Cornerstone Management, Inc. Portfolio Holdings by Sector
Cornerstone Management, Inc.
- $575 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VUG VTV JPST AGG FLRN EFA SPSB MBB 40 stocks |
$517 Million
92.41% of portfolio
|
19
|
14
|
4
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-A BRK-B 2 stocks |
$15.9 Million
2.84% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$15.6 Million
2.79% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
GL AFL 2 stocks |
$3.85 Million
0.69% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
SSB TFC PNC 3 stocks |
$971,665
0.17% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$883,813
0.16% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
GPN 1 stocks |
$822,732
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
WES 1 stocks |
$740,409
0.13% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$740,184
0.13% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PLTR 2 stocks |
$653,399
0.12% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
SO DUK 2 stocks |
$624,549
0.11% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
BAC 1 stocks |
$487,396
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$396,817
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$293,518
0.05% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Railroads | Industrials
CSX 1 stocks |
$236,960
0.04% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$227,124
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|