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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 7 of 10  ·  199 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VGIT VANGUARD SCOTTSDALE FDS 6,031.0 $353K 0.17% +205.0 +3.5% $58.57 -1.1%
122 PM PHILIP MORRIS INTL INC Consumer Defensive 1,937.0 $351K 0.16% $181.33 +2.4%
123 MMM 3M CO Industrials 2,203.0 $344K 0.16% $156.05 +9.0%
124 NEA NUVEEN AMT FREE QLTY MUN INC Financial Services 29,559.0 $343K 0.16% $11.60 -4.5%
125 UPS UNITED PARCEL SVCS INC Industrials 3,044.0 $340K 0.16% -21.0 -0.7% $111.63 -7.8%
126 LENNAR CORP 4,100.0 $339K 0.16% $82.67
127 BHP BHP BILLITON LIMITED Basic Materials 4,137.0 $336K 0.16% -1K -19.6% $81.26 +15.6%
128 EFA ISHARES TR 3,228.0 $336K 0.16% $104.08 +2.7%
129 JBL JABIL INC Technology 1,002.0 $333K 0.15% $332.07 -10.1%
130 RSG REPUBLIC SVCS INC Industrials 1,509.0 $330K 0.15% $218.96 +1.5%
131 ENTERGY CORP NEW 2,881.0 $329K 0.15% $114.33
132 T AT&T INC Communication Services 15,490.0 $327K 0.15% -1K -8.3% $21.09 +24.6%
133 SCHE SCHWAB STRATEGIC TR 8,712.0 $318K 0.15% +1K +13.5% $36.48 +1.7%
134 WEC WEC ENERGY GROUP INC Utilities 2,732.0 $314K 0.15% $114.94 -8.3%
135 SHEL SHELL PLC Energy 3,804.0 $312K 0.15% $81.99 +13.4%
136 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,063.0 $308K 0.14% $290.01 -10.0%
137 VV VANGUARD INDEX FDS 885.0 $308K 0.14% -17.0 -1.9% $347.59 +1.1%
138 VLUE ISHARES TR 1,568.0 $306K 0.14% +25.0 +1.6% $195.37 +3.2%
139 DELL DELL TECHNOLOGIES INC Technology 677.0 $302K 0.14% NEW $445.94 +7.1%
140 IJR ISHARES TR 2,072.0 $302K 0.14% $145.57 -1.4%
Page 7 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%