Successful Portfolios LLC

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CIK 1721780

13F portfolio (2026-Q1)

$181M

Positions

188

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

188

Top 5

21.1%

Top 10

34.7%

Effective N

56.5

HHI

0.018

This quarter

8 new · 0 exit →

By sector

Unclassified52.8%

Information Technology13.4%

Consumer Discretionary9.4%

Communication Services3.8%

Industrials3.8%

Financials3.8%

Health Care3.3%

Utilities3.2%

Other6.6%

By market cap

Unknown55.3%

Mega (>$200B)29.8%

Large ($10–200B)14.7%

Mid ($2–10B)0.2%

Micro (<$300M)0.0%

By region

Other52.8%

North America45.0%

Asia-Pacific1.9%

Europe0.4%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	53.02%	76
Specialty Retail	7.22%	6
Semiconductors & Semiconductor Equipment	6.12%	7
Technology Hardware & Equipment	3.52%	6
Utilities	3.22%	9
Pharmaceuticals & Biotechnology	3.14%	9
Software & IT Services	2.93%	3
Software	2.71%	3
Oil, Gas & Consumable Fuels	2.57%	9
Banks	2.16%	10
Aerospace & Defense	1.73%	3
Metals & Mining	1.53%	7
Household Durables	1.02%	1
Chemicals	0.98%	3
Capital Markets	0.94%	3
Road & Rail	0.94%	4
Beverages	0.91%	2
Commercial Services & Supplies	0.77%	5
Electrical Equipment & Components	0.65%	3
Hotels, Restaurants & Leisure	0.58%	1
Entertainment	0.47%	1
Tobacco	0.46%	2
Diversified Telecommunication Services	0.43%	2
Communications Equipment	0.39%	2
Automobiles & Components	0.36%	3
Insurance	0.30%	2
Machinery	0.19%	1
Distributors	0.18%	1
Industrial Conglomerates	0.17%	1
Professional Services	0.13%	1
Health Care Equipment & Supplies	0.13%	1
Equity Real Estate Investment Trusts (REITs)	0.12%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	IVV	ISHARES TR	Unclassified	4.98%
2	BSV	VANGUARD BD INDEX FDS	Unclassified	4.72%
3	SPY	STATE STR SPDR S&P 500 ETF T	Unclassified	4.42%
4	WMT	Walmart Inc.	Consumer Discretionary	3.50%
5	VTI	VANGUARD INDEX FDS	Unclassified	3.44%
6	SCHO	SCHWAB SHORT-TERM US TREASURY ETF	Unclassified	2.98%
7	SCHB	SCHWAB STRATEGIC TR	Unclassified	2.88%
8	AAPL	Apple Inc.	Information Technology	2.75%
9	NVDA	NVIDIA CORP	Information Technology	2.66%
10	MSFT	MICROSOFT CORP	Information Technology	2.34%

113/188 names classified · sector 47.2% of weight · industry 47.0% · mkt cap 44.7%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 34 quarters

Information TechnologyMSFT, AAPL, NVDA, AMAT, AMD · other

Consumer DiscretionaryWMT, HD, AMZN, MCD, SONY · other

IndustrialsHON, MMM, RTX, LUV, BABA · other

Communication ServicesGOOGL, GOOG, DIS, VZ, T · other

Health CareJNJ, ABBV, ABT, MRK, LLY · other

UtilitiesDUK, NEE, SO, D, CEG · other

FinancialsJPM, PYPL, UNH, VLY, IBKR · other

Consumer StaplesKO, PEP, MO, CPB, PM · other

MaterialsPG, PPG, NEM, ALB, NUE · other

EnergyXOM, CVX, COP, PSX, BP · other

Real EstateEQR, PSA, O, NXRT, WY · other

UnclassifiedSPY, SCHO, SCHB, IVV, BSV · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 47.2% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 44% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (98 classified)Successful Portfolios LLC centroid (Large Core)

Information TechnologyConsumer DiscretionaryCommunication ServicesIndustrialsHealth CareUtilitiesFinancialsMaterialsEnergyConsumer StaplesReal Estate

Style box summary for Successful Portfolios LLC: centroid Large Core. Heaviest cells: Large Growth 22.2%, Large Value 11.0%, Large Core 6.7%.

