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Holdings (Monthly) Guide ↗

Cornerstone Total Return Fund, Inc.

Monthly Holdings $951M AUM 87 positions Period Mar 2026 Filed May 21, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 Apple Inc. 037833100 Mar 2026 269,500 $68.4M 7.20% EC
2 NVIDIA Corp. 67066G104 Mar 2026 354,400 $61.8M 6.51% EC
3 Alphabet Inc. 02079K107 Mar 2026 188,770 $54.2M 5.70% EC
4 Microsoft Corp. 594918104 Mar 2026 122,068 $45.2M 4.76% EC
5 Energy Select Sector SPDR Fund 81369Y506 Mar 2026 608,959 $37.3M 3.93% EC
6 Amazon.com, Inc. 023135106 Mar 2026 177,300 $36.9M 3.89% EC
7 Broadcom Inc 11135F101 Mar 2026 78,395 $24.3M 2.55% EC
8 Vaneck Vectors Semiconductors ETF 92189F676 Mar 2026 60,787 $23.3M 2.45% EC
9 Utilities Select Sector SPDR Fund 81369Y886 Mar 2026 495,840 $22.8M 2.39% EC
10 Meta Platforms Inc 30303M102 Mar 2026 38,484 $22.0M 2.32% EC
11 Eli Lilly & Co. 532457108 Mar 2026 21,700 $20.0M 2.10% EC
12 JPMorgan Chase & Co. 46625H100 Mar 2026 65,096 $19.1M 2.02% EC
13 Costco Wholesale Corporation 22160K105 Mar 2026 15,745 $15.7M 1.65% EC
14 Walmart Inc 931142103 Mar 2026 122,851 $15.3M 1.61% EC
15 Invesco Exchange Traded Fund Trust II 46138E628 Mar 2026 188,385 $14.9M 1.57% EC
16 Johnson & Johnson 478160104 Mar 2026 59,632 $14.6M 1.53% EC
17 MasterCard Incorporated 57636Q104 Mar 2026 24,952 $12.5M 1.31% EC
18 Netflix, Inc. 64110L106 Mar 2026 127,902 $12.3M 1.29% EC
19 Philip Morris International Inc. 718172109 Mar 2026 64,217 $10.6M 1.12% EC
20 GE Vernova Inc. 36828A101 Mar 2026 12,034 $10.5M 1.11% EC
21 GE Aerospace 369604301 Mar 2026 36,623 $10.4M 1.09% EC
22 Linde PLC G54950103 Mar 2026 20,077 $10.0M 1.05% EC
23 The Procter & Gamble Co. 742718109 Mar 2026 67,200 $9.7M 1.02% EC
24 The Progressive Corporation 743315103 Mar 2026 47,398 $9.4M 0.99% EC
25 Home Depot Inc. 437076102 Mar 2026 27,917 $9.2M 0.97% EC
26 Welltower Inc. 95040Q104 Mar 2026 45,026 $8.9M 0.94% EC
27 Monster Beverage Corp 61174X109 Mar 2026 114,945 $8.3M 0.88% EC
28 Labcorp Holdings Inc 504922105 Mar 2026 30,951 $8.3M 0.87% EC
29 Hilton Worldwide Holdings Inc 43300A203 Mar 2026 27,154 $8.3M 0.87% EC
30 Union Pacific Corporation 907818108 Mar 2026 33,539 $8.1M 0.86% EC
31 CME Group Inc. 12572Q105 Mar 2026 27,548 $8.1M 0.86% EC
32 Digital Realty Trust Inc. 253868103 Mar 2026 44,553 $8.0M 0.85% EC
33 American Express Company 025816109 Mar 2026 25,838 $7.8M 0.82% EC
34 O'Reilly Automotive Inc. 67103H107 Mar 2026 84,615 $7.8M 0.82% EC
35 Waste Connections Inc. 94106B101 Mar 2026 47,629 $7.7M 0.81% EC
36 KLA Corp. 482480100 Mar 2026 5,100 $7.5M 0.79% EC
37 S&P Global Inc 78409V104 Mar 2026 17,630 $7.5M 0.79% EC
38 Intuitive Surgical Inc. 46120E602 Mar 2026 15,800 $7.3M 0.77% EC
39 Jack Henry & Associates, Inc. 426281101 Mar 2026 45,123 $7.1M 0.75% EC
40 Elevance Health Inc. 036752103 Mar 2026 23,993 $7.0M 0.74% EC
41 Micron Technology Inc. 595112103 Mar 2026 20,452 $6.9M 0.73% EC
42 T-Mobile US Inc 872590104 Mar 2026 32,434 $6.8M 0.72% EC
