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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 11 of 14  ·  262 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 DVY ISHARES TR 2,197.0 $333K 0.03% -123.0 -5.3% $151.39 -0.3%
202 LCNB LCNB CORP Financial Services 21,000.0 $327K 0.03% $15.59 +3.0%
203 TRV TRAVELERS COMPANIES INC Financial Services 1,110.0 $324K 0.03% +28.0 +2.6% $291.81 +2.2%
204 KKR KKR & CO INC Financial Services 3,465.0 $321K 0.03% +45.0 +1.3% $92.50 +7.6%
205 MU MICRON TECHNOLOGY INC Technology 939.0 $317K 0.03% +95.0 +11.3% $337.84 +129.7%
206 EXC EXELON CORP Utilities 6,447.0 $316K 0.03% +127.0 +2.0% $49.02 -9.4%
207 AXP AMERICAN EXPRESS CO Financial Services 1,031.0 $312K 0.03% +14.0 +1.4% $302.56 +3.6%
208 MRSH MARSH & MCLENNAN COS INC Financial Services 1,793.0 $311K 0.03% -186.0 -9.4% $173.45 -7.7%
209 KLAC KLA CORP Technology 211.0 $311K 0.03% +9.0 +4.5% $1472.41 +28.6%
210 NVS NOVARTIS AG Healthcare 2,030.0 $310K 0.03% $152.75 -2.0%
211 CRM SALESFORCE INC Technology 1,658.0 $310K 0.03% +81.0 +5.1% $186.70 -10.2%
212 RGLD ROYAL GOLD INC Basic Materials 1,200.0 $305K 0.03% NEW $254.49 -5.5%
213 SBUX STARBUCKS CORP Consumer Cyclical 3,377.0 $303K 0.03% +18.0 +0.5% $89.58 +18.8%
214 MCK MCKESSON CORP Healthcare 343.0 $297K 0.03% +7.0 +2.1% $865.53 -13.7%
215 COWZ PACER FDS TR 4,740.0 $297K 0.03% $62.56 +0.6%
216 MMM 3M CO Industrials 2,008.0 $292K 0.03% +111.0 +5.8% $145.26 -0.1%
217 LHX L3HARRIS TECHNOLOGIES INC Industrials 842.0 $291K 0.03% NEW $345.15 -10.9%
218 ALL ALLSTATE CORP Financial Services 1,394.0 $289K 0.03% +32.0 +2.4% $207.40 +4.8%
219 VZ VERIZON COMMUNICATIONS INC Communication Services 5,704.0 $286K 0.03% -145.0 -2.5% $50.20 -6.3%
220 PH PARKER-HANNIFIN CORP Industrials 312.0 $279K 0.03% -10.0 -3.1% $894.05 -1.5%
Page 11 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%