1y return+12.0%S&P 500 +20.9%
3y return+35.2%S&P 500 +68.5%
5y return+30.4%S&P 500 +74.5%
10y return+92.9%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $193 against $357 in the S&P 500.2
Cornerstone Management, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VUGVanguard Index Fds | $171.8M | 24.7% | −3.2% |
| JPSTJ P Morgan Exchange Traded F | $113.7M | 16.4% | +9.4% |
| VTVVanguard Index Fds | $107.9M | 15.5% | −4.4% |
| AGGIshares Tr | $46.0M | 6.6% | +4.3% |
| FLRNSpdr Series Trust | $26.9M | 3.9% | +19.0% |
| EFAIshares Tr | $26.7M | 3.8% | |
| VBKVanguard Index Fds | $20.9M | 3.0% | +78.9% |
| DFSDDimensional Etf Trust | $18.6M | 2.7% | +13.4% |
| SOVFElevation Series Trust | $18.1M | 2.6% | |
| VTIVanguard Index Fds | $15.8M | 2.3% | −2.3% |
| SPSBSpdr Series Trust | $14.1M | 2.0% | −11.4% |
| MBBIshares Tr | $12.3M | 1.8% | −6.5% |
| USRTIshares Tr | $10.4M | 1.5% | |
| BRK/ABerkshire Hathaway Inc Del | $8.2M | 1.2% | |
| VOVanguard Index Fds | $8.1M | 1.2% | +1.2% |
| BRK/BBerkshire Hathaway Inc Del | $7.9M | 1.1% | +1.2% |
| VBRVanguard Index Fds | $7.3M | 1.1% | −2.1% |
| IEMGIshares Inc | $7.1M | 1.0% | |
| USHYIshares Tr | $6.1M | 0.9% | −6.2% |
| SCZIshares Tr | $6.0M | 0.9% | +1.6% |
| DVYIshares Tr | $5.1M | 0.7% | +3.6% |
| LQDIshares Tr | $4.8M | 0.7% | −6.5% |
| VIGVanguard Specialized Funds | $3.0M | 0.4% | +1.6% |
| AVUVAmerican Centy Etf Tr | $2.5M | 0.4% | −10.9% |
| LRCXLam Research Corp | $1.7M | 0.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AFLAflac Inc | June 30, 2020 | +225.4% | $1.0M |
| VUGVanguard Index Fds | June 30, 2020 | +155.7% | $171.8M |
| LRCXLam Research Corp | December 31, 2025 | +153.1% | $1.7M |
| GLGlobe Life Inc | June 30, 2020 | +140.7% | $933K |
| VTIVanguard Index Fds | June 30, 2020 | +136.4% | $15.8M |
| VBRVanguard Index Fds | June 30, 2020 | +127.3% | $7.3M |
| NVDANvidia Corporation | March 31, 2024 | +121.4% | $696K |
| AVUVAmerican Centy Etf Tr | December 31, 2020 | +119.5% | $2.5M |
| VTVVanguard Index Fds | June 30, 2020 | +118.8% | $107.9M |
| CATHGlobal X Fds | September 30, 2020 | +113.0% | $730K |
Sold off last quarter
- WMTWalmart Inc was $216K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.7% | +14.8% |
| March 31, 2026 | −2.5% | −4.6% |
| December 31, 2025 | +0.8% | +2.4% |
| September 30, 2025 | +4.9% | +7.8% |
| June 30, 2025 | +5.9% | +10.5% |
| March 31, 2025 | −1.6% | −4.6% |
| December 31, 2024 | −0.4% | +2.1% |
| September 30, 2024 | +5.2% | +5.4% |
| June 30, 2024 | +1.0% | +4.0% |
| March 31, 2024 | +4.9% | +10.0% |
| December 31, 2023 | +7.3% | +11.2% |
| September 30, 2023 | −2.7% | −3.6% |
| June 30, 2023 | +3.3% | +8.3% |
| March 31, 2023 | +3.6% | +7.0% |
| December 31, 2022 | +5.0% | +7.1% |
| September 30, 2022 | −4.0% | −5.3% |
| June 30, 2022 | −9.9% | −16.5% |
| March 31, 2022 | −4.0% | −4.9% |
| December 31, 2021 | +4.1% | +10.7% |
| September 30, 2021 | −0.7% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Cornerstone Management, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1587867&type=13F-HR&dateb=&owner=include&count=40CIK 1587867
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1587867/000208585326000754/Filed July 16, 2026 · accession 0002085853-26-000754