMORGAN CHASE & CO Financial Services 2,952.0 $992K 0.46% -91.0 -3.0% $336.07 +5.6%
49 SCHD SCHWAB STRATEGIC TR 30,103.0 $975K 0.46% +3K +12.1% $32.39 +7.5%
50 GLW CORNING INC Technology 5,009.0 $961K 0.45% -35.0 -0.7% $191.94 -24.2%
51 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 44,032.0 $936K 0.44% $21.26 +7.4%
52 GLD SPDR GOLD TR Financial Services 2,475.0 $934K 0.44% +81.0 +3.4% $377.37 +5.1%
53 MCD MCDONALDS CORP Consumer Cyclical 3,355.0 $925K 0.43% -48.0 -1.4% $275.57 -5.2%
54 ASGI ABRDN GLOBAL INFRA INCOME FU Financial Services 39,957.0 $922K 0.43% $23.08 -3.6%
55 INTC INTEL CORP Technology 8,076.0 $899K 0.42% $111.28 -20.0%
56 ITOT ISHARES TR 5,412.0 $896K 0.42% +61.0 +1.1% $165.52 +0.7%
57 DIS DISNEY WALT CO Communication Services 8,840.0 $846K 0.40% $95.66 +11.1%
58 CVX CHEVRON CORPORATION Energy 4,673.0 $818K 0.38% $175.11 +20.5%
59 SO SOUTHERN CO Utilities 7,975.0 $761K 0.36% $95.47 -7.7%
60 META META PLATFORMS INC Communication Services 1,128.0 $733K 0.34% -17.0 -1.5% $650.24 -11.0%
Page 3 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%