Cushing Capital Partners, LLC

CIK 0002054827 • 7 13F filings • Apr 18, 2025 – Oct 20, 2026

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Filer information

Filed by: Cushing Capital Partners, LLC, Managing Partner
Address: 417 GENESSE STREET, DELAFIELD, WI, 53018
Phone: 262-256-0589
AUM: $135.0M

AUM over time

$163.0M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $118.3M86 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$775K	0.7%	5,695 SH	New
AFLAC INC	COM	$1.2M	1.0%Prev: 0.4%	11,001 SH	Increased+5,988 SH
AMAZON COM INC	COM	$250K	0.2%	1,141 SH	New
AMERICAN CENTY ETF TR	US SML CP VALU	$220K	0.2%Prev: 0.2%	2,418 SH	Decreased-447 SH
AMERICAN TOWER CORP NEW	COM	$218K	0.2%	980 SH	New
AMPLIFY ETF TR	CWP ENHANCED DIV	$1.1M	1.0%Prev: 0.9%	26,897 SH	Decreased-226 SH
APPLE INC	COM	$1.9M	1.6%Prev: 1.2%	9,035 SH	Increased+2,797 SH
AUTOMATIC DATA PROCESSING IN	COM	$991K	0.8%Prev: 0.5%	3,199 SH	Increased+124 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$729K	0.6%Prev: 0.6%	1 SH	Increased
BROADRIDGE FINL SOLUTIONS IN	COM	$244K	0.2%	999 SH	New
CAPITAL GROUP CORE EQUITY ET	SHS CREATION UNI	$4.9M	4.1%Prev: 3.7%	132,159 SH	Increased+8,045 SH
CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$438K	0.4%Prev: 0.4%	11,045 SH	Decreased-6 SH
CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$450K	0.4%Prev: 0.3%	11,075 SH	Increased
CAPITAL GROUP INTL FOCUS EQT	SHS CREATION UNI	$1.9M	1.6%Prev: 1.4%	70,067 SH	Increased+6,318 SH
CATERPILLAR INC	COM	$231K	0.2%Prev: 0.2%	596 SH	Decreased+149 SH
CHUBB LIMITED	COM	$969K	0.8%	3,335 SH	New
CINTAS CORP	COM	$1.2M	1.0%Prev: 0.6%	5,254 SH	Increased+557 SH
CISCO SYS INC	COM	$1.1M	1.0%Prev: 0.4%	16,325 SH	Increased+8,819 SH
COLGATE PALMOLIVE CO	COM	$892K	0.8%Prev: 0.2%	9,810 SH	Increased+6,295 SH
COMMERCE BANCSHARES INC	COM	$908K	0.8%Prev: 0.4%	14,607 SH	Increased+4,054 SH
DIREXION SHS ETF TR	DLY S&P500 BR 1X	$483K	0.4%	46,255 SH	New
DOUBLELINE ETF TRUST	MORTGAGE ETF	$2.7M	2.3%Prev: 2.2%	55,665 SH	Decreased-1,807 SH
EMERSON ELEC CO	COM	$860K	0.7%	6,452 SH	New
ETF SER SOLUTIONS	APTUS COLLRD INV	$11.8M	9.9%Prev: 9.7%	283,835 SH	Decreased-17,943 SH
ETF SER SOLUTIONS	APTUS DEFERRED I	$259K	0.2%Prev: 0.2%	10,087 SH	Decreased-2,040 SH
ETF SER SOLUTIONS	APTUS DEFINED	$7.7M	6.5%Prev: 6.3%	266,739 SH	Decreased-34,895 SH
ETF SER SOLUTIONS	APTUS DRAWDOWN	$1.4M	1.2%Prev: 1.3%	29,438 SH	Decreased-4,362 SH
ETF SER SOLUTIONS	APTUS ENHANCED	$2.5M	2.1%Prev: 2.0%	111,710 SH	Decreased-8,309 SH
