Succession Financial, Inc.
$105M
28
26.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 TXN | $14.8M | 14.04% | 0.01% | New | Q2 2026 |
 GLD | $5.35M | 5.09% | 0.00% | New | Q2 2026 |
 BRK.A | $1.5M | 1.42% | Not reported | New | Q2 2026 |
| BRK.B | $1.17M | 1.11% | Not reported | New | Q2 2026 |
 NOBL | $1.12M | 1.07% | Not reported | New | Q2 2026 |
 AAPL | $930K | 0.88% | 0.00% | New | Q2 2026 |
 MPC | $767K | 0.73% | 0.00% | New | Q2 2026 |
| SPY | $763K | 0.73% | Not reported | New | Q2 2026 |
 PANW | $546K | 0.52% | 0.00% | New | Q2 2026 |
 AMZN | $499K | 0.47% | 0.00% | New | Q2 2026 |
 GOOG | $487K | 0.46% | Not reported | New | Q2 2026 |
 TRV | $463K | 0.44% | 0.00% | New | Q2 2026 |
 CVX | $373K | 0.35% | 0.00% | New | Q2 2026 |
 IBM | $360K | 0.34% | 0.00% | New | Q2 2026 |
 XOM | $313K | 0.30% | 0.00% | New | Q2 2026 |
 TSM | $295K | 0.28% | 0.00% | New | Q2 2026 |
 MSFT | $290K | 0.28% | 0.00% | New | Q2 2026 |
 GD | $279K | 0.27% | 0.00% | New | Q2 2026 |
 LHX | $267K | 0.25% | 0.00% | New | Q2 2026 |
 AVGO | $243K | 0.23% | 0.00% | New | Q2 2026 |
 INTU | $241K | 0.23% | 0.00% | New | Q2 2026 |
 PLTR | $241K | 0.23% | 0.00% | New | Q2 2026 |
 TT | $233K | 0.22% | 0.00% | New | Q2 2026 |
 SPCX | $226K | 0.21% | Not reported | New | Q2 2026 |
 META | $214K | 0.20% | Not reported | New | Q2 2026 |
 VLUE | $208K | 0.20% | Not reported | New | Q2 2026 |
 FSK | $186K | 0.18% | 0.01% | New | Q2 2026 |
 IFN | $125K | 0.12% | Not reported | New | Q2 2026 |