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Cornerstone Enterprises - Q4 2025 13F Filings

CO

Cornerstone Enterprises, LLC

CIK: 0001987314
Address: Wisconsin Appleton 158 E Northland Ave
$209.02 M
Portfolio Value
36
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 07/23/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. SCYB Schwab High Yield Bond Etf
+$15.39 M
2. SPSB Spdr Portfolio Short Term Corporate Bond Etf
+$4.96 M
3. IGSB Ishares 1-5 Year Investment Grade Corporate Bond Etf
+$3.23 M
4. OHI Omega Healthcare Investors
+$2.3 M
5. HOOD Robinhood Markets
+$2.24 M

Top Sells

Q4 2025
1. SGOV Ishares 0-3 Month Treasury Bond Etf
−$12.45 M
2. T At&T
−$4.65 M
3. PANW Palo Alto Networks
−$4.02 M
4. SPHY Spdr Portfolio High Yield Bond Etf
−$3.02 M
5. V Visa
−$3.01 M

Asset Allocation

Stocks/ETFs
+2.79%
$209.02 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Cornerstone Enterprises Q4 2025 Filing Summary

Cornerstone Enterprises, LLC filed its 13F report for Q4 2025 on January 28, 2026. The portfolio totaled 209.02 M reflecting a +2.79% change from the prior quarter, spanning 36 assets. The top 10 holdings comprised 78.8% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 8 new positions and 4 complete exits.

Report Type

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Data Summary

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Actions

Issuer Name Class Value Shares Option Type

FAQs for Cornerstone Enterprises’s Q4 2025 Filing

Cornerstone Enterprises submitted their Form 13F-HR for the Q4 2025 period on 01/28/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Cornerstone Enterprises reported a managed portfolio value of 209.02 M, consisting of 36 individual positions.

This page displays the raw filing documents. To see which stocks Cornerstone Enterprises bought or sold during Q4 2025, please visit Cornerstone Enterprises's Portfolio Analysis page.