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Portfolio (Quarterly) Guide ↗

Cornerstone National Bank & Trust Co

· CIK 0002104293
13F Portfolio $251M AUM Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 199 New
Page 4 of 10  ·  199 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SLB SLB LIMITED Energy 7,880.0 $302K 0.12% NEW $38.38 +22.6%
62 EW EDWARDS LIFESCIENCES CORP Healthcare 3,000.0 $256K 0.10% NEW $85.25 +5.9%
63 SPY SPDR S&P 500 ETF TR Financial Services 372.0 $254K 0.10% NEW $681.92 +7.4%
64 CARR CARRIER GLOBAL CORPORATION Industrials 4,760.0 $252K 0.10% NEW $52.84 +44.1%
65 RIOT RIOT PLATFORMS INC Financial Services 17,835.0 $226K 0.09% NEW $12.67 +117.4%
66 VUG VANGUARD INDEX FDS 442.0 $216K 0.09% NEW $487.86 -83.0%
67 WTFC WINTRUST FINL CORP Financial Services 1,500.0 $210K 0.08% NEW $139.82 +15.2%
68 VOE VANGUARD INDEX FDS 1,133.0 $201K 0.08% NEW $177.37 +12.5%
69 ITW ILLINOIS TOOL WKS INC Industrials 811.0 $200K 0.08% NEW $246.30 +9.4%
70 LLY ELI LILLY & CO Healthcare 174.0 $187K 0.07% NEW $1074.68 +4.4%
71 ABBV ABBVIE INC Healthcare 650.0 $149K 0.06% NEW $228.49 +6.4%
72 VWO VANGUARD INTL EQUITY INDEX F 2,717.0 $146K 0.06% NEW $53.76 +9.5%
73 TSLA TESLA INC Consumer Cyclical 322.0 $145K 0.06% NEW $449.72 -16.7%
74 QALT SEI EXCHANGE TRADED FUNDS 5,696.0 $142K 0.06% NEW $24.93 +5.9%
75 QQQ INVESCO QQQ TR Financial Services 231.0 $142K 0.06% NEW $614.31 +16.5%
76 WM WASTE MGMT INC DEL Industrials 607.0 $133K 0.05% NEW $219.71 +1.2%
77 GOOG ALPHABET INC Communication Services 410.0 $129K 0.05% NEW $313.80 +7.9%
78 FITB FIFTH THIRD BANCORP Financial Services 2,515.0 $118K 0.05% NEW $46.81 +19.7%
79 EFA ISHARES TR 1,186.0 $114K 0.04% NEW $96.03 +7.5%
80 MRK MERCK & CO INC Healthcare 1,000.0 $105K 0.04% NEW $105.26 +17.6%
Page 4 of 10  ·  199 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 40.9%
Financial Services 15.9%
Consumer Cyclical 10.6%
Industrials 9.8%
Healthcare 5.6%
Consumer Defensive 5.3%
Communication Services 4.5%
Energy 4.4%
Utilities 3.0%
Real Estate 0.0%