ETF SER SOLUTIONS	APTUS INT ENH YL	$2.4M	2.0%Prev: 2.1%	107,039 SH	Decreased-4,676 SH
ETF SER SOLUTIONS	APTUS LARGE CAP	$1.2M	1.0%Prev: 1.1%	36,589 SH	Decreased-4,604 SH
ETF SER SOLUTIONS	APTUS LRG CAP UP	$1.6M	1.4%Prev: 1.5%	65,775 SH	Decreased-11,476 SH
ETF SER SOLUTIONS	OPUS SML CP VL	$2.8M	2.4%Prev: 2.5%	77,966 SH	Decreased-3,780 SH
ETFS GOLD TR	PHYSCL GOLD SHS	$256K	0.2%	8,117 SH	New
FIRST TR EXCHANGE TRAD FD VI	FST TR GLB FD	$353K	0.3%Prev: 0.2%	14,304 SH	Increased+3,762 SH
FIRST TR EXCHANGE TRADED FD	DORSEY WRIGHT	$518K	0.4%Prev: 0.4%	22,600 SH	Decreased+1,937 SH
FIRST TR EXCHANGE TRADED FD	DORSEY WRT 5 ETF	$2.9M	2.5%Prev: 2.2%	49,424 SH	Increased+1,168 SH
FIRST TR EXCHANGE-TRADED ALP	COM SHS	$205K	0.2%Prev: 0.2%	1,355 SH	Decreased+2 SH
GENERAL DYNAMICS CORP	COM	$749K	0.6%	2,568 SH	New
GRAINGER W W INC	COM	$1.2M	1.0%	1,125 SH	New
HOME DEPOT INC	COM	$795K	0.7%Prev: 0.2%	2,167 SH	Increased+1,325 SH
ILLINOIS TOOL WKS INC	COM	$820K	0.7%Prev: 0.6%	3,297 SH	Increased+382 SH
INVESCO EXCHANGE TRADED FD T	FINL PFD ETF	$619K	0.5%	43,862 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$2.6M	2.2%Prev: 2.2%	14,483 SH	Decreased-665 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$350K	0.3%Prev: 0.3%	5,721 SH	Increased-3,100 SH
ISHARES GOLD TR	ISHARES NEW	$3.3M	2.8%Prev: 2.6%	52,335 SH	Decreased+14,351 SH
ISHARES SILVER TR	ISHARES	$2.0M	1.7%Prev: 1.7%	61,699 SH	Decreased+28,938 SH
ISHARES TR	1 3 YR TREAS BD	$294K	0.2%	3,544 SH	New
ISHARES TR	A RATE CP BD ETF	$755K	0.6%	15,780 SH	New
ISHARES TR	CORE MSCI TOTAL	$658K	0.6%Prev: 0.8%	8,506 SH	Decreased-3,756 SH
ISHARES TR	CORE S&P MCP ETF	$2.5M	2.1%Prev: 2.2%	40,140 SH	Decreased-2,556 SH
ISHARES TR	JPMORGAN USD EMG	$403K	0.3%	4,354 SH	New
ISHARES TR	RUSSELL 2000 ETF	$205K	0.2%Prev: 0.2%	950 SH	Decreased
JOHNSON & JOHNSON	COM	$332K	0.3%Prev: 1.2%	2,174 SH	Decreased-3,987 SH
JPMORGAN CHASE & CO.	COM	$607K	0.5%	2,093 SH	New
KKR & CO INC	COM	$2.0M	1.7%Prev: 0.9%	14,766 SH	Increased+1,737 SH
LIBERTY ALL STAR EQUITY FD	SH BEN INT	$150K	0.1%Prev: 0.1%	22,044 SH	Increased
LOWES COS INC	COM	$653K	0.6%Prev: 0.5%	2,945 SH	Decreased+156 SH
MICROSOFT CORP	COM	$1.5M	1.2%Prev: 0.8%	2,962 SH	Increased+316 SH
NVIDIA CORPORATION	COM	$386K	0.3%Prev: 0.3%	2,444 SH	Increased+274 SH
PACER FDS TR	US SMALL CAP CAS	$955K	0.8%Prev: 0.8%	23,995 SH	Decreased-28 SH
PAYCHEX INC	COM	$954K	0.8%Prev: 0.2%	6,558 SH	Increased+3,903 SH
PRICE T ROWE GROUP INC	COM	$686K	0.6%Prev: 0.2%	7,107 SH	Increased+4,265 SH
