BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

Fusion Capital, LLC

· CIK 0001802955
13F Portfolio $356M AUM 101 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 101 New
Page 4 of 6  ·  101 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF 4,749.0 $507K 0.14% NEW $106.70 +8.9%
62 CRWD CROWDSTRIKE HLDGS INC CL A Technology 1,075.0 $504K 0.14% NEW $117.19 +73.3%
63 IWD ISHARES RUSSELL 1000 VALUE ETF 2,280.0 $480K 0.14% NEW $210.33 +17.9%
64 SPTM STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 5,578.0 $460K 0.13% NEW $82.50 +9.4%
65 XLF FINANCIAL SELECT SECTOR SPDR 7,934.0 $435K 0.12% NEW $54.77 +2.7%
66 V VISA INC Financial Services 1,224.0 $429K 0.12% NEW $350.57 +2.3%
67 SO SOUTHERN CO COM Utilities 4,899.0 $427K 0.12% NEW $87.20 +9.3%
68 VEU VANGUARD FTSE ALL-WORLD EX-US 5,521.0 $406K 0.11% NEW $73.56 +10.9%
69 AMD ADVANCED MICRO DEVICES INC COM Technology 1,842.0 $394K 0.11% NEW $214.16 +131.5%
70 AVGO BROADCOM INC COM Technology 1,105.0 $382K 0.11% NEW $346.04 +7.2%
71 GOOG ALPHABET INC CAP STK CL C Communication Services 1,213.0 $381K 0.11% NEW $313.69 +10.3%
72 SECURITY FEDERAL CORP 10,928.0 $366K 0.10% NEW $33.50
73 SCHX SCHWAB STRATEGIC TR US LRG CAP ETF 12,992.0 $350K 0.10% NEW $26.91 +8.9%
74 LOW LOWES COS INC COM Consumer Cyclical 1,415.0 $341K 0.10% NEW $241.10 -13.4%
75 GS GOLDMAN SACHS GROUP INC COM Financial Services 368.0 $324K 0.09% NEW $880.05 +21.0%
76 VOO VANGUARD S&P 500 ETF 503.0 $316K 0.09% NEW $627.69 +8.8%
77 UBER UBER TECHNOLOGIES INC COM Technology 3,785.0 $309K 0.09% NEW $81.71 -11.3%
78 CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 4,239.0 $303K 0.09% NEW $71.45 +29.3%
79 GEV GE VERNOVA INC COM Utilities 442.0 $289K 0.08% NEW $653.76 +61.8%
80 DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 3,062.0 $270K 0.08% NEW $88.08 +11.0%
Page 4 of 6  ·  101 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.6%
Financial Services 15.7%
Healthcare 13.7%
Industrials 11.3%
Energy 9.2%
Consumer Cyclical 6.8%
Basic Materials 3.9%
Communication Services 2.9%
Consumer Defensive 1.2%
Utilities 0.6%