Classified: 44.0% of book weight (98/188 names) · unclassified 56.0%: IVV, BSV, SPY, VTI, SCHO, SCHB, XLK, SGOV, VGSH, SCHX +80 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 188 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	IVVISHARES TR	13,937	$9M	5.0%	ADD 4%
2	BSVVANGUARD BD INDEX FDS	109,326	$9M	4.7%	ADD 10%
3	SPYSTATE STR SPDR S&P 500 ETF T	12,515	$8M	4.4%	TRIM −3%
4	WMTWALMART INC	51,124	$6M	3.5%	TRIM −6%
5	VTIVANGUARD INDEX FDS	19,603	$6M	3.4%	ADD 7%
6	SCHOSCHWAB SHORT-TERM US TREASURY ETF	222,991	$5M	3.0%	ADD 3%
7	SCHBSCHWAB STRATEGIC TR	208,779	$5M	2.9%	TRIM −6%
8	AAPLAPPLE INC	19,928	$5M	2.7%	HOLD
9	NVDANVIDIA CORPORATION	28,909	$5M	2.7%	HOLD
10	MSFTMICROSOFT CORP	11,657	$4M	2.3%	TRIM −5%
11	XLKSELECT SECTOR SPDR TR	32,143	$4M	2.3%	HOLD
12	SGOVISHARES TR	33,113	$3M	1.8%	ADD 9%
13	VGSHVANGUARD SHORT-TERM TREASURY ETF	50,856	$3M	1.6%	HOLD
14	HDHOME DEPOT INC	8,577	$3M	1.6%	ADD 15%
15	AMZNAMAZON COM INC	13,594	$3M	1.5%	HOLD
16	GOOGLALPHABET INC	8,512	$2M	1.3%	TRIM −4%
17	SCHXSCHWAB U.S. LARGE-CAP ETF	91,991	$2M	1.3%	ADD 3%
18	GOOGALPHABET INC	8,320	$2M	1.3%	HOLD
19	GBILGOLDMAN SACHS ETF TR	21,256	$2M	1.2%	HOLD
20	AMATAPPLIED MATLS INC	6,143	$2M	1.1%	TRIM −21%
21	DUKDUKE ENERGY CORP NEW	15,407	$2M	1.1%	HOLD
22	VXUSVANGUARD STAR FDS	26,359	$2M	1.1%	HOLD
23	VIGVANGUARD SPECIALIZED FUNDS	8,706	$2M	1.0%	ADD 10%
24	SONYSONY GROUP CORP	92,938	$2M	1.0%	HOLD
25	XLISELECT SECTOR SPDR TR	11,314	$2M	1.0%	HOLD
26	SCHRSCHWAB STRATEGIC TR	68,910	$2M	0.9%	HOLD
27	AMDADVANCED MICRO DEVICES INC	8,269	$2M	0.9%	HOLD
28	VXFVANGUARD INDEX FDS	7,974	$2M	0.9%	ADD 13%
29	STIPISHARES TR	15,729	$2M	0.9%	HOLD
30	MUMICRON TECHNOLOGY INC	4,902	$2M	0.9%	HOLD
31	XLFSELECT SECTOR SPDR TR	31,578	$2M	0.9%	HOLD
32	VTVANGUARD INTL EQUITY INDEX F	11,087	$2M	0.8%	TRIM −2%
33	BIVVANGUARD BD INDEX FDS	19,275	$1M	0.8%	ADD 66%
34	HONHONEYWELL INTL INC	6,291	$1M	0.8%	TRIM −29%
35	RTXRTX CORPORATION	7,241	$1M	0.7%	HOLD
36	IBKRINTERACTIVE BROKERS GROUP IN	20,202	$1M	0.7%	HOLD
37	XOMEXXON MOBIL CORP	7,252	$1M	0.7%	TRIM −22%
38	SCHFSCHWAB STRATEGIC TR	49,890	$1M	0.7%	ADD 10%
39	SPTSSPDR SERIES TRUST	41,412	$1M	0.7%	HOLD
