Succession Financial, Inc.
Succession Financial, Inc. reported 48 holdings worth US$104M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 13, 2026
Succession Financial, Inc. reported 48 holdings worth US$104M as of Sep 30, 2026. Largest: Texas Instruments Incorporated, Berkshire Hathaway Inc. and Marathon Petroleum Corporation. Filed Oct 13, 2026 (Form 13F).
- Holdings
- 48
- Value as reported
- US$104M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Texas Instruments Incorporated | 49,531 | US$13.9M | 13.3% |
| Berkshire Hathaway Inc. | 2,255 | US$2.62M | 2.5% |
| Marathon Petroleum Corporation | 3,000 | US$1.19M | 1.1% |
| Apple Inc | 3,217 | US$1.07M | 1.0% |
| Palantir Technologies Inc. | 4,815 | US$901K | 0.87% |
| Microsoft Corp. | 1,739 | US$892K | 0.86% |
| Palo Alto Networks, Inc. | 1,602 | US$636K | 0.61% |
| Amazon.com, Inc. | 2,270 | US$566K | 0.54% |
| Jp Morgan Chase & Co. | 1,614 | US$534K | 0.51% |
| Nvidia Corporation | 2,170 | US$495K | 0.48% |
| Alphabet Inc (google) Class C | 1,382 | US$471K | 0.45% |
| Chevron Corporation | 2,249 | US$459K | 0.44% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 628 | US$286K | 0.28% |
| Meta Platforms, Inc. | 377 | US$273K | 0.26% |
| Northrop Grumman Corporation | 554 | US$268K | 0.26% |
| General Dynamics Corporation | 788 | US$262K | 0.25% |
| L3harris Technologies, Inc. | 1,082 | US$256K | 0.25% |
| Intuit Inc. | 925 | US$255K | 0.25% |
| Broadcom Inc. | 664 | US$233K | 0.22% |
| International Business Machines Corporation | 938 | US$206K | 0.20% |
| Space Exploration Technologies Corp | 1,339 | US$202K | 0.19% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Fs Kkr Capital Corp. | 0 | US$0 | 0.00% |
| The Travelers Companies, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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