Cornerstone Financial Group, LLC /NE/
CIK
2056783
Location
OMAHA, NE
Portfolio Value
Micro
$2,496,866
Diversification
Moderately concentrated
Filing Date
Global Rank
#7,896
/ 8,232
▲ 210
Top Industry
Insurance - Diversified
34.3%
3Y Alpha vs SPY
-6.8%
Period ended 2 months ago
Filed May 6, 2026 · 39d
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+14.0%
SPY
+23.4%
Annualised alpha
-6.8%
Max drawdown
−13.1%
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
11 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
32.3%
−0.5 pts
Top 5
78.3%
−2.7 pts
Top 10
97.4%
−2.6 pts
HHI
1,693
Moderately concentrated−72
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 36.7% | $2,496,866 |
| Financial Services | 35.7% | $2,427,698 |
| Industrials | 11.8% | $802,586 |
| Consumer Defensive | 6.9% | $466,843 |
| Unclassified | 5.6% | $383,247 |
| Healthcare | 3.3% | $223,173 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| LRCX | Lam Research Corp | −444 | 816 | $174,346 | |
| WRB | Berkley W R Corp | −225 | 3,457 | $229,129 | |
| AAPL | Apple Inc. | −34 | 2,798 | $710,104 | |
| WMT | Walmart Inc. | −25 | 1,812 | $225,195 | |
| QQQ | Invesco Qqq Trust, Series 1 | −21 | 664 | $383,247 | |
| BRK-B | Berkshire Hathaway Inc | −5 | 4,588 | $2,198,569 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| JNJ | Johnson & Johnson | 913 | $223,173 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
4 positions ·
$2,496,866 total
· Technology only
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Held | 6,240 | $1,088,256 | 43.58% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 2,798 | $710,104 | 28.44% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 1,416 | $524,160 | 20.99% | |
| LRCX |
Lam Research Corp
Technology
|
Reduced | 816 | $174,346 | 6.98% |