Successful Portfolios LLC

Q1 2026 13F-HR Holdings

Location
Clearwater, FL
Holdings as of
3/31/2026
Date filed
4/13/2026
Form type
13F-HR
Num holdings
188
Total value ($000)
$181,419
Net value change ($000)
-14,839 (-7.6%)
New positions
8
Sold out positions
12
Turnover %
2.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
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)
BIV 580 63.9%
LITE 348 NEW
MPC 273 NEW
SGOV 269 8.8%
HPE 236 NEW
GLW 230 53.5%
ENB 226 NEW
VLO 225 NEW
DUK 220 12.2%
VLUE 219 NEW
Top Reduces (Value $000, Stocks/ETFs)
VLY -1,733 -88.3%
MSFT -1,625 -27.6%
SPY -957 -10.7%
DIA -923 -66.6%
SCHB -751 -12.6%
AMZN -628 -18.4%
NVDA -540 -10.1%
GOOGL -533 -18.4%
XLK -530 -11.2%
GOOGL -485 -17.4%
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