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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
Page 4 of 5  ·  96 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IFV FIRST TR EXCHANGE TRADED FD 20,663.0 $522K 0.40% -662.0 -3.1% $25.27 +9.5%
62 SPGI S&P GLOBAL INC Financial Services 1,227.0 $522K 0.40% NEW $425.44 -2.0%
63 CBSH COMMERCE BANCSHARES INC Financial Services 10,553.0 $519K 0.40% +542.0 +5.4% $49.20 +6.1%
64 AVGO BROADCOM INC Technology 1,673.0 $518K 0.40% NEW $309.48 +34.0%
65 JPM JPMORGAN CHASE & CO Financial Services 1,755.0 $516K 0.40% -35.0 -2.0% $294.21 +3.0%
66 CB CHUBB LTD SWITZ Financial Services 1,494.0 $488K 0.38% -2K -52.1% $326.92 +1.0%
67 COPX GLOBAL X FDS 6,354.0 $485K 0.37% NEW $76.35 +8.7%
68 CGDV CAPITAL GROUP DIVIDEND VALUE 11,051.0 $471K 0.36% $42.65 +12.3%
69 CGGR CAPITAL GROUP GROWTH ETF 11,075.0 $445K 0.34% $40.19 +14.6%
70 SYK STRYKER CORPORATION Healthcare 1,351.0 $444K 0.34% NEW $328.68 -2.2%
71 ROP ROPER TECHNOLOGIES INC Industrials 1,233.0 $436K 0.34% NEW $353.86 -7.1%
72 UNH UNITEDHEALTH GROUP INC Healthcare 1,610.0 $436K 0.34% NEW $270.67 +41.6%
73 PLD PROLOGIS INC. Real Estate 3,088.0 $408K 0.31% NEW $132.16 +9.5%
74 ADI ANALOG DEVICES INC Technology 1,251.0 $398K 0.31% NEW $318.14 +20.8%
75 BLK BLACKROCK INC Financial Services 398.0 $382K 0.29% NEW $960.98 +10.7%
76 NVDA NVIDIA CORPORATION Technology 2,170.0 $378K 0.29% -129.0 -5.6% $174.42 +25.9%
77 PH PARKER-HANNIFIN CORP Industrials 422.0 $378K 0.29% NEW $895.24 -4.0%
78 AVNV AMERICAN CENTY ETF TR 4,658.0 $365K 0.28% NEW $78.43 +7.7%
79 IBIT ISHARES BITCOIN TRUST ETF Financial Services 8,821.0 $339K 0.26% -46.0 -0.5% $38.42 +14.5%
80 WRB BERKLEY W R CORP Financial Services 4,996.0 $331K 0.25% -7K -57.8% $66.28 +3.0%
Page 4 of 5  ·  96 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 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%