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SUCCESSION FINANCIAL, INC. 13F holdings

Filed 2026-08-07 · SUCCESSION FINANCIAL, INC. · 50 positions · $105.2M

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TickerCompanySharesValue% of portfolio
SPXLDIREXION SHARES ETF TRUST145.4K$39.3M37.4%
TXNTEXAS INSTRS INC49.5K$14.8M14.0%
VTCVANGUARD SCOTTSDALE FDS135.7K$10.4M9.9%
GLDSPDR GOLD TR14.5K$5.4M5.1%
TBILRBB FD INC96.7K$4.8M4.6%
FNDXSCHWAB STRATEGIC TR124.2K$3.9M3.7%
FTECFIDELITY COVINGTON TRUST12.0K$3.4M3.2%
SPYSTATE STR SPDR S&P 500 ETF T133$2.1M2.0%
TLHISHARES TR16.5K$1.7M1.6%
BRK-BBERKSHIRE HATHAWAY INC DEL2$1.5M1.4%
VGTVANGUARD WORLD FD12.4K$1.5M1.4%
BRK-BBERKSHIRE HATHAWAY INC DEL2.3K$1.2M1.1%
NOBLPROSHARES TR20.0K$1.1M1.1%
AAPLAPPLE INC3.2K$930,0860.9%
MPCMARATHON PETE CORP3.0K$767,0100.7%
SPYSTATE STR SPDR S&P 500 ETF T1.0K$763,3200.7%
MUBISHARES TR5.9K$637,7560.6%
VUGVANGUARD INDEX FDS7.1K$609,7170.6%
PANWPALO ALTO NETWORKS INC1.6K$546,3140.5%
IVVISHARES TR671$502,3550.5%
CGMUCAPITAL GRP FIXED INCM ETF T18.2K$498,9100.5%
AMZNAMAZON COM INC2.1K$498,8180.5%
GOOGALPHABET INC1.4K$486,8730.5%
—CAPITAL SOUTHWEST CORP465.0K$486,6450.5%
TRVTRAVELERS COMPANIES INC1.4K$462,8280.4%
VTIVANGUARD INDEX FDS1.2K$431,8370.4%
UFOXETF SER SOLUTIONS4.4K$420,1330.4%
HDVISHARES TR14.9K$409,4510.4%
CVXCHEVRON CORPORATION2.2K$372,7940.4%
XLKSELECT SECTOR SPDR TR1.9K$363,1310.3%
IBMINTERNATIONAL BUSINESS MACHS1.3K$359,8220.3%
EXMOCEXXON MOBIL CORP2.3K$312,9250.3%
VTVVANGUARD INDEX FDS1.4K$300,3080.3%
TSMTAIWAN SEMICONDUCTOR MANUFAC617$294,6610.3%
MSFTMICROSOFT CORP778$290,0720.3%
GDGENERAL DYNAMICS CORP788$279,2850.3%
LHXL3HARRIS TECHNOLOGIES INC919$267,0430.3%
IYWISHARES TR1.0K$252,2300.2%
AVGOBROADCOM INC643$242,7050.2%
ISRGINTUIT925$241,4250.2%
PLTRPALANTIR TECHNOLOGIES INC2.1K$241,0400.2%
VOVANGUARD INDEX FDS2.9K$237,1980.2%
—TRANE TECHNOLOGIES PLC474$232,9910.2%
SPCXSPACE EXPLORATION TECHN CORP1.3K$225,5350.2%
FENIFIDELITY COVINGTON TRUST5.5K$219,5310.2%
METAMETA PLATFORMS INC379$213,5390.2%
FBCGFIDELITY COVINGTON TRUST3.4K$210,2890.2%
VLUEISHARES TR1.0K$207,9660.2%
FSKFS KKR CAP CORP17.7K$186,1440.2%
IFNABERDEEN INDIA FD INC10.7K$125,1820.1%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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