Holdings
Succession Financial, Inc.
As of Sep 30, 2026, Succession Financial, Inc. reported 21 positions worth US$25.9M. Largest: Texas Instruments Incorporated, Berkshire Hathaway Inc. and Marathon Petroleum Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Texas Instruments Incorporated | 49,531 | US$13.9M | no change | Sep 30, 2026 |
| Berkshire Hathaway Inc. | 2,255 | US$2.62M | −3,079 | Sep 30, 2026 |
| Marathon Petroleum Corporation | 3,000 | US$1.19M | no change | Sep 30, 2026 |
| Apple Inc | 3,217 | US$1.07M | +3 | Sep 30, 2026 |
| Palantir Technologies Inc. | 4,815 | US$901K | +2,749 | Sep 30, 2026 |
| Microsoft Corp. | 1,739 | US$892K | +961 | Sep 30, 2026 |
| Palo Alto Networks, Inc. | 1,602 | US$636K | no change | Sep 30, 2026 |
| Amazon.com, Inc. | 2,270 | US$566K | +177 | Sep 30, 2026 |
| Jp Morgan Chase & Co. | 1,614 | US$534K | new | Sep 30, 2026 |
| Nvidia Corporation | 2,170 | US$495K | new | Sep 30, 2026 |