Position in CART
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$524
+$30 QoQ
Shares Held
14
+27.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CART Over Time
Shares Held
Position Value (USD)
Position in Internet Retail
Consumer Cyclical · as of Jun 30, 2026Cornerstone Financial Management LLC holds $795,391 across 9 Internet Retail names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
|
3,084 | $735,040 | |
| 2 | DASH |
DoorDash, Inc.
|
108 | $19,929 | |
| 3 | BABA |
Alibaba Group Holding Ltd
|
162 | $15,548 | |
| 4 | EBAY |
Ebay Inc
|
135 | $15,086 | |
| 5 | SE |
Sea Ltd
|
38 | $3,641 | |
| 6 | PDD |
PDD Holdings Inc.
|
37 | $2,822 | |
| 7 | JD |
JD.com, Inc.
|
85 | $2,165 | |
| 8 | VIPS |
Vipshop Holdings Ltd
|
77 | $1,021 |
All Filings in CART
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $524 | 14 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $494 | 11 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||