HolderBook

Cushing Capital Partners, LLC

Reported holdings as of Q2 2026, from 7 quarterly filings.

CIK
2054827
Reported value
$145.2M
Positions
99
Top 10 weight
40.3%
Filed
2026-07-29
Days after quarter end
29

Holdings

SecurityTickerValue SharesWeightWeight change Held Change
APTUS COLLARED INVACIO$14.5M313,9089.97%+0.24pp7q+4.0%+$559.7K
APTUS DEFINED RISK ETFDRSK$9.3M325,0726.44%+0.10pp7q+7.8%+$673.8K
SPDR SERIES TRUSTSPYM$6.0M67,8394.11%+0.35pp7q+6.4%+$357.5K
CAPITAL GROUP CORE EQUITY ETCGUS$5.6M125,3333.84%+0.17pp7q+1.0%+$54.2K
VANGUARD TAX-MANAGED FDSVEA$4.3M60,7682.98%+0.14pp7q+5.2%+$212.6K
VANGUARD STAR FDSVXUS$4.3M50,4642.97%+0.15pp6q+6.0%+$244.8K
FIRST TR EXCHANGE-TRADED FDFV$3.8M50,3972.63%+0.39pp7q+4.4%+$162.5K
OPUS SMALL CAP VALUEOSCV$3.6M86,2992.51%+0.03pp7q+5.6%+$192.1K
PROSHARES TRNOBL$3.6M64,6762.50%+0.26pp7q+135.0%+$2.1M
ISHARES TRIJH$3.4M44,6492.37%+0.16pp7q+4.6%+$150.6K
INVESCO EXCHANGE TRADED FD TRSP$3.4M16,0302.35%+0.11pp7q+5.8%+$187.7K
ETF SER SOLUTIONSIDUB$3.3M118,3892.24%+0.12pp7q+6.0%+$183.4K
SELECT SECTOR SPDR TRXLV$3.1M19,8082.16%+0.31pp7q+20.6%+$535.8K
ISHARES GOLD TRIAU$2.9M38,7502.02%-0.56pp7q+2.0%+$57.8K
DOUBLELINE ETF TRUSTDMBS$2.9M58,7981.99%-0.19pp7q+2.3%+$65.1K
APTUS ENHANCED YIELDJUCY$2.8M125,6121.90%-0.14pp7q+4.7%+$122.9K
GRAYSCALE BITCOIN MINI TR ETBTC$2.8M106,2641.90%-0.28pp3q+12.3%+$301.1K
Aptus Large Cap Upside ETFUPSD$2.4M84,3361.64%+0.12pp7q+9.2%+$199.8K
SELECT SECTOR SPDR TRXLI$2.2M12,1391.55%+0.27pp7q+18.3%+$348.6K
APTUS DRAWDOWN MANAGEDADME$2.0M35,9771.38%+0.09pp7q+6.4%+$121.1K
CAPITAL GROUP INTL FOCUS EQTCGXU$2.0M56,8941.36%-0.09pp7q-10.8%-$237.3K
VANGUARD INTL EQUITY INDEX FVWO$1.9M31,9981.32%+0.07pp7q+6.3%+$113.2K
INVESCO EXCHANGE TRADED FD TRPV$1.9M16,4031.29%+0.12pp3q+15.8%+$254.6K
ISHARES SILVER TRSLV$1.8M34,3531.27%-0.45pp7q+4.9%+$85.1K
ETF SER SOLUTIONSDUBS$1.8M43,9781.26%+0.12pp7q+6.8%+$116.0K
APPLE INCAAPL$1.8M6,2271.24%+0.02pp7qHELD
VANGUARD INTL EQUITY INDEX FVSS$1.8M11,5841.23%-0.18pp7q-8.1%-$158.2K
DIREXION SHARES ETF TRUSTSPDN$1.5M178,6211.07%-0.10pp3q+16.9%+$224.3K
JOHNSON & JOHNSONJNJ$1.5M6,0691.06%-0.10pp7q-1.5%-$23.4K
SCHWAB STRATEGIC TRSCHP$1.5M57,1661.04%-0.10pp5q+2.0%+$29.5K
SELECT SECTOR SPDR TRXLP$1.5M18,1301.04%+0.09pp7q+21.0%+$261.4K
AMPLIFY ETF TRDIVO$1.3M29,3330.92%-0.01pp7q+8.1%+$101.0K
