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Portfolio (Quarterly) Guide ↗

Successful Portfolios LLC

· CIK 0001721780
13F Portfolio $196M AUM Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 192 New
Page 6 of 10  ·  192 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 GLW CORNING INC Technology 5,043.0 $430K 0.22% NEW $85.23 +122.4%
102 VOO VANGUARD INDEX FDS 662.0 $423K 0.21% NEW $638.58 +7.9%
103 T AT&T INC Communication Services 17,597.0 $422K 0.21% NEW $23.99 +4.2%
104 TD TORONTO DOMINION BK ONT Financial Services 4,442.0 $419K 0.21% NEW $94.28 +19.0%
105 CSX CSX CORP Industrials 11,780.0 $415K 0.21% NEW $35.20 +33.6%
106 UNH UNITEDHEALTH GROUP INC Healthcare 1,194.0 $411K 0.21% NEW $344.01 +11.2%
107 INTC INTEL CORP Technology 8,715.0 $397K 0.20% NEW $45.55 +161.9%
108 IWM ISHARES TR 1,514.0 $394K 0.20% NEW $260.23 +11.5%
109 TIP ISHARES TR 3,531.0 $389K 0.20% NEW $110.18 +0.6%
110 FEZ SPDR INDEX SHS FDS 5,830.0 $387K 0.20% NEW $66.41 +2.5%
111 VEU VANGUARD INTL EQUITY INDEX F 5,076.0 $386K 0.20% NEW $75.96 +10.2%
112 XLV SELECT SECTOR SPDR TR 2,413.0 $380K 0.19% NEW $157.31 -5.4%
113 BHP BHP GROUP LTD Basic Materials 6,122.0 $378K 0.19% NEW $61.72 +41.3%
114 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,124.0 $377K 0.19% NEW $335.77 -7.6%
115 NEA NUVEEN AMT FREE QLTY MUN INC Financial Services 31,559.0 $370K 0.19% NEW $11.73 -2.7%
116 UPS UNITED PARCEL SERVICE INC Industrials 3,392.0 $367K 0.19% NEW $108.08 -3.6%
117 MTUM ISHARES TR 1,417.0 $364K 0.19% NEW $257.03 +21.7%
118 PFE PFIZER INC Healthcare 13,552.0 $345K 0.18% NEW $25.48 +3.1%
119 CSCO CISCO SYS INC Technology 4,645.0 $343K 0.17% NEW $73.88 +61.7%
120 TM TOYOTA MOTOR CORP Consumer Cyclical 1,520.0 $337K 0.17% NEW $221.52 -14.4%
Page 6 of 10  ·  192 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 25.4%
Financial Services 22.7%
Consumer Defensive 9.8%
Industrials 8.4%
Consumer Cyclical 8.3%
Communication Services 7.3%
Healthcare 7.0%
Utilities 4.8%
Energy 3.2%
Basic Materials 2.6%