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Portfolio (Quarterly) Guide ↗

Cornerstone Advisors, LLC

· CIK 0001775446
13F Portfolio $2.7B AUM 99 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 12 New 56 Added 17 Reduced 71 Exited
Page 2 of 4  ·  71 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 VZ VERIZON COMMUNICATIONS INC Communication Services 283,500 $11.5M 0.38% SOLD
22 CPRT COPART INC Industrials 289,290 $11.3M 0.38% SOLD
23 BLK BLACKROCK INC Financial Services 10,400 $11.1M 0.37% SOLD
24 CB CHUBB LIMITED Financial Services 35,400 $11.0M 0.37% SOLD
25 ABT ABBOTT LABS Healthcare 87,400 $11.0M 0.36% SOLD
26 UTG REAVES UTIL INCOME FD Financial Services 294,426 $10.8M 0.36% SOLD
27 XLB SELECT SECTOR SPDR TR 217,450 $9.9M 0.33% SOLD
28 HON HONEYWELL INTL INC Industrials 49,100 $9.6M 0.32% SOLD
29 MDT MEDTRONIC PLC Healthcare 98,800 $9.5M 0.32% SOLD
30 AMAT APPLIED MATLS INC Technology 36,300 $9.3M 0.31% SOLD
31 AON AON PLC Financial Services 25,800 $9.1M 0.30% SOLD
32 GD GENERAL DYNAMICS CORP Industrials 26,900 $9.1M 0.30% SOLD
33 ADI ANALOG DEVICES INC Technology 32,400 $8.8M 0.29% SOLD
34 WM WASTE MGMT INC DEL Industrials 38,500 $8.5M 0.28% SOLD
35 MRSH MARSH & MCLENNAN COS INC Financial Services 44,800 $8.3M 0.28% SOLD
36 VRSK VERISK ANALYTICS INC Industrials 34,122 $7.6M 0.25% SOLD
37 BRO BROWN & BROWN INC Financial Services 95,028 $7.6M 0.25% SOLD
38 ETJ EATON VANCE RISK-MANAGED DIV Financial Services 762,333 $6.7M 0.22% SOLD
39 BA BOEING CO Industrials 29,300 $6.4M 0.21% SOLD
40 TJX TJX COS INC NEW Consumer Cyclical 38,100 $5.9M 0.20% SOLD
Page 2 of 4  ·  71 positions
Sector Allocation
Technology 35.0%
Communication Services 13.4%
Consumer Cyclical 10.6%
Financial Services 10.4%
Healthcare 9.5%
Industrials 7.3%
Consumer Defensive 7.3%
Basic Materials 2.8%
Real Estate 2.5%
Utilities 1.2%