Cornerstone Financial Group, LLC
Cornerstone Financial Group, LLC reported 75 holdings worth US$162M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 11, 2026
Cornerstone Financial Group, LLC reported 75 holdings worth US$162M as of Jun 30, 2026. Largest: Berkshire Hathaway Inc., Nvidia Corporation and Union Pacific Corporation. Filed Aug 11, 2026 (Form 13F).
- Holdings
- 75
- Value as reported
- US$162M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Berkshire Hathaway Inc. | 6,068 | US$3.04M | 1.9% |
| Nvidia Corporation | 6,240 | US$1.25M | 0.77% |
| Union Pacific Corporation | 3,310 | US$900K | 0.55% |
| Apple Inc | 2,800 | US$810K | 0.50% |
| Microsoft Corp. | 1,372 | US$512K | 0.32% |
| Procter & Gamble Company (the) | 1,679 | US$246K | 0.15% |
| W.r. Berkley Corporation | 3,457 | US$244K | 0.15% |
| Johnson & Johnson | 918 | US$233K | 0.14% |
| Advanced Micro Devices Inc | 380 | US$221K | 0.14% |
| Walmart Inc. | 1,814 | US$205K | 0.13% |
| Lam Research Corporation | 0 | US$0 | 0.00% |