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Portfolio (Quarterly) Guide ↗

CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC

· CIK 0002044324
13F Portfolio $765M AUM 133 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 133 New
Page 6 of 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PAA PLAINS ALL AMERN PIPELINE L Energy 20,000.0 $445K 0.06% NEW $22.26 +9.0%
102 TFC TRUIST FINL CORP Financial Services 8,668.0 $432K 0.06% NEW $49.82 +1.7%
103 ROST ROSS STORES INC Consumer Cyclical 2,000.0 $426K 0.06% NEW $212.85 +10.3%
104 MCD MCDONALDS CORP Consumer Cyclical 1,350.0 $365K 0.05% NEW $270.31 -1.1%
105 VOO VANGUARD INDEX FDS 530.0 $364K 0.05% NEW $686.81 +2.5%
106 AMZN AMAZON COM INC Consumer Cyclical 1,492.0 $356K 0.05% NEW $238.34 +10.4%
107 IAU ISHARES GOLD TR Financial Services 4,590.0 $347K 0.04% NEW $75.51 +12.4%
108 SPEM SPDR INDEX SHS FDS 6,628.0 $343K 0.04% NEW $51.78 +0.1%
109 VWO VANGUARD INTL EQUITY INDEX F 5,469.0 $326K 0.04% NEW $59.69 +0.0%
110 VO VANGUARD INDEX FDS 4,000.0 $322K 0.04% NEW $80.57 +3.1%
111 VBIL VANGUARD INSTL INDEX FD 4,249.0 $322K 0.04% NEW $75.68 -0.1%
112 CSCO CISCO SYS INC Technology 2,650.0 $311K 0.04% NEW $117.46 -5.9%
113 GOOGL ALPHABET INC Communication Services 789.0 $282K 0.04% NEW $357.37 -3.5%
114 CVX CHEVRON CORPORATION Energy 1,690.0 $280K 0.04% NEW $165.76 +24.1%
115 MTB M & T BK CORP Financial Services 1,169.0 $278K 0.04% NEW $238.08 +2.6%
116 PG PROCTER & GAMBLE CO Consumer Defensive 1,880.0 $276K 0.04% NEW $146.64 -1.5%
117 SCHP SCHWAB STRATEGIC TR 10,383.0 $275K 0.04% NEW $26.50 -2.0%
118 IXUS ISHARES TR 2,698.0 $257K 0.03% NEW $95.44 +1.8%
119 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,303.0 $253K 0.03% NEW $109.77 -0.3%
120 DBMF LITMAN GREGORY FDS TR 8,197.0 $251K 0.03% NEW $30.61 +1.4%
Page 6 of 7  ·  133 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 45.4%
Technology 25.4%
Healthcare 7.1%
Consumer Cyclical 6.8%
Energy 5.2%
Utilities 2.8%
Industrials 2.5%
Communication Services 2.0%
Consumer Defensive 2.0%
Basic Materials 0.9%