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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Fusion Capital, LLC

Quarter ended Q3 2025 · Filed November 5, 2025 · Accession 0001104659-25-106767

Total Value
$343.7M
Positions
98
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (98)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANECK IG FLOATING RATE ETF92189F4861,363,002$34.8M10.13%
2APPLE INCAAPL81,980$22.2M6.45%
3VANGUARD DIVIDEND APPRECIATION ETF921908844101,008$21.9M6.38%
4ISHARES S&P 500 INDEX46428720023,216$15.9M4.63%
5LAM RESEARCH CORP COM NEWLRCX96,602$15.2M4.43%
6VANGUARD GROWTH ETF92290873629,316$14.6M4.26%
7CATERPILLAR INC COMCAT23,496$13.6M3.95%
8JPMORGAN CHASE & CO. COMVYLD39,311$12.2M3.56%
9VANGUARD RUSSELL 2000 ETF92206C664119,392$11.9M3.46%
10MICROSOFTMSFT21,623$11.2M3.26%
11BANK AMERICA CORP COM060505104184,547$9.9M2.87%
12JANUS HENDERSON AAA CLO ETF47103U845186,481$9.5M2.75%
13VANGUARD MID CAP GROWTH ETF92290853830,196$8.8M2.56%
14CISCO SYS INCCSCO120,041$8.8M2.55%
15EXXON MOBIL CORP COMXOM76,621$8.8M2.55%
16HOME DEPOTHD21,565$8.2M2.38%
17JOHNSON & JOHNSON COMJNJ40,961$7.7M2.25%
18AMGEN INCAMGN25,682$7.7M2.23%
19VALERO ENERGY CORP COMVLO44,920$7.6M2.22%
20SANOFI SASNYNF142,811$7.2M2.10%
21BHP GROUP LTD SPONSORED ADSBHPLF125,926$7.2M2.09%
22FIRST TR EXCHANGE TRADED FD VI DORSEY WRIGHT FOCUS 5 ETF33738R605112,424$6.9M2.02%
23INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETFIVZ125,045$5.9M1.72%
24CRH PLC ORDCRH44,987$5.4M1.56%
25QUALCOMM INC COMQCOM24,642$4.5M1.30%
26ALLEGION PLC ORD SHSALLE26,580$4.4M1.28%
27AMAZON.COM INCAMZN17,839$4.4M1.27%
28NVIDIA CORPNVDA19,323$3.9M1.14%
29GOOGLE INCGOOG9,017$2.5M0.74%
30RTX CORPORATION COMRTX13,451$2.4M0.70%
31CITIGROUP INCC-PR18,126$1.8M0.53%
32CHEVRON CORP NEW COMCVX9,597$1.5M0.44%
33CHARLES SCHWAB CORPSCHW-PJ14,936$1.4M0.41%
34ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF46434V87827,324$1.4M0.40%
35SCHWAB US LARGE CAP GROWTH ETF80852430040,219$1.3M0.39%
36META PLATFORMS INC CL AMETA2,001$1.3M0.38%
37BOEING CO COMBA-PA5,188$1.0M0.30%
38COSTCO WHOLESALE CORP22160K1051,134$1.0M0.30%
39ELI LILLY & CO COMLLY1,190$1.0M0.30%
40CARDINAL HEALTH INC COMCAH5,335$1.0M0.30%
41ISHARES U.S. AEROSPACE & DEFENSE ETF4642887604,278$923,1530.27%
42POWERSHARES QQQ TRIVZ1,314$826,6390.24%
43KKR & CO LPKKRT6,944$821,6450.24%
44NETFLIX COM INCNFLX729$815,0900.24%
45WALMART INC COMWMT8,019$811,3360.24%
46SCHWAB US DIVIDEND EQUITY ETF80852479727,793$743,4690.22%
47US BANCORP DEL COM NEWUSB-PS15,636$729,8740.21%
48ABBVIE INC COMABBV3,170$691,1270.20%
49VANGUARD SMALL-CAP GROWTH ETF9229085952,192$665,6660.19%
