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Portfolio (Quarterly) Guide ↗

Cornerstone Capital, Inc.

· CIK 0000819535
13F Portfolio $1.1B AUM 120 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 120 New
Page 3 of 6  ·  120 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PFE PFIZER INC Healthcare 267,909.0 $6.5M 0.58% NEW $24.08 +17.3%
42 CRWD CROWDSTRIKE HLDGS INC Technology 6,885.0 $5.3M 0.47% NEW $190.78 +5.7%
43 SO SOUTHERN CO Utilities 50,301.0 $4.8M 0.43% NEW $95.71 -3.7%
44 ISRG INTUITIVE SURGICAL INC Healthcare 11,675.0 $4.6M 0.41% NEW $397.68 +0.0%
45 GILD GILEAD SCIENCES INC Healthcare 36,158.0 $4.6M 0.41% NEW $126.34 +16.8%
46 SHAK SHAKE SHACK INC Consumer Cyclical 80,682.0 $4.5M 0.40% NEW $56.02 +30.8%
47 CCI CROWN CASTLE INC Real Estate 59,128.0 $4.5M 0.40% NEW $75.73 -1.4%
48 ADI ANALOG DEVICES INC Technology 8,657.0 $3.4M 0.31% NEW $397.17 -6.0%
49 NVDA NVIDIA CORPORATION Technology 17,022.0 $3.4M 0.30% NEW $200.09 +8.7%
50 VKTX VIKING THERAPEUTICS INC Healthcare 85,470.0 $3.3M 0.30% NEW $39.01 -7.8%
51 IWM ISHARES TR 9,844.0 $3.0M 0.26% NEW $300.44 +0.4%
52 INTC INTEL CORP Technology 18,252.0 $2.5M 0.23% NEW $139.63 -33.5%
53 LGND LIGAND PHARMACEUTICALS INC Healthcare 7,856.0 $2.5M 0.22% NEW $316.10 -8.0%
54 BERKSHIRE HATHAWAY INC DEL 4,822.0 $2.4M 0.22% NEW $500.39
55 VTI VANGUARD INDEX FDS 5,620.0 $2.1M 0.19% NEW $370.02 +2.7%
56 CVX CHEVRON CORPORATION Energy 12,371.0 $2.1M 0.18% NEW $165.76 +24.1%
57 VGK VANGUARD INTL EQUITY INDEX F 23,000.0 $2.0M 0.18% NEW $88.54 +4.2%
58 VOO VANGUARD INDEX FDS 2,961.0 $2.0M 0.18% NEW $686.77 +2.9%
59 ASX ASE TECHNOLOGY HLDG CO LTD Technology 44,531.0 $2.0M 0.18% NEW $45.12 -21.0%
60 DUK DUKE ENERGY CORP NEW Utilities 15,317.0 $1.9M 0.17% NEW $126.58 -2.4%
Page 3 of 6  ·  120 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 28.8%
Healthcare 18.1%
Financial Services 13.3%
Industrials 10.1%
Communication Services 10.0%
Consumer Cyclical 9.0%
Consumer Defensive 5.1%
Basic Materials 2.2%
Energy 1.5%
Real Estate 1.1%