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Portfolio (Quarterly) Guide ↗

Cornerstone Advisory, LLC

· CIK 0001668189
13F Portfolio $1.2B AUM 278 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 32 New 134 Added 62 Reduced 16 Exited
Page 5 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MO ALTRIA GROUP INC Consumer Defensive 10,142.0 $730K 0.06% +183.0 +1.8% $71.95 -9.4%
82 WFC WELLS FARGO & CO Financial Services 8,544.0 $706K 0.06% +278.0 +3.4% $82.64 +5.8%
83 CGGO CAPITAL GROUP GBL GROWTH EQT 16,275.0 $689K 0.06% +126.0 +0.8% $42.33 -4.1%
84 KLAC KLA CORP Technology 2,277.0 $687K 0.06% +2K +979.1% $301.71 -35.4%
85 GEV GE VERNOVA INC Utilities 585.0 $687K 0.06% +29.0 +5.2% $1174.22 -14.5%
86 EMR EMERSON ELEC CO Industrials 4,318.0 $618K 0.05% +128.0 +3.0% $143.15 +10.3%
87 MS MORGAN STANLEY Financial Services 2,835.0 $593K 0.05% +128.0 +4.7% $209.04 +4.1%
88 IHI ISHARES TR 11,716.0 $579K 0.05% +101.0 +0.9% $49.41 +12.2%
89 BA BOEING CO Industrials 2,670.0 $578K 0.05% +133.0 +5.2% $216.47 +3.0%
90 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,209.0 $577K 0.05% +74.0 +6.5% $477.57 -13.4%
91 HOOD ROBINHOOD MKTS INC Financial Services 5,703.0 $572K 0.05% +45.0 +0.8% $100.28 -8.7%
92 VCRB VANGUARD MALVERN FDS 7,251.0 $560K 0.05% +284.0 +4.1% $77.23 -1.7%
93 DE DEERE & CO Industrials 840.0 $533K 0.04% +28.0 +3.5% $633.99 -7.1%
94 ABT ABBOTT LABORATORIES Healthcare 5,797.0 $526K 0.04% +235.0 +4.2% $90.74 +24.2%
95 DIS DISNEY WALT CO Communication Services 5,403.0 $520K 0.04% +459.0 +9.3% $96.25 +8.0%
96 PLD PROLOGIS INC. Real Estate 3,621.0 $491K 0.04% +207.0 +6.1% $135.48 +3.4%
97 JBHT HUNT J B TRANS SVCS INC Industrials 1,695.0 $491K 0.04% +19.0 +1.1% $289.40 -5.3%
98 BLK BLACKROCK INC Financial Services 502.0 $483K 0.04% +40.0 +8.7% $961.56 +20.0%
99 CB CHUBB LIMITED Financial Services 1,410.0 $481K 0.04% +54.0 +4.0% $340.86 +1.3%
100 STT STATE STR CORP Financial Services 2,830.0 $480K 0.04% +51.0 +1.8% $169.60 +13.1%
Page 5 of 7  ·  134 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
Financial Services 34.1%
Technology 26.9%
Communication Services 12.7%
Consumer Cyclical 6.7%
Healthcare 5.5%
Industrials 4.1%
Consumer Defensive 2.9%
Energy 2.8%
Utilities 2.5%
Basic Materials 1.3%