50TESLA MOTORS INCTSLA1,449$661,5550.19%
51VANGUARD HIGH DIVIDEND YIELD9219464064,567$642,0230.19%
52TECHNOLOGY SELECT SECTOR SPDR81369Y8032,094$629,7210.18%
53ISHARES S&P 500 GROWTH ETF4642873094,868$607,5250.18%
54CROWDSTRIKE HLDGS INC CL ACRWD1,075$583,7360.17%
55GE AEROSPACE COM NEW3696043011,871$577,9910.17%
56FIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FD33733E3022,033$577,2500.17%
57VANGUARD TOTAL STK MKT9229087691,700$570,2970.17%
58VANGUARD MEGA CAP GROWTH ETF9219108161,343$565,1550.16%
59WYNDHAM WORLDWIDE CORP8941641028,782$551,3590.16%
60BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A1,145$546,7830.16%
61SPDR PORTFOLIO S&P 500 GROWTH ETF78464A4094,934$533,1660.16%
62INVESCO S&P 500 EQUAL WEIGHT ETFIVZ2,728$512,7170.15%
63SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF78464A8055,799$477,6800.14%
64ADVANCED MICRO DEVICES INC COMAMD1,842$471,7730.14%
65ISHARES RUSSELL 1000 VALUE ETF4642875982,274$465,2010.14%
66SOUTHERN CO COMSOMN4,887$459,6030.13%
67FINANCIAL SELECT SECTOR SPDR81369Y6058,417$440,7920.13%
68VISA INCV1,222$416,5370.12%
69BROADCOM INC COMAVGO1,103$407,6330.12%
70UBER TECHNOLOGIES INC COMUBER3,760$362,8400.11%
71SCHWAB STRATEGIC TR US LRG CAP ETF80852420112,955$349,3930.10%
72ALPHABET INC CAP STK CL CGOOG1,212$341,5040.10%
73COREWEAVE INC COM CL ACRWV2,534$338,8210.10%
74SECURITY FEDERAL CORPSFDL10,928$337,7840.10%
75LOWES COS INC COM5486611071,410$335,6650.10%
76FIRST TRUST NASDAQ CYBERSECURITY ETF33734X8464,227$326,8500.10%
77ISHARES BITCOIN TRUST ETFIBIT4,993$311,0640.09%
78VANGUARD FTSE ALL-WORLD EX-US9220427754,135$300,4190.09%
79VANGUARD S&P 500 ETF922908363473$296,6840.09%
80GOLDMAN SACHS GROUP INC COMGSCE367$289,5590.08%
81MORGAN STANLEYMS-PQ1,716$281,4290.08%
82VANECK URANIUM AND NUCLEAR ETF92189F6011,762$273,2800.08%
83GE VERNOVA INC COMGEV457$267,4620.08%
84WISDOMTREE U.S. LARGECAP DIVIDEND FUNDWT3,062$265,5670.08%
85PALO ALTO NETWORKS INC COMPANW1,192$262,5260.08%
86DISNEY WALT CO COM2546871062,302$259,2850.08%
87NEXTERA ENERGY INC COMNEE-PW3,013$245,2900.07%
88SPDR S&P 500 ETF TRUSTSPY359$244,7580.07%
89WELLS FARGO CO NEW COM9497461012,782$241,9350.07%
90SCHWAB ETFS- US SMALL-CAP ETF8085246078,581$240,8590.07%
91AMERICAN EXPRESS CO COMAXP657$237,0400.07%
92CSX CORPCSX6,428$231,5290.07%
93ROYAL CARRIBBEAN CRUISES LTDV7780T103796$228,2970.07%
94PROCTER AND GAMBLE CO COM7427181091,487$223,6690.07%
95COCA COLA CO COMKO3,155$217,4060.06%
96VERIZON COMMUNICATIONSVZ5,385$213,9850.06%
97NORFOLK SOUTHERN CRP655844108730$206,9070.06%
98MCDONALDS CORP COMMCD671$200,2120.06%