CORNERSTONE ENTERPRISES, LLC
Clone Performance
Feb 2024–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 11 quarters. Past performance does not predict future results.
Portfolio Concentration
31 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 46.8% | $53,028,338 |
| Communication Services | 16.7% | $18,963,333 |
| Consumer Cyclical | 10.7% | $12,138,178 |
| Industrials | 9.3% | $10,517,468 |
| Real Estate | 8.5% | $9,650,002 |
| Financial Services | 4.7% | $5,364,299 |
| Consumer Defensive | 2.2% | $2,514,598 |
| Unclassified | 0.4% | $492,868 |
| Utilities | 0.4% | $427,962 |
| Healthcare | 0.2% | $236,743 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| APH | Amphenol Corp /De/ | +10,630 | 26,920 | $4,746,534 | |
| GLW | Corning Inc /Ny | +8,669 | 16,485 | $4,210,763 | |
| JPM | Jpmorgan Chase & Co | +3,238 | 15,234 | $4,986,545 | |
| GEV | GE Vernova Inc. | +2,905 | 6,088 | $7,152,547 | |
| WMT | Walmart Inc. | +1,832 | 18,064 | $2,045,928 | |
| PLTR | Palantir Technologies Inc. | +1,226 | 66,572 | $7,766,955 | |
| JCI | Johnson Controls International plc | +1,087 | 17,496 | $2,556,340 | |
| SHOP | Shopify Inc. | +574 | 10,660 | $1,217,158 | |
| META | Meta Platforms, Inc. | +257 | 14,435 | $8,131,091 | |
| AAPL | Apple Inc. | +182 | 3,532 | $1,022,019 | |
| WEC | Wec Energy Group, Inc. | +141 | 3,665 | $427,962 | |
| AVGO | Broadcom Inc. | +9 | 1,053 | $397,770 | |
| COST | Costco Wholesale Corp /New | +5 | 501 | $468,670 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| OHI | Omega Healthcare Investors Inc | −34,882 | 202,391 | $9,650,002 | |
| HOOD | Robinhood Markets, Inc. | −17,355 | 3,767 | $377,754 | |
| IBM | International Business Machines Corp | −10,505 | 9,786 | $2,751,921 | |
| NVDA | Nvidia Corp | −6,727 | 57,746 | $11,554,397 | |
| AMZN | Amazon Com Inc | −3,421 | 44,808 | $10,679,538 | |
| CRWD | CrowdStrike Holdings, Inc. | −2,110 | 5,041 | $961,747 | |
| TSLA | Tesla, Inc. | −1,907 | 3,468 | $1,458,640 | |
| GOOGL | Alphabet Inc. | −362 | 30,311 | $10,832,242 | |
| NET | Cloudflare, Inc. | −190 | 3,992 | $979,157 | |
| MSFT | Microsoft Corp | −40 | 27,676 | $10,323,701 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Reduced | 57,746 | $11,554,397 | 10.20% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 30,311 | $10,832,242 | 9.56% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 44,808 | $10,679,538 | 9.42% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 27,676 | $10,323,701 | 9.11% | |
| OHI |
Omega Healthcare Investors Inc
Real Estate
|
Reduced | 202,391 | $9,650,002 | 8.51% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 14,435 | $8,131,091 | 7.17% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 66,572 | $7,766,955 | 6.85% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 6,088 | $7,152,547 | 6.31% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 15,234 | $4,986,545 | 4.40% | |
| APH |
Amphenol Corp /De/
Technology
|
Added | 26,920 | $4,746,534 | 4.19% | |
| GLW |
Corning Inc /Ny
Technology
|
Added | 16,485 | $4,210,763 | 3.72% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 3,257 | $3,759,522 | 3.32% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 9,786 | $2,751,921 | 2.43% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
NEW | 9,164 | $2,729,863 | 2.41% | |
| JCI |
Johnson Controls International plc
Industrials
|
Added | 17,496 | $2,556,340 | 2.26% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 18,064 | $2,045,928 | 1.81% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 3,468 | $1,458,640 | 1.29% | |
| SHOP |
Shopify Inc.
Technology
|
Added | 10,660 | $1,217,158 | 1.07% | |
| AAPL |
Apple Inc.
Technology
|
Added | 3,532 | $1,022,019 | 0.90% | |
| NET |
Cloudflare, Inc.
Technology
|
Reduced | 3,992 | $979,157 | 0.86% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Reduced | 5,041 | $961,747 | 0.85% | |
| INTC |
Intel Corp
Technology
|
NEW | 4,346 | $606,831 | 0.54% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 660 | $492,868 | 0.43% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 501 | $468,670 | 0.41% | |
| WEC |
Wec Energy Group, Inc.
Utilities
|
Added | 3,665 | $427,962 | 0.38% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 1,053 | $397,770 | 0.35% | |
| CAT |
Caterpillar Inc
Industrials
|
Held | 361 | $384,428 | 0.34% | |
| HOOD |
Robinhood Markets, Inc.
Financial Services
|
Reduced | 3,767 | $377,754 | 0.33% | |
| RKLB |
Rocket Lab Corp
Industrials
|
NEW | 3,511 | $356,893 | 0.31% | |
| HUM |
Humana Inc
Healthcare
|
NEW | 596 | $236,743 | 0.21% | |
| ACHR |
Archer Aviation Inc.
Industrials
|
NEW | 14,220 | $67,260 | 0.06% |
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.