Cornerstone Management, Inc. Portfolio Holdings by Sector
Cornerstone Management, Inc.
- $534 Billion
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
ETFs | ETFs
VUG VTV JPST AGG FLRN EFA SPSB MBB 37 stocks |
$478 Million
92.18% of portfolio
|
19
|
14
|
1
|
- |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-A BRK-B 2 stocks |
$17.4 Million
3.35% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$14.3 Million
2.76% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Life | Financial Services
GL AFL 2 stocks |
$4.08 Million
0.79% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Specialty Business Services | Industrials
GPN 1 stocks |
$1.01 Million
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
SSB TFC PNC 3 stocks |
$959,297
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$894,634
0.17% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
BAC 1 stocks |
$429,819
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
SO 1 stocks |
$349,085
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$315,425
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$311,159
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$287,449
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$224,143
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|