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Portfolio (Quarterly) Guide ↗

Cornerstone Advisory, LLC

· CIK 0001668189
13F Portfolio $1.0B AUM Filed Jan 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 248 New
Page 5 of 13  ·  248 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ET ENERGY TRANSFER L P Energy 103,859.0 $1.7M 0.16% NEW $16.49 +23.5%
82 WMT WALMART INC Consumer Defensive 15,079.0 $1.7M 0.16% NEW $111.41 +18.9%
83 ITA ISHARES TR 7,701.0 $1.7M 0.16% NEW $214.69 +1.1%
84 VOT VANGUARD INDEX FDS 5,467.0 $1.5M 0.15% NEW $279.12 +2.3%
85 EPD ENTERPRISE PRODS PARTNERS L Energy 46,716.0 $1.5M 0.14% NEW $32.06 +22.4%
86 TSLA TESLA INC Consumer Cyclical 3,200.0 $1.4M 0.14% NEW $449.72 -1.4%
87 AVUV AMERICAN CENTY ETF TR 14,055.0 $1.4M 0.14% NEW $101.98 +15.0%
88 BLUE OWL CAPITAL CORPORATION 114,020.0 $1.4M 0.14% NEW $12.43
89 BAC BANK AMERICA CORP Financial Services 25,257.0 $1.4M 0.13% NEW $55.00 -9.5%
90 VTI VANGUARD INDEX FDS 3,999.0 $1.3M 0.13% NEW $335.26 +8.2%
91 HD HOME DEPOT INC Consumer Cyclical 3,740.0 $1.3M 0.12% NEW $344.06 -11.5%
92 RTX RTX CORPORATION Industrials 6,850.0 $1.3M 0.12% NEW $183.39 -4.2%
93 AMAT APPLIED MATLS INC Technology 4,821.0 $1.2M 0.12% NEW $256.98 +69.9%
94 SMH VANECK ETF TRUST 3,204.0 $1.2M 0.11% NEW $360.10 +54.5%
95 IBM INTERNATIONAL BUSINESS MACHS Technology 3,764.0 $1.1M 0.11% NEW $296.17 -26.3%
96 MRK MERCK & CO INC Healthcare 10,368.0 $1.1M 0.10% NEW $105.26 +7.7%
97 CAT CATERPILLAR INC Industrials 1,806.0 $1.0M 0.10% NEW $572.92 +55.1%
98 MCD MCDONALDS CORP Consumer Cyclical 3,183.0 $973K 0.09% NEW $305.62 -10.0%
99 UNP UNION PAC CORP Industrials 4,120.0 $953K 0.09% NEW $231.33 +16.4%
100 RSP INVESCO EXCHANGE TRADED FD T 4,810.0 $921K 0.09% NEW $191.56 +5.2%
Page 5 of 13  ·  248 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 37.6%
Technology 24.5%
Communication Services 13.0%
Consumer Cyclical 7.2%
Healthcare 5.6%
Industrials 3.8%
Consumer Defensive 2.9%
Energy 2.6%
Utilities 2.1%
Real Estate 0.6%