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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 9 of 10  ·  199 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 BP BP PLC Energy 6,472.0 $251K 0.12% $38.83 +13.3%
162 IUSB ISHARES TR 5,489.0 $251K 0.12% $45.74 -1.3%
163 VLO VALERO ENERGY CORP Energy 885.0 $249K 0.12% -23.0 -2.5% $281.01 +29.7%
164 VIRT VIRTU FINL INC Financial Services 3,720.0 $247K 0.12% NEW $66.32 -4.5%
165 EXC EXELON CORP Utilities 5,243.0 $244K 0.11% $46.56 -5.9%
166 EXG EATON VANCE TAX-MANAGED GLOB Financial Services 24,394.0 $238K 0.11% -400.0 -1.6% $9.77 +1.8%
167 DVY ISHARES TR 1,495.0 $238K 0.11% NEW $159.01 +3.3%
168 GSLC GOLDMAN SACHS ETF TR 1,654.0 $237K 0.11% $143.09 +2.2%
169 BMY BRISTOL-MYERS SQUIBB CO Healthcare 4,077.0 $235K 0.11% $57.69 +16.3%
170 PYPL PAYPAL HLDGS INC Financial Services 5,118.0 $233K 0.11% -176.0 -3.3% $45.61 +18.9%
171 VZ VERIZON COMMUNICATIONS INC Communication Services 5,522.0 $233K 0.11% -171.0 -3.0% $42.21 +20.3%
172 ENB ENBRIDGE INC Energy 4,182.0 $228K 0.11% $54.62 -7.6%
173 AZO AUTOZONE INC Consumer Cyclical 75.0 $228K 0.11% $3043.59 -3.6%
174 QCOM QUALCOMM INC Technology 1,185.0 $226K 0.11% NEW $190.72 -11.0%
175 VMBS VANGUARD SCOTTSDALE FDS 4,860.0 $226K 0.10% $46.44 -1.5%
176 GM GENERAL MTRS CO Consumer Cyclical 2,922.0 $225K 0.10% $77.14 +9.3%
177 IEMG ISHARES INC 2,774.0 $225K 0.10% NEW $81.22 +0.7%
178 LUV SOUTHWEST AIRLS CO Industrials 4,579.0 $225K 0.10% NEW $49.10 -21.4%
179 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 747.0 $223K 0.10% $299.01 +3.9%
180 ORCL ORACLE CORP Technology 1,541.0 $221K 0.10% $143.52 +0.3%
Page 9 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%