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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 2 of 4  ·  62 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BXSL BLACKSTONE SECD LENDING FD Financial Services 116,743.0 $2.8M 0.23% -12K -9.3% $23.71 +2.7%
22 SO SOUTHERN CO Utilities 23,407.0 $2.2M 0.19% -191.0 -0.8% $95.71 -3.8%
23 IJJ ISHARES TR 13,500.0 $2.0M 0.17% -500.0 -3.6% $147.73 +0.9%
24 IVW ISHARES TR 13,893.0 $1.9M 0.16% -192.0 -1.4% $137.53 +1.6%
25 BLUE OWL CAPITAL CORPORATION 151,955.0 $1.7M 0.14% -4K -2.5% $10.87
26 CHY CALAMOS CONV & HIGH INCOME F Financial Services 104,500.0 $1.4M 0.12% -174K -62.5% $13.62 -2.1%
27 UNP UNION PAC CORP Industrials 4,292.0 $1.2M 0.10% -71.0 -1.6% $272.02 +9.8%
28 UNH UNITEDHEALTH GROUP INC Healthcare 2,167.0 $901K 0.07% -396.0 -15.4% $415.60 -5.2%
29 MCD MCDONALDS CORP Consumer Cyclical 3,245.0 $877K 0.07% -35.0 -1.1% $270.31 -1.2%
30 BN BROOKFIELD CORP Financial Services 20,012.0 $852K 0.07% -1K -6.4% $42.59 -1.1%
31 DELL DELL TECHNOLOGIES INC Technology 1,720.0 $742K 0.06% -626.0 -26.7% $431.39 +8.6%
32 PEP PEPSICO INC Consumer Defensive 5,129.0 $694K 0.06% -454.0 -8.1% $135.39 +3.5%
33 WM WASTE MGMT INC DEL Industrials 2,926.0 $652K 0.05% -47.0 -1.6% $222.86 +0.3%
34 XLF SELECT SECTOR SPDR TR 10,822.0 $580K 0.05% -174.0 -1.6% $53.61 +7.9%
35 TRGP TARGA RES CORP Energy 1,855.0 $497K 0.04% -154.0 -7.7% $268.14 +11.1%
36 KYN KAYNE ANDERSON ENERGY INFRST Financial Services 35,288.0 $488K 0.04% -292.0 -0.8% $13.83 +7.5%
37 AMT AMERICAN TOWER CORP Real Estate 2,861.0 $468K 0.04% -311.0 -9.8% $163.58 +5.3%
38 TDVG T ROWE PRICE EXCHANGE-TRADED 9,482.0 $465K 0.04% -214.0 -2.2% $49.03 +2.4%
39 CEG CONSTELLATION ENERGY CORP Utilities 1,870.0 $464K 0.04% -144.0 -7.2% $248.35 +7.4%
40 IGSB ISHARES TR 8,113.0 $425K 0.04% -8K -48.7% $52.41 -0.5%
Page 2 of 4  ·  62 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%