40	PGPROCTER AND GAMBLE CO	8,285	$1M	0.7%	TRIM −17%
41	LLYELI LILLY & CO	1,323	$1M	0.7%	HOLD
42	VTIPVANGUARD MALVERN FDS	23,191	$1M	0.6%	ADD 3%
43	NEENEXTERA ENERGY INC	11,558	$1M	0.6%	TRIM −12%
44	ABBVABBVIE INC	4,972	$1M	0.6%	TRIM −28%
45	MCDMCDONALDS CORP	3,403	$1M	0.6%	TRIM −23%
46	JNJJOHNSON & JOHNSON	4,259	$1M	0.6%	TRIM −16%
47	GLDSPDR GOLD TR	2,394	$1M	0.6%	ADD 4%
48	KOCOCA COLA CO	13,158	$1M	0.6%	TRIM −22%
49	CVXCHEVRON CORP NEW	4,674	$976,886	0.5%	TRIM −2%
50	JPMJPMORGAN CHASE & CO	3,043	$884,479	0.5%	HOLD
51	AGGISHARES TR	8,768	$869,983	0.5%	ADD 21%
52	ASGIABRDN GLOBAL INFRA INCOME FU	40,157	$866,597	0.5%	HOLD
53	DISDISNEY WALT CO	8,841	$850,985	0.5%	HOLD
54	SCHDSCHWAB STRATEGIC TR	26,857	$823,844	0.5%	ADD 14%
55	SOSOUTHERN CO	7,975	$770,879	0.4%	TRIM −13%
56	ITOTISHARES TR	5,351	$760,888	0.4%	HOLD
57	MUFGMITSUBISHI UFJ FINANCIAL GRO	44,032	$719,126	0.4%	HOLD
58	VBILVANGUARD INSTL INDEX FD	9,441	$714,050	0.4%	TRIM −23%
59	COSTCOSTCO WHSL CORP NEW	708	$705,602	0.4%	TRIM −2%
60	XLESELECT SECTOR SPDR TR	11,005	$679,871	0.4%	TRIM −5%
61	GLWCORNING INC	5,044	$659,508	0.4%	HOLD
62	NEMNEWMONT CORP	6,214	$658,263	0.4%	HOLD
63	PEPPEPSICO INC	4,181	$650,752	0.4%	HOLD
64	METAMETA PLATFORMS INC	1,145	$634,686	0.3%	HOLD
65	MRKMERCK & CO INC	5,205	$615,548	0.3%	TRIM −21%
66	COPCONOCOPHILLIPS	4,580	$607,062	0.3%	TRIM −3%
67	BNDVANGUARD BD INDEX FDS	7,629	$561,635	0.3%	ADD 4%
68	GEGE AEROSPACE	2,003	$552,106	0.3%	TRIM −5%
69	MBBISHARES TR	5,679	$538,872	0.3%	ADD 7%
70	GDXVANECK ETF TRUST GOLD MINERS ETF	6,031	$533,066	0.3%	TRIM −6%
71	CEGCONSTELLATION ENERGY CORP	1,826	$529,948	0.3%	TRIM −2%
72	WMWASTE MGMT INC DEL	2,272	$522,473	0.3%	TRIM −31%
73	NSCNORFOLK SOUTHN CORP	1,831	$519,697	0.3%	HOLD
74	MOALTRIA GROUP INC	7,705	$513,885	0.3%	TRIM −2%
75	ABTABBOTT LABS	4,882	$498,502	0.3%	TRIM −24%
76	SPTMSPDR SERIES TRUST	6,308	$495,971	0.3%	TRIM −3%
77	TAT&T INC	16,886	$487,871	0.3%	TRIM −4%
78	TYTRI CONTL CORP	15,205	$472,568	0.3%	HOLD
79	TFCTRUIST FINL CORP	10,285	$471,383	0.3%	HOLD
80	CSXCSX CORP	11,675	$466,414	0.3%	HOLD
81	DIASPDR DOW JONES INDL AVERAGE	1,000	$463,190	0.3%	TRIM −64%
