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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 14  ·  278 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 XLE SELECT SECTOR SPDR TR 40,750.0 $2.2M 0.18% NEW $53.11 +19.9%
82 SMH VANECK ETF TRUST 3,204.0 $2.1M 0.17% $655.83 -13.1%
83 ORCL ORACLE CORP Technology 14,277.0 $2.1M 0.17% $146.55 -2.6%
84 ET ENERGY TRANSFER L P Energy 109,070.0 $2.1M 0.17% +3K +2.4% $19.12 +12.0%
85 IBIT ISHARES BITCOIN TRUST ETF Financial Services 61,949.0 $2.1M 0.17% +3K +5.4% $33.29 +9.9%
86 CAT CATERPILLAR INC Industrials 1,884.0 $2.0M 0.17% +66.0 +3.6% $1065.11 -21.1%
87 IJJ ISHARES TR 13,500.0 $2.0M 0.17% -500.0 -3.6% $147.73 +0.9%
88 IVW ISHARES TR 13,893.0 $1.9M 0.16% -192.0 -1.4% $137.53 +1.6%
89 EPD ENTERPRISE PRODS PARTNERS L Energy 50,917.0 $1.9M 0.15% $36.76 +5.1%
90 VST VISTRA CORP Utilities 11,544.0 $1.8M 0.15% +1K +13.5% $158.63 -11.4%
91 PG PROCTER & GAMBLE CO Consumer Defensive 12,320.0 $1.8M 0.15% +415.0 +3.5% $146.64 -2.2%
92 WMT WALMART INC Consumer Defensive 15,446.0 $1.7M 0.14% +163.0 +1.1% $113.26 +1.7%
93 ITA ISHARES TR 7,206.0 $1.7M 0.14% $242.42 +4.0%
94 SYK STRYKER CORPORATION Healthcare 5,460.0 $1.7M 0.14% +106.0 +2.0% $314.83 +5.3%
95 BLUE OWL CAPITAL CORPORATION 151,955.0 $1.7M 0.14% -4K -2.5% $10.87
96 RSP INVESCO EXCHANGE TRADED FD T 7,713.0 $1.6M 0.14% +1K +20.6% $212.76 +3.3%
97 HD HOME DEPOT INC Consumer Cyclical 4,579.0 $1.6M 0.13% +622.0 +15.7% $352.67 -4.3%
98 TSLA TESLA INC Consumer Cyclical 3,787.0 $1.6M 0.13% +68.0 +1.8% $420.60 -19.9%
99 BAC BANK OF AMER CORP Financial Services 26,935.0 $1.5M 0.13% +1K +4.3% $56.98 +12.7%
100 VTI VANGUARD INDEX FDS 3,991.0 $1.5M 0.12% $370.03 +2.4%
Page 5 of 14  ·  278 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%