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Cornerstone Financial Management LLC

All holdings · as of Dec 31, 2025

1,241 positions

CompanyClassValueShares% of portfolio
TE Connectivity PLC—$18.2K800.0%
Newmont Corp—$17.5K1750.0%
Medtronic plc—$17.3K1800.0%
LINDE PLC—$17.1K400.0%
CAPITAL ONE FINANCIAL CORP—$17.0K700.0%
CUMMINS INC—$16.8K330.0%
S&P Global Inc.—$16.7K320.0%
Palo Alto Networks Inc—$16.6K900.0%
General Motors Co—$16.5K2030.0%
L3HARRIS TECHNOLOGIES, INC. /DE—$16.4K560.0%
O REILLY AUTOMOTIVE INC—$16.2K1780.0%
HONEYWELL INTERNATIONAL INC—$16.2K830.0%
ENBRIDGE INC COM—$16.0K3350.0%
Chubb Ltd—$15.9K510.0%
SANOFI—$15.7K3240.0%
XTRACKERS MSCI EAFE HIGH DIVIDEND YIELD EQUITY ETF—$15.6K5040.0%
Eaton Corp plc—$15.6K490.0%
PACKAGING CORP OF AMERICA—$15.5K750.0%
Toyota Motor CorporationTMADR$15.4K720.0%
PFIZER INC—$15.3K6140.0%
Accenture plc—$15.0K560.0%
Waste Connections Inc—$14.9K850.0%
AppLovin Corp—$14.8K220.0%
SAP SE SPON ADR—$14.8K610.0%
ALCON AG ORD SHS—$14.8K1880.0%
STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF—$14.6K3110.0%
PACCAR INC—$14.3K1310.0%
Arista Networks, Inc.ANETCommon Stock$14.3K1090.0%
WASTE MANAGEMENT INC—$14.3K650.0%
Marriott International Inc/MD—$14.3K460.0%
WISDOMTREE EUROPE HEDGED EQUITY FUND—$14.2K2680.0%
STRYKER CORP—$14.1K400.0%
West Pharmaceutical Services Inc—$14.0K510.0%
SHOPIFY INC CL A SUB VTG SHS—$13.7K850.0%
COHERENT CORP—$13.7K740.0%
PROGRESSIVE CORP/OH—$13.4K590.0%
FREEPORT-MCMORAN INC—$13.4K2640.0%
MCKESSON CORP—$13.1K160.0%
SCHWAB CHARLES CORP—$12.7K1270.0%
IREN LIMITED ORDINARY SHARES—$12.5K3310.0%
Williams Cos Inc/The—$12.4K2060.0%
Constellation Energy Corp—$12.4K350.0%
HDFC BANK LTDHDBADR$12.4K3380.0%
ANALOG DEVICES INC—$12.2K450.0%
Infosys LtdINFYADR$12.1K6810.0%
ICICI BANK LTDIBNADR$12.1K4060.0%
Uber Technologies, Inc—$12.0K1470.0%
ROYAL CARIBBEAN CRUISES LTD—$12.0K430.0%
DoorDash, Inc.—$11.8K520.0%
Robinhood Markets, Inc.—$11.6K1030.0%
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