SUCCESSION FINANCIAL, INC.

Q3 2026 13F-HR Holdings

Location
Mckinney, TX
Holdings as of
9/30/2026
Date filed
10/13/2026
Form type
13F-HR
Num holdings
48
Total value ($000)
$103,953
Net value change ($000)
-1,228 (-1.2%)
New positions
6
Sold out positions
8
Turnover %
12.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/7/2026 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)
FNDX 3,005 77.8%
FTEC 1,832 53.7%
FELC 1,618 NEW
SKOR 663 NEW
PLTR 660 273.9%
MSFT 602 207.6%
JPM 534 NEW
NVDA 495 NEW
MPC 419 54.6%
EXXONMOBIL HOLDINGS CORP 359 NEW
Top Reduces (Value $000, Stocks/ETFs)
TBIL -4,822 -100.0%
VTC -2,262 -21.7%
TLH -1,658 -100.0%
TXN -891 -6.0%
VUG -610 -100.0%
TRV -463 -100.0%
XOM -313 -100.0%
VTV -300 -100.0%
VO -237 -100.0%
SPXL -206 -0.5%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 2,214 (2.1% of total reported value)
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