Fund HoldingsSuccessful Portfolios LLC

Total Portfolio Value
$214.13M
Total Bought
$31.21M
Total Sold
$34.72M
Net Transaction
-$3.51M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
SELECT SECTOR SPDR TR
ST STR TECHN ETF
032,747+32,74706,0772.84%+6,077
ISHARES TR037,156+37,15603,7341.74%+3,734
MICRON TECHNOLOGY INC(MU)04,902+4,90204,8532.27%+4,853
ADVANCED MICRO DEVICES INC(AMD)08,197+8,19704,5052.10%+4,505
SELECT SECTOR SPDR TR
ST STR INDL ETF
011,309+11,30902,0530.96%+2,053
ISHARES TR014,309+14,309010,8355.06%+10,835
SELECT SECTOR SPDR TR
ST STR FINL ETF
031,374+31,37401,7450.82%+1,745
APPLIED MATLS INC06,142+6,14203,6691.71%+3,669
VANGUARD INDEX FDS020,371+20,37107,5853.54%+7,585
STATE STR SPDR S&P 500 ETF T(SPY)012,403+12,40309,3454.36%+9,345
APPLE INC(AAPL)019,782+19,78206,2472.92%+6,247
VANGUARD INSTL INDEX FD016,270+16,27001,2290.57%+1,229
SPDR SERIES TRUST
ST SHO TREAS ETF
042,271+42,27101,2230.57%+1,223
NVIDIA CORPORATION(NVDA)028,628+28,62805,8482.73%+5,848
SCHWAB STRATEGIC TR0208,190+208,19006,0732.84%+6,073
VANGUARD BD INDEX FDS109,326120,461+11,1358,5709,3494.37%+779
HONEYWELL INTL INC03,131+3,13107050.33%+705
HONEYWELL AEROSPACE INC03,130+3,13006940.32%+694
ALPHABET INC(GOOG)08,275+8,27502,9451.38%+2,945
ALPHABET INC(GOOG)08,354+8,35402,9931.40%+2,993
SELECT SECTOR SPDR TR
ST STR ENERG ETF
011,005+11,00506040.28%+604
SPDR SERIES TRUST
ST STR PR SP1500
06,310+6,31005780.27%+578
INTERACTIVE BROKERS GROUP IN(IBKR)019,939+19,93901,8890.88%+1,889
INTEL CORP(INTC)08,076+8,07608990.42%+899
AMAZON COM INC(AMZN)013,392+13,39203,2981.54%+3,298
VANGUARD BD INDEX FDS19,27525,812+6,5371,4871,9620.92%+476
SANDISK CORP(SNDK)36636602106800.32%+471
SELECT SECTOR SPDR TR
ST STR UTIL ETF
08,598+8,59803900.18%+390
SELECT SECTOR SPDR TR
ST STR CARE ETF
02,397+2,39703860.18%+386
ELI LILLY & CO(LLY)01,305+1,30501,5720.73%+1,572
WESTERN DIGITAL CORP(WDC)1,1181,11802816460.30%+365
SPDR SERIES TRUST
ST STR P500ETF
04,089+4,08903630.17%+363
VANGUARD INTL EQUITY INDEX F011,821+11,82101,8600.87%+1,860
VANGUARD INDEX FDS7,9748,060+861,6281,9480.91%+320
CORNING INC(GLW)5,0445,009-356609610.45%+302
DELL TECHNOLOGIES INC(DELL)0677+67703020.14%+302
SCHWAB STRATEGIC TR089,305+89,30502,6551.24%+2,655
SELECT SECTOR SPDR TR
ST STR SVC ETF
02,671+2,67102980.14%+298
ISHARES TR
MSCI USA MIN ETF
02,992+2,99202920.14%+292
VANGUARD SPECIALIZED FUNDS8,7069,018+3121,8662,1531.01%+288
GOLDMAN SACHS ETF TR21,25624,138+2,8822,1302,4131.13%+283
NUCOR CORP(NUE)01,130+1,13002520.12%+252
SCHWAB STRATEGIC TR49,89053,694+3,8041,2311,4790.69%+248
VIRTU FINL INC(VIRT)03,720+3,72002470.12%+247
INVESCO QQQ TR775936+1614406780.32%+238
ISHARES TR01,495+1,49502380.11%+238