ISHARES GOLD TRUST MICROIAUM$1.3M32,9230.91%-0.15pp3q+11.9%+$140.3K
PACER FDS TRCALF$1.3M25,8980.90%+0.07pp7q+7.8%+$94.9K
SELECT SECTOR SPDR TRXLE$1.3M24,2230.89%-0.19pp7q+6.0%+$73.1K
DOUBLELINE ETF TRUSTDSCO$1.2M49,1420.84%+0.01pp2q+12.4%+$135.1K
ISHARES TRIBTM$1.2M53,9320.84%+0.01pp4q+14.4%+$154.5K
ISHARES TRIXUS$1.2M12,3130.81%-0.01pp6qHELD
KKR & CO INCKKR$1.2M12,7690.81%-0.12pp7q-2.0%-$23.9K
WALMART INCWMT$1.1M9,4430.74%-0.17pp7q-0.7%-$7.2K
MICROSOFT CORPMSFT$1.0M2,7350.70%-0.05pp7q+3.4%+$33.2K
SELECT SECTOR SPDR TRXLU$1.0M22,3040.70%+0.01pp7q+15.0%+$132.2K
CISCO SYS INCCSCO$857.2K7,2980.59%+0.14pp6q-2.8%-$24.4K
VISA INCV$846.4K2,4670.58%flat6q-1.4%-$11.7K
ILLINOIS TOOL WKS INCITW$782.6K2,8930.54%-0.05pp7q-0.8%-$6.0K
VANECK FDSEMBX$773.9K15,0820.53%flat2q+8.5%+$60.3K
BERKSHIRE HATHAWAY INC DELBRKA$748.9K10.52%-0.04pp7qHELD
CINTAS CORPCTAS$745.1K4,3810.51%-0.10pp6q-6.7%-$53.7K
WW GRAINGER INCGWW$675.6K4970.47%+0.04pp7q-1.2%-$8.2K
PHILLIPS 66PSX$672.2K3,9770.46%-0.10pp2q-1.6%-$10.6K
BROADCOM INCAVGO$660.9K1,7490.46%+0.06pp2q+4.5%+$28.7K
UNITEDHEALTH GROUP INCUNH$647.2K1,5570.45%+0.11pp2q-3.3%-$22.0K
VANECK ETF TRUSTGDX$622.2K8,2470.43%-0.05pp7q+21.3%+$109.1K
AUTOMATIC DATA PROCESSING INADP$620.0K2,7680.43%-0.06pp6q-10.0%-$68.8K
MONDELEZ INTL INCMDLZ$608.2K10,5150.42%-0.05pp2q-1.6%-$9.8K
LOWES COS INCLOW$598.7K2,7150.41%-0.09pp7q-2.7%-$16.3K
NEXTERA ENERGY INCNEE$591.0K6,7340.41%-0.08pp2q-2.1%-$12.9K
AFLAC INCAFL$581.7K4,9610.40%-0.02pp7q-1.0%-$6.1K
JPMORGAN CHASE & COJPM$575.1K1,7570.40%flat7qHELD
LINDE PLCLIN$569.4K1,0970.39%-0.04pp2q-2.3%-$13.5K
FIRST TR EXCHANGE-TRADED FDIFV$564.5K20,9580.39%-0.01pp7q+1.4%+$7.9K
COMMERCE BANCSHARES INCCBSH$554.2K9,5960.38%-0.02pp6q-9.1%-$55.3K
CAPITAL GROUP DIVIDEND VALUECGDV$544.8K11,0560.38%+0.01pp7qHELD
GLOBAL X FDSCOPX$540.9K7,0280.37%flat2q+10.6%+$51.9K
MCDONALDS CORPMCD$539.2K1,9950.37%-0.11pp2qHELD
CAPITAL GROUP GROWTH ETFCGGR$522.7K11,0750.36%+0.02pp7qHELD
CHUBB LIMITEDCB$504.2K1,4800.35%-0.03pp7q-0.9%-$4.8K
ANALOG DEVICES INCADI$484.9K1,2210.33%+0.03pp2q-2.4%-$11.9K
CATERPILLAR INCCAT$478.0K4490.33%+0.09pp5qHELD
CONSTELLATION ENERGY CORPCEG$475.0K1,9130.33%-0.08pp2qHELD
S&P GLOBAL INC$458.2K1,1250.32%-newNEW
NVIDIA CORPORATIONNVDA$444.7K2,2230.31%+0.02pp7q+2.4%+$10.6K
EA SERIES TRUSTBOXX$437.7K3,7380.30%-newNEW
