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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 2 of 5  ·  99 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CGXU CAPITAL GROUP INTL FOCUS EQT 56,894.0 $2.0M 1.36% -7K -10.8% $34.62 +1.1%
22 VWO VANGUARD INTL EQUITY INDEX F 31,998.0 $1.9M 1.31% +2K +6.3% $59.69 +1.8%
23 RPV INVESCO EXCHANGE TRADED FD T 16,403.0 $1.9M 1.29% +2K +15.8% $113.82 +7.0%
24 SLV ISHARES SILVER TR Financial Services 34,353.0 $1.8M 1.26% +2K +4.9% $53.47 +12.2%
25 DUBS ETF SER SOLUTIONS 43,978.0 $1.8M 1.26% +3K +6.8% $41.65 +3.6%
26 AAPL APPLE INC Technology 6,227.0 $1.8M 1.24% $289.34 +10.5%
27 VSS VANGUARD INTL EQUITY INDEX F 11,584.0 $1.8M 1.23% -1K -8.1% $154.29 +4.1%
28 SPDN DIREXION SHARES ETF TRUST 178,621.0 $1.5M 1.07% +26K +16.9% $8.67 -2.1%
29 JNJ JOHNSON & JOHNSON Healthcare 6,069.0 $1.5M 1.06% -92.0 -1.5% $253.98 +5.5%
30 SCHP SCHWAB STRATEGIC TR 57,166.0 $1.5M 1.04% +1K +2.0% $26.50 -2.2%
31 XLP SELECT SECTOR SPDR TR 18,130.0 $1.5M 1.04% +3K +21.0% $83.07 +2.9%
32 DIVO AMPLIFY ETF TR 29,333.0 $1.3M 0.92% +2K +8.2% $45.70 +6.0%
33 IAUM ISHARES GOLD TRUST MICRO Financial Services 32,923.0 $1.3M 0.91% +4K +11.9% $40.01 +11.0%
34 CALF PACER FDS TR 25,898.0 $1.3M 0.90% +2K +7.8% $50.61 +14.3%
35 XLE SELECT SECTOR SPDR TR 24,223.0 $1.3M 0.89% +1K +6.0% $53.11 +18.0%
36 DSCO DOUBLELINE ETF TRUST 49,142.0 $1.2M 0.84% +5K +12.4% $24.93 -0.7%
37 ISHARES TR 53,932.0 $1.2M 0.84% +7K +14.4% $22.70
38 IXUS ISHARES TR 12,313.0 $1.2M 0.81% $95.44 +2.4%
39 KKR KKR & CO INC 12,769.0 $1.2M 0.81% -260.0 -2.0% $91.78
40 WMT WALMART INC Consumer Defensive 9,443.0 $1.1M 0.74% -64.0 -0.7% $113.26 -9.0%
Page 2 of 5  ·  99 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%