Fusion Capital, LLC — 13F holdings

Fusion Capital, LLC reported 112 holdings worth $430M in its 13F filing for Q2 2026, filed August 5, 2026.

Largest positions

1. FLTR VANECK ETF TRUST — $39.1M (9.1%)
2. LRCX LAM RESEARCH CORP — $34.6M (8.0%)
3. AAPL APPLE INC — $23.4M (5.4%)
4. VIG VANGUARD SPECIALIZED FUNDS — $23.2M (5.4%)
5. CAT CATERPILLAR INC — $22.1M (5.1%)
6. JAAA JANUS DETROIT STR TR — $20.2M (4.7%)
7. VTWO VANGUARD SCOTTSDALE FDS — $17.3M (4.0%)
8. IVV ISHARES TR — $16.7M (3.9%)
9. VUG VANGUARD INDEX FDS — $15.9M (3.7%)
10. CSCO CISCO SYS INC — $13.9M (3.2%)