Successful Portfolios LLC

13F filer · CIK 0001721780

Reported Jul 14, 2026

Net buyer this quarter

13F portfolio value$214MU.S. long equity reported on 13F

Positions1437 new · 1 closed

Net flow last quarter+$1.52MBuys minus sells

Top 10 positions weight26.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 14, 2026143 positions
BSVNBank7 Corp.	$9.35M	4.37%	1.27%	+10.2%	Q2 2023
SPYSPDR S&P 500 ETF Trust	$9.35M	4.36%	Not reported	-0.9%	Q4 2017
AAPLApple Inc.	$6.25M	2.92%	0.00%	-0.7%	Q4 2017
NVDANvidia Corp	$5.85M	2.73%	0.00%	-1.0%	Q4 2017
WMTWalmart Inc.	$5.79M	2.70%	0.00%	-0.3%	Q4 2017
MUMicron Technology Inc	$4.85M	2.27%	0.00%	Not reported	Q4 2019
AMDAdvanced Micro Devices Inc	$4.5M	2.10%	0.00%	-0.9%	Q4 2017
MSFTMicrosoft Corp	$4.45M	2.08%	0.00%	-0.7%	Q4 2017
AMATApplied Materials Inc	$3.67M	1.71%	0.00%	0.0%	Q4 2017
AMZNAmazon Com Inc	$3.3M	1.54%	0.00%	-1.5%	Q4 2017
GOOGLAlphabet Inc.	$2.99M	1.40%	0.00%	-1.9%	Q4 2017
GOOGAlphabet Inc.	$2.94M	1.38%	Not reported	-0.5%	Q4 2017
HDHome Depot, Inc.	$2.94M	1.37%	0.00%	0.0%	Q4 2017
DUKDuke Energy CORP	$1.93M	0.90%	0.00%	Not reported	Q4 2017
SONYSony Group Corp	$1.92M	0.89%	0.00%	-1.5%	Q4 2023
IBKRInteractive Brokers Group, Inc.	$1.89M	0.88%	0.01%	-1.3%	Q4 2017
LLYELI LILLY & Co	$1.57M	0.73%	0.00%	-1.4%	Q2 2021
RTXRTX Corp	$1.44M	0.67%	0.00%	+1.9%	Q2 2020
SPTSSports Media Inc	$1.22M	0.57%	Not reported	+2.1%	Q2 2018
ABBVAbbVie Inc.	$1.22M	0.57%	0.00%	-1.3%	Q4 2017
PGPROCTER & GAMBLE Co	$1.2M	0.56%	0.00%	-1.0%	Q4 2017
JNJJohnson & Johnson	$1.09M	0.51%	0.00%	-0.6%	Q4 2017
