Long-term investor
Succession Financial, Inc. @successionfinancialinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002149098).
Record
- Tracked since 2026-06-30 (108 days), 20 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all 0.0%
- Max drawdown n/a · data quality Medium
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 25459W862 · 37.7% · long · since 2026-06-30
- TXN · 13.3% · long · since 2026-06-30
- 92206C573 · 7.8% · long · since 2026-06-30
- 808524771 · 6.6% · long · since 2026-06-30
- GLD · 5.2% · long · since 2026-06-30
- 316092808 · 5.0% · long · since 2026-06-30
- SPY_CALL · 2.1% · long · since 2026-06-30
- 316092113 · 1.6% · long · since 2026-09-30
- 92204A702 · 1.5% · long · since 2026-06-30
- 084670108 · 1.4% · long · since 2026-06-30
- MPC · 1.1% · long · since 2026-06-30
- BRK-B · 1.1% · long · since 2026-06-30