Fusion Capital, LLC

data from 30/09/2025

Capitalization

$ 343.677 M 17.51 %

Average holding period

14 ans

Performance

$ 111.650 M 69.05 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Fusion Capital, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 FLTR VANECK IG FLOATING RATE ETF 10.13% 34.825 M $ 1363002 2022/09/30 75.770 K $ 0.27 %
2025/09/30 AAPL APPLE INC 6.45% 22.165 M $ 81980 2019/12/31 4.048 M $ 24.11 %
2025/09/30 VIG VANGUARD DIVIDEND APPRECIATION ETF 6.38% 21.925 M $ 101008 2019/12/31 1.142 M $ 5.43 %
2025/09/30 IVV ISHARES S&P 500 INDEX 4.63% 15.908 M $ 23216 2019/12/31 1.144 M $ 7.80 %
2025/09/30 LRCX LAM RESEARCH CORP COM NEW 4.43% 15.211 M $ 96602 2024/09/30 3.677 M $ 37.56 %
2025/09/30 VUG VANGUARD GROWTH ETF 4.26% 14.624 M $ 29316 2019/12/31 1.205 M $ 9.40 %
2025/09/30 CAT CATERPILLAR INC COM 3.95% 13.563 M $ 23496 2020/09/30 2.134 M $ 22.91 %
2025/09/30 JPM JPMORGAN CHASE & CO. COM 3.56% 12.231 M $ 39311 2019/12/31 1.020 M $ 8.80 %
2025/09/30 VTWO VANGUARD RUSSELL 2000 ETF 3.46% 11.884 M $ 119392 2019/12/31 1.193 M $ 12.15 %
2025/09/30 MSFT MICROSOFT 3.26% 11.197 M $ 21623 2019/12/31 447.279 K $ 4.13 %
2025/09/30 BAC BANK AMERICA CORP COM 2.87% 9.864 M $ 184547 2019/12/31 791.995 K $ 9.02 %
2025/09/30 JAAA JANUS HENDERSON AAA CLO ETF 2.75% 9.462 M $ 186481 2025/03/31 3.062 K $ 0.06 %
2025/09/30 VOT VANGUARD MID CAP GROWTH ETF 2.56% 8.814 M $ 30196 2019/12/31 259.383 K $ 3.31 %
2025/09/30 CSCO CISCO SYS INC 2.55% 8.776 M $ 120041 2019/12/31 -114.910 K $ -1.38 %
2025/09/30 XOM EXXON MOBIL CORP COM 2.55% 8.762 M $ 76621 2019/12/31 370.165 K $ 4.59 %
2025/09/30 HD HOME DEPOT 2.38% 8.186 M $ 21565 2019/12/31 838.886 K $ 10.51 %
2025/09/30 JNJ JOHNSON & JOHNSON COM 2.25% 7.736 M $ 40961 2020/06/30 1.331 M $ 21.39 %
2025/09/30 AMGN AMGEN INC 2.23% 7.664 M $ 25682 2019/12/31 74.172 K $ 1.07 %
2025/09/30 VLO VALERO ENERGY CORP COM 2.22% 7.617 M $ 44920 2023/03/31 1.610 M $ 26.66 %
2025/09/30 SNY SANOFI SA 2.10% 7.223 M $ 142811 2024/03/31 -152.055 K $ -2.30 %
2025/09/30 BHP BHP GROUP LTD SPONSORED ADS 2.09% 7.184 M $ 125926 2022/03/31 941.375 K $ 15.93 %
2025/09/30 FV FIRST TR EXCHANGE TRADED FD VI DORSEY WRIGHT FOCUS 5 ETF 2.02% 6.943 M $ 112424 2020/09/30 297.826 K $ 4.49 %
2025/09/30 SPHD INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF 1.72% 5.917 M $ 125045 2022/09/30 233.076 K $ 3.97 %