PROCTER AND GAMBLE CO	COM	$1.0M	0.9%	6,471 SH	New
PROGRESSIVE CORP	COM	$304K	0.3%	1,138 SH	New
PROSHARES TR	S&P 500 DV ARIST	$2.6M	2.2%Prev: 2.2%	25,855 SH	Decreased-1,665 SH
QUANTA SVCS INC	COM	$264K	0.2%	697 SH	New
ROPER TECHNOLOGIES INC	COM	$239K	0.2%Prev: 0.3%	421 SH	Decreased-812 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$1.3M	1.1%Prev: 1.1%	49,342 SH	Decreased-6,709 SH
SELECT SECTOR SPDR TR	ENERGY	$921K	0.8%	10,859 SH	New
SELECT SECTOR SPDR TR	INDL	$1.4M	1.2%	9,687 SH	New
SELECT SECTOR SPDR TR	SBI CONS STPLS	$1.2M	1.0%	15,103 SH	New
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$1.9M	1.6%	13,974 SH	New
SELECT SECTOR SPDR TR	SBI INT-UTILS	$720K	0.6%	8,816 SH	New
SPDR GOLD TR	GOLD SHS	$369K	0.3%Prev: 0.2%	1,209 SH	Increased+734 SH
SPDR SERIES TRUST	PORTFOLIO S&P500	$4.6M	3.9%	62,702 SH	New
SPROTT PHYSICAL GOLD TR	UNIT	$222K	0.2%	8,745 SH	New
STARBUCKS CORP	COM	$493K	0.4%	5,375 SH	New
TRACTOR SUPPLY CO	COM	$944K	0.8%	17,887 SH	New
VANECK ETF TRUST	GOLD MINERS ETF	$1.0M	0.9%Prev: 0.5%	19,912 SH	Increased+13,111 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$300K	0.3%Prev: 0.2%	527 SH	Decreased-1 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.6M	1.4%Prev: 1.3%	32,696 SH	Decreased+2,595 SH
VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$1.7M	1.4%Prev: 1.4%	12,658 SH	Decreased+49 SH
VANGUARD STAR FDS	VG TL INTL STK F	$3.1M	2.6%Prev: 2.8%	44,796 SH	Decreased-2,805 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$3.4M	2.9%Prev: 2.8%	60,215 SH	Decreased+2,431 SH
VISA INC	COM CL A	$1.3M	1.1%Prev: 0.6%	3,736 SH	Increased+1,235 SH
WALMART INC	COM	$1.3M	1.1%Prev: 0.9%	13,664 SH	Increased+4,157 SH

Sold (vs prior filing)

ABBOTT LABORATORIES — $279K
ACCENTURE PLC IRELAND — $608K
AMERICAN CENTY ETF TR — $365K
ANALOG DEVICES INC — $398K
BERKLEY W R CORP — $331K
BLACKROCK INC — $382K
BROADCOM INC — $518K
CHUBB LTD SWITZ — $488K
CONSTELLATION ENERGY CORP — $536K
DIREXION SHARES ETF TRUST — $1.5M
DOUBLELINE ETF TRUST — $1.1M
EXXON MOBIL CORP — $293K
GLOBAL X FDS — $485K
GRAYSCALE BITCOIN MINI TR ET — $2.8M
INVESCO EXCHANGE TRADED FD T — $1.5M
ISHARES GOLD TR — $1.4M
ISHARES TR — $1.1M
ISHARES TR — $298K
JPMORGAN CHASE & CO — $516K
LINDE PLC — $557K
… and 17 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 14, 2026	Q4 2025	13F-HR	0002054827-26-000001	$135.0M	View
Oct 20, 2026	Q3 2026	13F-HR	0002054827-26-000005	$163.0M	View
Oct 15, 2025	Q3 2025