CORNERSTONE ADVISORS INC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Dec 31, 2021, never from the firm's own description.
Closest benchmark: no common-share positions to compare.
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestSector Breakdown
As of Dec 31, 2021| Sector | % Portfolio | Value |
|---|---|---|
| Healthcare | 0.0% | $0 |
| Financial Services | 0.0% | $0 |
| Consumer Defensive | 0.0% | $0 |
| Technology | 0.0% | $0 |
| Consumer Cyclical | 0.0% | $0 |
| Industrials | 0.0% | $0 |
| Real Estate | 0.0% | $0 |
| Communication Services | 0.0% | $0 |
| Utilities | 0.0% | $0 |
| Basic Materials | 0.0% | $0 |
| Unclassified | 0.0% | $0 |
| Energy | 0.0% | $0 |
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
|
|
First | 0 | $0 | — | ||
| EMO |
ClearBridge Energy Midstream Opportunity Fund Inc.
Financial Services
|
First | 0 | $0 | — | |
| FIS |
Fidelity National Information Services, Inc.
Technology
|
First | 0 | $0 | — | |
| TDG |
TransDigm Group INC
Industrials
|
First | 0 | $0 | — | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
First | 0 | $0 | — | |
| ADI |
Analog Devices Inc
Technology
|
First | 0 | $0 | — | |
| XLE |
State Street(R) Energy Select Sector SPDR(R) ETF
|
First | 0 | $0 | — | |
| XLK |
State Street(R) Technology Select Sector SPDR(R) ETF
|
First | 0 | $0 | — | |
| GGZ |
Gabelli Global Small & Mid Cap Value Trust
Financial Services
|
First | 0 | $0 | — | |
| C |
Citigroup Inc
Financial Services
|
First | 0 | $0 | — | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
First | 0 | $0 | — | |
| MDT |
Medtronic plc
Healthcare
|
First | 0 | $0 | — | |
| GM |
General Motors Co
Consumer Cyclical
|
First | 0 | $0 | — | |
| CVS |
CVS HEALTH Corp
Healthcare
|
First | 0 | $0 | — | |
| V |
Visa Inc.
Financial Services
|
First | 0 | $0 | — | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
First | 0 | $0 | — | |
| NVDA |
Nvidia Corp
Technology
|
First | 0 | $0 | — | |
| CMCSA |
Comcast Corp
Communication Services
|
First | 0 | $0 | — | |
| BSX |
Boston Scientific Corp
Healthcare
|
First | 0 | $0 | — | |
| INTC |
Intel Corp
Technology
|
First | 0 | $0 | — | |
| CSCO |
Cisco Systems, Inc.
Technology
|
First | 0 | $0 | — | |
| CHTR |
Charter Communications, Inc.
Communication Services
|
First | 0 | $0 | — | |
| NEM |
NEWMONT Corp
Basic Materials
|
First | 0 | $0 | — | |
| BA |
Boeing Co
Industrials
|
First | 0 | $0 | — | |
| SPY |
Spdr S&P 500 ETF Trust
|
First | 0 | $0 | — | |
| PYPL |
PayPal Holdings, Inc.
Financial Services
|
First | 0 | $0 | — | |
| ELV |
Elevance Health, Inc.
Healthcare
|
First | 0 | $0 | — | |
| SBAC |
Sba Communications Corp
Real Estate
|
First | 0 | $0 | — | |
| MSFT |
Microsoft Corp
Technology
|
First | 0 | $0 | — | |
| META |
Meta Platforms, Inc.
Communication Services
|
First | 0 | $0 | — | |
| AEP |
American Electric Power Co Inc
Utilities
|
First | 0 | $0 | — | |
| SYY |
Sysco Corp
Consumer Defensive
|
First | 0 | $0 | — | |
| CBRE |
Cbre Group, Inc.
Real Estate
|
First | 0 | $0 | — | |
| UNP |
Union Pacific Corp
Industrials
|
First | 0 | $0 | — | |
| TROW |
Price T Rowe Group Inc
Financial Services
|
First | 0 | $0 | — | |
| TJX |
Tjx Companies Inc
Consumer Cyclical
|
First | 0 | $0 | — | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
First | 0 | $0 | — | |
| FCX |
Freeport-Mcmoran Inc
Basic Materials
|
First | 0 | $0 | — | |
| GRX |
Gabelli Healthcare & WellnessRx Trust
Financial Services
|
First | 0 | $0 | — | |
| SCHW |
Schwab Charles Corp
Financial Services
|
First | 0 | $0 | — | |
| DOW |
Dow Inc.
Basic Materials
|
First | 0 | $0 | — | |
| AON |
Aon plc
Financial Services
|
First | 0 | $0 | — | |
| F |
Ford Motor Co
Consumer Cyclical
|
First | 0 | $0 | — | |
| MRK |
Merck & Co., Inc.
Healthcare
|
First | 0 | $0 | — | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
First | 0 | $0 | — | |
| ADX |
Adams Diversified Equity Fund, Inc.
Financial Services
|
First | 0 | $0 | — | |
| FDX |
Fedex Corp
Industrials
|
First | 0 | $0 | — | |
| CRM |
Salesforce, Inc.
Technology
|
First | 0 | $0 | — | |
| PEO |
Adams Natural Resources Fund, Inc.
Financial Services
|
First | 0 | $0 | — | |
| HCA |
HCA Healthcare, Inc.
Healthcare
|
First | 0 | $0 | — |
Showing the top 50 of 164 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.