Succession Financial, Inc. reported 50 holdings worth US$105M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 7, 2026
Succession Financial, Inc. reported 50 holdings worth US$105M as of Jun 30, 2026. Largest: Texas Instruments Incorporated, Berkshire Hathaway Inc. and Apple Inc. Filed Aug 7, 2026 (Form 13F).
- Holdings
- 50
- Value as reported
- US$105M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Texas Instruments Incorporated | 49,531 | US$14.8M | 14.0% |
| Berkshire Hathaway Inc. | 5,334 | US$2.67M | 2.5% |
| Apple Inc | 3,214 | US$930K | 0.88% |
| Marathon Petroleum Corporation | 3,000 | US$767K | 0.73% |
| Palo Alto Networks, Inc. | 1,602 | US$546K | 0.52% |
| Amazon.com, Inc. | 2,093 | US$499K | 0.47% |
| Alphabet Inc (google) Class C | 1,362 | US$487K | 0.46% |
| The Travelers Companies, Inc. | 1,402 | US$463K | 0.44% |
| Chevron Corporation | 2,249 | US$373K | 0.35% |
| International Business Machines Corporation | 1,280 | US$360K | 0.34% |
| Exxon Mobil Corporation | 2,289 | US$313K | 0.30% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 617 | US$295K | 0.28% |
| Microsoft Corp. | 778 | US$290K | 0.28% |
| General Dynamics Corporation | 788 | US$279K | 0.27% |
| L3harris Technologies, Inc. | 919 | US$267K | 0.25% |
| Broadcom Inc. | 643 | US$243K | 0.23% |
| Intuit Inc. | 925 | US$241K | 0.23% |
| Palantir Technologies Inc. | 2,066 | US$241K | 0.23% |
| Space Exploration Technologies Corp | 1,320 | US$226K | 0.21% |
| Meta Platforms, Inc. | 379 | US$214K | 0.20% |
| Fs Kkr Capital Corp. | 17,728 | US$186K | 0.18% |