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Portfolio (Quarterly) Guide ↗

Cornerstone Financial Management LLC

· CIK 0002110329
13F Portfolio $125M AUM 1,471 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 262 New 711 Added 142 Reduced 102 Exited
Page 12 of 36  ·  711 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 BIIB BIOGEN INC COM Healthcare 82.0 $18K 0.01% +34.0 +70.8% $216.06 +2.5%
222 GWW WW GRAINGER INC COM Industrials 13.0 $18K 0.01% +7.0 +116.7% $1360.38 -2.9%
223 FDX FEDEX CORP COM Industrials 56.0 $18K 0.01% +19.0 +51.4% $313.12 +5.8%
224 KB KB FINL GROUP INC SPONSORED ADR Financial Services 167.0 $18K 0.01% +102.0 +156.9% $104.96 +15.6%
225 EW EDWARDS LIFESCIENCES CORP COM Healthcare 193.0 $17K 0.01% +121.0 +168.1% $90.46 -0.6%
226 D DOMINION ENERGY INC COM Utilities 255.0 $17K 0.01% +137.0 +116.1% $68.29 -2.6%
227 MNST MONSTER BEVERAGE CORP NEW COM Consumer Defensive 180.0 $17K 0.01% +77.0 +74.8% $96.12 -51.4%
228 DHR DANAHER CORP DEL COM Healthcare 90.0 $17K 0.01% +38.0 +73.1% $190.48 +13.2%
229 ING ING GROEP N.V. SPONSORED ADR Financial Services 542.0 $17K 0.01% +185.0 +51.8% $31.38 +11.9%
230 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 294.0 $17K 0.01% +119.0 +68.0% $57.62 +16.2%
231 NVO NOVO-NORDISK A S ADR Healthcare 353.0 $17K 0.01% +190.0 +116.6% $47.94 -3.5%
232 SHEL SHELL PLC SPON ADS Energy 213.0 $17K 0.01% +65.0 +43.9% $77.54 +17.0%
233 WBD WARNER BROS DISCOVERY INC COM SER A Communication Services 617.0 $16K 0.01% +198.0 +47.3% $26.66 +8.3%
234 SKM SK TELECOM CO LTD SPONSORED ADR Communication Services 507.0 $16K 0.01% +136.0 +36.7% $32.16 +22.7%
235 HUM HUMANA INC COM Healthcare 41.0 $16K 0.01% +25.0 +156.2% $397.22 -1.2%
236 CM CANADIAN IMPERIAL BANK OF COMM COM Financial Services 141.0 $16K 0.01% +82.0 +139.0% $115.00 -0.1%
237 SHOP SHOPIFY INC CL A SUB VTG SHS Technology 142.0 $16K 0.01% +54.0 +61.4% $114.18 +35.2%
238 EMR EMERSON ELEC CO COM Industrials 113.0 $16K 0.01% +21.0 +22.8% $143.15 +10.2%
239 HEI HEICO CORP NEW COM Industrials 45.0 $16K 0.01% +9.0 +25.0% $356.20 -5.4%
240 TM TOYOTA MOTOR CORP ADS Consumer Cyclical 95.0 $16K 0.01% +11.0 +13.1% $168.42 +14.0%
Page 12 of 36  ·  711 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 31.1%
Financial Services 17.8%
Healthcare 11.2%
Consumer Cyclical 8.3%
Communication Services 7.7%
Consumer Defensive 6.3%
Industrials 6.2%
Utilities 4.5%
Real Estate 2.7%
Energy 2.6%