Latest Cornerstone Management, Inc. Stock Portfolio
Cornerstone Management, Inc. Performance:
2026 Q1: -2.49%YTD: -2.49%2025: 9.62%
Performance for 2026 Q1 is -2.49%, and YTD is -2.49%, and 2025 is 9.62%.
About Cornerstone Management, Inc. and 13F Hedge Fund Stock Holdings
On 2026-04-16, the fund reported it's updated stock portfolio. In the 13F Holdings report, Cornerstone Management, Inc. reported an equity portfolio of $627.6 Millions as of 31 Mar, 2026.
The top stock holdings of Cornerstone Management, Inc. are VB, BBAX, VB. The fund has invested 23.9% of it's portfolio in VANGUARD INDEX FDS and 16.6% of portfolio in J P MORGAN EXCHANGE TRADED F.
The fund managers got completely rid off PALANTIR TECHNOLOGIES INC (PLTR), THERMO FISHER SCIENTIFIC INC (TMO) and META PLATFORMS INC (META) stocks. They significantly reduced their stock positions in WALMART INC (WMT), GLOBE LIFE INC (GL) and ISHARES SILVER TR (SLV). Cornerstone Management, Inc. opened new stock positions in GLOO HOLDINGS INC. The fund showed a lot of confidence in some stocks as they added substantially to DIMENSIONAL ETF TRUST (DFAC), VANGUARD INDEX FDS (VB) and FIDELITY COVINGTON TRUST (FBCG).
The top stock holdings of Cornerstone Management, Inc. are VB, BBAX, VB. The fund has invested 23.9% of it's portfolio in VANGUARD INDEX FDS and 16.6% of portfolio in J P MORGAN EXCHANGE TRADED F.
The fund managers got completely rid off PALANTIR TECHNOLOGIES INC (PLTR), THERMO FISHER SCIENTIFIC INC (TMO) and META PLATFORMS INC (META) stocks. They significantly reduced their stock positions in WALMART INC (WMT), GLOBE LIFE INC (GL) and ISHARES SILVER TR (SLV). Cornerstone Management, Inc. opened new stock positions in GLOO HOLDINGS INC. The fund showed a lot of confidence in some stocks as they added substantially to DIMENSIONAL ETF TRUST (DFAC), VANGUARD INDEX FDS (VB) and FIDELITY COVINGTON TRUST (FBCG).
Cornerstone Management, Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that Cornerstone Management, Inc. made a return of -2.49% in the last quarter. In trailing 12 months, it's portfolio return was 8.69%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| gloo holdings inc | 601,250 |
New stocks bought by Cornerstone Management, Inc.
Additions
| Ticker | % Inc. |
|---|---|
| dimensional etf trust | 36.4 |
| vanguard index fds | 26.56 |
| fidelity covington trust | 24.35 |
| spdr series trust | 11.81 |
| ishares tr | 8.94 |
| vanguard index fds | 7.66 |
| ishares tr | 7.38 |
| ishares tr | 7.37 |
Additions to existing portfolio by Cornerstone Management, Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| walmart inc | -56.19 |
| globe life inc | -40.25 |
| ishares silver tr | -33.87 |
| spdr gold tr | -13.34 |
| nvidia corporation | -7.98 |
| microsoft corp | -1.9 |
| apple inc | -1.34 |
| global x fds | -0.65 |
Cornerstone Management, Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| merck & co inc | -209,573 |
| palantir technologies inc | -295,065 |
| thermo fisher scientific inc | -249,164 |
| meta platforms inc | -225,091 |
Cornerstone Management, Inc. got rid off the above stocks
Sector Distribution
Cornerstone Management, Inc. has about 98.6% of it's holdings in Others sector.
- Others
| Sector | % |
|---|---|
| Others | 98.6 |
Market Cap. Distribution
Cornerstone Management, Inc. has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
| Category | % |
|---|---|
| UNALLOCATED | 98.6 |
Stocks belong to which Index?
About 1.3% of the stocks held by Cornerstone Management, Inc. either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 98.7 |
| S&P 500 | 1.3 |
Cornerstone Management, Inc. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Cornerstone Management, Inc.
Cornerstone Management, Inc. has 65 stocks in it's portfolio. About 81.2% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. VB was the most profitable stock for Cornerstone Management, Inc. last quarter.
Last Reported on: 16 Apr, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.04 | 1,107 | 280,946 | reduced | -1.34 | ||
| AAXJ | ishares tr | 2.10 | 138,932 | 13,191,600 | added | 7.37 | ||
| AAXJ | ishares tr | 1.49 | 158,024 | 9,353,440 | added | 2.46 | ||
| AAXJ | ishares tr | 0.90 | 72,361 | 5,673,830 | added | 3.18 | ||
| AAXJ | ishares tr | 0.18 | 13,686 | 1,138,810 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.10 | 2,817 | 616,219 | unchanged | 0.00 | ||
| AEMB | american centy etf tr | 0.39 | 22,317 | 2,465,360 | reduced | -0.02 | ||
| AFK | vaneck etf trust | 0.04 | 2,758 | 253,212 | unchanged | 0.00 | ||
| AFL | aflac inc | 0.15 | 8,624 | 946,105 | unchanged | 0.00 | ||
| AFTY | pacer fds tr | 0.21 | 42,082 | 1,313,800 | unchanged | 0.00 | ||
| AFTY | pacer fds tr | 0.16 | 27,705 | 1,017,980 | unchanged | 0.00 | ||
| AGNG | global x fds | 0.10 | 8,265 | 645,910 | added | 2.05 | ||
| ARGT | global x fds | 0.04 | 11,710 | 221,319 | reduced | -0.65 | ||
| BAC | bank america corp | 0.08 | 10,200 | 497,250 | unchanged | 0.00 | ||
| BBAX | j p morgan exchange traded f | 16.57 | 2,054,190 | 103,963,000 | added | 6.77 | ||
| BGRN | ishares tr | 1.03 | 176,375 | 6,497,660 | added | 8.94 | ||
| BIL | spdr series trust | 3.60 | 733,194 | 22,567,700 | added | 1.76 | ||
| BIL | spdr series trust | 2.55 | 531,884 | 15,993,800 | added | 11.81 | ||
| BIL | spdr series trust | 0.17 | 32,287 | 1,082,910 | unchanged | 0.00 | ||
| BIV | vanguard bd index fds | 0.05 | 4,374 | 322,102 | unchanged | 0.00 | ||