Successful Portfolios LLC

Q2 2026 13F-HR Holdings

Location
Clearwater, FL
Holdings as of
6/30/2026
Date filed
7/14/2026
Form type
13F-HR
Num holdings
199
Total value ($000)
$214,129
Net value change ($000)
+32,710 (18.0%)
New positions
13
Sold out positions
2
Turnover %
2.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 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)
MU 3,266 205.8%
AMD 2,868 175.2%
XLK 1,884 44.9%
IVV 1,808 20.0%
AMAT 1,614 78.5%
VTI 1,351 21.7%
SPY 1,323 16.5%
AAPL 1,262 25.3%
NVDA 1,019 21.1%
SCHB 853 16.3%
Top Reduces (Value $000, Stocks/ETFs)
HON -1,409 -100.0%
WMT -556 -8.8%
XOM -242 -19.5%
T -161 -33.0%
CVX -159 -16.3%
MCD -126 -12.0%
COP -111 -18.3%
CEG -96 -18.1%
DUK -89 -4.4%
PEP -87 -13.4%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type