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Home > Institutional Investor > Cornerstone Enterprises, Llc > Profile

Instuitional Investor - Cornerstone Enterprises, Llc

Fund Profile
Filing Period:
Fund Name: Cornerstone Enterprises, Llc
Portfolio Value $203,346,600
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 1,798,795 $43,063,153 21.18%
2.
J P Morgan Exchange Traded F
 521,181 $29,759,436 14.63%
3.
Ishares Tr
 168,139 $16,931,598 8.33%
4.
Nvidia Corp
 NVDA 82,902 $15,467,860 7.61%
5.
Microsoft Corp
 MSFT 23,406 $12,123,138 5.96%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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