Cornerstone Enterprises, LLC
Annual return '25
+8.4%
SPY '25
+17.7%
Alpha
-9.3ptsvs SPY
Invested
$201.1M
Holdings
35
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 87%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPHY
SPDR SERIES TRUST
Q4 2025: Exited (was 1.80M shares)
19.2%
02
$JEPI
J P MORGAN EXCHANGE TRADED F
Q4 2025: Exited (was 521.2k shares)
15.0%
03
$SCYB
SCHWAB STRATEGIC TR
Held since at least Q1 2024
8.1%
04
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +5.0% (47.4k → 49.8k shares)
5.6%
05
$OHI
OMEGA HEALTHCARE INVS INC
Q4 2025: Exited (was 194.8k shares)
5.2%
06
$MSFT
MICROSOFT CORP
Q1 2026: Increased +1.4% (30.9k → 31.4k shares)
5.1%
07
$AMZN
AMAZON COM INC
Q1 2026: Increased +16.1% (20.5k → 23.8k shares)
5.0%
08
$PLTR
PALANTIR TECHNOLOGIES INC
Q1 2026: Sold 30.0% (2.4k → 1.7k shares)
4.8%
09
$GOOGL
ALPHABET INC
Q1 2026: Increased +4.2% (49.4k → 51.5k shares)
4.4%
10
$META
META PLATFORMS INC
Q1 2026: Increased +5.1% (2.2k → 2.4k shares)
4.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 14:50 UTC.