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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 11 of 14  ·  278 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 SCHW SCHWAB CHARLES CORP Financial Services 3,745.0 $346K 0.03% +69.0 +1.9% $92.28 +21.0%
202 DVY ISHARES TR 2,209.0 $345K 0.03% +12.0 +0.6% $156.31 +5.5%
203 BIP BROOKFIELD INFRASTRUCTURE PA Utilities 9,397.0 $343K 0.03% -2K -16.8% $36.49 +5.0%
204 DHR DANAHER CORP DEL Healthcare 1,794.0 $342K 0.03% -209.0 -10.4% $190.50 +4.8%
205 KKR KKR & CO INC Financial Services 3,670.0 $337K 0.03% +205.0 +5.9% $91.79 +16.8%
206 ALL ALLSTATE CORP Financial Services 1,408.0 $335K 0.03% +14.0 +1.0% $237.96 +9.7%
207 SBUX STARBUCKS CORP Consumer Cyclical 3,238.0 $331K 0.03% -139.0 -4.1% $102.18 +3.7%
208 MMM 3M CO Industrials 2,007.0 $325K 0.03% $161.87 +11.8%
209 ANET ARISTA NETWORKS INC Technology 1,906.0 $324K 0.03% NEW $169.88 +13.7%
210 COP CONOCOPHILLIPS Energy 3,098.0 $322K 0.03% -172.0 -5.3% $103.97 +24.8%
211 AVIV AMERICAN CENTY ETF TR 4,158.0 $322K 0.03% +968.0 +30.3% $77.42 +6.5%
212 EXC EXELON CORP Utilities 6,828.0 $318K 0.03% +381.0 +5.9% $46.62 -2.8%
213 PSTG EVERPURE INC 4,040.0 $318K 0.03% $78.79
214 SUSA ISHARES TR 2,054.0 $317K 0.03% $154.31 +2.5%
215 COF CAPITAL ONE FINL CORP Financial Services 1,565.0 $314K 0.03% +44.0 +2.9% $200.66 +10.4%
216 TSCO TRACTOR SUPPLY CO Consumer Cyclical 9,894.0 $313K 0.03% +1K +12.4% $31.61 +9.8%
217 TXN TEXAS INSTRS INC Technology 1,045.0 $311K 0.03% NEW $298.02 -8.7%
218 NVS NOVARTIS AG Healthcare 1,974.0 $309K 0.03% -56.0 -2.8% $156.72 -1.4%
219 GDX VANECK ETF TRUST 4,020.0 $303K 0.03% +60.0 +1.5% $75.45 +17.9%
220 MRSH MARSH & MCLENNAN COS INC Financial Services 1,810.0 $302K 0.03% +17.0 +0.9% $166.63 +11.8%
Page 11 of 14  ·  278 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%