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| CornerStone Enterprises LLC
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|---|---|
| CRD # | 324255 |
| SEC # | 801-127126 |
| CIK # | 0001987314 |
| AUM | 220.2 M (2026-02-17) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 920-832-3821 |
| Address | 158 E Northland Ave Appleton, WI 54911 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 11.2 | ||
| Omega Healthcare Investors Inc | 10.4 | ||
| Microsoft Corp | 10.3 | ||
| Amazon Com Inc | 10.0 | ||
| Palantir Technologies Inc | 9.6 | ||
| Alphabet Inc | 8.8 | ||
| Facebook Inc | 8.1 | ||
| International Business Machines Corp | 4.9 | ||
| J P Morgan Chase & Co | 3.5 | ||
| CrowdStrike Holdings Inc | 2.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 523 | 112.2 |
| (b) Individuals (high net worth individuals) | 56 | 108.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,429 | 220.2 |
| By Discretionary | ||
| Discretionary | 1,427 | 219.5 |
| Non-Discretionary | 2 | 0.7 |
| Total | 1,429 | 220.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 220.2 | |
| Total | 1,429 | 220.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001987314] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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