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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 13 of 14  ·  278 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 FN FABRINET Technology 426.0 $239K 0.02% -14.0 -3.2% $562.08 -15.8%
242 MAA MID-AMER APT CMNTYS INC Real Estate 1,693.0 $235K 0.02% +32.0 +1.9% $138.94 -5.8%
243 ADI ANALOG DEVICES INC Technology 583.0 $232K 0.02% NEW $397.09 -6.3%
244 ISRG INTUITIVE SURGICAL INC Healthcare 581.0 $231K 0.02% $397.68 -0.2%
245 PNC PNC FINL SVCS GROUP INC Financial Services 938.0 $231K 0.02% NEW $246.20 +3.3%
246 VXUS VANGUARD STAR FDS 2,700.0 $231K 0.02% $85.49 +1.2%
247 RGLD ROYAL GOLD INC Basic Materials 1,152.0 $230K 0.02% -48.0 -4.0% $199.61 +16.0%
248 EATON VANCE TAX-MANAGED GLOB 23,597.0 $227K 0.02% +4K +17.4% $9.64
249 AUB ATLANTIC UN BANKSHARES CORP Financial Services 5,292.0 $224K 0.02% NEW $42.31 -0.2%
250 VV VANGUARD INDEX FDS 651.0 $224K 0.02% NEW $343.93 +2.9%
251 NTRS NORTHERN TR CORP Financial Services 1,276.0 $222K 0.02% NEW $173.84 +9.9%
252 C CITIGROUP INC Financial Services 1,583.0 $222K 0.02% NEW $139.99 -1.9%
253 CGBD CARLYLE SECURED LENDING INC Financial Services 20,978.0 $221K 0.02% +3K +13.9% $10.53 +6.2%
254 VXF VANGUARD INDEX FDS 897.0 $221K 0.02% NEW $246.16 +0.1%
255 ENTERGY CORP NEW 1,918.0 $220K 0.02% +39.0 +2.1% $114.86
256 CMI CUMMINS INC Industrials 308.0 $220K 0.02% NEW $713.21 -12.9%
257 PSX PHILLIPS 66 Energy 1,283.0 $217K 0.02% -21.0 -1.6% $169.05 +42.7%
258 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 304.0 $214K 0.02% NEW $703.34 +0.4%
259 TMO THERMO FISHER SCIENTIFIC INC Healthcare 425.0 $213K 0.02% -406.0 -48.9% $501.71 +17.1%
260 AON AON PLC Financial Services 642.0 $213K 0.02% +11.0 +1.7% $331.69 +4.4%
Page 13 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%