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Portfolio (Quarterly) Guide ↗

Cornerstone Financial Group, LLC /NE/

· CIK 0002056783
13F Portfolio $156M AUM 73 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1 New 30 Added 21 Reduced
Page 2 of 2  ·  21 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LRCX LAM RESEARCH CORP Technology 816.0 $209K 0.13% -444.0 -35.2% $256.68 +17.8%
Page 2 of 2  ·  21 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 55.6%
Industrials 17.4%
Financial Services 13.4%
Consumer Defensive 9.6%
Healthcare 4.1%