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CCP

Cushing Capital Partners Portfolio holdings

AUM $145M
1-Year Est. Return 15.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

Rank Stock Value
1 +$675K
2 +$551K
3 +$522K
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$502K
5
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$436K

Top Sells

Rank Stock Value
1 +$522K
2 +$228K
3 +$204K
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$161K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$135K

Sector Composition

Rank Sector Weight
1 Technology 4.77%
2 Financials 4.11%
3 Industrials 2.29%
4 Healthcare 1.97%
5 Consumer Staples 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ACIO icon
1
Aptus Collared Investment Opportunity ETF
ACIO
$2.42B
$14.5M 9.97%
313,908
+12,130
DRSK icon
2
Aptus Defined Risk ETF
DRSK
$1.52B
$9.35M 6.44%
325,072
+23,438
SPYM
3
State Street SPDR Portfolio S&P 500 ETF
SPYM
$169B
$5.96M 4.11%
67,839
+4,068
CGUS icon
4
Capital Group Core Equity ETF
CGUS
$11.7B
$5.57M 3.84%
125,333
+1,219
VEA icon
5
Vanguard FTSE Developed Markets ETF
VEA
$236B
$4.33M 2.98%
60,768
+2,984
VXUS icon
6
Vanguard Total International Stock ETF
VXUS
$161B
$4.31M 2.97%
50,464
+2,863
FV icon
7
First Trust Dorsey Wright Focus 5 ETF
FV
$3.79B
$3.82M 2.63%
50,397
+2,141
OSCV icon
8
Opus Small Cap Value ETF
OSCV
$704M
$3.64M 2.51%
86,299
+4,553
NOBL icon
9
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.9B
$3.63M 2.5%
64,676
+9,636
IJH icon
10
iShares Core S&P Mid-Cap ETF
IJH
$127B
$3.44M 2.37%
44,649
+1,953
RSP icon
11
Invesco S&P 500 Equal Weight ETF
RSP
$99B
$3.41M 2.35%
16,030
+882
IDUB icon
12
Aptus International Enhanced Yield ETF
IDUB
$515M
$3.25M 2.24%
118,389
+6,674
XLV icon
13
State Street Health Care Select Sector SPDR ETF
XLV
$44.2B
$3.14M 2.16%
19,808
+3,377
IAU icon
14
iShares Gold Trust
IAU
$64.6B
$2.93M 2.02%
38,750
+766
DMBS icon
15
DoubleLine Mortgage ETF
DMBS
$704M
$2.89M 1.99%
58,798
+1,326
JUCY icon
16
Aptus Enhanced Yield ETF
JUCY
$332M
$2.76M 1.9%
125,612
+5,593
BTC
17
Grayscale Bitcoin Mini Trust ETF
BTC
$3.43B
$2.76M 1.9%
106,264
+11,603
UPSD
18
Aptus Large Cap Upside ETF
UPSD
$122M
$2.38M 1.64%
84,336
+7,085
XLI icon
19
State Street Industrial Select Sector SPDR ETF
XLI
$34.4B
$2.25M 1.55%
12,139
+1,882
ADME icon
20
Aptus Behavioral Momentum ETF
ADME
$306M
$2M 1.38%
35,977
+2,177
CGXU icon
21
Capital Group International Focus Equity ETF
CGXU
$6.53B
$1.97M 1.36%
56,894
-6,855
VWO icon
22
Vanguard FTSE Emerging Markets ETF
VWO
$124B
$1.91M 1.32%
31,998
+1,897
RPV icon
23
Invesco S&P 500 Pure Value ETF
RPV
$1.75B
$1.87M 1.29%
16,403
+2,237
SLV icon
24
iShares Silver Trust
SLV
$31B
$1.84M 1.27%
34,353
+1,592
DUBS icon
25
Aptus Large Cap Enhanced Yield ETF
DUBS
$413M
$1.83M 1.26%
43,978
+2,785

Similar funds

Cushing Capital Partners's Q2 2026 Portfolio in Review

As of Q2 2026, Cushing Capital Partners held 101 positions worth $145M, up 12% from $130M the previous quarter. Its ten largest holdings account for 40% of the portfolio.

Cushing Capital Partners deployed $7.32M of net new capital in Q2 2026, opening 5 new positions and adding to 49 existing holdings. Its largest new stake was Alpha Architect 1-3 Month Box ETF: 3,738 shares worth $438K.

By sector, the portfolio is most concentrated in Technology at 4.8% of assets, down from 4.9% a quarter earlier, followed by Financials and Industrials.

On the sell side, the largest reduction was Capital Group International Focus Equity ETF, an estimated $228K trimmed.

  • Cushing Capital Partners's largest Q2 2026 buy was Alpha Architect 1-3 Month Box ETF: 3,738 shares worth $438K.
  • Cushing Capital Partners added most to Aptus Defined Risk ETF in Q2 2026, an estimated $675K increase.
  • Cushing Capital Partners's biggest Q2 2026 reduction was Capital Group International Focus Equity ETF, cutting an estimated $228K.
  • Cushing Capital Partners fully exited S&P Global in Q2 2026, selling an estimated $522K.
  • Cushing Capital Partners's ten largest holdings make up 40% of its $145M portfolio in Q2 2026.
  • Cushing Capital Partners opened 5 new positions and closed 2 in Q2 2026.
  • Cushing Capital Partners's portfolio value rose 12% quarter-over-quarter to $145M.

Based on Cushing Capital Partners's 13F filing for Q2 2026, filed 29 Jul 2026.