Fusion Capital, LLC

All 13F Filings

Location
Mt. Pleasant, SC
Most recent 13F
Q2 2026
Holdings value ($000)
430,433
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/5/2026 112 430,433 13F-HR Fusion Capital, LLC
Q1 2026 5/13/2026 104 370,625 13F-HR Fusion Capital, LLC
Q4 2025 2/4/2026 101 355,549 13F-HR Fusion Capital, LLC
Q3 2025 11/5/2025 98 343,677 13F-HR Fusion Capital, LLC
Q2 2025 8/8/2025 92 292,455 13F-HR Fusion Capital, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 269.9 K 62.7% 56.96 K 0 56.96 K
ETFs 160.5 K 37.3% 2.849 K 0 2.849 K
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Fund Snapshot

Q2 2026
Latest filed
8/5/2026
Total value ($000)
430,433
Holdings
112
QoQ value change ($000)
59,808 (16.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.