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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 4 of 6  ·  120 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 XLY SELECT SECTOR SPDR TR 13,339.0 $1.6M 0.14% NEW $117.28 +1.1%
62 OOMA OOMA INC Communication Services 75,000.0 $1.4M 0.13% NEW $19.22 +5.1%
63 GOOG ALPHABET INC Communication Services 4,040.0 $1.4M 0.13% NEW $353.33 -3.3%
64 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,525.0 $1.4M 0.13% NEW $935.47 +2.3%
65 EWJ ISHARES INC 14,890.0 $1.4M 0.12% NEW $93.27 +1.6%
66 XLP SELECT SECTOR SPDR TR 14,684.0 $1.2M 0.11% NEW $83.07 +4.2%
67 ITW ILLINOIS TOOL WKS INC Industrials 4,345.0 $1.2M 0.10% NEW $270.47 +5.1%
68 FENC FENNEC PHARMACEUTICALS INC Healthcare 105,000.0 $1.1M 0.10% NEW $10.75 +10.4%
69 AVUS AMERICAN CENTY ETF TR 8,380.0 $1.1M 0.10% NEW $128.08 +2.3%
70 KO COCA COLA CO Consumer Defensive 12,291.0 $999K 0.09% NEW $81.27 +11.2%
71 XOM EXXON MOBIL CORP Energy 7,222.0 $987K 0.09% NEW $136.72 +20.5%
72 TSLA TESLA INC Consumer Cyclical 2,337.0 $983K 0.09% NEW $420.60 -16.5%
73 QQQ INVESCO QQQ TR Financial Services 1,096.0 $807K 0.07% NEW $736.40 -2.8%
74 ED CONSOLIDATED EDISON INC Utilities 6,957.0 $770K 0.07% NEW $110.63 -2.4%
75 BERKSHIRE HATHAWAY INC DEL 1.0 $749K 0.07% NEW $748850.00
76 PFF ISHARES TR 23,155.0 $706K 0.06% NEW $30.49 +0.3%
77 C CITIGROUP INC Financial Services 5,030.0 $704K 0.06% NEW $139.96 -5.1%
78 TRGP TARGA RES CORP Energy 2,493.0 $668K 0.06% NEW $268.14 +10.8%
79 AVGO BROADCOM INC Technology 1,715.0 $648K 0.06% NEW $377.75 -4.0%
80 XLV SELECT SECTOR SPDR TR 4,025.0 $639K 0.06% NEW $158.66 +10.7%
Page 4 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%