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Cornerstone Financial Management LLC

All holdings · as of Dec 31, 2025

1,241 positions

CompanyClassValueShares% of portfolio
BRIGHT HORIZONS FAMILY SOLUTIONS INC.$71070.0%
Cinemark Holdings Inc$720310.0%
Light & Wonder, Inc.$72270.0%
Assurant Inc$72330.0%
ADVANCED DRAINAGE SYSTEMS, INC.$72450.0%
Nutanix, Inc.$724140.0%
MOOG INC.$73130.0%
Contineum Therapeutics, Inc.$732640.0%
Cadre Holdings, Inc.CDRECommon Stock$735180.0%
LUMENTUM HLDGS INC$73720.0%
DELUXE CORP$737330.0%
Matson, Inc.$74160.0%
CMB TECH NV SHS$743770.0%
MANNKIND CORP$7431310.0%
Arcosa, Inc.$74470.0%
ENEL CHILE SA SPONSORED ADR$7441850.0%
MOLSON COORS BEVERAGE CO$747160.0%
Acadian Asset Management Inc.$752160.0%
Rush Enterprises Inc$755140.0%
JAMF HLDG CORP COM$755580.0%
Polaris Inc.$759120.0%
UWM HOLDINGS CORP$7601740.0%
Taylor Morrison Home Corp$765130.0%
TPG Inc.$766120.0%
Applied Industrial Technologies Inc$77030.0%
Madison Square Garden Sports Corp.$77630.0%
International Seaways, Inc.$777160.0%
PAN AMERN SILVER CORP COM$777150.0%
Masimo Corporation$78060.0%
Dyne Therapeutics, Inc.$782400.0%
Oil-Dri Corp of America$783160.0%
PepGen Inc.$7881210.0%
Glaukos Corp$79070.0%
INCYTE CORP$79080.0%
Avidity Biosciences, Inc.$793110.0%
BGC Group Inc$795890.0%
NRG Energy Inc$79650.0%
Revolution Medicines, Inc.$797100.0%
VAIL RESORTS INC$79760.0%
Hyatt Hotels Corp$80250.0%
ExlService Holdings Inc$806190.0%
LOUISIANA-PACIFIC CORP$808100.0%
Aclaris Therapeutics, Inc.$8132700.0%
XPO Inc$81560.0%
BELDEN INC.$81670.0%
AUTONATION, INC.$82640.0%
Norwegian Cruise Line Holdings Ltd.$826370.0%
Carlyle Group Inc.$828140.0%
SIGNET JEWELERS LTD$829100.0%
COMMERCIAL METALS Co$831120.0%
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