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CIK: 0001587867
Total reported value
$695.1M
$695.1M
68 檔
60.3%
According to the latest 13F quarterly dataset, Cornerstone Management, Inc. managed an equity portfolio of $695.1M at the end of Q4 2025, spanning 68 distinct U.S. exchange-listed positions.
In Q4 2025, Cornerstone Management, Inc. displayed an active expansion posture, initiating 6 new positions and adding to 20 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 25.55% | +0.81% | -2.85% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 16.16% | -0.67% | +0.37% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 15.87% | -0.21% | +2.63% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 6.86% | -0.43% | +2.81% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.87% | -0.10% | +1.32% | |
| 6 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 3.61% | +0.27% | +5.29% | |
| 7 | SOVF | Sovereign's Capital Flourish | ETF-Other | 2.79% | +0.02% | +7.68% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.38% | +0.04% | -13.55% | |
| 9 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 2.34% | -0.52% | +4.71% | |
| 10 | MBB | Ishares Mbs ETF | ETF-Other | 2.01% | -0.33% | +2.58% | |
| 11 | DFSD | Dimensional Short Duration | ETF-Other | 1.97% | +0.05% | +19.59% | |
| 12 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.46% | +1.47% | -2.38% | |
| 13 | USRT | Ishares Core US Reit ETF | ETF-Other | 1.43% | +0.01% | +4.87% | |
| 14 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.35% | -0.07% | — | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.28% | -0.05% | -3.02% | |
| 16 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.03% | -0.01% | -0.15% | |
| 17 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.99% | -0.16% | +2.30% | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.93% | +0.03% | +1.61% | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.91% | +0.07% | +1.23% | |
| 20 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.89% | -0.03% | +2.48% | |
| 21 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.79% | -0.12% | +3.37% | |
| 22 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.73% | -0.03% | -1.53% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.44% | — | -1.84% | |
| 24 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.37% | -0.03% | -1.83% | |
| 25 | FIW | First Trust Water ETF | ETF-Other | 0.26% | -0.01% | — | |
| 26 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.24% | — | -10.78% | |
| 27 | GL | Globe Life Inc | Stock-Financials | 0.20% | +0.01% | — | |
| 28 | SRVR | Pacer Data & Infrastructure | ETF-Other | 0.20% | -0.02% | -31.41% | |
| 29 | REZ | Ishars Res And Multi Reales | ETF-Other | 0.18% | +0.01% | -31.01% | |
| 30 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.18% | -0.01% | +4.62% | |
| 31 | INDS | Pacer Industrial Real Estate | ETF-Other | 0.17% | — | +22.56% | |
| 32 | AFL | Aflac Inc | Stock-Financials | 0.16% | — | — | |
| 33 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.14% | -0.01% | -2.51% | |
| 34 | GPN | Global Payments Inc | Stock-Industrials | 0.13% | — | — | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.12% | — | -12.60% | |
| 36 | LRCX | Lam Research CORP | Stock-Tech | 0.11% | +0.11% | — | |
| 37 | CATH | Global X S&p 500 Ca Val ETF | ETF-Large Cap & Growth | 0.11% | +0.01% | -6.65% | |
| 38 | WES | Western Midstream Partners L | Stock-Energy | 0.11% | — | — | |
| 39 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.10% | — | — | |
| 40 | BAC | Bank Of America CORP | Stock-Financials | 0.09% | — | — | |
| 41 | FNCL | Fidelity Msci Financial Indx | ETF-Other | 0.09% | — | — | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.09% | +0.01% | -2.00% | |
| 43 | GLD | Spdr Gold Shares | ETF-Commodities | 0.07% | -0.02% | -7.23% | |
| 44 | SLV | Ishares Silver Trust | ETF-Commodities | 0.07% | -0.02% | -11.75% | |
| 45 | SSB | Southstate Bank CORP | Stock-Financials | 0.07% | — | — | |
| 46 | WMT | Walmart Inc | Stock-Consumer Staples | 0.07% | -0.03% | EXIT | |
| 47 | VV | Vanguard Large-cap ETF | ETF-Other | 0.06% | — | -2.45% | |
| 48 | MSFT | Microsoft CORP | Stock-Tech | 0.06% | — | +1.38% | |
| 49 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.06% | +0.01% | — | |
| 50 | SO | Southern Co/the | Stock-Utilities | 0.05% | -0.01% | +0.03% |
According to official SEC Form 13F filings, Cornerstone Management, Inc. reported a total U.S. public equity portfolio value of $695.1M across 68 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VUG, VTV, JPST) accounted for 60.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
LRCX
市值: $690.0K
Top Position Liquidated / Trimmed
MGK
前期市值: $214.5K
During Q4 2025, Cornerstone Management, Inc.'s top holdings by market value included VUG (25.6%)、VTV (16.2%)、JPST (15.9%). The largest single position, VUG, represented 25.6% of total portfolio value.
In Q4 2025, Cornerstone Management, Inc. made 44 total portfolio adjustments, initiating 6 new buys, adding to 20 positions, trimming 17 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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