2025/09/30 CRH CRH PLC ORD 1.56% 5.358 M $ 44987 2025/06/30 1.252 M $ 30.61 %
2025/09/30 QCOM QUALCOMM INC COM 1.30% 4.458 M $ 24642 2021/12/31 162.817 K $ 4.46 %
2025/09/30 ALLE ALLEGION PLC ORD SHS 1.28% 4.406 M $ 26580 2025/09/30 0.000 $ 0.00 %
2025/09/30 AMZN AMAZON.COM INC 1.27% 4.357 M $ 17839 2019/12/31 3.269 K $ 0.08 %
2025/09/30 NVDA NVIDIA CORP 1.14% 3.913 M $ 19323 2021/06/30 535.776 K $ 18.10 %
2025/09/30 GOOGL GOOGLE INC 0.74% 2.536 M $ 9017 2019/12/31 601.963 K $ 37.94 %
2025/09/30 RTX RTX CORPORATION COM 0.70% 2.401 M $ 13451 2023/06/30 326.298 K $ 14.59 %
2025/09/30 C CITIGROUP INC 0.53% 1.835 M $ 18126 2021/09/30 301.686 K $ 19.24 %
2025/09/30 CVX CHEVRON CORP NEW COM 0.44% 1.514 M $ 9597 2021/03/31 98.118 K $ 8.45 %
2025/09/30 SCHW CHARLES SCHWAB CORP 0.41% 1.412 M $ 14936 2023/03/31 63.424 K $ 4.64 %
2025/09/30 ICSH ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF 0.40% 1.387 M $ 27324 2022/09/30 1.161 K $ 0.08 %
2025/09/30 SCHG SCHWAB US LARGE CAP GROWTH ETF 0.39% 1.342 M $ 40219 2019/12/31 116.078 K $ 9.24 %
2025/09/30 META META PLATFORMS INC CL A 0.38% 1.298 M $ 2001 2019/12/31 -7.423 K $ -0.50 %
2025/09/30 BA BOEING CO COM 0.30% 1.043 M $ 5188 2019/12/31 32.539 K $ 3.01 %
2025/09/30 COST COSTCO WHOLESALE CORP 0.30% 1.033 M $ 1134 2020/09/30 -72.798 K $ -6.49 %
2025/09/30 LLY ELI LILLY & CO COM 0.30% 1.027 M $ 1190 2019/12/31 -23.439 K $ -2.12 %
2025/09/30 CAH CARDINAL HEALTH INC COM 0.30% 1.018 M $ 5335 2021/06/30 -58.523 K $ -6.57 %
2025/09/30 ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.27% 923.153 K $ 4278 2024/03/31 88.872 K $ 10.93 %
2025/09/30 QQQ POWERSHARES QQQ TR 0.24% 826.639 K $ 1314 2022/06/30 64.957 K $ 8.83 %
2025/09/30 KKR KKR & CO LP 0.24% 821.645 K $ 6944 2023/03/31 -18.282 K $ -2.32 %
2025/09/30 NFLX NETFLIX COM INC 0.24% 815.090 K $ 729 2022/12/31 -106.138 K $ -10.48 %
2025/09/30 WMT WALMART INC COM 0.24% 811.336 K $ 8019 2020/09/30 42.746 K $ 5.40 %
2025/09/30 SCHD SCHWAB US DIVIDEND EQUITY ETF 0.22% 743.469 K $ 27793 2019/12/31 19.024 K $ 3.02 %
2025/09/30 USB US BANCORP DEL COM NEW 0.21% 729.874 K $ 15636 2023/12/31 44.127 K $ 6.81 %
2025/09/30 ABBV ABBVIE INC COM 0.20% 691.127 K $ 3170 2020/06/30 142.076 K $ 24.74 %
2025/09/30 VBK VANGUARD SMALL-CAP GROWTH ETF 0.19% 665.666 K $ 2192 2019/12/31 45.206 K $ 7.47 %
2025/09/30 TSLA TESLA MOTORS INC 0.19% 661.555 K $ 1449 2024/09/30 185.888 K $ 40.00 %
