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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 5 of 66  ·  1,311 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IWC ISHARES MICRO-CAP ETF 1,162.0 $186K 0.17% -166.0 -12.5% $159.67 +16.1%
82 CVX CHEVRON CORPORATION COM Energy 871.0 $180K 0.17% +40.0 +4.8% $206.90 -7.7%
83 NEE NEXTERA ENERGY INC COM Utilities 1,892.0 $176K 0.16% +32.0 +1.7% $92.88 -3.4%
84 BAC BANK OF AMER CORP COM Financial Services 3,597.0 $175K 0.16% +2K +132.1% $48.75 +5.6%
85 VZ VERIZON COMMUNICATIONS INC COM Communication Services 3,361.0 $169K 0.15% +2K +89.7% $50.20 -4.7%
86 VOO VANGUARD S&P 500 ETF 270.0 $161K 0.15% $597.11 +14.4%
87 SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 1,483.0 $158K 0.14% $106.50 -0.3%
88 VTV VANGUARD VALUE ETF 785.0 $154K 0.14% $196.20 +6.5%
89 DVY ISHARES SELECT DIVIDEND ETF 1,000.0 $151K 0.14% $151.41 +1.8%
90 AMGN AMGEN INC COM Healthcare 428.0 $151K 0.14% +5.0 +1.2% $351.85 -4.1%
91 TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS Technology 428.0 $145K 0.13% +9.0 +2.1% $337.95 +18.8%
92 V VISA INC COM CL A Financial Services 472.0 $143K 0.13% +16.0 +3.5% $302.24 +9.4%
93 GIS GENERAL MILLS INC COM Consumer Defensive 3,730.0 $139K 0.13% +108.0 +3.0% $37.22 -10.1%
94 FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 643.0 $134K 0.12% $208.05 +31.4%
95 NVS NOVARTIS AG SPONSORED ADR Healthcare 875.0 $134K 0.12% +20.0 +2.3% $152.75 -0.6%
96 VBK VANGUARD SMALL-CAP GROWTH ETF 435.0 $131K 0.12% -75.0 -14.7% $302.25 +13.7%
97 O REALTY INCOME CORP COM Real Estate 2,141.0 $131K 0.12% $61.18 +1.7%
98 COST COSTCO WHOLESALE CORPORATION COM Consumer Defensive 131.0 $131K 0.12% +11.0 +9.2% $996.43 +5.4%
99 INTC INTEL CORP COM Technology 2,923.0 $129K 0.12% +58.0 +2.0% $44.13 +168.5%
100 XOM EXXON MOBIL CORP COM Energy 751.0 $127K 0.12% +59.0 +8.5% $169.66 -7.9%
Page 5 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%