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Portfolio (Quarterly) Guide ↗

Cornerstone Advisory, LLC

· CIK 0001668189
13F Portfolio $1.1B AUM 262 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 29 New 133 Added 58 Reduced 15 Exited
Page 2 of 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JNJ JOHNSON & JOHNSON Healthcare 17,298.0 $4.2M 0.40% +117.0 +0.7% $244.43 -5.6%
22 JPM JPMORGAN CHASE & CO Financial Services 13,827.0 $4.1M 0.39% +439.0 +3.3% $294.16 +2.0%
23 BX BLACKSTONE INC Financial Services 31,243.0 $3.6M 0.34% +27K +651.9% $114.99 +2.5%
24 IEMG ISHARES INC 45,499.0 $3.2M 0.30% +18K +65.3% $69.75 +14.0%
25 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 3,071.0 $3.1M 0.29% +107.0 +3.6% $996.43 +4.5%
26 BXSL BLACKSTONE SECD LENDING FD Financial Services 128,684.0 $3.0M 0.29% +14K +12.6% $23.69 +1.4%
27 GPIQ GOLDMAN SACHS ETF TR 56,499.0 $2.8M 0.27% +7K +13.8% $49.49 +16.3%
28 ARCC ARES CAPITAL CORP Financial Services 151,144.0 $2.7M 0.26% +5K +3.6% $18.02 +4.9%
29 LLY ELI LILLY & CO Healthcare 2,725.0 $2.5M 0.24% +59.0 +2.2% $919.81 +9.4%
30 VEU VANGUARD INTL EQUITY INDEX F 32,021.0 $2.4M 0.23% +6K +21.9% $75.10 +7.9%
31 AVGO BROADCOM INC Technology 7,660.0 $2.4M 0.22% +581.0 +8.2% $309.51 +37.4%
32 AVUV AMERICAN CENTY ETF TR 21,168.0 $2.3M 0.22% +7K +50.6% $110.47 +6.1%
33 SO SOUTHERN CO Utilities 23,598.0 $2.3M 0.22% +1K +5.1% $96.52 -2.9%
34 IBIT ISHARES BITCOIN TRUST ETF Financial Services 58,773.0 $2.3M 0.21% +9K +17.9% $38.42 +16.7%
35 TOTL SSGA ACTIVE ETF TR 53,267.0 $2.1M 0.20% +45K +516.8% $39.73 -1.4%
36 ORCL ORACLE CORP Technology 14,212.0 $2.1M 0.20% +951.0 +7.2% $147.11 +33.0%
37 QQQM INVESCO EXCH TRADED FD TR II 8,658.0 $2.1M 0.20% +1K +15.2% $237.62 +22.8%
38 ET ENERGY TRANSFER L P Energy 106,560.0 $2.1M 0.20% +3K +2.6% $19.30 +5.5%
39 CRWD CROWDSTRIKE HLDGS INC Technology 5,180.0 $2.0M 0.19% +3K +168.2% $390.39 +48.6%
40 EPD ENTERPRISE PRODS PARTNERS L Energy 50,815.0 $1.9M 0.18% +4K +8.8% $37.84 +3.7%
Page 2 of 7  ·  133 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 36.4%
Technology 23.9%
Communication Services 12.4%
Consumer Cyclical 6.8%
Healthcare 5.7%
Industrials 4.3%
Energy 3.7%
Consumer Defensive 3.2%
Utilities 2.7%
Real Estate 0.6%