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Portfolio (Quarterly) Guide ↗

Cornerstone National Bank & Trust Co

· CIK 0002104293
13F Portfolio $271M AUM 269 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 39 New 21 Added 55 Reduced 29 Exited
Page 2 of 2  ·  39 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PGF INVESCO EXCHANGE TRADED FD T 3,500.0 $48K 0.02% NEW $13.84 -1.1%
22 QUANTA SVCS INC 60.0 $34K 0.01% NEW $560.12
23 SMA SMARTSTOP SELF STORAG REIT I Real Estate 974.0 $30K 0.01% NEW $30.43 +8.1%
24 EWC ISHARES INC 452.0 $25K 0.01% NEW $55.18 +3.7%
25 MET METLIFE INC Financial Services 297.0 $21K 0.01% NEW $71.17 +19.3%
26 ALL ALLSTATE CORP Financial Services 100.0 $20K 0.01% NEW $204.10 +15.7%
27 GNRC GENERAC HLDGS INC Industrials 100.0 $20K 0.01% NEW $199.05 +43.1%
28 MRVL MARVELL TECHNOLOGY INC Technology 140.0 $15K 0.01% NEW $106.71 +154.7%
29 NFLX NETFLIX INC. Communication Services 120.0 $11K 0.00% NEW $95.55 -24.4%
30 AAL AMERICAN AIRLINES GROUP INC Industrials 1,000.0 $11K 0.00% NEW $11.13 +55.3%
31 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 28.0 $10K 0.00% NEW $341.50 +29.9%
32 BLOCK INC 150.0 $9K 0.00% NEW $59.54
33 COF CAPITAL ONE FINL CORP Financial Services 26.0 $5K 0.00% NEW $184.50 +9.5%
34 USHY ISHARES TR 115.0 $4K 0.00% NEW $36.73 +0.7%
35 BHF BRIGHTHOUSE FINL INC Financial Services 27.0 $2K 0.00% NEW $59.63 +6.2%
36 CHTR CHARTER COMMUNICATIONS INC Communication Services 3.0 $649.0 NEW $216.33 -39.5%
37 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 5.0 $388.0 NEW $77.60 +13.2%
38 FOXA FOX CORP Communication Services 2.0 $117.0 NEW $58.50 -13.9%
39 NWSA NEWS CORP NEW Communication Services 1.0 $25.0 NEW $25.00 +2.2%
Page 2 of 2  ·  39 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
Technology 43.1%
Financial Services 15.7%
Consumer Cyclical 12.4%
Industrials 8.7%
Energy 6.9%
Consumer Defensive 5.6%
Utilities 3.2%
Healthcare 2.7%
Communication Services 1.6%
Real Estate 0.1%