🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →
S&P 500: 778.57 +0.6% NASDAQ 100: 751.27 +0.5% Dow Jones: 534.08 -0.5%

Cornerstone Enterprises - Q1 2026 13F Filings

CO

Cornerstone Enterprises, LLC

CIK: 0001987314
Address: Wisconsin Appleton 158 E Northland Ave
$201.07 M
Portfolio Value
35
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 07/23/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. SMH Vaneck Semiconductor Etf
+$3.32 M
2. JCI Johnson Controls International PLC
+$2.15 M
3. APH Amphenol Corporation
+$2.06 M
4. SCYB Schwab High Yield Bond Etf
+$1.13 M
5. GLW Corning Incorporated
+$1.06 M

Top Sells

Q1 2026
1. V Visa
−$1.2 M
2. TSLA Tesla
−$730,489.02
3. NVDA Nvidia Corporation
−$605,866.13
4. AMZN Amazoncom
−$530,672.02
5. ORCL Oracle Corporation
−$514,757

Asset Allocation

Stocks/ETFs
-3.80%
$201.07 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Cornerstone Enterprises Q1 2026 Filing Summary

Cornerstone Enterprises, LLC filed its 13F report for Q1 2026 on April 22, 2026. The portfolio totaled 201.07 M reflecting a -3.80% change from the prior quarter, spanning 35 assets. The top 10 holdings comprised 76.4% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 3 new positions and 4 complete exits.

Report Type

Status

Data Summary

Items:

Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Cornerstone Enterprises’s Q1 2026 Filing

Cornerstone Enterprises submitted their Form 13F-HR for the Q1 2026 period on 04/22/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Cornerstone Enterprises reported a managed portfolio value of 201.07 M, consisting of 35 individual positions.

This page displays the raw filing documents. To see which stocks Cornerstone Enterprises bought or sold during Q1 2026, please visit Cornerstone Enterprises's Portfolio Analysis page.