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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 $164,057,092
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Ser Tr
 1,684,933 $39,461,131 24.05%
2.
J P Morgan Exchange Traded F
 446,480 $25,511,868 15.55%
3.
Ishares Tr
 185,824 $18,706,902 11.4%
4.
Microsoft Corp
 MSFT 24,746 $9,289,410 5.66%
5.
Apple Inc.
 AAPL 40,142 $8,916,751 5.44%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)