Cornerstone Management, Inc.
โขCIK: 1587867โขFiling: Q4 2025
**Cornerstone Management, Inc.** manages $613M across a diversified portfolio of 68 positions. The fund exhibits a notable overweighting in U.S. large-cap growth and value, anchored by significant allocations to VUG ($156.7M) and VTV ($99.1M). Further concentration is evident in the Japanese equity market via JPST ($97.3M), while fixed income exposure is maintained through AGG ($42.1M). This structure suggests a tactical allocation favoring established growth sectors and international diversification.
Total AUM
$613.2M
QoQ Performance
+1.4%
Positions
45
Top 10 Concentration
81.5%
Latest Filing
Q4 2025
Top Holdings Allocation
VUG
VTV
JPST
AGG
VUG25.6%
VTV16.2%
JPST15.9%
AGG6.9%
EFA3.9%
FLRN3.6%
SOVF2.8%
VTI2.4%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other96.3%
Financial2.7%
Technology0.4%
Healthcare0.2%
Consumer Staples0.1%
Consumer0.1%
Utilities0.1%
ETF0.1%
๐ช Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW6 new positions
โ23 increased
โ21 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023