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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 5 of 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Status
81 ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A Technology 2 $418.0 SOLD
82 AMTM AMENTUM HOLDINGS INC COM Industrials 16 $417.0 SOLD
83 CANOPY GROWTH CORPORATION COM NEW 433 $411.0 SOLD
84 ONON ON HLDG AG NAMEN AKT A Consumer Cyclical 12 $408.0 SOLD
85 RPM RPM INTL INC COM Basic Materials 4 $398.0 SOLD
86 RPD RAPID7 INC COM Technology 72 $397.0 SOLD
87 RGC REGENCELL BIOSCIENCE HLDGS LTD ORDINARY SHARES Healthcare 15 $381.0 SOLD
88 CIFR CIPHER DIGITAL INC COM Financial Services 29 $373.0 SOLD
89 GTLB GITLAB INC CLASS A COM Technology 17 $368.0 SOLD
90 TEM TEMPUS AI INC CL A Healthcare 8 $362.0 SOLD
91 MNKD MANNKIND CORP COM NEW Healthcare 131 $321.0 SOLD
92 ARBE ARBE ROBOTICS LTD ORDINARY SHARES Technology 526 $321.0 SOLD
93 EH EHANG HLDGS LTD ADS Industrials 33 $320.0 SOLD
94 WING WINGSTOP INC COM Consumer Cyclical 2 $310.0 SOLD
95 ELF E L F BEAUTY INC COM Consumer Defensive 5 $303.0 SOLD
96 DEFI TECHNOLOGIES INC COM 495 $273.0 SOLD
97 GOSS GOSSAMER BIO INC COM Healthcare 282 $93.0 SOLD
98 GCI LIBERTY INC COM SER C 1 $37.0 SOLD
99 HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF $20.0 SOLD
100 RNA ATRIUM THERAPEUTICS INC COM Healthcare 1 $13.0 SOLD
Page 5 of 6  ·  102 positions
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%