SEC 13F Intelligence

Managers / Q4 2025 · view latest →

Cornerstone Management, Inc.

CIK 0001587867 · 3237 SATELLITE BOULEVARD, SUITE 400, DULUTH, GA, 30096 · 770-449-7799

Reported Value
$613M
Q4 2025
Positions
68
Filings on Record
46
2019–present window
Filed
Feb 6, 2026
original filing

Summary

Cornerstone Management, Inc. reported $613M in U.S.-listed holdings across 68 positions for Q4 2025.

The portfolio is heavily concentrated: VUG alone accounts for 25.6% of reported value.

Compared with Q3 2025, the fund opened 6 new positions and exited 1.

Reported Value by Quarter

13F Reported Value
Q1 ’23: $380MQ1 ’23Q2 ’23: $392MQ3 ’23: $374MQ3 ’23Q4 ’23: $392MQ1 ’24: $451MQ1 ’24Q2 ’24: $455MQ3 ’24: $479MQ3 ’24Q4 ’24: $517MQ1 ’25: $534MQ1 ’25Q2 ’25: $575MQ3 ’25: $605MQ3 ’25Q4 ’25: $613MQ1 ’26: $628MQ1 ’26filingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2025

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$628M65Apr 16, 202613F-HRchanges · EDGAR ↗
Q4 2025$613M68Feb 6, 202613F-HRchanges · EDGAR ↗
Q3 2025$605M63Oct 10, 202513F-HRchanges · EDGAR ↗
Q2 2025$575M62Jul 31, 202513F-HRchanges · EDGAR ↗
Q1 2025$534M54Apr 22, 202513F-HRchanges · EDGAR ↗
Q4 2024$517M53Jan 24, 202513F-HRchanges · EDGAR ↗
Q3 2024$479M53Oct 9, 202413F-HRchanges · EDGAR ↗
Q2 2024$455M54Jul 24, 202413F-HRchanges · EDGAR ↗
Q1 2024$451M54May 6, 202413F-HRchanges · EDGAR ↗
Q4 2023$392M52Jan 19, 202413F-HRchanges · EDGAR ↗
Q3 2023$374M49Oct 5, 202313F-HRchanges · EDGAR ↗
Q2 2023$392M48Aug 10, 202313F-HRchanges · EDGAR ↗
Q1 2023$380M54May 26, 202313F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.