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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 7 of 14  ·  278 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 APH AMPHENOL CORP Technology 5,083.0 $896K 0.07% +255.0 +5.3% $176.33 -10.0%
122 MCD MCDONALDS CORP Consumer Cyclical 3,245.0 $877K 0.07% -35.0 -1.1% $270.31 -0.6%
123 BIZD VANECK ETF TRUST 68,800.0 $871K 0.07% NEW $12.66 +4.5%
124 BN BROOKFIELD CORP Financial Services 20,012.0 $852K 0.07% -1K -6.4% $42.59 -1.0%
125 QXO QXO INC Industrials 49,322.0 $852K 0.07% +8K +18.8% $17.28 -21.1%
126 TT TRANE TECHNOLOGIES PLC Industrials 1,710.0 $840K 0.07% +11.0 +0.7% $491.16 -5.8%
127 OKE ONEOK INC NEW Energy 9,594.0 $834K 0.07% +94.0 +1.0% $86.94 +12.4%
128 MRVL MARVELL TECHNOLOGY INC Technology 2,781.0 $828K 0.07% $297.90 -28.4%
129 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 104,883.0 $826K 0.07% $7.88 -3.0%
130 AEP AMERICAN ELEC PWR CO INC Utilities 6,019.0 $823K 0.07% +188.0 +3.2% $136.81 -7.6%
131 DUK DUKE ENERGY CORP NEW Utilities 6,437.0 $815K 0.07% $126.58 -1.8%
132 NEE NEXTERA ENERGY INC Utilities 8,790.0 $771K 0.06% +153.0 +1.8% $87.77 -1.4%
133 GS GOLDMAN SACHS GROUP INC Financial Services 762.0 $771K 0.06% +101.0 +15.3% $1011.41 +2.3%
134 KO COCA COLA CO Consumer Defensive 9,410.0 $765K 0.06% +712.0 +8.2% $81.27 +9.3%
135 ADP AUTOMATIC DATA PROCESSING IN Industrials 3,361.0 $753K 0.06% +430.0 +14.7% $223.95 +21.2%
136 AMGN AMGEN INC Healthcare 2,073.0 $751K 0.06% +60.0 +3.0% $362.10 +17.7%
137 BERKSHIRE HATHAWAY INC DEL 1.0 $749K 0.06% $748850.00
138 DELL DELL TECHNOLOGIES INC Technology 1,720.0 $742K 0.06% -626.0 -26.7% $431.39 +8.3%
139 MO ALTRIA GROUP INC Consumer Defensive 10,142.0 $730K 0.06% +183.0 +1.8% $71.95 -9.7%
140 WFC WELLS FARGO & CO Financial Services 8,544.0 $706K 0.06% +278.0 +3.4% $82.64 +5.8%
Page 7 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%