2025/09/30 VYM VANGUARD HIGH DIVIDEND YIELD 0.19% 642.023 K $ 4567 2021/03/31 32.829 K $ 5.73 %
2025/09/30 XLK TECHNOLOGY SELECT SECTOR SPDR 0.18% 629.721 K $ 2094 2019/12/31 61.497 K $ 11.31 %
2025/09/30 IVW ISHARES S&P 500 GROWTH ETF 0.18% 607.525 K $ 4868 2019/12/31 52.186 K $ 9.65 %
2025/09/30 CRWD CROWDSTRIKE HLDGS INC CL A 0.17% 583.736 K $ 1075 2024/09/30 -19.838 K $ -3.72 %
2025/09/30 GE GE AEROSPACE COM NEW 0.17% 577.991 K $ 1871 2023/03/31 81.387 K $ 16.87 %
2025/09/30 FDN FIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FD 0.17% 577.250 K $ 2033 2019/12/31 21.955 K $ 3.90 %
2025/09/30 VTI VANGUARD TOTAL STK MKT 0.17% 570.297 K $ 1700 2019/12/31 39.705 K $ 7.97 %
2025/09/30 MGK VANGUARD MEGA CAP GROWTH ETF 0.16% 565.155 K $ 1343 2025/09/30 0.000 $ 0.00 %
2025/09/30 TNL WYNDHAM WORLDWIDE CORP 0.16% 551.359 K $ 8782 2025/09/30 0.000 $ 0.00 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.16% 546.783 K $ 1145 2020/12/31 17.733 K $ 3.49 %
2025/09/30 SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.16% 533.166 K $ 4934 2019/12/31 48.072 K $ 9.64 %
2025/09/30 RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.15% 512.717 K $ 2728 2024/03/31 20.409 K $ 4.38 %
2025/09/30 SPTM SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 0.14% 477.680 K $ 5799 2019/12/31 35.199 K $ 7.69 %
2025/09/30 AMD ADVANCED MICRO DEVICES INC COM 0.14% 471.773 K $ 1842 2025/06/30 39.342 K $ 14.02 %
2025/09/30 IWD ISHARES RUSSELL 1000 VALUE ETF 0.14% 465.201 K $ 2274 2021/03/31 21.855 K $ 4.82 %
2025/09/30 SO SOUTHERN CO COM 0.13% 459.603 K $ 4887 2020/03/31 14.561 K $ 3.20 %
2025/09/30 XLF FINANCIAL SELECT SECTOR SPDR 0.13% 440.792 K $ 8417 2019/12/31 12.201 K $ 2.86 %
2025/09/30 V VISA INC 0.12% 416.537 K $ 1222 2019/12/31 -16.841 K $ -3.85 %
2025/09/30 AVGO BROADCOM INC COM 0.12% 407.633 K $ 1103 2024/12/31 59.414 K $ 19.69 %
2025/09/30 UBER UBER TECHNOLOGIES INC COM 0.11% 362.840 K $ 3760 2024/03/31 17.559 K $ 5.01 %
2025/09/30 SCHX SCHWAB STRATEGIC TR US LRG CAP ETF 0.10% 349.393 K $ 12955 2019/12/31 26.142 K $ 7.77 %
2025/09/30 GOOG ALPHABET INC CAP STK CL C 0.10% 341.504 K $ 1212 2024/06/30 80.119 K $ 37.30 %
2025/09/30 CRWV COREWEAVE INC COM CL A 0.10% 338.821 K $ 2534 2025/06/30 -42.827 K $ -16.07 %
2025/09/30 SFDL SECURITY FEDERAL CORP 0.10% 337.784 K $ 10928 2025/06/30 19.124 K $ 5.83 %
