Filer Snapshot

Fusion Capital, LLC

CIK 0001802955. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

26

Latest filing

13 May 2026

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q1 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

Latest 13F portfolio

$370.62M

104 holdings for Q1 2026

Open portfolio

Largest parsed holding

FLTR

$36.63M reported value

Open holding

13D/G large stake

No recent parsed 13D/G stake row for this CIK.

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Source: SEC Form 13F

13F-HR filed on 13 May 2026 for CIK 0001802955.

View Source Filing
Ownership signals 1 signal
Ownership signals

SEC value by filing type

Compare filing types separately; 13F, 13D/G, and Forms 3/4/5 are different evidence sources.

Latest 13F portfolio$370.62M

Quarterly institutional portfolio holdings.

Latest 13F portfolio value

$370.62M

Market value from the latest parsed Form 13F portfolio.

Largest 13F positions

FLTR VIG AAPL JAAA LRCX
+15 moreCAT IVV VTWO VUG XOM JPM VLO JNJ VOT BHP CSCO AMGN BAC MSFT SNY

Largest symbols in the latest parsed 13F information table.

Largest 13F positions

Largest symbols in the latest parsed Form 13F information table.

FLTR VIG AAPL JAAA LRCX CAT IVV VTWO
+12 moreVUG XOM JPM VLO JNJ VOT BHP CSCO AMGN BAC MSFT SNY
How to read these SEC values
  • Read each filing type on its own: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different questions.
  • Open the linked research paths when you need to verify the exact SEC filing behind a value.
Identity 1 identity field
Business address
1459 Stuart Engals Blvd, Suite 301, Mt. Pleasant, SC, 29464
SEC profile 2 profile fields
State of incorporation
SC
Fiscal year-end
31 December

Filer intelligence

What SEC filings say about Fusion Capital, LLC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Quick read

  • Latest parsed 13F shows $370.62M across 104 reported holdings for Q1 2026.
  • Largest parsed 13F holding: FLTR at $36.63M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 104 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

Open

Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 13 May 2026

Top 5 concentration

32%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$116.87M

Compared with $370.62M total 13F value.

Top 5 net change

+$4.72M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: JAAA ยท Largest trim: LRCX

FLTR VIG AAPL JAAA LRCX Other holdings

FLTR

9.9%

Vaneck Ig Floating Rate Etf

$36.63M

VIG

5.8%

Vanguard Dividend Appreciation Etf

$21.6M

AAPL

5.5%

Apple Inc

$20.49M

JAAA

5.4%

Janus Henderson Aaa Clo Etf

$20.04M

LRCX

4.9%

Lam Research Corp Com New

$18.12M

Latest update

What changed recently for Fusion Capital, LLC

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

13 May 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 13 May 2026.

Benchmark Context

Benchmark context for this company

Fusion Capital, LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

SEC filing record

CIK 0001802955 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
26
First seen
24 Feb 2020
Latest filing
13 May 2026
Entity
Company

Observed form types

13F-HR

Latest Filings

Showing the latest 12 of 26 SEC filings for Fusion Capital, LLC.

13F-HR

13F-HR filing

Filing date
13 May 2026
Reporting date
31 Mar 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
04 Feb 2026
Reporting date
31 Dec 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
05 Nov 2025
Reporting date
30 Sep 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
08 Aug 2025
Reporting date
30 Jun 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
15 May 2025
Reporting date
31 Mar 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
05 Feb 2025
Reporting date
31 Dec 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
12 Nov 2024
Reporting date
30 Sep 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
06 Aug 2024
Reporting date
30 Jun 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
15 May 2024
Reporting date
31 Mar 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
22 Jan 2024
Reporting date
31 Dec 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
14 Nov 2023
Reporting date
30 Sep 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
02 Aug 2023
Reporting date
30 Jun 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
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