Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

CORNERSTONE ENTERPRISES, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

CORNERSTONE ENTERPRISES, LLC (CIK 1987314) reported $201.1M across 35 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPHY ($38.6M, 19.18%), JEPI ($30.3M, 15.05%), SCYB ($16.3M, 8.09%), NVDA ($11.2M, 5.59%), OHI ($10.4M, 5.17%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SPHYSPDR SERIES TRUST$38.6M19.18%1.7MTrimmed
2JEPIJ P MORGAN EXCHANGE TRADED F$30.3M15.05%533,898Trimmed
3SCYBSCHWAB STRATEGIC TR$16.3M8.09%625,865Added
4NVDANVIDIA CORPORATION$11.2M5.59%64,473Trimmed
5OHIOMEGA HEALTHCARE INVS INC$10.4M5.17%237,273Trimmed
6MSFTMICROSOFT CORP$10.3M5.10%27,716Added
7AMZNAMAZON COM INC$10.0M5.00%48,229Trimmed
8PLTRPALANTIR TECHNOLOGIES INC$9.6M4.75%65,346Added
9GOOGLALPHABET INC$8.8M4.39%30,673Trimmed
10METAMETA PLATFORMS INC$8.1M4.03%14,178Trimmed
11SPSBSPDR SERIES TRUST$5.4M2.68%179,346Added
12IBMINTERNATIONAL BUSINESS MACHS$4.9M2.45%20,291Added
13SGOVISHARES TR$4.1M2.04%40,683Trimmed
14SMHVANECK ETF TRUST$3.6M1.81%9,509Added
15JPMJPMORGAN CHASE & CO$3.5M1.75%11,996Added
16IGSBISHARES TR$3.5M1.73%66,035Added
17CRWDCROWDSTRIKE HLDGS INC$2.8M1.39%7,151Added
18GEVGE VERNOVA INC$2.8M1.38%3,183Added
19JCIJOHNSON CONTROLS INTERNATION$2.1M1.07%16,409New
20APHAMPHENOL CORP$2.1M1.02%16,290New
21WMTWALMART INC$2.0M1.00%16,232Trimmed
22TSLATESLA INC$2.0M0.99%5,375Trimmed
23HOODROBINHOOD MKTS INC$1.5M0.73%21,122Added
24SHOPSHOPIFY INC$1.2M0.60%10,086Added
25GLWCORNING INC$1.1M0.53%7,816New

Source: SEC Form 13F filings · as of 2026-03-31