account_balance
Investment manager · 13F filer · SEC CIK 1802955
Fusion Capital, LLC
Reported value$458Mas of Sep 30, 2026
Positions105 7 new, 14 sold out
Top 10 weight48.3%FLTR alone is 10%
FiledOct 2828 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
FLTRVaneck ETF Trust
9.6%Added +12%
AAPLApple Inc.
5.7%Trimmed −3%
LRCXLam Research Corp
5.5%Trimmed −3%
VIGVanguard Specialized Funds
4.9%
JAAAJanus Detroit STR Tr
4.4%
VLOValero Energy Corp
3.7%Trimmed −2%
VUGVanguard Index FDS
3.7%Added +2%
CATCaterpillar Inc
3.7%
IVViShares Tr
3.6%Trimmed −3%
VTWOVanguard Scottsdale FDS
3.5%
MSFTMicrosoft Corp
2.9%
CSCOCisco Systems, Inc.
2.8%
FLTRVaneck ETF Trust
9.6%Added +12%
AAPLApple Inc.
5.7%−3%
LRCXLam Research Corp
5.5%−3%
VIGVanguard Specialized Funds
4.9%
JAAAJanus Detroit STR Tr
4.4%
VLOValero Energy Corp
3.7%
VUGVanguard Index FDS
3.7%
CATCaterpillar Inc
3.7%
IVViShares Tr
3.6%
VTWO3.5%
MSFTCSCOBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
FLTR Vaneck ETF Trust 9.6% Added +12%
AAPL Apple Inc. 5.7% Trimmed −3%LRCX Lam Research Corp 5.5% Trimmed −3%VIG Vanguard Specialized Funds 4.9% Held
JAAA Janus Detroit STR Tr 4.4% Held
VLO Valero Energy Corp 3.7% Trimmed −2%VUG Vanguard Index FDS 3.7% Added +2%
CAT Caterpillar Inc 3.7% HeldIVV iShares Tr 3.6% Trimmed −3%
VTWO Vanguard Scottsdale FDS 3.5% Held
MSFT Microsoft Corp 2.9% HeldCSCO Cisco Systems, Inc. 2.8% HeldWhat changed
Biggest moves since Jun 30, 2026
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