82	FCXFREEPORT MCMORAN INC	8,231	$458,993	0.3%	HOLD
83	BTTBLACKROCK MUN TARGET TERM TR	20,032	$452,289	0.2%	HOLD
84	PSXPHILLIPS 66	2,450	$450,337	0.2%	TRIM −20%
85	IGSBISHARES TR	8,478	$445,578	0.2%	HOLD
86	IJHISHARES TR	6,610	$443,781	0.2%	HOLD
87	QQQINVESCO QQQ TR	775	$440,322	0.2%	ADD 6%
88	PLTRPALANTIR TECHNOLOGIES INC	3,142	$438,468	0.2%	TRIM −7%
89	UNPUNION PAC CORP	1,759	$425,395	0.2%	TRIM −45%
90	BACBANK AMERICA CORP	8,762	$421,270	0.2%	HOLD
91	BRK.BBERKSHIRE HATHAWAY INC DEL	855	$407,283	0.2%	TRIM −51%
92	AVGOBROADCOM INC	1,334	$405,437	0.2%	HOLD
93	GEVGE VERNOVA INC	485	$403,173	0.2%	TRIM −5%
94	XLUSELECT SECTOR SPDR TR	8,598	$394,628	0.2%	ADD 9%
95	VOOVANGUARD INDEX FDS	665	$390,652	0.2%	HOLD
96	TIPISHARES TR	3,531	$389,674	0.2%	HOLD
97	AMGNAMGEN INC	1,090	$380,875	0.2%	TRIM −21%
98	VEUVANGUARD INTL EQUITY INDEX F	5,052	$378,633	0.2%	HOLD
99	BHPBHP BILLITON LIMITED	5,146	$366,826	0.2%	TRIM −16%
100	WFCWELLS FARGO CO NEW	4,720	$366,642	0.2%	HOLD
101	CIENCIENA CORP	1,000	$365,000	0.2%	HOLD
102	LHXL3HARRIS TECHNOLOGIES INC	1,063	$362,181	0.2%	TRIM −5%
103	IWMISHARES TR	1,494	$359,991	0.2%	HOLD
104	PPGPPG INDS INC	3,432	$356,919	0.2%	TRIM −35%
105	CSCOCISCO SYS INC	4,603	$355,768	0.2%	HOLD
106	PFEPFIZER INC	12,705	$354,059	0.2%	TRIM −6%
107	SHELSHELL PLC	3,804	$353,490	0.2%	HOLD
108	XLVSELECT SECTOR SPDR TR	2,397	$350,487	0.2%	HOLD
109	LITELUMENTUM HLDGS INC	532	$348,348	0.2%	NEW
110	VGITVANGUARD SCOTTSDALE FDS	5,826	$346,748	0.2%	ADD 16%
111	INTCINTEL CORP	8,077	$343,720	0.2%	TRIM −7%
112	CATCATERPILLAR INC	497	$340,108	0.2%	TRIM −5%
113	LEN.BLENNAR CORP	4,100	$335,544	0.2%	HOLD
114	RSGREPUBLIC SVCS INC	1,509	$332,482	0.2%	HOLD
115	MTUMISHARES TR	1,426	$332,116	0.2%	HOLD
116	XNEAXNUVEEN AMT FREE QLTY MUN INC	29,559	$329,015	0.2%	TRIM −6%
117	MCKMCKESSON CORP	375	$324,215	0.2%	HOLD
118	ETRENTERGY CORP NEW	2,877	$320,922	0.2%	HOLD
119	IBMINTERNATIONAL BUSINESS MACHS	1,348	$320,917	0.2%	TRIM −20%
120	PMPHILIP MORRIS INTL INC	1,937	$319,603	0.2%	TRIM −32%
121	SPYMSPDR SERIES TRUST	4,189	$317,117	0.2%	ADD 7%
122	AIQGLOBAL X FDS	6,788	$315,787	0.2%	ADD 26%
123	WECWEC ENERGY GROUP INC	2,732	$315,765	0.2%	HOLD
