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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 12 of 14  ·  262 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 COF CAPITAL ONE FINL CORP Financial Services 1,521.0 $277K 0.03% NEW $182.43 +1.8%
222 MRVL MARVELL TECHNOLOGY INC Technology 2,780.0 $275K 0.03% $99.05 +84.3%
223 T AT&T INC Communication Services 9,487.0 $275K 0.03% +470.0 +5.2% $28.99 -14.9%
224 SUSA ISHARES TR 2,050.0 $271K 0.03% $132.12 +13.2%
225 ISRG INTUITIVE SURGICAL INC Healthcare 583.0 $269K 0.03% +14.0 +2.5% $460.70 -7.1%
226 JCI JOHNSON CONTROLS INTERNATION Industrials 2,021.0 $265K 0.03% -829.0 -29.1% $130.95 +9.8%
227 ARES ARES MANAGEMENT CORPORATION Financial Services 2,420.0 $264K 0.03% NEW $109.08 +13.1%
228 QCOM QUALCOMM INC Technology 1,981.0 $255K 0.02% +115.0 +6.2% $128.78 +55.4%
229 ASML ASML HLDG NV Technology 186.0 $246K 0.02% NEW $1320.83 +13.7%
230 ILCG ISHARES TR 2,523.0 $241K 0.02% $95.48 +20.7%
231 AVIV AMERICAN CENTY ETF TR 3,190.0 $239K 0.02% +50.0 +1.6% $74.83 +4.3%
232 PSTG EVERPURE INC Technology 4,040.0 $239K 0.02% $59.04 +47.9%
233 PSX PHILLIPS 66 Energy 1,304.0 $238K 0.02% NEW $182.18 -5.9%
234 KHC KRAFT HEINZ CO Consumer Defensive 10,413.0 $234K 0.02% NEW $22.49 +3.7%
235 PFE PFIZER INC Healthcare 8,298.0 $233K 0.02% -475.0 -5.4% $28.08 -8.3%
236 HAL HALLIBURTON CO Energy 5,947.0 $232K 0.02% NEW $38.99 +5.9%
237 SPG SIMON PPTY GROUP INC NEW Real Estate 1,239.0 $231K 0.02% +13.0 +1.1% $186.53 +8.7%
238 NOW SERVICENOW INC Technology 2,210.0 $231K 0.02% +669.0 +43.4% $104.55 -13.4%
239 FN FABRINET Technology 440.0 $229K 0.02% NEW $521.52 +43.1%
240 USB US BANCORP Financial Services 4,351.0 $226K 0.02% +83.0 +1.9% $52.01 +2.7%
Page 12 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%