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Portfolio (Quarterly) Guide ↗

Cornerstone Financial Group, LLC /NE/

· CIK 0002056783
13F Portfolio $162M AUM 75 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 3 New 28 Added 13 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 LRCX LAM RESEARCH CORP Technology 816 $209K 0.13% SOLD
Sector Allocation
Technology 54.6%
Industrials 17.6%
Financial Services 14.3%
Consumer Defensive 8.8%
Healthcare 4.6%