KOCoca Cola Co	$1.09M	0.51%	0.00%	-0.6%	Q4 2017
NEENextera Energy Inc	$1.02M	0.48%	0.00%	+0.8%	Q4 2017
XOMExxonMobil Holdings Corp	$997K	0.47%	0.00%	-0.6%	Q4 2017
JPMJPMorgan Chase & Co	$992K	0.46%	0.00%	-3.0%	Q4 2017
GLWCorning Inc	$961K	0.45%	0.00%	-0.7%	Q4 2017
MUFGMitsubishi Ufj Financial Group Inc	$936K	0.44%	0.00%	Not reported	Q4 2023
GLDSPDR Gold Trust	$934K	0.44%	0.00%	+3.4%	Q3 2020
MCDMcdonalds Corp	$925K	0.43%	0.00%	-1.4%	Q4 2017
ASGIabrdn Global Infrastructure Income Fund	$922K	0.43%	Not reported	-0.5%	Q4 2025
INTCIntel Corp	$899K	0.42%	0.00%	0.0%	Q4 2017
DISWalt Disney Co	$846K	0.39%	0.00%	0.0%	Q4 2017
CVXChevron Corp	$818K	0.38%	0.00%	0.0%	Q4 2017
SOSouthern Co	$761K	0.36%	0.00%	Not reported	Q4 2017
METAMeta Platforms, Inc.	$733K	0.34%	Not reported	-1.5%	Q4 2017
HONHoneywell International Inc	$705K	0.33%	0.00%	-0.5%	Q4 2017
GEGeneral Electric Co	$698K	0.33%	0.00%	-3.0%	Q3 2021
HONAHoneywell Aerospace Inc.	$694K	0.32%	Not reported	-0.5%	Q2 2026
SNDKSandisk Corp	$680K	0.32%	0.00%	Not reported	Q1 2026
QQQInvesco QQQ Trust, Series 1	$678K	0.32%	Not reported	+20.8%	Q3 2019
MRKMerck & Co., Inc.	$648K	0.30%	0.00%	0.0%	Q4 2017
WDCWestern Digital Corp	$646K	0.30%	0.00%	Not reported	Q4 2025
COSTCostco Wholesale Corp	$632K	0.30%	0.00%	-2.4%	Q1 2018
NSCNorfolk Southern Corp	$594K	0.28%	0.00%	-0.2%	Q4 2017
NEMNEWMONT Corp	$590K	0.28%	0.00%	-0.2%	Q2 2019
CSXCSX Corp	$576K	0.27%	0.00%	0.0%	Q4 2017
PEPPepsico Inc	$564K	0.26%	0.00%	-1.8%	Q4 2017
CSCOCisco Systems, Inc.	$556K	0.26%	0.00%	+1.0%	Q4 2017
MOAltria Group, Inc.	$555K	0.26%	0.00%	+0.5%	Q4 2017

