CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC
Top Portfolio Positions
35 positions ·
$27,253,508 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
11,447 | $7,444,441 | 27.32% | |
| AAPL |
Apple Inc.
Technology
|
8,815 | $2,237,158 | 8.21% | |
| GLD |
Spdr Gold Trust
|
3,480 | $1,497,409 | 5.49% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
2,666 | $1,277,547 | 4.69% | |
| IBM |
International Business Machines Corp
Technology
|
4,926 | $1,194,013 | 4.38% | |
| MSFT |
Microsoft Corp
Technology
|
2,473 | $915,430 | 3.36% | |
| XOM |
Exxon Mobil Corp
Energy
|
5,176 | $878,160 | 3.22% | |
| JNJ |
Johnson & Johnson
Healthcare
|
3,577 | $874,361 | 3.21% | |
| NVDA |
Nvidia Corp
Technology
|
4,921 | $858,222 | 3.15% | |
| PFIS |
Peoples Financial Services Corp.
Financial Services
|
15,153 | $808,109 | 2.97% |
Portfolio Trend
18 quarters · across all stocks
Holdings in PFIS
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $808,109 | 15,153 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $738,102 | 15,153 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $736,587 | 15,153 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $748,103 | 15,153 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $673,853 | 15,153 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $775,530 | 15,153 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $710,372 | 15,153 | Shares | Sole | 2024-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||