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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 S&P GLOBAL INC 1,125.0 $458K 0.32% NEW $407.32
2 BOXX EA SERIES TRUST 3,738.0 $438K 0.30% NEW $117.09 +0.8%
3 PWR QUANTA SVCS INC Industrials 323.0 $232K 0.16% NEW $719.74 -16.3%
4 AMZN AMAZON COM INC Consumer Cyclical 945.0 $225K 0.15% NEW $238.40 +11.8%
5 GOOGL ALPHABET INC Communication Services 573.0 $205K 0.14% NEW $357.38 -3.0%

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%