Cornerstone Financial Management LLC
Top Portfolio Positions
1,187 positions ·
$20,665,144 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
6,987 | $1,773,230 | 8.58% | |
| SPY |
Spdr S&P 500 ETF Trust
|
1,940 | $1,261,659 | 6.11% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
3,330 | $957,574 | 4.63% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
3,176 | $934,252 | 4.52% | |
| MSFT |
Microsoft Corp
Technology
|
2,478 | $917,281 | 4.44% | |
| JNJ |
Johnson & Johnson
Healthcare
|
2,636 | $644,343 | 3.12% | |
| NVDA |
Nvidia Corp
Technology
|
3,177 | $554,068 | 2.68% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
2,534 | $527,756 | 2.55% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
2,684 | $416,798 | 2.02% | |
| AVGO |
Broadcom Inc.
Technology
|
1,296 | $401,124 | 1.94% |
Portfolio Trend
2 quarters · across all stocks
Holdings in BMO
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,112 | 23 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,076 | 16 | Shares | Sole | 2026-02-13 | |
| No 13F history on record for this holder in this stock. | ||||||