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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 8 of 14  ·  278 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PEP PEPSICO INC Consumer Defensive 5,129.0 $694K 0.06% -454.0 -8.1% $135.39 +3.5%
142 CGGO CAPITAL GROUP GBL GROWTH EQT 16,275.0 $689K 0.06% +126.0 +0.8% $42.33 -4.1%
143 KLAC KLA CORP Technology 2,277.0 $687K 0.06% +2K +979.1% $301.71 -35.4%
144 GEV GE VERNOVA INC Utilities 585.0 $687K 0.06% +29.0 +5.2% $1174.22 -14.5%
145 XHE SPDR SERIES TRUST 8,000.0 $674K 0.06% $84.23 +12.5%
146 WM WASTE MGMT INC DEL Industrials 2,926.0 $652K 0.05% -47.0 -1.6% $222.86 +0.3%
147 EMR EMERSON ELEC CO Industrials 4,318.0 $618K 0.05% +128.0 +3.0% $143.15 +10.2%
148 MS MORGAN STANLEY Financial Services 2,835.0 $593K 0.05% +128.0 +4.7% $209.04 +4.1%
149 XLF SELECT SECTOR SPDR TR 10,822.0 $580K 0.05% -174.0 -1.6% $53.61 +7.9%
150 IHI ISHARES TR 11,716.0 $579K 0.05% +101.0 +0.9% $49.41 +12.2%
151 BA BOEING CO Industrials 2,670.0 $578K 0.05% +133.0 +5.2% $216.47 +3.0%
152 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,209.0 $577K 0.05% +74.0 +6.5% $477.57 -13.4%
153 HOOD ROBINHOOD MKTS INC Financial Services 5,703.0 $572K 0.05% +45.0 +0.8% $100.28 -8.7%
154 NOC NORTHROP GRUMMAN CORP Industrials 1,111.0 $566K 0.05% $509.11 +15.7%
155 VCRB VANGUARD MALVERN FDS 7,251.0 $560K 0.05% +284.0 +4.1% $77.23 -1.7%
156 DE DEERE & CO Industrials 840.0 $533K 0.04% +28.0 +3.5% $633.99 -7.1%
157 ABT ABBOTT LABORATORIES Healthcare 5,797.0 $526K 0.04% +235.0 +4.2% $90.74 +24.2%
158 DIS DISNEY WALT CO Communication Services 5,403.0 $520K 0.04% +459.0 +9.3% $96.25 +8.0%
159 PML PIMCO MUN INCOME FD II Financial Services 67,463.0 $513K 0.04% $7.61 -3.3%
160 TRGP TARGA RES CORP Energy 1,855.0 $497K 0.04% -154.0 -7.7% $268.14 +11.1%
Page 8 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%