Cornerstone Enterprises, LLC Portfolio Holdings

Cornerstone Enterprises, LLC

  • $186 Billion
  • Q2 2025

Cornerstone Enterprises, LLC has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $186 Billion distributed in 32 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Ser Tr Spdr Portfolio Hig with a value of $40.8B, J P Morgan Exchange Traded Fd with a value of $28.4B, Ishares Trishares 0 3 Mnth Tre with a value of $16.7B, Nvidia Corp with a value of $13.2B, and Microsoft Corp with a value of $11.4B.

Examining the 13F form we can see an increase of $21.7B in the current position value, from $164B to 186B.

Cornerstone Enterprises, LLC is based out at Appleton, WI

Below you can find more details about Cornerstone Enterprises, LLC portfolio as well as his latest detailed transactions.

Portfolio value $186 Billion
ETFs: $88 Billion
Technology: $48.6 Billion
Communication Services: $20.2 Billion
Consumer Cyclical: $12.9 Billion
Real Estate: $6.84 Billion
Financial Services: $6.78 Billion
Consumer Defensive: $2.06 Billion
Utilities: $377 Million
Other: $0

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 32
  • Current Value $186 Billion
  • Prior Value $164 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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