Cushing Capital Partners, LLC

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

Import this data to Google Sheets with:

=jivedata("cushing-capital-partners-llc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

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: $127.7M82 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$728K	0.6%	5,435 SH	New
ACCENTURE PLC IRELAND	SHS CLASS A	$838K	0.7%Prev: 0.3%	3,397 SH	Increased+458 SH
AFLAC INC	COM	$1.2M	0.9%Prev: 0.4%	10,779 SH	Increased+5,818 SH
AMAZON COM INC	COM	$246K	0.2%Prev: 0.2%	1,122 SH	Increased+177 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$241K	0.2%Prev: 0.2%	2,418 SH	Decreased-447 SH
AMPLIFY ETF TR	CWP ENHANCED DIV	$1.2M	0.9%Prev: 0.9%	26,945 SH	Decreased-2,388 SH
APPLE INC	COM	$2.4M	1.9%Prev: 1.2%	9,347 SH	Increased+3,120 SH
AUTOMATIC DATA PROCESSING IN	COM	$883K	0.7%Prev: 0.4%	2,992 SH	Increased+224 SH
BERKLEY W R CORP	COM	$951K	0.7%Prev: 0.2%	12,408 SH	Increased+7,458 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$754K	0.6%Prev: 0.5%	1 SH	Increased
CAPITAL GROUP CORE EQUITY ET	SHS CREATION UNI	$5.6M	4.4%	141,067 SH	New
CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$466K	0.4%	11,046 SH	New
CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$486K	0.4%	11,075 SH	New
CAPITAL GROUP INTL FOCUS EQT	SHS CREATION UNI	$2.3M	1.8%	76,887 SH	New
CATERPILLAR INC	COM	$285K	0.2%Prev: 0.3%	598 SH	Decreased+149 SH
CHUBB LIMITED	COM	$927K	0.7%Prev: 0.3%	3,275 SH	Increased+1,795 SH
CINTAS CORP	COM	$1.1M	0.9%Prev: 0.5%	5,432 SH	Increased+1,051 SH
CISCO SYS INC	COM	$1.1M	0.9%Prev: 0.6%	16,025 SH	Increased+8,727 SH
COLGATE PALMOLIVE CO	COM	$741K	0.6%Prev: 0.2%	9,273 SH	Increased+5,791 SH
COMMERCE BANCSHARES INC	COM	$780K	0.6%Prev: 0.4%	13,047 SH	Increased+3,451 SH
DOUBLELINE ETF TRUST	MORTGAGE ETF	$3.1M	2.4%Prev: 2.0%	62,848 SH	Increased+4,050 SH
ETF SER SOLUTIONS	APTUS COLLRD INV	$12.7M	9.9%Prev: 10.0%	292,169 SH	Decreased-21,739 SH
ETF SER SOLUTIONS	APTUS DEFERRED I	$281K	0.2%	10,709 SH	New
ETF SER SOLUTIONS	APTUS DEFINED	$8.1M	6.4%Prev: 6.4%	281,975 SH	Decreased-43,097 SH
ETF SER SOLUTIONS	APTUS DRAWDOWN	$1.5M	1.2%Prev: 1.4%	29,085 SH	Decreased-6,892 SH
ETF SER SOLUTIONS	APTUS ENHANCED	$2.7M	2.1%Prev: 1.9%	122,159 SH	Decreased-3,453 SH
ETF SER SOLUTIONS	APTUS INT ENH YL	$2.5M	2.0%Prev: 2.2%	107,171 SH	Decreased-11,218 SH
ETF SER SOLUTIONS	APTUS LARGE CAP	$1.3M	1.0%Prev: 1.3%	35,811 SH	Decreased-8,167 SH
ETF SER SOLUTIONS	APTUS LRG CAP UP	$2.1M	1.6%Prev: 1.6%	78,972 SH	Decreased-5,364 SH
ETF SER SOLUTIONS	OPUS SML CP VL	$3.1M	2.4%Prev: 2.5%	79,803 SH	Decreased-6,496 SH
ETFS GOLD TR	PHYSCL GOLD SHS	$299K	0.2%	8,117 SH	New
FIRST TR EXCHANGE TRAD FD VI	FST TR GLB FD	$354K	0.3%Prev: 0.2%	13,664 SH	Increased+3,113 SH
FIRST TR EXCHANGE TRADED FD	DORSEY WRIGHT	$531K	0.4%Prev: 0.4%	21,695 SH	Decreased+737 SH
FIRST TR EXCHANGE TRADED FD	DORSEY WRT 5 ETF	$3.1M	2.4%Prev: 2.6%	49,350 SH	Decreased-1,047 SH
FIRST TR EXCHANGE-TRADED ALP	COM SHS	$217K	0.2%Prev: 0.2%	1,353 SH	Decreased
GRAINGER W W INC	COM	$1.1M	0.8%	1,106 SH	New
HOME DEPOT INC	COM	$860K	0.7%Prev: 0.2%	2,122 SH	Increased+1,285 SH
ILLINOIS TOOL WKS INC	COM	$843K	0.7%Prev: 0.5%	3,233 SH	Increased+340 SH
INVESCO EXCHANGE TRADED FD T	FINL PFD ETF	$735K	0.6%	50,261 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$2.7M	2.1%Prev: 2.3%	14,460 SH	Decreased-1,570 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$532K	0.4%Prev: 0.2%	8,178 SH	Increased-1,247 SH
ISHARES GOLD TR	ISHARES NEW	$4.0M	3.1%Prev: 2.0%	55,032 SH	Increased+16,282 SH
