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The Analysis of CORNERSTONE ENTERPRISES, LLC's Holdings & P&L

Currently, CORNERSTONE ENTERPRISES, LLC holds 35 types of securities in its portfolio with a total value $201.1M. In the most recent quarter, they have increased their positions in SMH (+8.7K shares, valued at $3.3M), JCI (+16.4K shares, valued at $2.1M), APH (+16.3K shares, valued at $2.1M); decreased their positions in TSLA (-2.0K shares, valued at $730.5K), NVDA (-3.5K shares, valued at $605.9K), AMZN (-2.5K shares, valued at $530.7K); initiated new positions in JCI (+16.4K shares, valued at $2.1M), APH (+16.3K shares, valued at $2.1M), GLW (+7.8K shares, valued at $1.1M).

1M P&L

+2.3M+1.12%

3M P&L

+6.5M+3.25%

HY P&L

+5.0M+2.50%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A103.1M

53.9%

2Software - Infrastructure23.5M

12.3%

3Semiconductors11.2M

5.9%

Top Industries by Stock Count

1N/A10 stocks

32.3%

2Software - Infrastructure4 stocks

12.9%

3Electronic Components2 stocks

6.5%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPHY SPDR SERIES TRUST1.7M shares-1.04%2026-03-312026-04-22

JEPI J P MORGAN EXCHANGE TRADED F533.9K shares-1.66%2026-03-312026-04-22

SCYB SCHWAB STRATEGIC TR625.9K shares7.45%2026-03-312026-04-22

NVDA NVIDIA CORPORATION64.5K shares-5.11%2026-03-312026-04-22

OHI OMEGA HEALTHCARE INVS INC237.3K shares-3.78%2026-03-312026-04-22

MSFT MICROSOFT CORP27.7K shares1.93%2026-03-312026-04-22

AMZN AMAZON COM INC48.2K shares-5.02%2026-03-312026-04-22

PLTR PALANTIR TECHNOLOGIES INC65.3K shares4.05%2026-03-312026-04-22

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ALPHABET INC ALPHABET INC30.7K shares-0.26%2026-03-312026-04-22

META META PLATFORMS INC14.2K shares-0.51%2026-03-312026-04-22

SPSB SPDR SERIES TRUST179.3K shares9.15%2026-03-312026-04-22

IBM INTERNATIONAL BUSINESS MACHS20.3K shares2.69%2026-03-312026-04-22

SGOV ISHARES TR40.7K shares-7.72%2026-03-312026-04-22

SMH VANECK ETF TRUST9.5K shares1012.16%2026-03-312026-04-22

JPM JPMORGAN CHASE & CO12.0K shares2.66%2026-03-312026-04-22

IGSB ISHARES TR66.0K shares8.25%2026-03-312026-04-22

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CRWD CROWDSTRIKE HLDGS INC7.2K shares0.42%2026-03-312026-04-22

GEV GE VERNOVA INC3.2K shares32.51%2026-03-312026-04-22

JCI JOHNSON CONTROLS INTERNATION16.4K sharesnew addition2026-03-312026-04-22

APH AMPHENOL CORP16.3K sharesnew addition2026-03-312026-04-22

WMT WALMART INC16.2K shares-5.78%2026-03-312026-04-22

TSLA TESLA INC5.4K shares-26.77%2026-03-312026-04-22

HOOD ROBINHOOD MKTS INC21.1K shares6.67%2026-03-312026-04-22

SHOP SHOPIFY INC10.1K shares9.99%2026-03-312026-04-22

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GLW CORNING INC7.8K sharesnew addition2026-03-312026-04-22

NET CLOUDFLARE INC4.2K shares-15.41%2026-03-312026-04-22

AAPL APPLE INC3.4K shares-16.75%2026-03-312026-04-22

SCHG SCHWAB STRATEGIC TR23.6K shares-6.05%2026-03-312026-04-22

COST COSTCO WHOLESALE CORPORATION496 shares0.00%2026-03-312026-04-22

SPY STATE STR SPDR S&P 500 ETF T660 shares0.00%2026-03-312026-04-22

WEC ENERGY GROUP INC WEC ENERGY GROUP INC3.5K shares0.00%2026-03-312026-04-22

VANGUARD INDEX FDS VANGUARD INDEX FDS575 shares-1.88%2026-03-312026-04-22

Sponsored

BROADCOM INC BROADCOM INC1.0K shares-47.80%2026-03-312026-04-22

SCHB SCHWAB STRATEGIC TR12.4K shares0.00%2026-03-312026-04-22

CAT CATERPILLAR INC361 shares-16.05%2026-03-312026-04-22

SPHY

SPDR SERIES TRUST

-1.04%

Shares1.7M

Event2026-03-31

Filed2026-04-22

JEPI

J P MORGAN EXCHANGE TRADED F

-1.66%

Shares533.9K

Event2026-03-31

Filed2026-04-22

SCYB

SCHWAB STRATEGIC TR

7.45%

Shares625.9K

Event2026-03-31

Filed2026-04-22

NVDA

NVIDIA CORPORATION

-5.11%

Shares64.5K

Event2026-03-31

Filed2026-04-22

OHI

OMEGA HEALTHCARE INVS INC

-3.78%

Shares237.3K

Event2026-03-31

Filed2026-04-22

MSFT

MICROSOFT CORP

1.93%

Shares27.7K

Event2026-03-31

Filed2026-04-22

AMZN

AMAZON COM INC

-5.02%

Shares48.2K

Event2026-03-31

Filed2026-04-22

PLTR

PALANTIR TECHNOLOGIES INC

4.05%

Shares65.3K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

-0.26%

Shares30.7K

Event2026-03-31

Filed2026-04-22