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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 7 of 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MCK MCKESSON CORP Healthcare 343.0 $297K 0.03% +7.0 +2.1% $865.53 -13.7%
122 MMM 3M CO Industrials 2,008.0 $292K 0.03% +111.0 +5.8% $145.26 -0.1%
123 ALL ALLSTATE CORP Financial Services 1,394.0 $289K 0.03% +32.0 +2.4% $207.40 +4.8%
124 T AT&T INC Communication Services 9,487.0 $275K 0.03% +470.0 +5.2% $28.99 -14.9%
125 ISRG INTUITIVE SURGICAL INC Healthcare 583.0 $269K 0.03% +14.0 +2.5% $460.70 -7.1%
126 QCOM QUALCOMM INC Technology 1,981.0 $255K 0.02% +115.0 +6.2% $128.78 +55.4%
127 AVIV AMERICAN CENTY ETF TR 3,190.0 $239K 0.02% +50.0 +1.6% $74.83 +4.3%
128 SPG SIMON PPTY GROUP INC NEW Real Estate 1,239.0 $231K 0.02% +13.0 +1.1% $186.53 +8.7%
129 NOW SERVICENOW INC Technology 2,210.0 $231K 0.02% +669.0 +43.4% $104.55 -13.4%
130 USB US BANCORP Financial Services 4,351.0 $226K 0.02% +83.0 +1.9% $52.01 +2.7%
131 LOW LOWES COS INC Consumer Cyclical 933.0 $221K 0.02% +18.0 +2.0% $236.36 -5.4%
132 AON AON PLC Financial Services 631.0 $204K 0.02% +23.0 +3.8% $322.78 -1.7%
133 CGBD CARLYLE SECURED LENDING INC Financial Services 18,415.0 $201K 0.02% +238.0 +1.3% $10.94 +2.4%
Page 7 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%