Q1 2026Reported Apr 13, 2026136 positions
BSVNBank7 Corp.	$8.57M	4.72%	1.15%	+10.2%	Q2 2023
SPYSPDR S&P 500 ETF Trust	$8.02M	4.42%	Not reported	-3.3%	Q4 2017
WMTWalmart Inc.	$6.34M	3.50%	0.00%	-5.7%	Q4 2017
AAPLApple Inc.	$4.98M	2.75%	0.00%	-1.6%	Q4 2017
NVDANvidia Corp	$4.83M	2.66%	0.00%	-0.5%	Q4 2017
MSFTMicrosoft Corp	$4.25M	2.34%	0.00%	-5.0%	Q4 2017
HDHome Depot, Inc.	$2.81M	1.55%	0.00%	+15.2%	Q4 2017
AMZNAmazon Com Inc	$2.78M	1.53%	0.00%	-1.3%	Q4 2017
GOOGLAlphabet Inc.	$2.37M	1.31%	0.00%	-3.7%	Q4 2017
GOOGAlphabet Inc.	$2.31M	1.27%	Not reported	-1.9%	Q4 2017
AMATApplied Materials Inc	$2.05M	1.13%	0.00%	-21.0%	Q4 2017
DUKDuke Energy CORP	$2.02M	1.11%	0.00%	-0.1%	Q4 2017
SONYSony Group Corp	$1.85M	1.02%	0.00%	+0.5%	Q4 2023
AMDAdvanced Micro Devices Inc	$1.64M	0.90%	0.00%	-1.5%	Q4 2017
MUMicron Technology Inc	$1.59M	0.87%	0.00%	-0.5%	Q4 2019
HONHoneywell International Inc	$1.41M	0.78%	0.00%	-29.2%	Q4 2017
RTXRTX Corp	$1.36M	0.75%	0.00%	+0.2%	Q2 2020
IBKRInteractive Brokers Group, Inc.	$1.32M	0.73%	0.01%	-0.5%	Q4 2017
XOMExxonMobil Holdings Corp	$1.24M	0.68%	0.00%	-22.1%	Q4 2017
SPTSSports Media Inc	$1.21M	0.67%	Not reported	0.0%	Q2 2018
PGPROCTER & GAMBLE Co	$1.2M	0.66%	0.00%	-16.6%	Q4 2017
LLYELI LILLY & Co	$1.19M	0.66%	0.00%	Not reported	Q2 2021
NEENextera Energy Inc	$1.07M	0.59%	0.00%	-12.5%	Q4 2017
ABBVAbbVie Inc.	$1.06M	0.59%	0.00%	-28.2%	Q4 2017
MCDMcdonalds Corp	$1.05M	0.58%	0.00%	-23.2%	Q4 2017
JNJJohnson & Johnson	$1.04M	0.57%	0.00%	-15.9%	Q4 2017
GLDSPDR Gold Trust	$1.02M	0.56%	0.00%	+4.4%	Q3 2020
KOCoca Cola Co	$1M	0.55%	0.00%	-22.3%	Q4 2017
CVXChevron Corp	$977K	0.54%	0.00%	-2.3%	Q4 2017
JPMJPMorgan Chase & Co	$884K	0.49%	0.00%	-1.5%	Q4 2017
ASGIabrdn Global Infrastructure Income Fund	$867K	0.48%	Not reported	-0.7%	Q4 2025
DISWalt Disney Co	$851K	0.47%	0.00%	+2.0%	Q4 2017
SOSouthern Co	$771K	0.42%	0.00%	-13.3%	Q4 2017
MUFGMitsubishi Ufj Financial Group Inc	$719K	0.40%	0.00%	Not reported	Q4 2023
COSTCostco Wholesale Corp	$706K	0.39%	0.00%	-2.3%	Q1 2018
GLWCorning Inc	$660K	0.36%	0.00%	0.0%	Q4 2017
NEMNEWMONT Corp	$658K	0.36%	0.00%	-1.3%	Q2 2019
PEPPepsico Inc	$651K	0.36%	0.00%	-0.5%	Q4 2017
METAMeta Platforms, Inc.	$635K	0.35%	Not reported	-1.3%	Q4 2017
MRKMerck & Co., Inc.	$616K	0.34%	0.00%	-21.1%	Q4 2017
COPConocophillips	$607K	0.33%	0.00%	-3.1%	Q4 2017
GEGeneral Electric Co	$552K	0.30%	0.00%	-5.3%	Q3 2021
CEGConstellation Energy Corp	$530K	0.29%	0.00%	-2.1%	Q1 2022
WMWaste Management Inc	$522K	0.29%	0.00%	-30.9%	Q4 2017
NSCNorfolk Southern Corp	$520K	0.29%	0.00%	-0.9%	Q4 2017
MOAltria Group, Inc.	$514K	0.28%	0.00%	-2.2%	Q4 2017
ABTAbbott Laboratories	$499K	0.27%	0.00%	-23.8%	Q4 2017
TAt&T Inc.	$488K	0.27%	0.00%	-4.0%	Q4 2017
TYTRI-CONTINENTAL Corp	$473K	0.26%	Not reported	+0.1%	Q4 2017
TFCTruist Financial Corp	$471K	0.26%	0.00%	+0.2%	Q4 2019

