SUCCESSFUL PORTFOLIOS LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SONY | 93K | $1.85M |
 | WMT | 51K | $6.34M |
 | MUFG | 44K | $719.13K |
 | NVDA | 29K | $4.83M |
 | IBKR | 20K | $1.32M |
 | AAPL | 20K | $4.98M |
 | VLY | 19K | $230.15K |
 | T | 17K | $487.87K |
 | DUK | 15K | $2.02M |
 | TY | 15K | $472.57K |
 | HTZWW | 15K | $33.38K |
 | NMR | 15K | $114.30K |
 | ARCC | 14K | $246.96K |
 | AMZN | 14K | $2.78M |
 | KO | 13K | $1.00M |
 | ET | 13K | $250.41K |
 | PFE | 13K | $354.06K |
 | F | 12K | $134.29K |
 | CSX | 12K | $466.41K |
 | MSFT | 12K | $4.25M |
Sony Group Corporation
SONY
Shares Held
93K
Value
$1.85M
Walmart Inc.
WMT
Shares Held
51K
Value
$6.34M
Mitsubishi UFJ Financial Group, Inc.
MUFG
Shares Held
44K
Value
$719.13K
NVIDIA Corporation
NVDA
Shares Held
29K
Value
$4.83M
Interactive Brokers Group, Inc.
IBKR
Shares Held
20K
Value
$1.32M
Apple Inc.
AAPL
Shares Held
20K
Value
$4.98M
Valley National Bancorp
VLY
Shares Held
19K
Value
$230.15K
AT&T Inc.
T
Shares Held
17K
Value
$487.87K
Duke Energy Corporation
DUK
Shares Held
15K
Value
$2.02M
Tri-Continental Corporation
TY
Shares Held
15K
Value
$472.57K
Hertz Global Holdings, Inc.
HTZWW
Shares Held
15K
Value
$33.38K
Nomura Holdings, Inc.
NMR
Shares Held
15K
Value
$114.30K
Ares Capital Corporation
ARCC
Shares Held
14K
Value
$246.96K
Amazon.com, Inc.
AMZN
Shares Held
14K
Value
$2.78M
The Coca-Cola Company
KO
Shares Held
13K
Value
$1.00M
Energy Transfer LP
ET
Shares Held
13K
Value
$250.41K
Pfizer Inc.
PFE
Shares Held
13K
Value
$354.06K
Ford Motor Company
F
Shares Held
12K
Value
$134.29K
CSX Corporation
CSX
Shares Held
12K
Value
$466.41K
Microsoft Corporation
MSFT
Shares Held
12K
Value
$4.25M