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Portfolio (Quarterly) Guide ↗

Cornerstone Financial Management LLC

· CIK 0002110329
13F Portfolio $106M AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1241 New
Page 63 of 63  ·  1,241 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 FALN ISHARES FALLEN ANGELS USD BOND ETF $10.0 NEW
Page 63 of 63  ·  1,241 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 29.6%
Financial Services 21.3%
Healthcare 10.1%
Consumer Cyclical 9.6%
Communication Services 8.5%
Consumer Defensive 6.8%
Industrials 5.2%
Real Estate 2.8%
Energy 2.4%
Utilities 2.2%