Cornerstone National Bank & Trust Co
•CIK: 2104293•Filing: Q4 2025
Cornerstone National Bank & Trust Co manages $251M across a diversified portfolio of 199 positions. The strategy exhibits a notable tilt toward fixed income and broad market exposure, highlighted by the top holdings in VTIP ($33.6M) and VTI ($23.8M). Significant allocations are also directed toward specialized sectors, including SKOR ($19.4M) and SJNK ($15.7M). This positioning suggests a focus on capital preservation combined with targeted growth opportunities within the current macro environment.
Total AUM
$250.7M
QoQ Performance
N/A
Positions
166
Top 10 Concentration
62.6%
Latest Filing
Q4 2025
Top Holdings Allocation
VTIP
VTI
SKOR
SJNK
MBSD
TLTE
VTIP13.4%
VTI9.5%
SKOR7.7%
SJNK6.3%
MBSD5.6%
TLTE5.6%
TLTD4.2%
VB3.8%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other84.5%
Technology7.1%
Financial2.2%
Consumer1.7%
Industrial1.3%
Communication0.9%
Healthcare0.9%
Energy0.5%