Q4 2025Reported Jan 23, 2026139 positions
SPYSPDR S&P 500 ETF Trust	$8.98M	4.58%	Not reported	+2.6%	Q4 2017
BSVNBank7 Corp.	$7.82M	3.98%	1.05%	+27.4%	Q2 2023
WMTWalmart Inc.	$6.21M	3.16%	0.00%	+3.9%	Q4 2017
MSFTMicrosoft Corp	$5.88M	3.00%	0.00%	+1.1%	Q4 2017
NVDANvidia Corp	$5.37M	2.74%	0.00%	-5.5%	Q4 2017
AAPLApple Inc.	$5.25M	2.68%	0.00%	+4.8%	Q4 2017
AMZNAmazon Com Inc	$3.41M	1.74%	0.00%	+5.9%	Q4 2017
GOOGLAlphabet Inc.	$2.9M	1.48%	0.00%	+0.7%	Q4 2017
GOOGAlphabet Inc.	$2.79M	1.42%	Not reported	+3.5%	Q4 2017
HDHome Depot, Inc.	$2.79M	1.42%	0.00%	+6.1%	Q4 2017
AMATApplied Materials Inc	$2.34M	1.19%	0.00%	+24.3%	Q4 2017
SONYSony Group Corp	$2.32M	1.18%	0.00%	-1.0%	Q4 2023
VLYValley National Bancorp	$1.96M	1.00%	0.03%	Not reported	Q1 2018
HONHoneywell International Inc	$1.84M	0.94%	0.00%	Not reported	Q4 2017
DUKDuke Energy CORP	$1.8M	0.92%	0.00%	-21.6%	Q4 2017
AMDAdvanced Micro Devices Inc	$1.71M	0.87%	0.00%	-1.8%	Q4 2017
MUMicron Technology Inc	$1.7M	0.87%	0.00%	-0.8%	Q4 2019
ABBVAbbVie Inc.	$1.52M	0.78%	0.00%	+6.4%	Q4 2017
IBKRInteractive Brokers Group, Inc.	$1.43M	0.73%	0.01%	Not reported	Q4 2017
PGPROCTER & GAMBLE Co	$1.41M	0.72%	0.00%	+0.8%	Q4 2017
LLYELI LILLY & Co	$1.41M	0.72%	0.00%	-2.7%	Q2 2021
DIASPDR Dow Jones Industrial Average ETF Trust	$1.39M	0.71%	Not reported	+180.0%	Q4 2017
RTXRTX Corp	$1.36M	0.69%	0.00%	-0.4%	Q2 2020
MCDMcdonalds Corp	$1.36M	0.69%	0.00%	-0.6%	Q4 2017
SPTSSports Media Inc	$1.21M	0.62%	Not reported	0.0%	Q2 2018
KOCoca Cola Co	$1.19M	0.61%	0.00%	+0.2%	Q4 2017
XOMExxonMobil Holdings Corp	$1.16M	0.59%	0.00%	+5.5%	Q4 2017
NEENextera Energy Inc	$1.05M	0.54%	0.00%	+11.4%	Q4 2017
JNJJohnson & Johnson	$1.04M	0.53%	0.00%	+11.0%	Q4 2017
JPMJPMorgan Chase & Co	$1.02M	0.52%	0.00%	+4.2%	Q4 2017
DISWalt Disney Co	$1M	0.51%	0.00%	-2.8%	Q4 2017
GLDSPDR Gold Trust	$951K	0.48%	0.00%	+13.3%	Q3 2020
ASGIabrdn Global Infrastructure Income Fund	$871K	0.44%	Not reported	New	Q4 2025
BRK.BBerkshire Hathaway Inc	$864K	0.44%	Not reported	New	Q4 2025
ABTAbbott Laboratories	$807K	0.41%	0.00%	+0.9%	Q4 2017
SOSouthern Co	$800K	0.41%	0.00%	+11.9%	Q4 2017
CVXChevron Corp	$776K	0.40%	0.00%	+2.7%	Q4 2017
METAMeta Platforms, Inc.	$758K	0.39%	Not reported	+9.2%	Q4 2017
MUFGMitsubishi Ufj Financial Group Inc	$753K	0.38%	0.00%	0.0%	Q4 2023
UNPUnion Pacific Corp	$730K	0.37%	0.00%	+75.5%	Q4 2017
MRKMerck & Co., Inc.	$729K	0.37%	0.00%	0.0%	Q4 2017
WMWaste Management Inc	$726K	0.37%	0.00%	+28.3%	Q4 2017
NEMNEWMONT Corp	$686K	0.35%	0.00%	+3.1%	Q2 2019
GEGeneral Electric Co	$680K	0.35%	0.00%	+3.7%	Q3 2021
COSTCostco Wholesale Corp	$671K	0.34%	0.00%	+16.0%	Q1 2018
CEGConstellation Energy Corp	$639K	0.33%	0.00%	+0.2%	Q1 2022
PLTRPalantir Technologies Inc.	$602K	0.31%	0.00%	-0.9%	Q4 2024
PEPPepsico Inc	$588K	0.30%	0.00%	-0.4%	Q4 2017
PPGPPG Industries Inc	$564K	0.29%	0.00%	+0.6%	Q4 2017
NSCNorfolk Southern Corp	$531K	0.27%	0.00%	-0.4%	Q4 2017

