Position in IT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,073
-$3,152 QoQ
Shares Held
16
-51.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#585
of 647 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IT Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Cornerstone Financial Management LLC holds $125,782 across 24 Information Technology Services names. IT ranks #11 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
137 | $38,525 | |
| 2 | WIT |
Wipro Ltd
|
6,684 | $15,039 | |
| 3 | ACN |
Accenture plc
|
119 | $14,808 | |
| 4 | INFY |
Infosys Ltd
|
874 | $9,168 | |
| 5 | CTSH |
Cognizant Technology Solutions Corp
|
203 | $7,862 | |
| 6 | BR |
Broadridge Financial Solutions, Inc.
|
53 | $7,258 | |
| 7 | FIS |
Fidelity National Information Services, Inc.
|
166 | $6,454 | |
| 8 | PENG |
Penguin Solutions, Inc.
|
67 | $5,092 |
All Filings in IT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,073 | 16 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,225 | 33 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,531 | 14 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||