Succession Financial, Inc. reported 25 positions worth $31.96M for the quarter ended Sep 30, 2026, up 5.7% on the prior quarter. It opened 3 new positions, added to 9, trimmed 5 and exited 2. Its largest holding is Texas Instruments Inc at 43.4% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| JPM Jpmorgan Chase & Co | +1,614 | – | $533.96K | 1.67% |
| PLTR Palantir Technologies Inc. | +2,749 | +133.1% | $514.20K | 2.82% |
| NVDA Nvidia Corp | +2,170 | – | $495.50K | 1.55% |
| MSFT Microsoft Corp | +961 | +123.5% | $492.80K | 2.79% |
| NOC Northrop Grumman Corp | +554 | – | $267.63K | 0.837% |
| AMZN Amazon Com Inc | +177 | +8.5% | $44.11K | 1.77% |
| LHX L3Harris Technologies, Inc. | +163 | +17.7% | $38.59K | 0.802% |
| AVGO Broadcom Inc. | +21 | +3.3% | $7.37K | 0.729% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | +11 | +1.8% | $5.02K | 0.896% |
| SPCX Space Exploration Technologies Corp | +19 | +1.4% | $2.87K | 0.632% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| TRV Travelers Companies, Inc. | -1,402 | -100.0% | $462.83K | Exited |
| FSK FS KKR Capital Corp | -17.7K | -100.0% | $186.14K | Exited |
| GLD Spdr Gold Trust | -243 | -1.7% | $92.55K | 17.03% |
| IBM International Business Machines Corp | -342 | -26.7% | $75.18K | 0.645% |
| BRK-B Berkshire Hathaway Inc | -88 | -3.8% | $43.81K | 3.51% |
| XOM ExxonMobil Holdings Corp | -83 | -3.6% | $13.51K | 1.12% |
| META Meta Platforms, Inc. | -2 | -0.5% | $1.45K | 0.856% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | TXN Texas Instruments Inc | Technology | 49.5K | $13.87M | 43.41% | 0 | 0.0% | Unchanged | 0.01% |
| 2 | GLD Spdr Gold Trust | Financial Services | 14.3K | $5.44M | 17.03% | -243 | -1.7% | Reduced | 0% |
| 3 | BRK-A Berkshire Hathaway Inc | Financial Services | 2 | $1.49M | 4.67% | 0 | 0.0% | Unchanged | 0% |
| 4 | MPC Marathon Petroleum Corp | Energy | 3,000 | $1.19M | 3.71% | 0 | 0.0% | Unchanged | 0% |
| 5 | BRK-B Berkshire Hathaway Inc | Financial Services | 2,253 | $1.12M | 3.51% | -88 | -3.8% | Reduced | 0% |
| 6 | AAPL Apple Inc. | Technology | 3,217 | $1.07M | 3.35% | +3 | +0.1% | Added | 0% |
| 7 | PLTR Palantir Technologies Inc. | Technology | 4,815 | $900.65K | 2.82% | +2,749 | +133.1% | Added | 0% |
| 8 | MSFT Microsoft Corp | Technology | 1,739 | $891.75K | 2.79% | +961 | +123.5% | Added | 0% |
| 9 | PANW Palo Alto Networks Inc | Technology | 1,602 | $636.49K | 1.99% | 0 | 0.0% | Unchanged | 0% |
| 10 | AMZN Amazon Com Inc | Consumer Discretionary | 2,270 | $565.69K | 1.77% | +177 | +8.5% | Added | 0% |
| 11 | JPM Jpmorgan Chase & Co | Financial Services | 1,614 | $533.96K | 1.67% | +1,614 | – | New | 0% |
| 12 | NVDA Nvidia Corp | Technology | 2,170 | $495.50K | 1.55% | +2,170 | – | New | 0% |
| 13 | GOOG Alphabet Inc. | Technology | 1,382 | $470.97K | 1.47% | +4 | +0.3% | Added | 0% |
| 14 | CVX Chevron Corp | Energy | 2,249 | $459.27K | 1.44% | 0 | 0.0% | Unchanged | 0% |
| 15 | XOM ExxonMobil Holdings Corp | Energy | 2,206 | $358.99K | 1.12% | -83 | -3.6% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Succession Financial.
As of its Q3 2026 13F filing, Succession Financial, Inc.’s five largest positions were Texas Instruments Inc (TXN) at 43.4%, Spdr Gold Trust (GLD) at 17.0%, Berkshire Hathaway Inc (BRK-A) at 4.7%, Marathon Petroleum Corp (MPC) at 3.7%, Berkshire Hathaway Inc (BRK-B) at 3.5% of the reported portfolio.
Succession Financial, Inc. reported a 13F portfolio worth $31.96M across 25 positions for Q3 2026. That is up 5.7% from the previous quarter.
Its largest purchases by value were Jpmorgan Chase & Co ($533.96K), Palantir Technologies Inc. ($514.20K), Nvidia Corp ($495.50K). It opened 3 new positions.
Its largest sales by value were Travelers Companies, Inc. ($462.83K), FS KKR Capital Corp ($186.14K), Spdr Gold Trust ($92.55K). It exited 2 positions entirely.
From the Form 13F-HR reports Succession Financial, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.