ISHARES SILVER TR	ISHARES	$2.8M	2.2%Prev: 1.3%	65,696 SH	Increased+31,343 SH
ISHARES TR	1 3 YR TREAS BD	$294K	0.2%	3,544 SH	New
ISHARES TR	A RATE CP BD ETF	$838K	0.7%	17,283 SH	New
ISHARES TR	CORE MSCI TOTAL	$745K	0.6%Prev: 0.8%	9,016 SH	Decreased-3,297 SH
ISHARES TR	CORE S&P MCP ETF	$2.9M	2.3%Prev: 2.4%	44,599 SH	Decreased-50 SH
ISHARES TR	IBONDS DEC 2032	$935K	0.7%Prev: 0.8%	40,408 SH	Decreased-13,524 SH
ISHARES TR	JPMORGAN USD EMG	$444K	0.3%	4,663 SH	New
ISHARES TR	RUSSELL 2000 ETF	$230K	0.2%Prev: 0.2%	950 SH	Decreased
JOHNSON & JOHNSON	COM	$1.4M	1.1%Prev: 1.1%	7,614 SH	Decreased+1,545 SH
JPMORGAN CHASE & CO.	COM	$582K	0.5%	1,846 SH	New
KKR & CO INC	COM	$1.8M	1.4%Prev: 0.8%	14,235 SH	Increased+1,466 SH
LIBERTY ALL STAR EQUITY FD	SH BEN INT	$140K	0.1%Prev: 0.1%	22,044 SH	Increased+13 SH
LOWES COS INC	COM	$786K	0.6%Prev: 0.4%	3,128 SH	Increased+413 SH
MASTERCARD INCORPORATED	CL A	$896K	0.7%	1,576 SH	New
MICROSOFT CORP	COM	$1.5M	1.2%Prev: 0.7%	2,934 SH	Increased+199 SH
NVIDIA CORPORATION	COM	$455K	0.4%Prev: 0.3%	2,438 SH	Increased+215 SH
PACER FDS TR	US SMALL CAP CAS	$1.1M	0.9%	25,886 SH	New
PAYCHEX INC	COM	$815K	0.6%Prev: 0.2%	6,432 SH	Increased+4,019 SH
PRICE T ROWE GROUP INC	COM	$737K	0.6%Prev: 0.2%	7,179 SH	Increased+4,542 SH
PROCTER AND GAMBLE CO	COM	$225K	0.2%	1,468 SH	New
PROSHARES TR	S&P 500 DV ARIST	$2.8M	2.2%Prev: 2.5%	27,213 SH	Decreased-37,463 SH
QUANTA SVCS INC	COM	$219K	0.2%Prev: 0.2%	527 SH	Decreased+204 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$1.5M	1.2%Prev: 1.0%	55,363 SH	Decreased-1,803 SH
SELECT SECTOR SPDR TR	ENERGY	$1.0M	0.8%	11,732 SH	New
SELECT SECTOR SPDR TR	INDL	$1.5M	1.2%	9,580 SH	New
SELECT SECTOR SPDR TR	SBI CONS STPLS	$1.2M	1.0%	15,519 SH	New
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$2.1M	1.7%	15,325 SH	New
SELECT SECTOR SPDR TR	SBI INT-UTILS	$767K	0.6%	8,792 SH	New
SPDR GOLD TR	GOLD SHS	$430K	0.3%	1,209 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P500	$4.9M	3.9%	63,023 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD TR	$259K	0.2%	8,745 SH	New
STARBUCKS CORP	COM	$460K	0.4%	5,435 SH	New
VANECK ETF TRUST	GOLD MINERS ETF	$1.3M	1.0%Prev: 0.4%	17,058 SH	Increased+8,811 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$324K	0.3%Prev: 0.2%	528 SH	Increased+202 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.7M	1.3%Prev: 1.3%	31,337 SH	Decreased-661 SH
VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$1.9M	1.5%Prev: 1.2%	13,438 SH	Increased+1,854 SH
VANGUARD STAR FDS	VG TL INTL STK F	$3.6M	2.8%Prev: 3.0%	49,446 SH	Decreased-1,018 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$3.5M	2.7%Prev: 3.0%	58,433 SH	Decreased-2,335 SH
VISA INC	COM CL A	$1.2M	0.9%Prev: 0.6%	3,418 SH	Increased+951 SH
WALMART INC	COM	$1.3M	1.0%Prev: 0.7%	12,641 SH	Increased+3,198 SH

Sold (vs prior filing)

ABBOTT LABORATORIES — $245K
ALPHABET INC — $205K
AMERICAN CENTY ETF TR — $384K
ANALOG DEVICES INC — $485K
BLACKROCK INC — $343K
BROADCOM INC — $661K
CAPITAL GROUP CORE EQUITY ET — $5.6M
CAPITAL GROUP DIVIDEND VALUE — $545K
CAPITAL GROUP GROWTH ETF — $523K
CAPITAL GROUP INTL FOCUS EQT — $2.0M
CONSTELLATION ENERGY CORP — $475K
DIREXION SHARES ETF TRUST — $1.5M
DOUBLELINE ETF TRUST — $1.2M
EA SERIES TRUST — $438K
ETF SER SOLUTIONS — $336K
EXXON MOBIL CORP — $231K
GLOBAL X FDS — $541K
GRAYSCALE BITCOIN MINI TR ET — $2.8M
INVESCO EXCHANGE TRADED FD T — $1.9M
ISHARES GOLD TRUST MICRO — $1.3M
… and 22 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