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CIK: 0001587867
Total reported value
$695.1M
$695.1M
65 檔
61.1%
As reported in its official Q1 2026 Form 13F filing, Cornerstone Management, Inc.'s tracked investment portfolio stood at $695.1M with 65 total positions.
In Q1 2026, Cornerstone Management, Inc. displayed an active expansion posture, initiating 1 new positions and adding to 27 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 23.90% | +0.81% | +6.90% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 16.57% | -0.21% | +6.77% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 16.19% | -0.67% | -0.19% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 7.05% | -0.43% | +5.92% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.94% | -0.10% | +3.18% | |
| 6 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 3.60% | +0.27% | +1.76% | |
| 7 | DFSD | Dimensional Short Duration | ETF-Other | 2.62% | +0.05% | +36.40% | |
| 8 | SOVF | Sovereign's Capital Flourish | ETF-Other | 2.58% | +0.02% | +3.14% | |
| 9 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 2.55% | -0.52% | +11.81% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.23% | +0.04% | +0.00% | |
| 11 | MBB | Ishares Mbs ETF | ETF-Other | 2.10% | -0.33% | +7.37% | |
| 12 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.54% | +1.47% | +7.66% | |
| 13 | USRT | Ishares Core US Reit ETF | ETF-Other | 1.49% | +0.01% | +2.46% | |
| 14 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.26% | -0.07% | — | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.19% | -0.05% | — | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.14% | +0.03% | +26.56% | |
| 17 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.06% | -0.01% | +2.78% | |
| 18 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 1.04% | -0.16% | +8.94% | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.95% | +0.07% | +2.46% | |
| 20 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.90% | -0.03% | +3.18% | |
| 21 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.82% | -0.12% | +7.38% | |
| 22 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.77% | -0.03% | +0.74% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.43% | — | +1.45% | |
| 24 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.39% | -0.03% | -0.02% | |
| 25 | FIW | First Trust Water ETF | ETF-Other | 0.25% | -0.01% | +5.29% | |
| 26 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.25% | — | +0.02% | |
| 27 | SRVR | Pacer Data & Infrastructure | ETF-Other | 0.21% | -0.02% | — | |
| 28 | REZ | Ishars Res And Multi Reales | ETF-Other | 0.18% | +0.01% | — | |
| 29 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.17% | -0.01% | — | |
| 30 | INDS | Pacer Industrial Real Estate | ETF-Other | 0.16% | — | — | |
| 31 | AFL | Aflac Inc | Stock-Financials | 0.15% | — | — | |
| 32 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.15% | -0.01% | — | |
| 33 | LRCX | Lam Research CORP | Stock-Tech | 0.14% | +0.11% | — | |
| 34 | GL | Globe Life Inc | Stock-Financials | 0.12% | +0.01% | -40.25% | |
| 35 | GPN | Global Payments Inc | Stock-Industrials | 0.11% | — | — | |
| 36 | WES | Western Midstream Partners L | Stock-Energy | 0.11% | — | — | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.11% | — | -7.98% | |
| 38 | CATH | Global X S&p 500 Ca Val ETF | ETF-Large Cap & Growth | 0.10% | +0.01% | +2.05% | |
| 39 | FNCL | Fidelity Msci Financial Indx | ETF-Other | 0.10% | — | +24.35% | |
| 40 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.10% | — | — | |
| 41 | GLOO | Gloo Holdings Inc-a | Stock-Other | 0.10% | -0.09% | — | |
| 42 | BAC | Bank Of America CORP | Stock-Financials | 0.08% | — | — | |
| 43 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.07% | +0.01% | — | |
| 44 | SSB | Southstate Bank CORP | Stock-Financials | 0.07% | — | — | |
| 45 | GLD | Spdr Gold Shares | ETF-Commodities | 0.07% | -0.02% | -13.34% | |
| 46 | SO | Southern Co/the | Stock-Utilities | 0.06% | -0.01% | +0.05% | |
| 47 | VV | Vanguard Large-cap ETF | ETF-Other | 0.06% | — | +2.35% | |
| 48 | BND | Vanguard Total Bond Market | ETF-Other | 0.05% | — | — | |
| 49 | SLV | Ishares Silver Trust | ETF-Commodities | 0.05% | -0.02% | -33.87% | |
| 50 | DUK | Duke Energy CORP | Stock-Utilities | 0.05% | -0.01% | +0.13% |
According to official SEC Form 13F filings, Cornerstone Management, Inc. reported a total U.S. public equity portfolio value of $695.1M across 65 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including VUG, JPST, VTV) accounted for 61.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
GLOO
市值: $601.3K
Top Position Liquidated / Trimmed
PLTR
前期市值: $295.1K
During Q1 2026, Cornerstone Management, Inc.'s top holdings by market value included VUG (23.9%)、JPST (16.6%)、VTV (16.2%). The largest single position, VUG, represented 23.9% of total portfolio value.
In Q1 2026, Cornerstone Management, Inc. made 43 total portfolio adjustments, initiating 1 new buys, adding to 27 positions, trimming 11 holdings, and fully liquidating 4 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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