Portfolio (Quarterly) Guide ↗

Cornerstone Management, Inc.

· CIK 0001587867

13F Portfolio $695M AUM 67 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 3 New 16 Added 24 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	WMT	WALMART INC	Consumer Defensive	1,740	$216K	0.03%	SOLD

Sector Allocation

Financial Services 35.9%

Technology 27.7%

Industrials 9.2%

Consumer Defensive 8.3%

Energy 6.2%

Utilities 5.4%

Healthcare 4.7%

Consumer Cyclical 2.7%