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Portfolio (Quarterly) Guide ↗

Cushing Capital Partners, LLC

· CIK 0002054827
13F Portfolio $130M AUM 96 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 19 New 19 Added 48 Reduced 11 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DSCO DOUBLELINE ETF TRUST 43,721.0 $1.1M 0.83% NEW $24.84 -0.2%
2 PSX PHILLIPS 66 Energy 4,040.0 $736K 0.57% NEW $182.18 -1.6%
3 EMBX VANECK FDS 13,906.0 $697K 0.54% NEW $50.11 +1.9%
4 NEE NEXTERA ENERGY INC Utilities 6,881.0 $639K 0.49% NEW $92.87 -3.4%
5 MCD MCDONALDS CORP Consumer Cyclical 2,001.0 $622K 0.48% NEW $310.79 -8.6%
6 MDLZ MONDELEZ INTL INC Consumer Defensive 10,684.0 $616K 0.47% NEW $57.64 +6.7%
7 LIN LINDE PLC Basic Materials 1,123.0 $557K 0.43% NEW $495.85 +3.8%
8 CEG CONSTELLATION ENERGY CORP Utilities 1,920.0 $536K 0.41% NEW $279.23 +2.4%
9 SPGI S&P GLOBAL INC Financial Services 1,227.0 $522K 0.40% NEW $425.44 -2.0%
10 AVGO BROADCOM INC Technology 1,673.0 $518K 0.40% NEW $309.48 +34.0%
11 COPX GLOBAL X FDS 6,354.0 $485K 0.37% NEW $76.35 +8.7%
12 SYK STRYKER CORPORATION Healthcare 1,351.0 $444K 0.34% NEW $328.68 -2.2%
13 ROP ROPER TECHNOLOGIES INC Industrials 1,233.0 $436K 0.34% NEW $353.86 -7.1%
14 UNH UNITEDHEALTH GROUP INC Healthcare 1,610.0 $436K 0.34% NEW $270.67 +41.6%
15 PLD PROLOGIS INC. Real Estate 3,088.0 $408K 0.31% NEW $132.16 +9.5%
16 ADI ANALOG DEVICES INC Technology 1,251.0 $398K 0.31% NEW $318.14 +20.8%
17 BLK BLACKROCK INC Financial Services 398.0 $382K 0.29% NEW $960.98 +10.7%
18 PH PARKER-HANNIFIN CORP Industrials 422.0 $378K 0.29% NEW $895.24 -4.0%
19 AVNV AMERICAN CENTY ETF TR 4,658.0 $365K 0.28% NEW $78.43 +7.7%

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 46.2%
Technology 14.6%
Industrials 11.9%
Healthcare 7.7%
Consumer Defensive 6.1%
Consumer Cyclical 4.5%
Utilities 3.4%
Energy 3.0%
Basic Materials 1.6%
Real Estate 1.2%