Fusion Capital, LLC: 13F holdings

CIK 18029552026Q2

Positions112
Reported value$430.4m
Filed2026-08-05

Top 10 holdings

SecuritySharesValueWeight
FLTR VANECK ETF TRUST1,526,730$39.1m9.1%
LRCX LAM RESEARCH CORP79,779$34.6m8.0%
AAPL APPLE INC81,015$23.4m5.4%
VIG VANGUARD SPECIALIZED FUNDS97,999$23.2m5.4%
CAT CATERPILLAR INC20,753$22.1m5.1%
JAAA JANUS DETROIT STR TR400,512$20.2m4.7%
VTWO VANGUARD SCOTTSDALE FDS142,253$17.3m4.0%
IVV ISHARES TR22,272$16.7m3.9%
VUG VANGUARD INDEX FDS184,020$15.9m3.7%
CSCO CISCO SYS INC118,746$13.9m3.2%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1802955")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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