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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 2 of 8  ·  142 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HD HOME DEPOT INC COM Consumer Cyclical 808.0 $285K 0.23% -7.0 -0.9% $352.68 -7.0%
22 IJR ISHARES CORE S&P SMALL CAP ETF 1,749.0 $259K 0.21% -131.0 -7.0% $148.31 -1.0%
23 IWC ISHARES MICRO-CAP ETF 1,100.0 $220K 0.18% -62.0 -5.3% $200.03 -0.8%
24 TFLO ISHARES TREASURY FLOATING RATE BOND ETF 3,615.0 $183K 0.15% -215.0 -5.6% $50.63 +0.0%
25 LMT LOCKHEED MARTIN CORP COM Industrials 328.0 $167K 0.13% -7.0 -2.1% $509.46 +11.0%
26 WWJD INSPIRE INTERNATIONAL ETF 3,572.0 $136K 0.11% -7K -66.3% $38.13 +7.9%
27 CVX CHEVRON CORPORATION COM Energy 805.0 $133K 0.11% -66.0 -7.6% $165.76 +20.6%
28 SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 1,090.0 $116K 0.09% -393.0 -26.5% $106.47 -0.1%
29 IWD ISHARES RUSSELL 1000 VALUE ETF 415.0 $101K 0.08% -30.0 -6.7% $242.43 +6.3%
30 GIS GENERAL MILLS INC COM Consumer Defensive 1,647.0 $57K 0.05% -2K -55.8% $34.80 +16.4%
31 IJJ ISHARES S&P MID-CAP 400 VALUE ETF 380.0 $56K 0.04% -30.0 -7.3% $147.73 +0.3%
32 SN SHARKNINJA INC COM SHS Consumer Cyclical 258.0 $39K 0.03% -2.0 -0.8% $152.04 +27.6%
33 DUK DUKE ENERGY CORP NEW COM NEW Utilities 234.0 $30K 0.02% -78.0 -25.0% $126.58 -4.4%
34 ITW ILLINOIS TOOL WKS INC COM Industrials 85.0 $23K 0.02% -3.0 -3.4% $270.47 +4.1%
35 PFE PFIZER INC COM Healthcare 670.0 $16K 0.01% -32.0 -4.6% $24.10 +16.1%
36 DOW DOW HLDGS INC COM Basic Materials 460.0 $13K 0.01% -30.0 -6.1% $27.36 +10.7%
37 FMDE FIDELITY ENHANCED MID CAP CORE ETF 192.0 $8K 0.01% -5.0 -2.5% $40.49 +4.9%
38 FOXA FOX CORP CL A COM Communication Services 104.0 $5K 0.00% -9.0 -8.0% $52.16 +29.4%
39 ACWX ISHARES MSCI ACWI EX U.S. ETF 70.0 $5K 0.00% -87.0 -55.4% $76.11 +2.3%
40 SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF 60.0 $5K 0.00% -72.0 -54.5% $87.88 +3.2%
Page 2 of 8  ·  142 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%