Successful Portfolios LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities holdings as of September 30, 2026. The filing details the firm's portfolio of common stock and American depositary receipts, managed by Chief Compliance Officer H. Parker Evans.
The report lists a total of 198 equity securities held by the firm. The filing indicates that the firm holds the sole voting and dispositive power over all listed positions.
The portfolio is diversified across various sectors, with significant holdings in large-cap technology and energy companies. Notable positions include:
- Technology: Microsoft Corporation (60,687,667 shares), NVIDIA Corporation (6,642,964 shares), Apple Inc. (6,599,653 shares), and Alphabet Inc. Class A and Class C (combined approximately 5.73 million shares).
- Energy: Exxon Mobil Holdings Corp. (1,182,244 shares), Chevron Corporation (963,653 shares), and Taiwan Semiconductor Manufacturing Co. Sponsored ADS (226,020 shares).
- Financials: JPMorgan Chase & Co. (981,113 shares) and Mastercard Incorporated Class A (208,671 shares).
The filing also includes a substantial allocation to exchange-traded funds (ETFs), such as the iShares Core S&P 500 ETF (11,129,663 shares) and the SPDR Gold Trust Gold Shares (902,665 shares).
