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Portfolio (Quarterly) Guide ↗

Cornerstone Advisory, LLC

· CIK 0001668189
13F Portfolio $1.2B AUM 278 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 32 New 134 Added 62 Reduced 16 Exited
Page 1 of 2  ·  32 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SHW SHERWIN WILLIAMS CO Basic Materials 9,685.0 $3.3M 0.28% NEW $344.32 +1.2%
2 XLE SELECT SECTOR SPDR TR 40,750.0 $2.2M 0.18% NEW $53.11 +19.0%
3 BIZD VANECK ETF TRUST 68,800.0 $871K 0.07% NEW $12.66 +4.2%
4 SPACE EXPLORATION TECHN CORP 2,777.0 $475K 0.04% NEW $170.87
5 WDC WESTERN DIGITAL CORP Technology 586.0 $374K 0.03% NEW $638.72 -20.8%
6 ANET ARISTA NETWORKS INC Technology 1,906.0 $324K 0.03% NEW $169.88 +15.5%
7 TXN TEXAS INSTRS INC Technology 1,045.0 $311K 0.03% NEW $298.02 -8.2%
8 HONEYWELL AEROSPACE INC 1,288.0 $285K 0.02% NEW $221.08
9 HONEYWELL INTL INC 1,252.0 $280K 0.02% NEW $223.90
10 SNDK SANDISK CORP Technology 122.0 $277K 0.02% NEW $2273.73 -25.5%
11 MSTR STRATEGY INC Technology 3,080.0 $268K 0.02% NEW $86.93 +10.4%
12 RSPT INVESCO EXCHANGE TRADED FD T 4,060.0 $262K 0.02% NEW $64.50 +0.6%
13 RPG INVESCO EXCHANGE TRADED FD T 4,000.0 $255K 0.02% NEW $63.85 -6.5%
14 APPN APPIAN CORP Technology 10,551.0 $242K 0.02% NEW $22.90 +55.9%
15 ADI ANALOG DEVICES INC Technology 583.0 $232K 0.02% NEW $397.09 -4.7%
16 PNC PNC FINL SVCS GROUP INC Financial Services 938.0 $231K 0.02% NEW $246.20 +3.5%
17 AUB ATLANTIC UN BANKSHARES CORP Financial Services 5,292.0 $224K 0.02% NEW $42.31 +0.2%
18 VV VANGUARD INDEX FDS 651.0 $224K 0.02% NEW $343.93 +3.0%
19 NTRS NORTHERN TR CORP Financial Services 1,276.0 $222K 0.02% NEW $173.84 +9.4%
20 C CITIGROUP INC Financial Services 1,583.0 $222K 0.02% NEW $139.99 -1.7%
Page 1 of 2  ·  32 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 34.1%
Technology 26.9%
Communication Services 12.7%
Consumer Cyclical 6.7%
Healthcare 5.5%
Industrials 4.1%
Consumer Defensive 2.9%
Energy 2.8%
Utilities 2.5%
Basic Materials 1.3%