124	MMM3M CO	2,203	$315,279	0.2%	TRIM −29%
125	TMTOYOTA MOTOR CORP	1,520	$308,532	0.2%	HOLD
126	EFAISHARES TR	3,237	$308,473	0.2%	ADD 4%
127	UNHUNITEDHEALTH GROUP INC	1,153	$306,461	0.2%	TRIM −3%
128	BPBP PLC	6,459	$305,424	0.2%	TRIM −31%
129	VUSBVANGUARD BD INDEX FDS	6,116	$304,254	0.2%	ADD 9%
130	GILDGILEAD SCIENCES INC	2,185	$301,183	0.2%	TRIM −5%
131	UPSUNITED PARCEL SERVICE INC	3,065	$296,478	0.2%	TRIM −10%
132	PPLPPL CORP	7,748	$295,976	0.2%	HOLD
133	CCITIGROUP INC	2,702	$293,743	0.2%	HOLD
134	BBARRICK MNG CORP	7,378	$288,630	0.2%	TRIM −23%
135	VZVERIZON COMMUNICATIONS INC	5,693	$286,208	0.2%	TRIM −8%
136	EBAYEBAY INC.	3,188	$284,634	0.2%	TRIM −14%
137	WDCWESTERN DIGITAL CORP	1,118	$281,350	0.2%	HOLD
138	TDTORONTO DOMINION BK ONT	3,014	$280,463	0.2%	TRIM −32%
139	GSGOLDMAN SACHS GROUP INC	343	$279,848	0.2%	TRIM −38%
140	MPCMARATHON PETE CORP	1,118	$273,160	0.2%	NEW
141	ATIALLEGHENY TECHNOLOGIES INC	2,000	$271,000	0.1%	HOLD
142	VVVANGUARD INDEX FDS	902	$269,090	0.1%	HOLD
143	USMVISHARES TR	2,892	$267,285	0.1%	HOLD
144	EXCEXELON CORP	5,242	$257,250	0.1%	TRIM −4%
145	IJRISHARES TR	2,073	$256,081	0.1%	HOLD
146	IUSBISHARES TR	5,491	$253,629	0.1%	HOLD
147	AZOAUTOZONE INC	75	$252,099	0.1%	HOLD
148	JBLJabil Circuit, Inc.	1,002	$251,605	0.1%	HOLD
149	SCHESCHWAB STRATEGIC TR	7,676	$250,998	0.1%	ADD 18%
150	ETENERGY TRANSFER L P	12,910	$250,407	0.1%	HOLD
151	ARCCARES CAPITAL CORP	13,787	$246,961	0.1%	HOLD
152	BMYBRISTOL-MYERS SQUIBB CO	4,070	$245,707	0.1%	HOLD
153	MTBM & T BK CORP	1,205	$244,823	0.1%	HOLD
154	AJGGALLAGHER ARTHUR J & CO	1,113	$240,677	0.1%	HOLD
155	PAYXPAYCHEX INC	2,587	$239,967	0.1%	TRIM −5%
156	ISRGINTUITIVE SURGICAL INC	525	$238,742	0.1%	TRIM −4%
157	PYPLPAYPAL HLDGS INC	5,294	$237,386	0.1%	TRIM −3%
158	HPEHEWLETT PACKARD ENTERPRISE C	10,157	$235,921	0.1%	NEW
159	EMREMERSON ELEC CO	1,832	$232,119	0.1%	HOLD
160	VLYVALLEY NATL BANCORP	18,745	$230,154	0.1%	TRIM −89%
161	VMBSVANGUARD SCOTTSDALE FDS	4,865	$228,387	0.1%	HOLD
162	ENBENBRIDGE INC	4,173	$226,472	0.1%	NEW
163	VLOVALERO ENERGY CORP	908	$225,223	0.1%	NEW
164	VLUEISHARES TR	1,543	$219,399	0.1%	NEW
165	WELLWELLTOWER INC	1,113	$217,981	0.1%	HOLD
