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Portfolio (Quarterly) Guide ↗

CORNERSTONE ENTERPRISES, LLC

· CIK 0001987314
13F Portfolio $219M AUM 42 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 42 New
Page 2 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 QQQI NEOS ETF TRUST 45,387.0 $2.6M 1.18% NEW $56.79 -4.9%
22 JCI JOHNSON CONTROLS INTERNATION Industrials 17,496.0 $2.6M 1.17% NEW $146.11 -4.7%
23 WMT WALMART INC Consumer Defensive 18,064.0 $2.0M 0.93% NEW $113.26 -6.5%
24 TSLA TESLA INC Consumer Cyclical 3,468.0 $1.5M 0.67% NEW $420.60 -15.3%
25 SHOP SHOPIFY INC Technology 10,660.0 $1.2M 0.56% NEW $114.18 +22.5%
26 AAPL APPLE INC Technology 3,532.0 $1.0M 0.47% NEW $289.38 +12.4%
27 NET CLOUDFLARE INC Technology 3,992.0 $979K 0.45% NEW $245.28 +16.4%
28 CRWD CROWDSTRIKE HLDGS INC Technology 5,041.0 $962K 0.44% NEW $47.70 +350.9%
29 SCHG SCHWAB STRATEGIC TR 23,016.0 $779K 0.35% NEW $33.84 +4.2%
30 INTC INTEL CORP Technology 4,346.0 $607K 0.28% NEW $139.63 -36.3%
31 SPY STATE STR SPDR S&P 500 ETF T Financial Services 660.0 $493K 0.23% NEW $746.77 +2.0%
32 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 501.0 $469K 0.21% NEW $935.47 +0.5%
33 WEC WEC ENERGY GROUP INC Utilities 3,665.0 $428K 0.20% NEW $116.77 -9.1%
34 AVGO BROADCOM INC Technology 1,053.0 $398K 0.18% NEW $377.75 -2.1%
35 VOO VANGUARD INDEX FDS 561.0 $386K 0.18% NEW $687.60 +1.8%
36 CAT CATERPILLAR INC Industrials 361.0 $384K 0.17% NEW $1064.90 -26.8%
37 HOOD ROBINHOOD MKTS INC Financial Services 3,767.0 $378K 0.17% NEW $100.28 +3.2%
38 SCHB SCHWAB STRATEGIC TR 12,428.0 $360K 0.16% NEW $28.96 +1.5%
39 RKLB ROCKET LAB CORP Industrials 3,511.0 $357K 0.16% NEW $101.65 -38.5%
40 VGT VANGUARD WORLD FD 2,040.0 $244K 0.11% NEW $119.52 -0.5%
Page 2 of 3  ·  42 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 46.8%
Communication Services 16.7%
Consumer Cyclical 10.7%
Real Estate 8.5%
Utilities 6.7%
Financial Services 5.2%
Industrials 3.0%
Consumer Defensive 2.2%
Healthcare 0.2%