CORNERSTONE ENTERPRISES, LLC

CIK

1987314

Location

APPLETON, WI

Portfolio Value

Micro $2,511,541

Diversification

Diversified

Filing Date

Global Rank

#5,400 / 8,232 ▲ 81

Top Industry

Software - Infrastructure 24.1%

3Y Alpha vs SPY

+0.2%

Period ended 2 months ago

Filed Apr 22, 2026 · 53d

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+53.4%

SPY

+52.9%

Annualised alpha

+0.2%

Max drawdown

−21.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

25 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

11.5%

−0.6 pts

Top 5

52.5%

−2.4 pts

Top 10

81.3%

−3.1 pts

HHI

782

Diversified−54

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	46.0%	$45,126,310	11
Communication Services	17.3%	$16,931,986	2
Consumer Cyclical	12.3%	$12,042,809	2
Real Estate	10.6%	$10,397,302	1
Industrials	5.3%	$5,182,952	3
Financial Services	5.1%	$4,992,497	2
Consumer Defensive	2.6%	$2,511,541	2
Unclassified	0.4%	$429,224	1
Utilities	0.4%	$407,973	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

8 positions

Ticker	Company	Δ Shares	Shares	Value
PLTR	Palantir Technologies Inc.	+2,542	65,346	$9,558,812
HOOD	Robinhood Markets, Inc.	+1,320	21,122	$1,463,754
SHOP	Shopify Inc.	+916	10,086	$1,196,401
GEV	GE Vernova Inc.	+781	3,183	$2,778,440
IBM	International Business Machines Corp	+532	20,291	$4,918,335
MSFT	Microsoft Corp	+524	27,716	$10,259,631
JPM	Jpmorgan Chase & Co	+311	11,996	$3,528,743
CRWD	CrowdStrike Holdings, Inc.	+30	7,151	$2,791,821
No positions match the current search.

Trimmed

Positions the filer reduced

11 positions

Ticker	Company	Δ Shares	Shares	Value
OHI	Omega Healthcare Investors Inc	−9,316	237,273	$10,397,302
NVDA	Nvidia Corp	−3,474	64,473	$11,244,091
AMZN	Amazon Com Inc	−2,548	48,229	$10,044,653
TSLA	Tesla, Inc.	−1,965	5,375	$1,998,156
WMT	Walmart Inc.	−996	16,232	$2,017,312
AVGO	Broadcom Inc.	−956	1,044	$323,128
NET	Cloudflare, Inc.	−762	4,182	$862,913
AAPL	Apple Inc.	−674	3,350	$850,196
GOOGL	Alphabet Inc.	−80	30,673	$8,820,327
META	Meta Platforms, Inc.	−72	14,178	$8,111,659
CAT	Caterpillar Inc	−69	361	$255,754
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
JCI	Johnson Controls International plc	16,409	$2,148,758
APH	Amphenol Corp /De/	16,290	$2,058,241
GLW	Corning Inc /Ny	7,816	$1,062,741
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
V	Visa Inc.	3,421	$1,199,778
ORCL	Oracle Corp	2,641	$514,757
CMG	Chipotle Mexican Grill Inc	6,500	$240,500
RBLX	Roblox Corp	2,572	$208,409
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

2 positions · $2,511,541 total · Consumer Defensive only · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
WMT	Walmart Inc. Consumer Defensive	Reduced	16,232	-996	$2,017,312	+5.1%	80.32%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	496	0	$494,229	+15.5%	19.68%