Cornerstone Wealth Partners, LLC
Filing Date
Global Rank
#8,217
/ 8,232
▲ 198
Top Industry
Household & Personal Products
89.3%
3Y Alpha vs SPY
-76.6%
Period ended 2 months ago
Filed May 12, 2026 · 32d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
-18.2%
SPY
+9.1%
Annualised alpha
-76.6%
Max drawdown
−26.4%
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
3 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
89.3%
+4.0 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
8,060
Highly concentrated+564
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Consumer Defensive | 89.3% | $51,565 |
| Healthcare | 10.7% | $6,150 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reducedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| PG | PROCTER & GAMBLE Co | 357 | $51,565 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
3 positions ·
$57,715 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
NEW | 357 | $51,565 | 89.34% | |
| ABT |
Abbott Laboratories
Healthcare
|
Held | 48 | $4,928 | 8.54% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 5 | $1,222 | 2.12% |