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Portfolio (Quarterly) Guide ↗

Cornerstone Wealth Group, LLC

· CIK 0001774879
13F Portfolio $1.7B AUM 512 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 504 New
Page 25 of 26  ·  504 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 DT DYNATRACE INC Technology 4,753.0 $209K 0.01% NEW $43.91 +12.4%
482 NVST ENVISTA HOLDINGS CORPORATION Healthcare 7,907.0 $208K 0.01% NEW $26.35 +3.5%
483 PSMD PACER FDS TR 6,067.0 $208K 0.01% NEW $34.31 +1.7%
484 CSL CARLISLE COS INC Industrials 573.0 $208K 0.01% NEW $362.98 +0.3%
485 MSM MSC INDL DIRECT INC Industrials 1,744.0 $207K 0.01% NEW $118.95 +0.5%
486 IQVIA HLDGS INC 1,065.0 $206K 0.01% NEW $193.24
487 ETSY INC 2,730.0 $206K 0.01% NEW $75.33
488 NWSA NEWS CORP NEW Communication Services 8,278.0 $206K 0.01% NEW $24.83 +23.4%
489 EA ELECTRONIC ARTS INC Communication Services 1,002.0 $205K 0.01% NEW $205.06 +2.3%
490 JHG JANUS HENDERSON GROUP PLC Financial Services 3,951.0 $205K 0.01% NEW $51.95 +0.0%
491 IEFA ISHARES TR 2,120.0 $205K 0.01% NEW $96.57 +4.2%
492 BP BP PLC Energy 5,517.0 $204K 0.01% NEW $36.95 +18.1%
493 RHI ROBERT HALF INC. Industrials 6,628.0 $203K 0.01% NEW $30.70 +48.5%
494 MDB MONGODB INC Technology 603.0 $203K 0.01% NEW $335.86 +20.5%
495 ADSK AUTODESK INC Technology 1,033.0 $201K 0.01% NEW $194.50 +30.6%
496 MFG MIZUHO FINANCIAL GROUP INC Financial Services 19,660.0 $188K 0.01% NEW $9.58 +6.9%
497 LEG LEGGETT & PLATT INC Consumer Cyclical 15,038.0 $176K 0.01% NEW $11.71 -20.5%
498 CAG CONAGRA BRANDS INC Consumer Defensive 11,287.0 $152K 0.01% NEW $13.46 +23.7%
499 SPY CALL STATE STR SPDR S&P 500 ETF T Financial Services 200.0 $149K 0.01% NEW $746.77 +2.4%
500 GNW GENWORTH FINL INC Financial Services 15,524.0 $147K 0.01% NEW $9.47 +4.7%
Page 25 of 26  ·  504 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 33.1%
Financial Services 20.6%
Healthcare 9.2%
Industrials 9.2%
Consumer Cyclical 7.6%
Communication Services 5.9%
Consumer Defensive 5.2%
Energy 4.1%
Utilities 3.0%
Basic Materials 1.2%