Fusion Capital, LLC
Annual return '25
+15.4%
SPY '25
+17.7%
Alpha
-2.3ptsvs SPY
Invested
$370.6M
Holdings
103
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
$FLTR
VANECK IG FLOATING RATE ETF
Q1 2026: Exited (was 1.41M shares)
9.9%
02
$VIG
VANGUARD DIVIDEND APPRECIATION ETF
Q1 2026: Sold 77.3% (102.2k → 23.2k shares)
5.8%
03
$AAPL
APPLE INC
Q1 2026: Sold 56.4% (81.6k → 35.6k shares)
5.5%
04
$JAAA
JANUS HENDERSON AAA CLO ETF
Q1 2026: Exited (was 261.8k shares)
5.4%
05
$LRCX
LAM RESEARCH CORP COM NEW
Q1 2026: Exited (was 95.0k shares)
4.9%
06
$CAT
CATERPILLAR INC COM
Q1 2026: Exited (was 23.2k shares)
4.2%
07
$IVV
ISHARES S&P 500 INDEX
Q1 2026: Sold 63.0% (23.5k → 8.7k shares)
4.0%
08
$VTWO
VANGUARD RUSSELL 2000 ETF
Q1 2026: Exited (was 126.3k shares)
3.8%
09
$VUG
VANGUARD GROWTH ETF
Q1 2026: Sold 97.5% (29.8k → 753 shares)
3.5%
10
$XOM
EXXON MOBIL CORP COM
Q1 2026: Sold 94.4% (77.5k → 4.4k shares)
3.5%
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.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:04 UTC.