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Portfolio (Quarterly) Guide ↗

Fusion Capital, LLC

· CIK 0001802955
13F Portfolio $371M AUM 104 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 47 Added 27 Reduced 4 Exited
Page 6 of 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 AXP AMERICAN EXPRESS CO COM Financial Services 691.0 $209K 0.06% +33.0 +5.0% $302.55 +4.2%
102 NSC NORFOLK SOUTHERN CRP Industrials 711.0 $204K 0.06% $286.81 +7.3%
103 GLD SPDR GOLD ETF Financial Services 469.0 $202K 0.05% -86.0 -15.5% $430.29 -4.1%
104 PRFZ POWERSHARES FTSE RAFI US 1500 S/M PT 4,396.0 $202K 0.05% $45.87 +13.8%
Page 6 of 6  ·  104 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 32.0%
Healthcare 14.3%
Financial Services 13.8%
Energy 12.7%
Industrials 11.8%
Consumer Cyclical 5.9%
Basic Materials 4.5%
Communication Services 3.0%
Consumer Defensive 1.3%
Utilities 0.7%