Successful Portfolios LLC

Q3 2026 13F-HR Holdings

Location
Clearwater, FL
Holdings as of
9/30/2026
Date filed
10/9/2026
Form type
13F-HR
Num holdings
198
Total value ($000)
$216,826
Net value change ($000)
+2,697 (1.3%)
New positions
7
Sold out positions
8
Turnover %
2.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MSFT 1,616 36.3%
EXXONMOBIL HOLDINGS CORP 1,182 NEW
NVDA 795 13.6%
AMD 661 14.7%
VBIL 434 35.3%
MU 388 8.0%
AAPL 353 5.7%
XLK 346 5.7%
VTI 315 4.2%
IVV 295 2.7%
Top Reduces (Value $000, Stocks/ETFs)
XOM -997 -100.0%
SGOV -784 -21.0%
HD -525 -17.9%
WMT -432 -7.5%
DUK -408 -21.1%
AMAT -342 -9.3%
WEC -314 -100.0%
ENB -228 -100.0%
ASGI -226 -24.5%
LUV -225 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type