Cornerstone Financial Management LLC
Position in ALTG — Alta Equipment Group Inc.
CIK 2110329
PROVIDENCE, RI
Position in ALTG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$769
+$130 QoQ
Shares Held
119
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#123
of 131 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ALTG Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026Cornerstone Financial Management LLC holds $33,602 across 7 Rental & Leasing Services names. ALTG ranks #6 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
|
18 | $20,392 | |
| 2 | SUNB |
Sunbelt Rentals Holdings, Inc.
|
86 | $6,433 | |
| 3 | R |
Ryder System Inc
|
12 | $3,165 | |
| 4 | AER |
AerCap Holdings N.V.
|
8 | $1,166 | |
| 5 | HRI |
Herc Holdings Inc
|
8 | $1,146 | |
| 6 | ALTG |
Alta Equipment Group Inc.
This page
|
119 | $769 | |
| 7 | GATX |
Gatx Corp
|
3 | $531 |
All Filings in ALTG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $769 | 119 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $639 | 119 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $547 | 119 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||