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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 6 of 6  ·  120 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 RSP INVESCO EXCHANGE TRADED FD T 1,550.0 $330K 0.03% NEW $212.77 +4.4%
102 DE DEERE & CO Industrials 501.0 $318K 0.03% NEW $634.33 -8.5%
103 AEP AMERICAN ELEC PWR CO INC Utilities 2,300.0 $315K 0.03% NEW $136.81 -7.7%
104 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 3,600.0 $313K 0.03% NEW $87.04 +4.0%
105 WMB WILLIAMS COS INC Energy 4,121.0 $306K 0.03% NEW $74.34 -1.5%
106 DOV DOVER CORP Industrials 1,340.0 $301K 0.03% NEW $224.28 -9.8%
107 XLK SELECT SECTOR SPDR TR 1,520.0 $290K 0.03% NEW $190.52 -3.6%
108 COP CONOCOPHILLIPS Energy 2,760.0 $287K 0.03% NEW $103.96 +25.6%
109 VGT VANGUARD WORLD FD 2,360.0 $282K 0.03% NEW $119.52 -0.6%
110 SLB SLB LIMITED Energy 5,699.0 $265K 0.02% NEW $46.49 +15.2%
111 SPACE EXPLORATION TECHN CORP 1,500.0 $256K 0.02% NEW $170.86
112 FSLR FIRST SOLAR INC Energy 995.0 $235K 0.02% NEW $235.96 -5.7%
113 ABNB AIRBNB INC Consumer Cyclical 1,640.0 $235K 0.02% NEW $143.10 +30.3%
114 BELFB BEL FUSE INC Technology 700.0 $233K 0.02% NEW $333.04 -20.8%
115 SCHX SCHWAB STRATEGIC TR 7,737.0 $228K 0.02% NEW $29.43 +3.1%
116 WMT WALMART INC Consumer Defensive 1,985.0 $225K 0.02% NEW $113.26 +0.9%
117 OKTA OKTA INC Technology 1,625.0 $222K 0.02% NEW $136.45 +3.5%
118 ENVX ENOVIX CORPORATION Industrials 27,765.0 $169K 0.01% NEW $6.07 -44.0%
119 JOBY JOBY AVIATION INC Industrials 12,450.0 $111K 0.01% NEW $8.92 -13.5%
120 EVTL VERTICAL AEROSPACE LTD Industrials 27,000.0 $47K 0.00% NEW $1.74 -56.0%
Page 6 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%