2025/09/30 LOW LOWES COS INC COM 0.10% 335.665 K $ 1410 2019/12/31 40.038 K $ 13.27 %
2025/09/30 CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 0.10% 326.850 K $ 4227 2025/06/30 1.151 K $ 0.57 %
2025/09/30 IBIT ISHARES BITCOIN TRUST ETF 0.09% 311.064 K $ 4993 2025/03/31 18.248 K $ 6.19 %
2025/09/30 VEU VANGUARD FTSE ALL-WORLD EX-US 0.09% 300.419 K $ 4135 2024/12/31 17.151 K $ 6.17 %
2025/09/30 VOO VANGUARD S&P 500 ETF 0.09% 296.684 K $ 473 2025/09/30 0.000 $ 0.00 %
2025/09/30 GS GOLDMAN SACHS GROUP INC COM 0.08% 289.559 K $ 367 2025/06/30 31.275 K $ 12.51 %
2025/09/30 MS MORGAN STANLEY 0.08% 281.429 K $ 1716 2024/12/31 30.788 K $ 12.85 %
2025/09/30 NLR VANECK URANIUM AND NUCLEAR ETF 0.08% 273.280 K $ 1762 2025/09/30 0.000 $ 0.00 %
2025/09/30 GEV GE VERNOVA INC COM 0.08% 267.462 K $ 457 2025/06/30 39.359 K $ 16.20 %
2025/09/30 DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 0.08% 265.567 K $ 3062 2023/12/31 14.973 K $ 5.95 %
2025/09/30 PANW PALO ALTO NETWORKS INC COM 0.08% 262.526 K $ 1192 2025/06/30 -1.215 K $ -0.50 %
2025/09/30 DIS DISNEY WALT CO COM 0.08% 259.285 K $ 2302 2019/12/31 -24.193 K $ -7.67 %
2025/09/30 NEE NEXTERA ENERGY INC COM 0.07% 245.290 K $ 3013 2025/09/30 0.000 $ 0.00 %
2025/09/30 SPY SPDR S&P 500 ETF TRUST 0.07% 244.758 K $ 359 2024/09/30 17.302 K $ 7.82 %
2025/09/30 WFC WELLS FARGO CO NEW COM 0.07% 241.935 K $ 2782 2025/06/30 10.315 K $ 4.62 %
2025/09/30 SCHA SCHWAB ETFS- US SMALL-CAP ETF 0.07% 240.859 K $ 8581 2019/12/31 22.632 K $ 10.28 %
2025/09/30 AXP AMERICAN EXPRESS CO COM 0.07% 237.040 K $ 657 2025/06/30 8.646 K $ 4.13 %
2025/09/30 CSX CSX CORP 0.07% 231.529 K $ 6428 2024/06/30 18.671 K $ 8.83 %
2025/09/30 RCL ROYAL CARRIBBEAN CRUISES LTD 0.07% 228.297 K $ 796 2025/06/30 8.289 K $ 3.33 %
2025/09/30 PG PROCTER AND GAMBLE CO COM 0.07% 223.669 K $ 1487 2019/12/31 -8.414 K $ -3.56 %
2025/09/30 KO COCA COLA CO COM 0.06% 217.406 K $ 3155 2025/03/31 -13.126 K $ -6.26 %
2025/09/30 VZ VERIZON COMMUNICATIONS 0.06% 213.985 K $ 5385 2019/12/31 3.858 K $ 1.57 %
2025/09/30 NSC NORFOLK SOUTHERN CRP 0.06% 206.907 K $ 730 2025/09/30 0.000 $ 0.00 %
2025/09/30 MCD MCDONALDS CORP COM 0.06% 200.212 K $ 671 2025/09/30 0.000 $ 0.00 %
2025/09/30 UPS UNITED PARCEL SERVICE INC 0.00% 0.000 $ 0 2019/12/31 0.000 $ 0.00 %
2025/09/30 T AT&T INC COM 0.00% 0.000 $ 0 2019/12/31 0.000 $ 0.00 %