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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 5 of 10  ·  199 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GOOGL ALPHABET INC Communication Services 280.0 $88K 0.04% NEW $313.00 +9.6%
82 AMD ADVANCED MICRO DEVICES INC Technology 352.0 $75K 0.03% NEW $214.16 +145.3%
83 MRSH MARSH & MCLENNAN COS INC Financial Services 375.0 $70K 0.03% NEW $185.52 -12.0%
84 BAX BAXTER INTL INC Healthcare 3,609.0 $69K 0.03% NEW $19.11 +12.2%
85 IBIT ISHARES BITCOIN TRUST ETF Financial Services 1,355.0 $67K 0.03% NEW $49.65 -32.3%
86 UEC URANIUM ENERGY CORP Energy 5,700.0 $67K 0.03% NEW $11.68 -9.6%
87 CASY CASEYS GEN STORES INC Consumer Cyclical 120.0 $66K 0.03% NEW $552.71 +43.3%
88 MPC MARATHON PETE CORP Energy 400.0 $65K 0.03% NEW $162.63 +55.5%
89 IVE ISHARES TR 305.0 $65K 0.03% NEW $212.07 +6.8%
90 OPCH OPTION CARE HEALTH INC Healthcare 2,000.0 $64K 0.03% NEW $31.86 -31.8%
91 VIG VANGUARD SPECIALIZED FUNDS 280.0 $62K 0.03% NEW $219.78 +7.2%
92 IWM ISHARES TR 246.0 $61K 0.02% NEW $246.16 +20.9%
93 DVY ISHARES TR 420.0 $59K 0.02% NEW $141.14 +11.1%
94 NUV NUVEEN MUN VALUE FD INC Financial Services 6,500.0 $59K 0.02% NEW $9.06 +0.8%
95 MELI MERCADOLIBRE INC Consumer Cyclical 29.0 $58K 0.02% NEW $2014.28 -19.3%
96 DUK DUKE ENERGY CORP NEW Utilities 487.0 $57K 0.02% NEW $117.21 +8.7%
97 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 1,137.0 $57K 0.02% NEW $50.02 -9.1%
98 CRWD CROWDSTRIKE HLDGS INC Technology 118.0 $55K 0.02% NEW $468.76 +45.2%
99 BMY BRISTOL-MYERS SQUIBB CO Healthcare 1,000.0 $54K 0.02% NEW $53.94 +3.2%
100 BSX BOSTON SCIENTIFIC CORP Healthcare 562.0 $54K 0.02% NEW $95.35 -53.5%
Page 5 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%