Arkolith/Funds/Cushing Capital Partners, LLC

Cushing Capital Partners, LLC

CIK 2054827
Holdings as of Jun 30, 2026·disclosed Jul 29, 2026·~29-day 13F lag·13F-HR
Active Filer

Cushing Capital Partners, LLC holds a diversified book of 99 stocks worth $145.2M as of Q2 2026 (disclosed Jul 29, 2026, a ~45-day 13F lag). This quarter they opened S&P Global Inc and trimmed Cap Group Intl Focus. Their largest long position is Aptus Collared Invest Opp at 10% of the equity book. Cloning the disclosed picks since 2025 would be +20% (+13.4%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Cushing Capital Partners, LLC's latest
holdings, largest changes, and filing provenance.
Opened
32
new positions
Added to
49
existing
Trimmed
38
reduced
Sold out
2
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+20.4%
+13.4%/yr · since Feb '25
Their reported book
+19.2%
held from quarter-end
S&P 500
+25.1%
same window
$8K$10K$11K$12K$13KFeb '25May '25Sep '25Dec '25Apr '26Jul '26
Cushing Capital Partners, LLC (copied at disclosure) S&P 500

Growth of $10,000 cloning Cushing Capital Partners, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
27%
Top 10 holdings
40%
Top 20 holdings
59%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

24% mapped to company sectors

ETF / fund or unclassified
76%
Financials
10%
Information Technology
4%
Consumer Discretionary
2%
Industrials
2%
Health Care
2%
Utilities
1%
Energy
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Cushing Capital Partners, LLC

Manager / fundShared namesTheir $ in those
LPL Financial LLC77 / 80$52.5B
ENVESTNET ASSET MANAGEMENT INC76 / 80$47.1B
OSAIC HOLDINGS, INC.76 / 80$11.4B
Farther Finance Advisors, LLC76 / 80$1.6B
Advisory Services Network, LLC76 / 80$1.5B
MORGAN STANLEY75 / 80$342.3B
NewEdge Advisors, LLC74 / 80$5.7B
HARBOUR INVESTMENTS, INC.74 / 80$841.5M

Ranked by how many of Cushing Capital Partners, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

