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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 $201,073,377
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 1,653,907 $38,569,111 19.18%
2.
J P Morgan Exchange Traded F
 533,898 $30,261,339 15.05%
3.
Schwab Strategic Trust
 FNDF 625,865 $16,272,490 8.09%
4.
Nvidia Corp
 NVDA 64,473 $11,244,101 5.59%
5.
Omega Healthcare Investors Inc
 OHI 237,273 $10,397,303 5.17%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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