Cornerstone Management, Inc.
CIK: 1587867SEC EDGAR →
Portfolio Value
$296.8B
Holdings
65
As of
Q1 2026
New Positions
65
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | J P MORGAN EXCHANGE TRADED F | 2,054,190 | $104.0B | 35.02% |
| 2 | ISHARES TR | 445,933 | $44.3B | 14.91% |
| 3 | ISHARES TR | 254,679 | $24.7B | 8.33% |
| 4 | SPDR SERIES TRUST | 733,194 | $22.6B | 7.60% |
| 5 | DIMENSIONAL ETF TRUST | 343,315 | $16.4B | 5.54% |
| 6 | ELEVATION SERIES TRUST | 604,973 | $16.2B | 5.46% |
| 7 | SPDR SERIES TRUST | 531,884 | $16.0B | 5.39% |
| 8 | ISHARES TR | 138,932 | $13.2B | 4.44% |
| 9 | ISHARES TR | 158,024 | $9.4B | 3.15% |
| 10 | ISHARES TR | 176,375 | $6.5B | 2.19% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 45 | $292.9B | 98.7% |
| Industrials | 2 | $989.9M | 0.3% |
| Consumer Defensive | 2 | $926.4M | 0.3% |
| Technology | 6 | $920.2M | 0.3% |
| Energy | 1 | $689.0M | 0.2% |
| Utilities | 2 | $367.2M | 0.1% |
| Unknown | 5 | $21.2M | 0.0% |
| Healthcare | 1 | $450K | 0.0% |
| Consumer Cyclical | 1 | $280K | 0.0% |