166	APDAIR PRODS & CHEMS INC	747	$217,180	0.1%	TRIM −11%
167	ORCLORACLE CORP	1,543	$216,661	0.1%	HOLD
168	GMGENERAL MTRS CO	2,922	$214,660	0.1%	TRIM −9%
169	VTEBVANGUARD MUN BD FDS	4,303	$214,533	0.1%	ADD 5%
170	SNDKSANDISK CORP	366	$209,535	0.1%	NEW
171	ROSTROSS STORES INC	1,000	$208,790	0.1%	NEW
172	XEXGXEATON VANCE TAX-MANAGED GLOB	24,794	$206,814	0.1%	TRIM −11%
173	MUBISHARES TR	1,940	$205,863	0.1%	HOLD
174	IEIISHARES TR	1,716	$203,360	0.1%	HOLD
175	ETJEATON VANCE RISK-MANAGED DIV	25,102	$201,626	0.1%	TRIM −9%
176	GSLCGOLDMAN SACHS ETF TR	1,652	$201,309	0.1%	HOLD
177	XAODXABRDN TOTAL DYNAMIC DIVIDEND	19,539	$173,502	0.1%	HOLD
178	JOFJAPAN SMALLER CAPITALIZATION	15,000	$159,750	0.1%	HOLD
179	PMOPUTNAM MUN OPPORTUNITIES TR	13,428	$137,783	0.1%	HOLD
180	XBGYXBLACKROCK ENHANCED INTL DIV	25,703	$136,579	0.1%	HOLD
181	FFORD MTR CO	11,781	$134,294	0.1%	HOLD
182	IQIINVESCO QUALITY MUN INCOME T	13,249	$124,278	0.1%	TRIM −4%
183	NMRNOMURA HLDGS INC	15,000	$114,300	0.1%	HOLD
184	BTXBLACKROCK TECH AND PRIVATE E	15,275	$97,072	0.1%	HOLD
185	BTGB2GOLD CORP	18,091	$77,919	0.0%	TRIM −4%
186	HTZWWHERTZ GLOBAL HLDGS INC	15,089	$33,379	0.0%	HOLD
187	POWWOUTDOOR HOLDING CO	10,800	$21,193	0.0%	HOLD
188	LDILOANDEPOT INC	10,000	$14,200	0.0%	HOLD

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

IVVISHARES TR

10K

11K

12K

13K

14K

$9M

BSVVANGUARD BD INDEX FDS

53K

60K

66K

78K

99K

109K

$9M

SPYSTATE STR SPDR S&P 500 ETF T

14K

13K

$8M

WMTWALMART INC

52K

54K

51K

$6M

VTIVANGUARD INDEX FDS

17K

18K

20K

$6M

SCHOSCHWAB SHORT-TERM US TREASURY ETF

203K

206K

201K

203K

217K

223K

$5M

SCHBSCHWAB STRATEGIC TR

219K

218K

211K

212K

223K

209K

$5M

AAPLAPPLE INC

21K

20K

19K

20K

$5M

NVDANVIDIA CORPORATION

62K

31K

29K

$5M

MSFTMICROSOFT CORP

13K

12K

$4M

XLKSELECT SECTOR SPDR TR

16K

32K

$4M

SGOVISHARES TR

25K

28K

25K

31K

33K

$3M

VGSHVANGUARD SHORT-TERM TREASURY ETF

48K

51K

52K

51K

$3M

HDHOME DEPOT INC

$3M

AMZNAMAZON COM INC

12K

13K

14K

$3M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

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