CORNERSTONE ENTERPRISES, LLC

CIK: 0001987314SEC EDGAR →

Portfolio Value

$209.0M

Holdings

36

As of

Q4 2025

New Positions

36

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

SPDR SERIES TRUST

1,671,329$39.6M
18.93%
2

J P MORGAN EXCHANGE TRADED F

542,919$31.1M
14.87%
3

SCHWAB STRATEGIC TR

582,491$15.4M
7.36%
4

MICROSOFT CORP

27,192$13.2M
6.29%
5

NVIDIA CORPORATION

67,947$12.7M
6.06%
6

AMAZON COM INC

50,777$11.7M
5.61%
7

PALANTIR TECHNOLOGIES INC

62,804$11.2M
5.34%
8

OMEGA HEALTHCARE INVS INC

246,589$10.9M
5.23%
9

ALPHABET INC

30,753$9.6M
4.60%
10

META PLATFORMS INC

14,250$9.4M
4.50%

Quarterly Changes

Top Buys

SPHYNEW
$39.6M
JEPINEW
$31.1M
SCYBNEW
$15.4M
MSFTNEW
$13.2M
NVDANEW
$12.7M

Top Sells

No sells this quarter

New Positions (36)

$39.6M · 1.7M shares
$31.1M · 543K shares
$15.4M · 582K shares
$13.2M · 27K shares
$12.7M · 68K shares
$11.7M · 51K shares
$11.2M · 63K shares
$10.9M · 247K shares
$9.6M · 31K shares
$9.4M · 14K shares
$5.9M · 20K shares
$5.0M · 164K shares
$4.4M · 44K shares
$3.8M · 12K shares
$3.3M · 7K shares
$3.3M · 7K shares
$3.2M · 61K shares
$2.2M · 20K shares
$1.9M · 17K shares
$1.6M · 2K shares
$1.5M · 9K shares
$1.2M · 3K shares
$1.1M · 4K shares
$974K · 5K shares
$819K · 25K shares
$692K · 2K shares
$514K · 3K shares
$450K · 660 shares
$427K · 496 shares
$371K · 4K shares
$368K · 586 shares
$325K · 12K shares
$307K · 855 shares
$246K · 430 shares
$240K · 7K shares
$208K · 3K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services14$108.1M51.7%
Technology11$51.1M24.5%
Communication Services2$19.0M9.1%
Consumer Cyclical3$15.3M7.3%
Real Estate1$10.9M5.2%
Consumer Defensive2$2.3M1.1%
Utilities2$1.9M0.9%
Industrials1$246K0.1%