StockDriftsStockDriftsTop 50 Fusion Capital, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FLTR | VANECK IG FLOATING RATE ETF | 9.88% | 1.44M | $36.6M | +1.79%(+25.30K) | $25.46(+0.19%) | 2026-03-31 | |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 5.83% | 100.4K | $21.6M | -1.74%(-1.78K) | $134.05(+72.23%) | 2026-03-31 | |
| AAPL | APPLE INC | 5.53% | 80.7K | $20.5M | -1.09%(-888) | $69.28(+330.47%) | 2026-03-31 | |
| JAAA | JANUS HENDERSON AAA CLO ETF | 5.41% | 397.8K | $20.0M | +51.97%(+136.05K) | $50.63(+0.01%) | 2026-03-31 | |
| LRCX | LAM RESEARCH CORP COM NEW | 4.89% | 84.8K | $18.1M | -10.71%(-10.17K) | $39.49(+657.59%) | 2026-03-31 | |
| CAT | CATERPILLAR INC COM | 4.17% | 21.8K | $15.4M | -6.22%(-1.45K) | $214.28(+329.45%) | 2026-03-31 | |
| IVV | ISHARES S&P 500 INDEX | 4.05% | 23.0K | $15.0M | -2.24%(-527) | $433.62(+73.32%) | 2026-03-31 | |
| VTWO | VANGUARD RUSSELL 2000 ETF | 3.79% | 140.2K | $14.0M | +10.98%(+13.88K) | $78.53(+46.34%) | 2026-03-31 | |
| VUG | VANGUARD GROWTH ETF | 3.55% | 30.1K | $13.1M | +1.08%(+321) | $40.85(+116.63%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP COM | 3.52% | 76.9K | $13.1M | -0.79%(-616) | $62.02(+146.36%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.90% | +59.76% |
| Top 20 Holdings Unweighted | +16.93% | +59.85% |
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