ROPER TECHNOLOGIES INCROP$431.9K1,2760.30%-0.04pp2q+3.5%+$14.6K
STRYKER CORPORATIONSYK$420.5K1,3350.29%-0.05pp2q-1.2%-$5.0K
PROLOGIS INC.PLD$410.0K3,0260.28%-0.03pp2q-2.0%-$8.4K
PARKER-HANNIFIN CORPPH$407.2K4160.28%-0.01pp2q-1.4%-$5.9K
AMERICAN CENTY ETF TRAVNV$384.5K4,6580.26%-0.02pp2qHELD
ACCENTURE PLC IRELANDACN$365.7K2,9390.25%-0.22pp4q-4.2%-$15.9K
AMERICAN CENTY ETF TRAVUV$357.4K2,8650.25%flat5qHELD
BERKLEY W R CORPWRB$349.1K4,9500.24%-0.01pp4q-0.9%-$3.2K
BLACKROCK INCBLK$342.6K3560.24%-0.06pp2q-10.6%-$40.4K
ETF SER SOLUTIONSDEFR$335.8K12,5540.23%-0.02pp5q+3.5%+$11.4K
COLGATE PALMOLIVE COCL$319.2K3,4820.22%-0.01pp6q-0.9%-$3.0K
ISHARES BITCOIN TRUST ETFIBIT$313.7K9,4250.22%-0.04pp7q+6.8%+$20.1K
ISHARES TRMUB$302.1K2,8070.21%-0.02pp3qHELD
PRICE T ROWE GROUP INCTROW$299.8K2,6370.21%+0.01pp6q-7.2%-$23.3K
HOME DEPOT INCHD$295.1K8370.20%-0.01pp7q-0.6%-$1.8K
ISHARES TRIWM$285.4K9500.20%+0.02pp5qHELD
FIRST TR EXCHANGE TRAD FD VIFTGC$285.4K10,5510.20%-0.04pp7qHELD
FIRST TR EXCHANGE-TRADED ALPFTC$262.2K1,3530.18%+0.02pp5qHELD
ABBOTT LABORATORIESABT$244.8K2,6980.17%-0.05pp6q-0.6%-$1.5K
PAYCHEX INCPAYX$237.3K2,4130.16%-0.02pp7q-9.1%-$23.8K
QUANTA SVCS INCPWR$232.5K3230.16%-newNEW
EXXON MOBIL CORPXOMXXXX$230.9K1,6890.16%-0.07pp3q-2.2%-$5.2K
AMAZON COM INCAMZN$225.3K9450.16%-newNEW
VANGUARD INDEX FDSVOO$223.7K3260.15%-0.09pp7q-38.3%-$138.6K
ALPHABET INCGOOGL$204.8K5730.14%-newNEW
LIBERTY ALL STAR EQUITY FDUSA$128.0K22,0310.09%-0.01pp7qHELD

By sector

Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.

Capital Markets 7.6%Retail & Consumer 2.4%Insurance 1.9%Computer Hardware 1.8%Other sectors 10.3%Not classified 75.9%
 
SectorValueShare
Capital Markets$11.0M7.6%
Retail & Consumer$3.5M2.4%
Insurance$2.8M1.9%
Computer Hardware$2.7M1.8%
Other sectors$15.0M10.3%
Not classified$110.3M75.9%

Quarter by quarter

QuarterValuePositions NewAddedTrimmed ExitedTop 10 Days to file
Q2 2026$145.2M9954434240.3%29
Q1 2026$130.1M961919481138.7%20
Q4 2025$135.0M8872446140.6%14
Q3 2025$127.7M8243227840.5%15
Q2 2025$118.3M8662831739.8%28
Q1 2025$111.3M87234215838.3%18
Q4 2024$103.9M72000042.4%38

Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.

Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.

Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.