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Portfolio (Quarterly) Guide ↗

Successful Portfolios LLC

· CIK 0001721780
13F Portfolio $181M AUM 188 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 32 Added 94 Reduced 12 Exited
Page 5 of 10  ·  188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DIA STATE STR SPDR DOW JONES IND Financial Services 1,000.0 $463K 0.26% -2K -64.3% $463.19 +9.1%
82 FCX FREEPORT MCMORAN INC Basic Materials 8,231.0 $459K 0.25% -106.0 -1.3% $55.76 +15.4%
83 BTT BLACKROCK MUN TARGET TERM TR Financial Services 20,032.0 $452K 0.25% $22.58 +0.8%
84 PSX PHILLIPS 66 Energy 2,450.0 $450K 0.25% -599.0 -19.6% $183.81 -5.4%
85 IGSB ISHARES TR 8,478.0 $446K 0.25% $52.56 -0.3%
86 IJH ISHARES TR 6,610.0 $444K 0.24% -85.0 -1.3% $67.14 +11.2%
87 QQQ INVESCO QQQ TR Financial Services 775.0 $440K 0.24% +45.0 +6.2% $568.16 +28.5%
88 PLTR PALANTIR TECHNOLOGIES INC Technology 3,142.0 $438K 0.24% -249.0 -7.3% $139.55 -2.1%
89 UNP UNION PAC CORP Industrials 1,759.0 $425K 0.23% -1K -45.0% $241.84 +12.1%
90 BAC BANK AMERICA CORP Financial Services 8,762.0 $421K 0.23% -86.0 -1.0% $48.08 +8.6%
91 BERKSHIRE HATHAWAY INC DEL 855.0 $407K 0.22% -877.0 -50.6% $476.35
92 AVGO BROADCOM INC Technology 1,334.0 $405K 0.22% $303.93 +38.9%
93 GEV GE VERNOVA INC Utilities 485.0 $403K 0.22% -23.0 -4.5% $831.28 +28.8%
94 XLU SELECT SECTOR SPDR TR 8,598.0 $395K 0.22% +720.0 +9.1% $45.90 -1.2%
95 VOO VANGUARD INDEX FDS 665.0 $391K 0.21% $587.45 +17.5%
96 TIP ISHARES TR 3,531.0 $390K 0.21% $110.36 +0.4%
97 AMGN AMGEN INC Healthcare 1,090.0 $381K 0.21% -287.0 -20.8% $349.43 -3.9%
98 VEU VANGUARD INTL EQUITY INDEX F 5,052.0 $379K 0.21% $74.95 +12.2%
99 BHP BHP BILLITON LIMITED Basic Materials 5,146.0 $367K 0.20% -976.0 -15.9% $71.28 +21.3%
100 WFC WELLS FARGO & CO Financial Services 4,720.0 $367K 0.20% -59.0 -1.2% $77.68 -1.6%
Page 5 of 10  ·  188 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 25.9%
Financial Services 19.8%
Consumer Defensive 11.0%
Consumer Cyclical 8.2%
Industrials 7.8%
Communication Services 7.1%
Healthcare 6.7%
Utilities 5.8%
Energy 5.0%
Basic Materials 2.5%