Q3 2025Reported Oct 15, 2025125 positions
SPYSPDR S&P 500 ETF Trust	$8.4M	4.90%	Not reported	-12.3%	Q4 2017
MSFTMicrosoft Corp	$6.28M	3.67%	0.00%	-2.8%	Q4 2017
BSVNBank7 Corp.	$6.15M	3.59%	0.82%	+18.2%	Q2 2023
NVDANvidia Corp	$5.73M	3.35%	0.00%	-50.3%	Q4 2017
WMTWalmart Inc.	$5.38M	3.14%	0.00%	+0.3%	Q4 2017
AAPLApple Inc.	$4.92M	2.87%	0.00%	-5.2%	Q4 2017
AMZNAmazon Com Inc	$2.86M	1.67%	0.00%	+7.7%	Q4 2017
HDHome Depot, Inc.	$2.84M	1.66%	0.00%	-0.9%	Q4 2017
SONYSony Group Corp	$2.69M	1.57%	0.00%	-1.9%	Q4 2023
DUKDuke Energy CORP	$2.43M	1.42%	0.00%	-0.1%	Q4 2017
GOOGLAlphabet Inc.	$2.13M	1.24%	0.00%	-13.9%	Q4 2017
GOOGAlphabet Inc.	$2M	1.16%	Not reported	-12.0%	Q4 2017
HONHoneywell International Inc	$1.87M	1.09%	0.00%	+11.6%	Q4 2017
PGPROCTER & GAMBLE Co	$1.51M	0.88%	0.00%	+1.7%	Q4 2017
ABBVAbbVie Inc.	$1.51M	0.88%	0.00%	-5.4%	Q4 2017
AMDAdvanced Micro Devices Inc	$1.38M	0.81%	0.00%	-7.9%	Q4 2017
MCDMcdonalds Corp	$1.35M	0.79%	0.00%	-0.1%	Q4 2017
AMATApplied Materials Inc	$1.28M	0.75%	0.00%	-2.3%	Q4 2017
RTXRTX Corp	$1.21M	0.71%	0.00%	-9.4%	Q2 2020
SPTSSports Media Inc	$1.21M	0.71%	Not reported	+172.9%	Q2 2018
KOCoca Cola Co	$1.12M	0.65%	0.00%	-0.7%	Q4 2017
LLYELI LILLY & Co	$1.04M	0.61%	0.00%	+4.5%	Q2 2021
DISWalt Disney Co	$1.02M	0.60%	0.00%	+1.2%	Q4 2017
XOMExxonMobil Holdings Corp	$995K	0.58%	0.00%	+1.8%	Q4 2017
JPMJPMorgan Chase & Co	$935K	0.55%	0.00%	+2.5%	Q4 2017
NEENextera Energy Inc	$895K	0.52%	0.00%	+5.4%	Q4 2017
ABTAbbott Laboratories	$851K	0.50%	0.00%	+0.4%	Q4 2017
JNJJohnson & Johnson	$846K	0.49%	0.00%	-4.7%	Q4 2017
MUMicron Technology Inc	$831K	0.49%	0.00%	-15.6%	Q4 2019
METAMeta Platforms, Inc.	$780K	0.46%	Not reported	-15.4%	Q4 2017
SOSouthern Co	$779K	0.45%	0.00%	-1.2%	Q4 2017
CVXChevron Corp	$723K	0.42%	0.00%	+33.2%	Q4 2017
GLDSPDR Gold Trust	$719K	0.42%	0.00%	+20.2%	Q3 2020
MUFGMitsubishi Ufj Financial Group Inc	$702K	0.41%	0.00%	-1.0%	Q4 2023
PLTRPalantir Technologies Inc.	$624K	0.36%	0.00%	+2.1%	Q4 2024
GEGeneral Electric Co	$613K	0.36%	0.00%	-1.6%	Q3 2021
CEGConstellation Energy Corp	$613K	0.36%	0.00%	-12.3%	Q1 2022
COPConocophillips	$592K	0.35%	0.00%	+1.5%	Q4 2017
PEPPepsico Inc	$592K	0.35%	0.00%	-2.1%	Q4 2017
COSTCostco Wholesale Corp	$579K	0.34%	0.00%	+12.2%	Q1 2018
WMWaste Management Inc	$566K	0.33%	0.00%	-10.4%	Q4 2017
NSCNorfolk Southern Corp	$557K	0.33%	0.00%	-8.5%	Q4 2017
MRKMerck & Co., Inc.	$554K	0.32%	0.00%	-2.3%	Q4 2017
PPGPPG Industries Inc	$549K	0.32%	0.00%	+6.5%	Q4 2017
NEMNEWMONT Corp	$515K	0.30%	0.00%	-1.6%	Q2 2019
TAt&T Inc.	$505K	0.29%	0.00%	-4.2%	Q4 2017
TYTRI-CONTINENTAL Corp	$503K	0.29%	Not reported	-5.0%	Q4 2017
MOAltria Group, Inc.	$489K	0.29%	0.00%	-3.5%	Q4 2017
BTTBlackRock Municipal 2030 Target Term Trust	$488K	0.28%	Not reported	Not reported	Q4 2017
TFCTruist Financial Corp	$474K	0.28%	0.00%	+0.6%	Q4 2019

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