Cornerstone Financial Group, LLC /NE/
Clone Performance
Feb 2025–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 7 quarters. Past performance does not predict future results.
Portfolio Concentration
16 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 61.7% | $12,323,622 |
| Financial Services | 16.4% | $3,279,954 |
| Technology | 14.0% | $2,791,297 |
| Industrials | 4.5% | $900,320 |
| Consumer Defensive | 2.3% | $451,661 |
| Healthcare | 1.2% | $233,144 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VXUS | Vanguard Total International Stock ETF | +1,593 | 115,493 | $9,873,496 | |
| PG | PROCTER & GAMBLE Co | +6 | 1,679 | $246,208 | |
| JNJ | Johnson & Johnson | +5 | 918 | $233,144 | |
| UNP | Union Pacific Corp | +2 | 3,310 | $900,320 | |
| WMT | Walmart Inc. | +2 | 1,814 | $205,453 | |
| AAPL | Apple Inc. | +2 | 2,800 | $810,208 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VEU | Vanguard FTSE All-World Ex-US ETF | −164 | 6,887 | $576,786 | |
| AKRE | Akre Focus ETF | −102 | 4,852 | $258,077 | |
| VEA | Vanguard FTSE Developed Markets ETF | −77 | 12,935 | $921,618 | |
| MSFT | Microsoft Corp | −44 | 1,372 | $511,783 | |
| BRK-B | Berkshire Hathaway Inc | −17 | 4,572 | $3,036,132 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| LRCX | Lam Research Corp | 816 | $174,346 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| VXUS |
Vanguard Total International Stock ETF
|
Added | 115,493 | $9,873,496 | 49.42% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 4,572 | $3,036,132 | 15.20% | |
| NVDA |
Nvidia Corp
Technology
|
Held | 6,240 | $1,248,561 | 6.25% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
Reduced | 12,935 | $921,618 | 4.61% | |
| UNP |
Union Pacific Corp
Industrials
|
Added | 3,310 | $900,320 | 4.51% | |
| AAPL |
Apple Inc.
Technology
|
Added | 2,800 | $810,208 | 4.06% | |
| VEU |
Vanguard FTSE All-World Ex-US ETF
|
Reduced | 6,887 | $576,786 | 2.89% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 1,372 | $511,783 | 2.56% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 664 | $488,969 | 2.45% | |
| AKRE |
Akre Focus ETF
|
Reduced | 4,852 | $258,077 | 1.29% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 1,679 | $246,208 | 1.23% | |
| WRB |
Berkley W R Corp
Financial Services
|
Held | 3,457 | $243,822 | 1.22% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 918 | $233,144 | 1.17% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
NEW | 380 | $220,745 | 1.10% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 1,814 | $205,453 | 1.03% | |
| VIG |
Vanguard Dividend Appreciation ETF
|
NEW | 865 | $204,676 | 1.02% |
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.