Cushing Capital Partners, LLC

CIK

2054827

Location

DELAFIELD, WI

Portfolio Value

Micro $1,175,267

Diversification

Diversified

Filing Date

Global Rank

#6,915 / 8,232 ▲ 195

Top Industry

Asset Management 8.1%

3Y Alpha vs SPY

-8.0%

Period ended 2 months ago

Filed Apr 20, 2026 · 55d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+12.3%

SPY

+23.4%

Annualised alpha

-8.0%

Max drawdown

−14.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

48 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

9.7%

−2.1 pts

Top 5

33.2%

−5.4 pts

Top 10

49.2%

−6.4 pts

HHI

371

Diversified−112

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	29.9%	$10,336,902	6
Technology	18.3%	$6,353,072	10
Financial Services	16.3%	$5,647,763	11
Industrials	8.1%	$2,796,344	5
Healthcare	7.7%	$2,664,214	4
Consumer Defensive	6.1%	$2,096,937	3
Consumer Cyclical	4.5%	$1,557,799	3
Utilities	3.4%	$1,175,267	2
Energy	3.0%	$1,029,009	2
Basic Materials	1.6%	$556,738	1
Real Estate	1.2%	$408,171	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

6 positions

Ticker	Company	Δ Shares	Shares	Value
BTC	Grayscale Bitcoin Mini Trust ETF	+80,194	94,661	$2,838,883
IAUM	iShares Gold Trust Micro	+23,085	29,416	$1,373,727
ADP	Automatic Data Processing Inc	+986	3,075	$624,778
CBSH	Commerce Bancshares Inc /Mo/	+542	10,553	$519,207
ACN	Accenture plc	+333	3,067	$608,155
CAT	Caterpillar Inc	+1	447	$316,681
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SLV	iShares Silver Trust	−26,160	32,761	$2,232,334
IAU	Ishares Gold Trust	−13,820	37,984	$3,348,669
CSCO	Cisco Systems, Inc.	−7,817	7,506	$582,390
WRB	Berkley W R Corp	−6,839	4,996	$331,134
AFL	Aflac Inc	−5,185	5,013	$549,976
AAPL	Apple Inc.	−3,031	6,238	$1,583,142
TROW	Price T Rowe Group Inc	−2,813	2,842	$256,177
CL	Colgate Palmolive Co	−2,621	3,515	$299,583
PAYX	Paychex Inc	−2,447	2,655	$244,578
WMT	Walmart Inc.	−2,099	9,507	$1,181,529
CB	Chubb Ltd	−1,628	1,494	$486,939
ABT	Abbott Laboratories	−1,519	2,714	$278,646
JNJ	Johnson & Johnson	−1,182	6,161	$1,505,994
HD	Home Depot, Inc.	−1,172	842	$276,925
GLD	Spdr Gold Trust	−734	475	$204,387
V	Visa Inc.	−682	2,501	$755,902
KKR	KKR & Co. Inc.	−643	13,029	$1,205,182
GWW	W.W. Grainger, Inc.	−550	503	$548,677
CTAS	Cintas Corp	−526	4,697	$794,450
LOW	Lowes Companies Inc	−243	2,789	$658,984
ITW	Illinois Tool Works Inc	−173	2,915	$758,745
NVDA	Nvidia Corp	−129	2,170	$378,448
MSFT	Microsoft Corp	−120	2,646	$979,469
XOM	Exxon Mobil Corp	−82	1,727	$293,002
IBIT	iShares Bitcoin Trust ETF	−46	8,821	$338,902
No positions match the current search.

New Positions

Positions the filer opened this quarter

15 positions

Ticker	Company	Shares	Value
PSX	Phillips 66	4,040	$736,007
NEE	Nextera Energy Inc	6,881	$639,107
MCD	Mcdonalds Corp	2,001	$621,890
MDLZ	Mondelez International, Inc.	10,684	$615,825
LIN	Linde PLC	1,123	$556,738
CEG	Constellation Energy Corp	1,920	$536,160
SPGI	S&P Global Inc.	1,227	$521,892
AVGO	Broadcom Inc.	1,673	$517,810
SYK	Stryker Corp	1,351	$443,925
ROP	Roper Technologies Inc	1,233	$436,309
UNH	Unitedhealth Group Inc	1,610	$435,649
PLD	Prologis, Inc.	3,088	$408,171
ADI	Analog Devices Inc	1,251	$397,993
BLK	BlackRock, Inc.	398	$382,760
PH	Parker-Hannifin Corp	422	$377,791
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
MA	Mastercard Inc	1,411	$805,511
SBUX	Starbucks Corp	3,977	$334,903
SGOL	abrdn Gold ETF Trust	7,992	$328,311
PHYS	Sprott Physical Gold Trust	8,712	$287,670
AMZN	Amazon Com Inc	1,133	$261,519
PG	PROCTER & GAMBLE Co	1,561	$223,706
GOOGL	Alphabet Inc.	656	$205,328
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

2 positions · $1,175,267 total · Utilities only · as of Mar 31, 2026

All sectors Basic Materials Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
NEE	Nextera Energy Inc Utilities	NEW	6,881	NEW	$639,107	NEW	54.38%
CEG	Constellation Energy Corp Utilities	NEW	1,920	NEW	$536,160	NEW	45.62%