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
Other99.0%
Technology0.4%
Healthcare0.2%
Consumer Staples0.1%
Consumer0.1%
Utilities0.1%
Financial0.1%
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 2023Q3 2023Q2 2023Q1 2023Q4 2022