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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 6 of 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TJX TJX COS INC NEW Consumer Cyclical 2,600.0 $415K 0.04% +201.0 +8.4% $159.71 -7.7%
102 D DOMINION ENERGY INC Utilities 6,677.0 $413K 0.04% +105.0 +1.6% $61.82 +1.9%
103 UBER UBER TECHNOLOGIES INC Technology 5,700.0 $410K 0.04% +126.0 +2.3% $71.93 +3.8%
104 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,379.0 $401K 0.04% +26.0 +1.9% $290.49 +1.7%
105 DFAS DIMENSIONAL ETF TRUST 5,628.0 $400K 0.04% +978.0 +21.0% $71.13 +6.3%
106 BMY BRISTOL-MYERS SQUIBB CO Healthcare 6,436.0 $390K 0.04% +319.0 +5.2% $60.65 -6.0%
107 DHR DANAHER CORP DEL Healthcare 2,003.0 $380K 0.04% +90.0 +4.7% $189.60 -13.2%
108 VEA VANGUARD TAX-MANAGED FDS 5,735.0 $368K 0.04% +177.0 +3.2% $64.09 +7.8%
109 JBHT HUNT J B TRANS SVCS INC Industrials 1,676.0 $355K 0.03% +17.0 +1.0% $211.88 +20.2%
110 STT STATE STR CORP Financial Services 2,779.0 $352K 0.03% +43.0 +1.6% $126.55 +21.5%
111 SCHW SCHWAB CHARLES CORP Financial Services 3,676.0 $346K 0.03% +419.0 +12.9% $93.99 -4.8%
112 LIN LINDE PLC Basic Materials 695.0 $345K 0.03% +206.0 +42.1% $496.09 +3.1%
113 TRV TRAVELERS COMPANIES INC Financial Services 1,110.0 $324K 0.03% +28.0 +2.6% $291.81 +2.2%
114 KKR KKR & CO INC Financial Services 3,465.0 $321K 0.03% +45.0 +1.3% $92.50 +7.6%
115 MU MICRON TECHNOLOGY INC Technology 939.0 $317K 0.03% +95.0 +11.3% $337.84 +129.7%
116 EXC EXELON CORP Utilities 6,447.0 $316K 0.03% +127.0 +2.0% $49.02 -9.4%
117 AXP AMERICAN EXPRESS CO Financial Services 1,031.0 $312K 0.03% +14.0 +1.4% $302.56 +3.6%
118 KLAC KLA CORP Technology 211.0 $311K 0.03% +9.0 +4.5% $1472.41 +28.6%
119 CRM SALESFORCE INC Technology 1,658.0 $310K 0.03% +81.0 +5.1% $186.70 -10.2%
120 SBUX STARBUCKS CORP Consumer Cyclical 3,377.0 $303K 0.03% +18.0 +0.5% $89.58 +18.8%
Page 6 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%