CP
CornerStone Partners LLC Historical SEC 13F Holdings & Archive (Q3 2020)
CornerStone Partners LLCCIK: 0001752833
Momentum followerConcentrated strategyQuality / disciplined sizing
Total reported value
$135.2M
Reporting period: 2020-09-30 · Number of holdings: 9
CornerStone Partners LLC disclosed 9 holdings in its latest 13F filing for the period ending 2020-09-30, with total reported value of $135.2M and a quarterly turnover rate of 28.1%.
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Personality snowflake
- Concentration
- 98.83
- Portfolio Stability
- 28.12
- Momentum
- 100
- Sector conviction
- 0
- Diversification
- 18
- Sizing Uniformity
- 88.27
Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd VTI
+20.5% $12.8M
Add IVV
+21.7% $6.3M
Add USRT
+56.1% $4.9M
Trim VT
-40.4% -$2.4M
Trim VWO
-6.9% $400.0K
Trim GNR
0.0% $150.0K
Holdings Map
New buyAddUnchangedTrim
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Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 39.87% | +6.20% | +20.46% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 19.31% | +3.14% | +21.74% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 18.78% | -1.67% | -6.93% | |
| 4 | USRT | Ishares Core US Reit ETF | ETF-Other | 9.88% | +2.92% | +56.08% | |
| 5 | GNR | State Street Spdr S&p Global | ETF-Other | 6.73% | -0.59% | — | |
| 6 | VT | Vanguard Tot World Stk ETF | ETF-Other | 3.25% | -2.34% | -40.35% | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 1.31% | -0.07% | — | |
| 8 | RSPG | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.55% | -0.20% | — | |
| 9 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-Other | 0.33% | -0.13% | — |
Reported value over time
Sector allocation
Not enough sector-mapped data yet
Sector allocation over time
Quarterly history
Holding changes this quarter
CornerStone Partners LLC's most significant position changes for 2020-09-30: Sold out: Vanguard Extended Market ETF (VXF); Add: Vanguard Total Stock Mkt ETF (VTI) — shares +20.46%; Add: Ishares Core S&p 500 ETF (IVV) — shares +21.74%; Add: Ishares Core US Reit ETF (USRT) — shares +56.08%; Trim: Vanguard Tot World Stk ETF (VT) — shares -40.35%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +6.2% | +20.46% | Add |
| 2 | IVV | Ishares Core S&p 500 ETF | +3.1% | +21.74% | Add |
| 3 | USRT | Ishares Core US Reit ETF | +2.9% | +56.08% | Add |
| 4 | VTV | Vanguard Value ETF | -0.1% | — | Unchanged |
| 5 | XOP | Ss Spdr S&p Og Exp & Prod | -0.1% | — | Unchanged |
| 6 | RSPG | Invesco S&p 500 Equal Weight | -0.2% | — | Unchanged |
| 7 | GNR | State Street Spdr S&p Global | -0.6% | — | Unchanged |
| 8 | VWO | Vanguard Ftse Emerging Marke | -1.7% | -6.93% | Trim |
| 9 | VT | Vanguard Tot World Stk ETF | -2.3% | -40.35% | Trim |
| 10 | VXF | Vanguard Extended Market ETF | — | EXIT | Sold out |
Filing History
FAQ
What is CornerStone Partners LLC and what type of investor is it?
CornerStone Partners LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2020-09-30), the firm manages a tracked equity portfolio valued at approximately $135.2M, spread across 9 disclosed positions.
What are CornerStone Partners LLC's largest equity positions?
Based on the latest 13F filing, CornerStone Partners LLC's top holdings by market value are:
1. Vanguard Total Stock Mkt ETF (VTI) — $53.9M (39.9%)
2. Ishares Core S&p 500 ETF (IVV) — $26.1M (19.3%)
3. Vanguard Ftse Emerging Marke (VWO) — $25.4M (18.8%)
4. Ishares Core US Reit ETF (USRT) — $13.4M (9.9%)
5. State Street Spdr S&p Global (GNR) — $9.1M (6.7%)
What changes did CornerStone Partners LLC make in its most recent portfolio filing?
In the latest reported quarter, CornerStone Partners LLC made 6 notable position adjustments: 0 new positions were initiated, 3 existing holdings were added to, 2 positions were partially reduced, and 1 were completely exited. The largest of these moves: Sold out: Vanguard Extended Market ETF (VXF); Add: Vanguard Total Stock Mkt ETF (VTI) — shares +20.46%; Add: Ishares Core S&p 500 ETF (IVV) — shares +21.74%; Add: Ishares Core US Reit ETF (USRT) — shares +56.08%; Trim: Vanguard Tot World Stk ETF (VT) — shares -40.35%
What sectors does CornerStone Partners LLC focus on?
Sector breakdown data is not yet available for CornerStone Partners LLC. Check back after the next 13F processing cycle.
Investment Profile
CornerStone Partners LLC's portfolio is concentrated and moderately active.
Its turnover score has risen from 0 to 28 over the past 3 quarters — a shift toward more active trading.
It has added to its VTI position for two straight quarters, increasing it by $23.0M to reach $53.9M.
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Developer Access
Access CornerStone Partners LLC's institutional profile programmatically:
REST API
curl https://alphasmo.com/api/v1/institutions/cornerstone-partners-llcCLI
npx alphasmo institutions get cornerstone-partners-llc