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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 4 of 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TFC TRUIST FINL CORP Financial Services 18,870.0 $867K 0.08% +192.0 +1.0% $45.97 +2.5%
62 PEP PEPSICO INC Consumer Defensive 5,583.0 $867K 0.08% +133.0 +2.4% $155.29 -4.3%
63 BN BROOKFIELD CORP Financial Services 21,383.0 $865K 0.08% +2K +11.3% $40.47 +12.5%
64 OKE ONEOK INC NEW Energy 9,500.0 $859K 0.08% +6K +211.9% $90.39 +0.7%
65 DUK DUKE ENERGY CORP NEW Utilities 6,416.0 $840K 0.08% +586.0 +10.1% $130.93 -5.1%
66 QXO QXO INC Industrials 41,502.0 $806K 0.08% +6K +17.2% $19.42 -10.2%
67 NEE NEXTERA ENERGY INC Utilities 8,637.0 $802K 0.08% +447.0 +5.5% $92.88 +3.0%
68 CSX CSX CORP Industrials 19,359.0 $795K 0.07% +141.0 +0.7% $41.05 +11.9%
69 PLTR PALANTIR TECHNOLOGIES INC Technology 5,244.0 $767K 0.07% +384.0 +7.9% $146.28 -8.6%
70 AEP AMERICAN ELEC PWR CO INC Utilities 5,831.0 $764K 0.07% +75.0 +1.3% $131.08 -4.5%
71 NOC NORTHROP GRUMMAN CORP Industrials 1,112.0 $759K 0.07% +24.0 +2.2% $682.49 -19.6%
72 VOO VANGUARD INDEX FDS 1,217.0 $727K 0.07% +82.0 +7.2% $597.62 +13.7%
73 AMGN AMGEN INC Healthcare 2,013.0 $708K 0.07% +61.0 +3.1% $351.91 -7.3%
74 HON HONEYWELL INTL INC Industrials 3,109.0 $703K 0.07% +46.0 +1.5% $226.05 -3.7%
75 UNH UNITEDHEALTH GROUP INC Healthcare 2,563.0 $693K 0.07% +63.0 +2.5% $270.57 +47.5%
76 CSCO CISCO SYS INC Technology 8,859.0 $687K 0.07% +441.0 +5.2% $77.59 +48.9%
77 WM WASTE MGMT INC DEL Industrials 2,973.0 $683K 0.07% +46.0 +1.6% $229.77 -4.8%
78 KO COCA COLA CO Consumer Defensive 8,698.0 $661K 0.06% +280.0 +3.3% $76.05 +5.8%
79 WFC WELLS FARGO & CO Financial Services 8,266.0 $658K 0.06% +502.0 +6.5% $79.61 -7.3%
80 GE GE AEROSPACE Industrials 2,275.0 $646K 0.06% +140.0 +6.6% $283.74 +2.7%
Page 4 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%