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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 10 of 14  ·  262 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 PSA PUBLIC STORAGE OPER CO Real Estate 1,487.0 $403K 0.04% $270.88 +11.9%
182 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,379.0 $401K 0.04% +26.0 +1.9% $290.49 +1.7%
183 DFAS DIMENSIONAL ETF TRUST 5,628.0 $400K 0.04% +978.0 +21.0% $71.13 +6.3%
184 TSCO TRACTOR SUPPLY CO Consumer Cyclical 8,805.0 $399K 0.04% $45.30 -32.7%
185 DIA STATE STR SPDR DOW JONES IND Financial Services 861.0 $399K 0.04% -29.0 -3.3% $463.21 +6.9%
186 HOOD ROBINHOOD MKTS INC Financial Services 5,658.0 $392K 0.04% NEW $69.30 +16.5%
187 BMY BRISTOL-MYERS SQUIBB CO Healthcare 6,436.0 $390K 0.04% +319.0 +5.2% $60.65 -6.0%
188 PSF COHEN & STEERS SELECT PFD & Financial Services 20,000.0 $388K 0.04% -16K -43.7% $19.39 -0.7%
189 DELL DELL TECHNOLOGIES INC Technology 2,346.0 $385K 0.04% NEW $164.12 +51.0%
190 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,135.0 $384K 0.04% -8.0 -0.7% $337.95 +23.6%
191 DHR DANAHER CORP DEL Healthcare 2,003.0 $380K 0.04% +90.0 +4.7% $189.60 -13.2%
192 AKRE PROFESIONALLY MANAGED PORTFO 7,169.0 $379K 0.04% -905.0 -11.2% $52.85 +0.5%
193 DFAU DIMENSIONAL ETF TRUST 8,196.0 $370K 0.04% NEW $45.12 +12.4%
194 VEA VANGUARD TAX-MANAGED FDS 5,735.0 $368K 0.04% +177.0 +3.2% $64.09 +7.8%
195 GDX VANECK ETF TRUST 3,960.0 $363K 0.03% -110.0 -2.7% $91.77 -4.8%
196 INTC INTEL CORP Technology 8,190.0 $361K 0.03% -777.0 -8.7% $44.13 +162.7%
197 JBHT HUNT J B TRANS SVCS INC Industrials 1,676.0 $355K 0.03% +17.0 +1.0% $211.88 +20.2%
198 STT STATE STR CORP Financial Services 2,779.0 $352K 0.03% +43.0 +1.6% $126.55 +21.5%
199 SCHW SCHWAB CHARLES CORP Financial Services 3,676.0 $346K 0.03% +419.0 +12.9% $93.99 -4.8%
200 LIN LINDE PLC Basic Materials 695.0 $345K 0.03% +206.0 +42.1% $496.09 +3.1%
Page 10 of 14  ·  262 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%