Cornerstone National Bank & Trust Co

CIK: 0002104293Latest portfolio: $250.7M · Q4 2025

Holdings

199

Total Value

$250.7M

New Positions

198

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
VTIPVANGUARD MALVERN FDS
678,525$33.6M13.39%
2
VTIVANGUARD INDEX FDS
71,029$23.8M9.50%
3
SKORFLEXSHARES TR
394,340$19.4M7.73%
4
SJNKSPDR SERIES TRUST
621,530$15.7M6.28%
5
MBSDFLEXSHARES TR
674,362$14.0M5.59%
6
TLTEFLEXSHARES TR
218,336$13.9M5.56%
7
TLTDFLEXSHARES TR
112,460$10.4M4.16%
8
VBVANGUARD INDEX FDS
37,242$9.6M3.83%
9
AQLTISHARES TR
386,770$8.9M3.55%
10
NFRAFLEXSHARES TR
123,110$7.4M2.97%
11
GUNRFLEXSHARES TR
123,053$5.6M2.25%
12
LKORFLEXSHARES TR
119,074$5.1M2.02%
13
GQREFLEXSHARES TR
80,943$4.8M1.90%
14
VCLTVANGUARD SCOTTSDALE FDS
48,659$3.7M1.47%
15
NVDANVIDIA CORPORATION
18,877$3.5M1.40%
16
AAPLAPPLE INC
11,367$3.1M1.23%
17
XLKSELECT SECTOR SPDR TR
21,272$3.1M1.22%
18
MSFTMICROSOFT CORP
5,742$2.8M1.11%
19
ADIANALOG DEVICES INC
9,492$2.6M1.03%
20
CSCOCISCO SYS INC
31,342$2.4M0.96%
21
JPMJPMORGAN CHASE & CO.
7,416$2.4M0.95%
22
ORCLORACLE CORP
12,128$2.4M0.94%
23
TJXTJX COS INC NEW
14,893$2.3M0.91%
24
XLCSELECT SECTOR SPDR TR
18,236$2.1M0.86%
25
TDTTFLEXSHARES TR
87,037$2.1M0.83%

Sector Breakdown

Financial Services0.0% ($3.3559238131937114e+190T)
Technology0.0% ($3.5203089277625726e+55T)
Healthcare0.0% ($1.597408255186148e+40T)
Industrials0.0% ($1.694162314442512e+31T)
Unknown0.0% ($890416196202091264.0T)
Consumer Cyclical0.0% ($228718991478144672.0T)
Energy0.0% ($1033886302655.2T)
Consumer Defensive0.0% ($122810845735.0T)
Communication Services0.0% ($1743536.1T)
Utilities0.0% ($101957.4T)
Basic Materials0.0% ($10K)
Real Estate0.0% ($6K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 29, 2026$250.7M253
Q4 2025Jan 28, 2026$111.6M102
Q4 2025Jan 28, 2026$156.6M106
Q4 2025Jan 28, 2026$228.5M110
Q4 2025Jan 28, 2026$226.9M111
Q4 2025Jan 28, 2026$182.4M110
Q4 2025Jan 28, 2026$172.9M102
Q4 2025Jan 28, 2026$198.3M111
Q4 2025Jan 28, 2026$232.5M224
Q4 2025Jan 28, 2026$111.0M107
Q4 2025Jan 28, 2026$185.3M110
Q4 2025Jan 28, 2026$226.6M113
Q4 2025Jan 28, 2026$179.0M108
Q4 2025Jan 28, 2026$162.7M102
Q4 2025Jan 28, 2026$203.7M112
Q4 2025Jan 28, 2026$217.7M218
Q4 2025Jan 28, 2026$245.2M224
Q4 2025Jan 28, 2026$137.2M105
Q4 2025Jan 28, 2026$213.1M112
Q4 2025Jan 28, 2026$228.0M114
Q4 2025Jan 28, 2026$199.8M109
Q4 2025Jan 28, 2026$183.5M101
Q4 2025Jan 28, 2026$186.7M110
Q4 2025Jan 28, 2026$221.3M216
Q4 2025Jan 28, 2026$223.5M222

Fund Information

CIK0002104293
Most Recent FilingJan 29, 2026
Number of Filings25

Cornerstone National Bank & Trust Co is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $250.7M across 199 holdings. The largest position is VANGUARD MALVERN FDS (VTIP), representing 13.4% of the portfolio. Compared to the previous quarter, the fund opened 0 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.