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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 5 of 14  ·  262 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 EPD ENTERPRISE PRODS PARTNERS L Energy 50,815.0 $1.9M 0.18% +4K +8.8% $37.84 +3.7%
82 WMT WALMART INC Consumer Defensive 15,283.0 $1.9M 0.18% +204.0 +1.4% $124.28 +6.6%
83 IJJ ISHARES TR 14,000.0 $1.9M 0.18% $132.50 +4.1%
84 PANW PALO ALTO NETWORKS INC Technology 11,276.0 $1.8M 0.17% +1K +12.9% $160.32 +48.6%
85 SYK STRYKER CORPORATION Healthcare 5,354.0 $1.8M 0.17% +86.0 +1.6% $328.58 -7.0%
86 BLUE OWL CAPITAL CORPORATION 155,900.0 $1.7M 0.16% +42K +36.7% $11.06
87 PG PROCTER & GAMBLE CO Consumer Defensive 11,905.0 $1.7M 0.16% -1K -9.0% $144.44 -1.2%
88 IVW ISHARES TR 14,085.0 $1.6M 0.15% $113.11 +20.9%
89 ITA ISHARES TR 7,204.0 $1.6M 0.15% -497.0 -6.5% $218.75 -0.8%
90 AMAT APPLIED MATLS INC Technology 4,479.0 $1.5M 0.14% -342.0 -7.1% $341.78 +27.7%
91 VST VISTRA CORP Utilities 10,169.0 $1.5M 0.14% +7K +179.9% $150.33 -5.6%
92 TSLA TESLA INC Consumer Cyclical 3,719.0 $1.4M 0.13% +519.0 +16.2% $371.75 +19.2%
93 RTX RTX CORPORATION Industrials 6,901.0 $1.3M 0.13% +51.0 +0.7% $192.89 -8.9%
94 HD HOME DEPOT INC Consumer Cyclical 3,957.0 $1.3M 0.12% +217.0 +5.8% $328.87 -7.5%
95 CAT CATERPILLAR INC Industrials 1,818.0 $1.3M 0.12% +12.0 +0.7% $708.59 +25.4%
96 VTI VANGUARD INDEX FDS 3,999.0 $1.3M 0.12% $320.80 +13.1%
97 MRK MERCK & CO INC Healthcare 10,475.0 $1.3M 0.12% +107.0 +1.0% $120.29 -5.7%
98 BAC BANK AMERICA CORP Financial Services 25,824.0 $1.3M 0.12% +567.0 +2.2% $48.75 +2.1%
99 GLW CORNING INC Technology 9,124.0 $1.2M 0.12% +62.0 +0.7% $135.97 +53.2%
100 SMH VANECK ETF TRUST 3,204.0 $1.2M 0.12% $383.37 +45.1%
Page 5 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%