Cornerstone Management, Inc.
CIK: 0001587867SEC EDGAR →
Portfolio Value
$613.2M
Holdings
68
As of
Q4 2025
New Positions
2
Closed Positions
1
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 321,170 | $156.7M | 25.55% |
| 2 | VANGUARD INDEX FDS | 518,964 | $99.1M | 16.16% |
| 3 | J P MORGAN EXCHANGE TRADED F | 1,923,884 | $97.3M | 15.87% |
| 4 | ISHARES TR | 421,019 | $42.1M | 6.86% |
| 5 | ISHARES TR | 246,834 | $23.7M | 3.87% |
| 6 | SPDR SERIES TRUST | 720,522 | $22.1M | 3.61% |
| 7 | ELEVATION SERIES TRUST | 586,569 | $17.1M | 2.79% |
| 8 | VANGUARD INDEX FDS | 43,572 | $14.6M | 2.38% |
| 9 | SPDR SERIES TRUST | 475,691 | $14.4M | 2.34% |
| 10 | ISHARES TR | 129,395 | $12.3M | 2.01% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 45 | $583.5M | 95.2% |
| Unknown | 5 | $21.7M | 3.5% |
| Technology | 6 | $2.9M | 0.5% |
| Consumer Defensive | 2 | $1.3M | 0.2% |
| Industrials | 2 | $1.1M | 0.2% |
| Healthcare | 3 | $983K | 0.2% |
| Energy | 1 | $661K | 0.1% |
| Utilities | 2 | $605K | 0.1% |
| Consumer Cyclical | 1 | $339K | 0.1% |
| Communication Services | 1 | $225K | 0.0% |