Cornerstone Management, Inc. Portfolio Holdings

Cornerstone Management, Inc.

  • $534 Billion
  • Q1 2025

Cornerstone Management, Inc. has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $534 Billion distributed in 54 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $133B, Vanguard Value ETF with a value of $93.3B, Jp Morgan ETF Tr Ultra Short I with a value of $83.6B, Ishares Core U.S. Aggregate Bo with a value of $36.5B, and Spdr Bloomberg Investment Grad with a value of $23.8B.

Examining the 13F form we can see an increase of $17.3B in the current position value, from $517B to 534B.

Cornerstone Management, Inc. is based out at Duluth, GA

Below you can find more details about Cornerstone Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $534 Billion
ETFs: $493 Billion
Financial Services: $22.9 Billion
Industrials: $1.01 Billion
Consumer Defensive: $895 Million
Technology: $851 Million
Utilities: $349 Million
Healthcare: $287 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$220 Million 0.04% of portfolio
11,663
Q1 2025 Reduced 5.3%
$2.73T
$224 Million 0.04% of portfolio
597
Q1 2025 Reduced 1.81%
$62.4B
$237 Million 0.04% of portfolio
1,350
Q4 2023 New
$0
$216 Million 0.04% of portfolio
1,677
Q3 2024 Reduced 6.94%

Summary

  • Portfolio
  • No. of Stocks 54
  • Current Value $534 Billion
  • Prior Value $517 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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