43 Intuit Inc 461202103 Mar 2026 15,473 $6.7M 0.70% EC
44 Deere & Company 244199105 Mar 2026 11,800 $6.6M 0.70% EC
45 Arista Networks Inc 040413205 Mar 2026 54,100 $6.6M 0.70% EC
46 Boston Scientific Corporation 101137107 Mar 2026 105,809 $6.6M 0.70% EC
47 Gallagher AJ &Co 363576109 Mar 2026 30,634 $6.6M 0.70% EC
48 Eaton Corporation PLC G29183103 Mar 2026 18,445 $6.6M 0.69% EC
49 Mckesson Corp. 58155Q103 Mar 2026 7,526 $6.5M 0.69% EC
50 Vulcan Materials Company 929160109 Mar 2026 23,870 $6.5M 0.68% EC
51 Mercadolibre Inc 58733R102 Mar 2026 3,737 $6.5M 0.68% EC
52 Booking Holdings Inc 09857L108 Mar 2026 1,500 $6.3M 0.66% EC
53 Amphenol Corporation 032095101 Mar 2026 49,058 $6.2M 0.65% EC
54 Monolithic Power Systems Inc. 609839105 Mar 2026 5,607 $6.1M 0.65% EC
55 Fidelity Institutional Money Market Government Portfolio 316175108 Mar 2026 6,084,405 $6.1M 0.64% STIV
56 Ferrari N V N3167Y103 Mar 2026 16,524 $5.6M 0.59% EC
57 Taiwan Semiconductor Manufacturing Co., Ltd. 874039100 Mar 2026 16,492 $5.6M 0.59% EC
58 DoorDash Inc 25809K105 Mar 2026 37,070 $5.6M 0.59% EC
59 Servicenow Inc 81762P102 Mar 2026 51,389 $5.4M 0.57% EC
60 Crowdstrike Holdings Inc 22788C105 Mar 2026 13,506 $5.3M 0.55% EC
61 TKO Group Holdings Inc. 87256C101 Mar 2026 25,507 $5.1M 0.54% EC
62 Transdigm Group Inc. 893641100 Mar 2026 4,435 $5.1M 0.54% EC
63 Fair Isaac Corporation 303250104 Mar 2026 4,803 $5.1M 0.54% EC
64 Live Nation Entertainment, Inc. 538034109 Mar 2026 33,615 $5.1M 0.54% EC
65 Ecolab Inc. 278865100 Mar 2026 19,231 $5.1M 0.54% EC
66 Tyler Technologies Inc. 902252105 Mar 2026 14,739 $5.0M 0.53% EC
67 Cadence Design Systems, Inc. 127387108 Mar 2026 18,046 $5.0M 0.53% EC
68 Robinhood Markets Inc 770700102 Mar 2026 68,563 $4.8M 0.50% EC
69 Interactive Brokers Group Inc 45841N107 Mar 2026 70,588 $4.7M 0.50% EC
70 Rollins Inc 775711104 Mar 2026 85,650 $4.6M 0.48% EC
71 Tradeweb Markets Inc 892672106 Mar 2026 37,715 $4.4M 0.47% EC
72 Oracle Corp. 68389X105 Mar 2026 30,159 $4.4M 0.47% EC
73 Advanced Micro Devices Inc. 007903107 Mar 2026 21,087 $4.3M 0.45% EC
74 KKR & Co Inc. 48251W104 Mar 2026 46,135 $4.3M 0.45% EC
75 Spotify Technology S.A. L8681T102 Mar 2026 8,728 $4.2M 0.45% EC
76 IDEXX Laboratories Inc. 45168D104 Mar 2026 7,496 $4.2M 0.44% EC
77 The Sherwin-Williams Company 824348106 Mar 2026 13,082 $4.2M 0.44% EC
78 Dollar General Corporation 256677105 Mar 2026 35,117 $4.2M 0.44% EC
79 Prologis Inc. 74340W103 Mar 2026 31,477 $4.2M 0.44% EC
80 Veeva Systems Inc 922475108 Mar 2026 22,944 $4.0M 0.42% EC
81 Axon Enterprise Inc 05464C101 Mar 2026 9,357 $4.0M 0.42% EC
82 Emerson Electric Co. 291011104 Mar 2026 29,500 $3.9M 0.41% EC
83 Shopify Inc 82509L107 Mar 2026 31,580 $3.7M 0.39% EC
84 Old Dominion Freight Line Inc. 679580100 Mar 2026 17,614 $3.4M 0.36% EC
85 Repligen Corporation 759916109 Mar 2026 24,690 $2.9M 0.31% EC
86 Visa Inc 92826C839 Mar 2026 9,564 $2.9M 0.30% EC
87 Seagate Technology Holdings PLC G7997R103 Mar 2026 7,371 $2.9M 0.30% EC