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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 2 of 2  ·  32 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VXF VANGUARD INDEX FDS 897.0 $221K 0.02% NEW $246.16 -0.1%
22 CMI CUMMINS INC Industrials 308.0 $220K 0.02% NEW $713.21 -13.0%
23 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 304.0 $214K 0.02% NEW $703.34 +0.1%
24 KMB KIMBERLY-CLARK CORP Consumer Defensive 1,885.0 $207K 0.02% NEW $109.77 -1.9%
25 MDLZ MONDELEZ INTL INC Consumer Defensive 3,571.0 $207K 0.02% NEW $57.84 +8.3%
26 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 214.0 $207K 0.02% NEW $965.00 -6.4%
27 YSWY YESWAY INC 10,000.0 $203K 0.02% NEW $20.30 +22.8%
28 VRTX VERTEX PHARMACEUTICALS INC Healthcare 408.0 $203K 0.02% NEW $496.73 +6.3%
29 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 2,265.0 $201K 0.02% NEW $88.61 -32.2%
30 ATI ATI INC Industrials 1,017.0 $200K 0.02% NEW $197.10 +14.9%
31 NOW CALL SERVICENOW INC Technology 1,000.0 $99K 0.01% NEW $99.28 +20.4%
32 IMSR TERRESTRIAL ENERGY INC Energy 10,003.0 $71K 0.01% NEW $7.08 -22.2%
Page 2 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%