Cornerstone Advisors, LLC
Top Portfolio Positions
93 positions ·
$2,245,069,685 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
778,700 | $197,626,273 | 8.80% | |
| NVDA |
Nvidia Corp
Technology
|
1,080,300 | $188,404,320 | 8.39% | |
| MSFT |
Microsoft Corp
Technology
|
355,668 | $131,657,623 | 5.86% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
512,629 | $106,765,241 | 4.76% | |
| AVGO |
Broadcom Inc.
Technology
|
230,854 | $71,451,621 | 3.18% | |
| META |
Meta Platforms, Inc.
Communication Services
|
110,643 | $63,302,179 | 2.82% | |
| LLY |
ELI LILLY & Co
Healthcare
|
59,050 | $54,312,418 | 2.42% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
177,996 | $52,359,303 | 2.33% | |
| JNJ |
Johnson & Johnson
Healthcare
|
181,797 | $44,438,458 | 1.98% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
351,466 | $43,680,194 | 1.95% |
Portfolio Trend
25 quarters · across all stocks
Holdings in UTG
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $10,770,103 | 294,426 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $30,435,489 | 768,185 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $26,501,307 | 732,485 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $13,229,006 | 406,546 | Shares | Sole | 2025-05-09 | |
| No 13F history on record for this holder in this stock. | ||||||