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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 9 of 14  ·  262 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 DE DEERE & CO Industrials 812.0 $457K 0.04% +37.0 +4.8% $563.28 +2.0%
162 PLD PROLOGIS INC. Real Estate 3,414.0 $451K 0.04% +134.0 +4.1% $132.19 +7.9%
163 MS MORGAN STANLEY Financial Services 2,707.0 $445K 0.04% +157.0 +6.2% $164.55 +18.2%
164 BLK BLACKROCK INC Financial Services 462.0 $444K 0.04% +5.0 +1.1% $961.71 +12.5%
165 CB CHUBB LTD SWITZ Financial Services 1,356.0 $442K 0.04% +27.0 +2.0% $325.92 -0.5%
166 MCO MOODYS CORP Financial Services 1,002.0 $437K 0.04% +16.0 +1.6% $436.25 -0.8%
167 TYG TORTOISE ENERGY INFRSTRCTR C Financial Services 8,736.0 $436K 0.04% +44.0 +0.5% $49.85 -6.0%
168 TDVG T ROWE PRICE ETF INC 9,696.0 $433K 0.04% -730.0 -7.0% $44.63 +5.8%
169 COP CONOCOPHILLIPS Energy 3,270.0 $432K 0.04% +132.0 +4.2% $132.00 -9.9%
170 LRCX LAM RESEARCH CORP Technology 1,971.0 $421K 0.04% +142.0 +7.8% $213.61 +40.0%
171 XLU SELECT SECTOR SPDR TR 9,050.0 $415K 0.04% -332.0 -3.5% $45.89 -4.4%
172 TJX TJX COS INC NEW Consumer Cyclical 2,600.0 $415K 0.04% +201.0 +8.4% $159.71 -7.7%
173 AM ANTERO MIDSTREAM CORP Energy 18,125.0 $413K 0.04% NEW $22.80 -3.6%
174 D DOMINION ENERGY INC Utilities 6,677.0 $413K 0.04% +105.0 +1.6% $61.82 +1.9%
175 UBER UBER TECHNOLOGIES INC Technology 5,700.0 $410K 0.04% +126.0 +2.3% $71.93 +3.8%
176 TMO THERMO FISHER SCIENTIFIC INC Healthcare 831.0 $408K 0.04% -60.0 -6.7% $491.48 -8.8%
177 BIP BROOKFIELD INFRASTRUCTURE PA Utilities 11,291.0 $408K 0.04% $36.12 +5.1%
178 VCSH VANGUARD SCOTTSDALE FDS 5,139.0 $407K 0.04% NEW $79.27 -0.6%
179 TCAL T ROWE PRICE ETF INC 18,072.0 $404K 0.04% -9K -34.1% $22.35 -1.4%
180 SLYV SPDR SERIES TRUST 4,261.0 $403K 0.04% $94.58 +6.0%
Page 9 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%