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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 7 of 14  ·  262 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PLTR PALANTIR TECHNOLOGIES INC Technology 5,244.0 $767K 0.07% +384.0 +7.9% $146.28 -8.6%
122 AEP AMERICAN ELEC PWR CO INC Utilities 5,831.0 $764K 0.07% +75.0 +1.3% $131.08 -4.5%
123 NOC NORTHROP GRUMMAN CORP Industrials 1,112.0 $759K 0.07% +24.0 +2.2% $682.49 -19.6%
124 VOO VANGUARD INDEX FDS 1,217.0 $727K 0.07% +82.0 +7.2% $597.62 +13.7%
125 BERKSHIRE HATHAWAY INC DEL 1.0 $718K 0.07% $718140.00
126 AMGN AMGEN INC Healthcare 2,013.0 $708K 0.07% +61.0 +3.1% $351.91 -7.3%
127 TT TRANE TECHNOLOGIES PLC Industrials 1,699.0 $708K 0.07% $416.74 +15.6%
128 HON HONEYWELL INTL INC Industrials 3,109.0 $703K 0.07% +46.0 +1.5% $226.05 -3.7%
129 UNH UNITEDHEALTH GROUP INC Healthcare 2,563.0 $693K 0.07% +63.0 +2.5% $270.57 +47.5%
130 CSCO CISCO SYS INC Technology 8,859.0 $687K 0.07% +441.0 +5.2% $77.59 +48.9%
131 WM WASTE MGMT INC DEL Industrials 2,973.0 $683K 0.07% +46.0 +1.6% $229.77 -4.8%
132 KO COCA COLA CO Consumer Defensive 8,698.0 $661K 0.06% +280.0 +3.3% $76.05 +5.8%
133 WFC WELLS FARGO & CO Financial Services 8,266.0 $658K 0.06% +502.0 +6.5% $79.61 -7.3%
134 MO ALTRIA GROUP INC Consumer Defensive 9,959.0 $657K 0.06% $65.99 +9.7%
135 GE GE AEROSPACE Industrials 2,275.0 $646K 0.06% +140.0 +6.6% $283.74 +2.7%
136 NYF ISHARES TR 12,144.0 $645K 0.06% NEW $53.12 +0.0%
137 XHE SPDR SERIES TRUST 8,000.0 $626K 0.06% $78.24 -1.1%
138 IHI ISHARES TR 11,615.0 $620K 0.06% $53.35 -9.2%
139 NFLX NETFLIX INC. Communication Services 6,359.0 $611K 0.06% +688.0 +12.1% $96.15 -9.6%
140 APH AMPHENOL CORP Technology 4,828.0 $610K 0.06% +132.0 +2.8% $126.35 -1.1%
Page 7 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%