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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 5 of 6  ·  120 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,630.0 $604K 0.05% NEW $370.59 -3.2%
82 MRK MERCK & CO INC Healthcare 4,642.0 $596K 0.05% NEW $128.50 +18.5%
83 LLY ELI LILLY & CO Healthcare 485.0 $582K 0.05% NEW $1199.43 +6.0%
84 AMAT APPLIED MATLS INC Technology 800.0 $578K 0.05% NEW $723.00 -31.8%
85 AVDE AMERICAN CENTY ETF TR 6,146.0 $548K 0.05% NEW $89.20 +5.0%
86 LMT LOCKHEED MARTIN CORP Industrials 1,061.0 $541K 0.05% NEW $509.46 +13.7%
87 BMY BRISTOL-MYERS SQUIBB CO Healthcare 8,985.0 $518K 0.05% NEW $57.62 +15.7%
88 NEPH NEPHROS INC Healthcare 128,700.0 $459K 0.04% NEW $3.57 +25.2%
89 CAT CATERPILLAR INC Industrials 430.0 $458K 0.04% NEW $1064.90 -23.7%
90 CRM SALESFORCE INC Technology 2,833.0 $444K 0.04% NEW $156.66 +31.8%
91 DFJ WISDOMTREE TR 4,162.0 $438K 0.04% NEW $105.30 +6.9%
92 AXP AMERICAN EXPRESS CO Financial Services 1,242.0 $420K 0.04% NEW $338.25 -1.3%
93 EMR EMERSON ELEC CO Industrials 2,900.0 $415K 0.04% NEW $143.15 +9.7%
94 GEV GE VERNOVA INC Utilities 340.0 $399K 0.04% NEW $1174.86 -18.1%
95 IWV ISHARES TR 934.0 $398K 0.04% NEW $426.40 +2.4%
96 LOW LOWES COS INC Consumer Cyclical 1,768.0 $390K 0.04% NEW $220.49 -0.3%
97 GE GE AEROSPACE Industrials 985.0 $368K 0.03% NEW $373.73 -6.3%
98 AVEM AMERICAN CENTY ETF TR 3,815.0 $368K 0.03% NEW $96.49 -3.1%
99 OABI OMNIAB INC Healthcare 142,286.0 $350K 0.03% NEW $2.46 +81.1%
100 AVUV AMERICAN CENTY ETF TR 2,804.0 $350K 0.03% NEW $124.76 +0.7%
Page 5 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%