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SUCCESSION FINANCIAL, INC. - Portfolio Stock Holdings

SUCCESSION FINANCIAL, INC. disclosed 53 stock positions in a recent SEC 13F filing. $101,251,364 of stock holdings were filed, with the largest holdings including SPXL, TXN, and VTC. This filing represented positions held on Sept. 30, 2026, and was filed today.

Report Period:

Sept. 30, 2026

No. of Stocks:

53

Est. Stock Holding Value:

$101,251,364

Top Stock Holdings By Sector

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Portfolio Stock Holdings - SUCCESSION FINANCIAL, INC.

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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Portfolio Options Holdings - SUCCESSION FINANCIAL, INC.

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Type
Holdings (Contracts)
Holdings (USD)
Change (Contracts)
Change (Value)

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Note: Options holding values may be affected by fund filing errors.