Holdings

Cornerstone Financial Management LLC

As of Jun 30, 2026, Cornerstone Financial Management LLC reported 1,232 positions worth US$26.6M. Largest: Apple Inc, Alphabet Inc (google) Class C and Microsoft Corp. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Apple Inc7,544US$2.18M+557Jun 30, 2026
Alphabet Inc (google) Class C4,232US$1.51M+602Jun 30, 2026
Microsoft Corp.2,782US$1.04M+304Jun 30, 2026
Jp Morgan Chase & Co.3,046US$997K−130Jun 30, 2026
Nvidia Corporation4,586US$918K+1,409Jun 30, 2026
Amazon.com, Inc.3,084US$735K+550Jun 30, 2026
Johnson & Johnson2,755US$700K+119Jun 30, 2026
Nextera Energy, Inc.7,190US$631K+5,298Jun 30, 2026
Broadcom Inc.1,435US$542K+139Jun 30, 2026
Berkshire Hathaway Inc.910US$455K+84Jun 30, 2026