Cushing Capital Partners, LLC
Annual return '25
+14.9%
SPY '25
+17.7%
Alpha
-2.8ptsvs SPY
Invested
$140M
Holdings
96
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$ACIO
ETF SER SOLUTIONS
Q1 2026: Sold 5.3% (318.6k → 301.8k shares)
9.7%
02
$DRSK
ETF SER SOLUTIONS
Q1 2026: Increased +5.0% (287.4k → 301.6k shares)
6.3%
03
$SPYM
SPDR SERIES TRUST
Q1 2026: Sold 12.0% (72.5k → 63.8k shares)
3.8%
04
$CGUS
CAPITAL GROUP CORE EQUITY ET
Q4 2025: Sold 11.7% (141.1k → 124.5k shares)
3.7%
05
$VEA
VANGUARD TAX-MANAGED FDS
Q1 2026: Sold 10.0% (64.2k → 57.8k shares)
2.8%
06
$VXUS
VANGUARD STAR FDS
Q1 2026: Increased +3.6% (45.9k → 47.6k shares)
2.8%
07
$IAU
ISHARES GOLD TR
Q1 2026: Sold 26.7% (51.8k → 38.0k shares)
2.6%
08
$OSCV
ETF SER SOLUTIONS
Q1 2026: Sold 8.1% (89.0k → 81.7k shares)
2.5%
09
$NOBL
PROSHARES TR
Q1 2026: Sold 1.9% (28.1k → 27.5k shares)
2.2%
10
$FV
FIRST TR EXCHANGE TRADED FD
Q1 2026: Sold 1.1% (48.8k → 48.3k shares)
2.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 11:45 UTC.