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Portfolio (Quarterly) Guide ↗

Cushing Capital Partners, LLC

· CIK 0002054827
13F Portfolio $145M AUM 99 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 5 New 44 Added 34 Reduced 2 Exited
Page 3 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NVDA NVIDIA CORPORATION Technology 2,223.0 $445K 0.31% +53.0 +2.4% $200.05 +8.7%
42 ROP ROPER TECHNOLOGIES INC Industrials 1,276.0 $432K 0.30% +43.0 +3.5% $338.45 +25.9%
43 ETF SER SOLUTIONS 12,554.0 $336K 0.23% +427.0 +3.5% $26.75
44 IBIT ISHARES BITCOIN TRUST ETF Financial Services 9,425.0 $314K 0.22% +604.0 +6.8% $33.29 +31.9%
Page 3 of 3  ·  44 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
Financial Services 40.1%
Technology 17.0%
Industrials 13.9%
Healthcare 8.6%
Consumer Defensive 6.0%
Consumer Cyclical 5.0%
Utilities 3.2%
Energy 2.7%
Basic Materials 1.7%
Real Estate 1.2%