99 positions
#SecurityValueShares% PortLast moveHistory
1ETF Ser Solutions
APTUS COLLRD INV
$14.5M313.9K
10.0%
+4.0%
Added · +12K sh
2ETF Ser Solutions
APTUS DEFINED
$9.3M325.1K
6.4%
+7.8%
Added · +23K sh
3SPDR Series Trust
ST STR P500ETF
$6.0M67.8K
4.1%
+6.4%
Added · +4K sh
4Capital Group Core Equity Et
SHS CREAT UNIT
$5.6M125.3K
3.8%
+1.0%
Added · +1K sh
5Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$4.3M60.8K
3.0%
+5.2%
Added · +3K sh
6Vanguard Star FDS
VG TL INTL STK F
$4.3M50.5K
3.0%
+6.0%
Added · +3K sh
7First TR Exchange Traded FD
DORSEY WRT 5 ETF
$3.8M50.4K
2.6%
+4.4%
Added · +2K sh
8ETF Ser Solutions
OPUS SML CP VL
$3.6M86.3K
2.5%
+5.6%
Added · +5K sh
9Proshares TR
S&P 500 DV ARIST
$3.6M64.7K
2.5%
+135%
Added · +37K sh
10Ishares TR
CORE S&P MCP ETF
$3.4M44.6K
2.4%
+4.6%
Added · +2K sh
11Invesco Exchange Traded FD T
S&P500 EQL WGT
$3.4M16.0K
2.3%
+5.8%
Added · +882 sh
12ETF Ser Solutions
APTUS INT ENH YL
$3.3M118.4K
2.2%
+6.0%
Added · +7K sh
13Select Sector SPDR TR
ST STR CARE ETF
$3.1M19.8K
2.2%
+21%
Added · +3K sh
14Ishares Gold TR
ISHARES NEW
$2.9M38.8K
2.0%
+2.0%
Added · +766 sh
15Doubleline ETF Trust
MORTGAGE ETF
$2.9M58.8K
2.0%
+2.3%
Added · +1K sh
16ETF Ser Solutions
APTUS ENHANCED
$2.8M125.6K
1.9%
+4.7%
Added · +6K sh
17Grayscale Bitcoin Mini TR Et
SHS NEW
$2.8M106.3K
1.9%
+12%
Added · +12K sh
18ETF Ser Solutions
APTUS LRG CAP UP
$2.4M84.3K
1.6%
+9.2%
Added · +7K sh
19Select Sector SPDR TR
ST STR INDL ETF
$2.2M12.1K
1.5%
+18%
Added · +2K sh
20ETF Ser Solutions
APTUS DRAWDOWN
$2.0M36.0K
1.4%
+6.4%
Added · +2K sh
21Capital Group Intl Focus Eqt
SHS CREAT UNIT
$2.0M56.9K
1.4%
−11%
Reduced · −7K sh
22Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$1.9M32.0K
1.3%
+6.3%
Added · +2K sh
23Invesco Exchange Traded FD T
S&P500 PUR VAL
$1.9M16.4K
1.3%
+16%
Added · +2K sh
24Ishares Silver TR
ISHARES
$1.8M34.4K
1.3%
+4.8%
Added · +2K sh
25ETF Ser Solutions
APTUS LARGE CAP
$1.8M44.0K
1.3%
+6.8%
Added · +3K sh
26Apple Inc
COM
$1.8M6.2K
1.2%
−0.2%
Reduced · −11 sh
27Vanguard Intl Equity Index F
FTSE SMCAP ETF
$1.8M11.6K
1.2%
−8.1%
Reduced · −1K sh
28Direxion Shares ETF Trust
DAILY 500 1X ETF
$1.5M178.6K
1.1%
+17%
Added · +26K sh
29Johnson & Johnson
COM
$1.5M6.1K
1.1%
−1.5%
Reduced · −92 sh
30Schwab Strategic TR
US TIPS ETF
$1.5M57.2K
1.0%
+2.0%
Added · +1K sh
31Select Sector SPDR TR
ST STR STAPL ETF
$1.5M18.1K
1.0%
+21%
Added · +3K sh
32Amplify ETF TR
CWP ENHANCED DIV
$1.3M29.3K
0.9%
+8.1%
Added · +2K sh
33Ishares Gold Trust Micro
SHS REPSTG UN TR
$1.3M32.9K
0.9%
+12%
Added · +4K sh
34Pacer FDS TR
US SM CAP CA ETF
$1.3M25.9K
0.9%
+7.8%
Added · +2K sh
35Select Sector SPDR TR
ST STR ENERG ETF
$1.3M24.2K
0.9%
+6.0%
Added · +1K sh
36Doubleline ETF Trust
SECUR CR ETF
$1.2M49.1K
0.8%
+12%
Added · +5K sh
37Ishares TR
IBONDS DEC 2032
$1.2M53.9K
0.8%
+14%
Added · +7K sh
38Ishares TR
CORE MSCI TOTAL
$1.2M12.3K
0.8%
+0.4%
Added · +51 sh
39KKR & Co Inc
COM
$1.2M12.8K
0.8%
−2.0%
Reduced · −260 sh
40Walmart Inc
COM
$1.1M9.4K
0.7%
−0.7%
Reduced · −64 sh
41Microsoft Corp
COM
$1.0M2.7K
0.7%
+3.4%
Added · +89 sh
42Select Sector SPDR TR
ST STR UTIL ETF
$1.0M22.3K
0.7%
+15%
Added · +3K sh
43Cisco Sys Inc
COM
$857K7.3K
0.6%
−2.8%
Reduced · −208 sh
44Visa Inc
COM CL A
$846K2.5K
0.6%
−1.4%
Reduced · −34 sh
45Illinois Tool WKS Inc
COM
$783K2.9K
0.5%
−0.8%
Reduced · −22 sh
46Vaneck FDS
EMER MARK BD ETF
$774K15.1K
0.5%
+8.4%
Added · +1K sh
47Berkshire Hathaway Inc Del
CL A
$749K1
0.5%
Held
48Cintas Corp
COM
$745K4.4K
0.5%
−6.7%
Reduced · −316 sh
49WW Grainger Inc
COM
$676K497
0.5%
−1.2%
Reduced · −6 sh
50Phillips 66
COM
$672K4.0K
0.5%
−1.6%
Reduced · −63 sh
Showing 50 of 99 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 29, 202699$145.2M13F-HR
Q1 2026Mar 31, 2026Apr 20, 202696$130.1M13F-HR
Q4 2025Dec 31, 2025Jan 14, 202688$135.0M13F-HR
Q3 2025Sep 30, 2025Oct 15, 202582$127.7M13F-HR
Q2 2025Jun 30, 2025Jul 28, 202586$118.3M13F-HR
Q1 2025Mar 31, 2025Apr 18, 202587$111.3M13F-HR
Q4 2024Dec 31, 2024Feb 7, 202572$103.9M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.