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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 2 of 3  ·  58 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XOM EXXON MOBIL CORP Energy 20,552.0 $3.5M 0.33% -7K -25.5% $169.66 -10.0%
22 CENCORA INC 9,909.0 $3.1M 0.29% -2K -13.2% $314.14
23 CHY CALAMOS CONV & HIGH INCOME F Financial Services 278,497.0 $3.0M 0.29% -86K -23.6% $10.89 +15.2%
24 IWB ISHARES TR 8,143.0 $2.9M 0.28% -148.0 -1.8% $356.57 +12.9%
25 VBK VANGUARD INDEX FDS 8,522.0 $2.6M 0.24% -5K -36.7% $302.26 +11.7%
26 XLK SELECT SECTOR SPDR TR 19,100.0 $2.5M 0.24% -468.0 -2.4% $132.90 +32.7%
27 RSPH INVESCO EXCHANGE TRADED FD T 69,174.0 $2.1M 0.20% -2K -3.2% $30.19 +0.0%
28 BME BLACKROCK HEALTH SCIENCES TR Financial Services 53,874.0 $2.1M 0.20% -5K -8.6% $38.51 +0.4%
29 PG PROCTER & GAMBLE CO Consumer Defensive 11,905.0 $1.7M 0.16% -1K -9.0% $144.44 -1.2%
30 ITA ISHARES TR 7,204.0 $1.6M 0.15% -497.0 -6.5% $218.75 -0.8%
31 AMAT APPLIED MATLS INC Technology 4,479.0 $1.5M 0.14% -342.0 -7.1% $341.78 +27.7%
32 VOT VANGUARD INDEX FDS 4,711.0 $1.2M 0.12% -756.0 -13.8% $257.34 +10.9%
33 ADP AUTOMATIC DATA PROCESSING IN Industrials 2,931.0 $595K 0.06% -90.0 -3.0% $203.16 +5.6%
34 GS GOLDMAN SACHS GROUP INC Financial Services 661.0 $559K 0.05% -124.0 -15.8% $846.22 +14.5%
35 XLF SELECT SECTOR SPDR TR 10,996.0 $543K 0.05% -325.0 -2.9% $49.37 +3.6%
36 CGGO CAPITAL GROUP GBL GROWTH EQT 16,149.0 $539K 0.05% -3K -15.1% $33.37 +16.0%
37 PML PIMCO MUN INCOME FD II Financial Services 67,382.0 $510K 0.05% -20K -22.8% $7.57 -2.2%
38 TRGP TARGA RES CORP Energy 2,009.0 $504K 0.05% -86.0 -4.1% $250.73 +6.7%
39 SHEN SHENANDOAH TELECOMMUNICATION Communication Services 32,121.0 $495K 0.05% -3K -9.0% $15.42 +4.2%
40 DIS DISNEY WALT CO Communication Services 4,944.0 $477K 0.04% -1K -17.3% $96.38 +9.4%
Page 2 of 3  ·  58 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%