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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 6 of 10  ·  199 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IWM ISHARES TR 1,494.0 $444K 0.21% $297.04 -1.5%
102 IGSB ISHARES TR 8,468.0 $441K 0.21% $52.13 -0.6%
103 CEG CONSTELLATION ENERGY CORP Utilities 1,728.0 $434K 0.20% -98.0 -5.4% $250.97 +11.6%
104 AMGN AMGEN INC Healthcare 1,184.0 $431K 0.20% +94.0 +8.6% $363.61 +22.0%
105 LITE LUMENTUM HLDGS INC Technology 532.0 $418K 0.20% $785.77 +12.5%
106 WFC WELLS FARGO & CO Financial Services 4,721.0 $411K 0.19% $87.00 +1.4%
107 PLTR PALANTIR TECHNOLOGIES INC Technology 3,142.0 $403K 0.19% $128.37 +36.6%
108 PPG PPG INDS INC Basic Materials 3,426.0 $399K 0.19% $116.32 -3.6%
109 VEU VANGUARD INTL EQUITY INDEX F 4,752.0 $397K 0.18% -300.0 -5.9% $83.48 +1.7%
110 IBM INTERNATIONAL BUSINESS MACHS Technology 1,346.0 $393K 0.18% $292.23 -21.4%
111 XLU SELECT SECTOR SPDR TR 8,598.0 $390K 0.18% $45.34 -7.0%
112 BERKSHIRE HATHAWAY INC DEL 780.0 $386K 0.18% -75.0 -8.8% $494.91
113 XLV SELECT SECTOR SPDR TR 2,397.0 $386K 0.18% $161.03 +8.3%
114 TIP ISHARES TR 3,511.0 $380K 0.18% -20.0 -0.6% $108.13 -1.1%
115 ATI ATI INC Industrials 2,000.0 $377K 0.18% $188.36 +8.3%
116 EBAY EBAY INC. Consumer Cyclical 3,191.0 $374K 0.17% $117.27 -10.3%
117 TD TORONTO DOMINION BK ONT Financial Services 3,014.0 $363K 0.17% $120.45 -0.2%
118 SPYM SPDR SERIES TRUST 4,089.0 $363K 0.17% -100.0 -2.4% $88.70 +1.2%
119 GS GOLDMAN SACHS GROUP INC Financial Services 341.0 $360K 0.17% -2.0 -0.6% $1055.28 -4.6%
120 C CITIGROUP INC Financial Services 2,539.0 $355K 0.17% -163.0 -6.0% $139.85 -4.8%
Page 6 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%