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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 9 of 11  ·  209 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CTAS CINTAS CORP Industrials 104.0 $18K 0.01% $172.04 -0.2%
162 ARMP ARMATA PHARMACEUTICALS INC Healthcare 1,428.0 $15K 0.01% $10.56 -35.1%
163 MRVL MARVELL TECHNOLOGY INC Technology 140.0 $15K 0.01% NEW $106.71 +154.7%
164 IWR ISHARES TR 141.0 $14K 0.01% $97.91 +11.3%
165 IJH ISHARES TR 200.0 $14K 0.01% $68.10 +11.8%
166 WBD WARNER BROS DISCOVERY INC Communication Services 483.0 $13K 0.01% +11.0 +2.3% $27.49 -1.0%
167 IJR ISHARES TR 102.0 $13K 0.01% $124.92 +16.1%
168 SMH VANECK ETF TRUST 32.0 $13K 0.01% $391.97 +58.7%
169 CVR PARTNERS LP/CVR NITROGEN 100.0 $12K 0.01% $123.93
170 UMAC UNUSUAL MACHS INC Financial Services 1,000.0 $12K 0.01% $12.34 +64.8%
171 MEI METHODE ELECTRS INC Technology 2,116.0 $12K 0.00% $5.72 +138.1%
172 NFLX NETFLIX INC. Communication Services 120.0 $11K 0.00% NEW $95.55 -24.4%
173 ABNB AIRBNB INC Consumer Cyclical 91.0 $11K 0.00% $125.19 +16.7%
174 MSI MOTOROLA SOLUTIONS INC Technology 26.0 $11K 0.00% -14.0 -35.0% $434.12 -8.1%
175 AAL AMERICAN AIRLINES GROUP INC Industrials 1,000.0 $11K 0.00% NEW $11.13 +55.3%
176 WMT WALMART INC Consumer Defensive 84.0 $10K 0.00% $124.74 -4.2%
177 PPA INVESCO EXCHANGE TRADED FD T 61.0 $10K 0.00% $169.66 +1.7%
178 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 28.0 $10K 0.00% NEW $341.50 +29.9%
179 MBC MASTERBRAND INC Consumer Cyclical 1,137.0 $9K 0.00% $8.24 +12.4%
180 BLOCK INC 150.0 $9K 0.00% NEW $59.54
Page 9 of 11  ·  209 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%