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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 12 of 14  ·  278 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 OAKTREE SPECIALTY LENDING 24,911.0 $297K 0.03% -19K -43.0% $11.94
222 ILCG ISHARES TR 2,525.0 $295K 0.03% $117.02 -0.7%
223 VOYG VOYAGER TECHNOLOGIES INC Industrials 9,151.0 $295K 0.02% -11K -54.9% $32.25 +32.1%
224 SPG SIMON PPTY GROUP INC NEW Real Estate 1,276.0 $285K 0.02% +37.0 +3.0% $223.65 -0.9%
225 HONEYWELL AEROSPACE INC 1,288.0 $285K 0.02% NEW $221.08
226 PSF COHEN & STEERS SELECT PFD & Financial Services 14,000.0 $282K 0.02% -6K -30.0% $20.13 -3.8%
227 HONEYWELL INTL INC 1,252.0 $280K 0.02% NEW $223.90
228 JCI JOHNSON CONTROLS INTERNATION Industrials 1,915.0 $280K 0.02% -106.0 -5.2% $146.11 +2.3%
229 SNDK SANDISK CORP Technology 122.0 $277K 0.02% NEW $2273.73 -29.2%
230 PH PARKER-HANNIFIN CORP Industrials 281.0 $275K 0.02% -31.0 -9.9% $978.12 +6.1%
231 USB US BANCORP Financial Services 4,454.0 $269K 0.02% +103.0 +2.4% $60.40 +6.9%
232 MSTR STRATEGY INC Technology 3,080.0 $268K 0.02% NEW $86.93 +8.8%
233 COWZ PACER FDS TR 4,292.0 $267K 0.02% -448.0 -9.4% $62.20 +13.8%
234 RSPT INVESCO EXCHANGE TRADED FD T 4,060.0 $262K 0.02% NEW $64.50 +0.1%
235 MCK MCKESSON CORP Healthcare 343.0 $259K 0.02% $755.77 +16.3%
236 ESGV VANGUARD WORLD FD 1,936.0 $256K 0.02% $132.26 +2.5%
237 RPG INVESCO EXCHANGE TRADED FD T 4,000.0 $255K 0.02% NEW $63.85 -7.6%
238 LHX L3HARRIS TECHNOLOGIES INC Industrials 862.0 $250K 0.02% +20.0 +2.4% $290.59 -2.5%
239 IJH ISHARES TR 3,208.0 $247K 0.02% $77.12 +0.5%
240 APPN APPIAN CORP Technology 10,551.0 $242K 0.02% NEW $22.90 +59.9%
Page 12 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%