QUALCOMM INC(QCOM)01,185+1,18502260.11%+226
ISHARES INC
CORE MSCI EMKT
02,774+2,77402250.11%+225
SOUTHWEST AIRLS CO(LUV)04,579+4,57902250.10%+225
MITSUBISHI UFJ FINANCIAL GRO(MUFG)044,032+44,03209360.44%+936
VANGUARD INDEX FDS01,075+1,07502150.10%+215
KLA CORP(KLAC)0930+93002150.10%+215
HEWLETT PACKARD ENTERPRISE C(HPE)10,1579,127-1,0302364450.21%+209
TAIWAN SEMICONDUCTOR MANUFAC(TSM)0468+46802040.10%+204
CISCO SYS INC(CSCO)4,6034,647+443565560.26%+201
MICROSOFT CORP(MSFT)011,572+11,57204,4532.08%+4,453
GLOBAL X FDS
ARTIFICIAL ETF
6,7887,836+1,0483164970.23%+182
UNITEDHEALTH GROUP INC(UNH)01,114+1,11404770.22%+477
VANGUARD STAR FDS025,642+25,64202,1851.02%+2,185
ABBVIE INC(ABBV)04,909+4,90901,2220.57%+1,222
SCHWAB STRATEGIC TR26,85730,103+3,2468249750.46%+151
GE AEROSPACE(GE)01,944+1,94406980.33%+698
ISHARES TR05,412+5,41208960.42%+896
SCHWAB STRATEGIC TR222,991230,209+7,2185,4115,5422.59%+131
ISHARES TR8,76810,188+1,4208709990.47%+129
ISHARES TR
MSCI USA MMENTM
01,426+1,42604580.21%+458
HOME DEPOT INC(HD)8,5778,580+32,8132,9391.37%+126
BROADCOM INC(AVGO)01,324+1,32405300.25%+530
CATERPILLAR INC(CAT)497488-93404610.22%+121
CSX CORP(CSX)11,67511,674-14665760.27%+110
JPMORGAN CHASE & CO(JPM)02,952+2,95209920.46%+992
ATI INC(ATI)2,0002,00002713770.18%+106
GE VERNOVA INC(GEV)485471-144035080.24%+105
META PLATFORMS INC(META)01,128+1,12807330.34%+733
CIENA CORP(CIEN)1,0001,00003654620.22%+97
EBAY INC.(EBAY)03,191+3,19103740.17%+374
ISHARES TR
MSCI USA VALUE
1,5431,568+252193060.14%+87
ISHARES TR
0-5 YR TIPS ETF
15,72916,903+1,1741,6271,7130.80%+86
COCA COLA CO(KO)013,080+13,08001,0870.51%+1,087
ISHARES TR01,494+1,49404440.21%+444
TORONTO DOMINION BK ONT(TD)03,014+3,01403630.17%+363
ISHARES TR5,6796,614+9355396200.29%+81
JABIL INC(JBL)1,0021,00202523330.16%+81
RTX CORPORATION(RTX)7,2417,380+1391,3601,4410.67%+81
GOLDMAN SACHS GROUP INC(GS)0341+34103600.17%+360
BANK OF AMER CORP08,359+8,35904970.23%+497
NORFOLK SOUTHN CORP(NSC)1,8311,828-35205940.28%+74
TRI CONTL CORP(TY)015,389+15,38905460.26%+546
INTERNATIONAL BUSINESS MACHS(IBM)01,346+1,34603930.18%+393
VANGUARD MUN BD FDS4,3035,698+1,3952152870.13%+72
LUMENTUM HLDGS INC(LITE)53253203484180.20%+70
VANGUARD INDEX FDS0664+66404590.21%+459
SCHWAB STRATEGIC TR7,6768,712+1,0362513180.15%+67
SONY GROUP CORP(SONY)091,543+91,54301,9160.89%+1,916
UNION PAC CORP(UNP)01,705+1,70504880.23%+488
STATE STR SPDR DOW JONES IND(DIA)01,000+1,00005260.25%+526
CITIGROUP INC(C)02,539+2,53903550.17%+355
TRUIST FINL CORP(TFC)010,243+10,24305290.25%+529
JOHNSON & JOHNSON(JNJ)4,2594,234-251,0361,0930.51%+57
ABRDN GLOBAL INFRA INCOME FU40,15739,957-2008679220.43%+56
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