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Portfolio (Quarterly) Guide ↗

Cornerstone Financial Management LLC

· CIK 0002110329
13F Portfolio $109M AUM 1,311 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 163 New 567 Added 130 Reduced 91 Exited
Page 15 of 66  ·  1,311 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 WBD WARNER BROS DISCOVERY INC COM SER A Communication Services 419.0 $12K 0.01% +81.0 +24.0% $27.46 -0.1%
282 TD TORONTO DOMINION BK ONT COM NEW Financial Services 123.0 $11K 0.01% +32.0 +35.2% $93.31 +17.4%
283 ICICI BANK LIMITED ADR 443.0 $11K 0.01% +37.0 +9.1% $25.90
284 LNG CHENIERE ENERGY INC COM NEW Energy 40.0 $11K 0.01% +12.0 +42.9% $283.75 -15.3%
285 ZTS ZOETIS INC CL A Healthcare 96.0 $11K 0.01% +79.0 +464.7% $118.21 -32.6%
286 IREN IREN LIMITED ORDINARY SHARES Financial Services 331.0 $11K 0.01% $34.28 +69.4%
287 BSX BOSTON SCIENTIFIC CORP COM Healthcare 180.0 $11K 0.01% -20.0 -10.0% $62.75 -8.9%
288 CEG CONSTELLATION ENERGY CORP COM Utilities 40.0 $11K 0.01% +5.0 +14.3% $279.25 +2.4%
289 CRH PLC ORD 106.0 $11K 0.01% +28.0 +35.9% $105.12
290 DIS DISNEY WALT CO COM Communication Services 115.0 $11K 0.01% +24.0 +26.4% $96.38 +7.5%
291 ADBE ADOBE INC COM Technology 45.0 $11K 0.01% +12.0 +36.4% $243.09 +0.4%
292 VXF VANGUARD EXTENDED MARKET ETF 53.0 $11K 0.01% $205.79 +11.1%
293 SKM SK TELECOM CO LTD SPONSORED ADR Communication Services 371.0 $11K 0.01% +86.0 +30.2% $29.29 +29.6%
294 EIX EDISON INTL COM Utilities 148.0 $11K 0.01% +14.0 +10.4% $73.18 -3.9%
295 ACWX ISHARES MSCI ACWI EX U.S. ETF 157.0 $11K 0.01% $68.47 +10.0%
296 CBOE CBOE GLOBAL MKTS INC COM Financial Services 38.0 $11K 0.01% +10.0 +35.7% $281.08 +25.2%
297 FAST FASTENAL CO COM Industrials 230.0 $11K 0.01% +6.0 +2.7% $46.40 -6.2%
298 DLR DIGITAL RLTY TR INC COM Real Estate 59.0 $11K 0.01% +21.0 +55.3% $180.20 +7.8%
299 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 175.0 $11K 0.01% +28.0 +19.1% $60.65 -1.8%
300 JCI JOHNSON CTLS INTL PLC SHS Industrials 81.0 $11K 0.01% +11.0 +15.7% $130.95 +3.5%
Page 15 of 66  ·  1,311 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 26.2%
Financial Services 20.4%
Healthcare 11.6%
Consumer Cyclical 8.8%
Communication Services 8.2%
Consumer Defensive 8.2%
Industrials 5.7%
Energy 3.4%
Real Estate 2.8%
Utilities 2.7%