Fund Holdings

Cornerstone Capital, Inc.

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
NIKE INC(NKE)221,117436,990+215,87314,087,36423,081,8122.31%+8,994,448
VERTIV HOLDINGS CO(VRT)86,59386,078-51514,028,93221,569,4252.15%+7,540,493
CORNING INC(GLW)561,535415,030-146,50549,168,00556,431,6295.64%+7,263,624
APTARGROUP INC146,752183,499+36,74717,897,87423,124,5442.31%+5,226,670
PROCTER & GAMBLE CO(PG)142,005167,255+25,25020,350,73724,158,3122.41%+3,807,575
JOHNSON & JOHNSON(JNJ)99,08697,803-1,28320,505,84823,906,9652.39%+3,401,117
VERIZON COMMUNICATIONS INC(VZ)279,128292,128+13,00011,368,91314,664,8621.46%+3,295,949
KINDER MORGAN INC DEL(KMI)318,996335,480+16,4848,769,20011,248,6441.12%+2,479,444
ANALOG DEVICES INC(ADI)1,7328,657+6,925469,7182,754,1380.28%+2,284,420
AMETEK INC129,570133,846+4,27626,602,01728,691,2292.87%+2,089,212
VIKING THERAPEUTICS INC(VKTX)22,55086,900+64,350793,3092,827,7260.28%+2,034,417
KIMBERLY-CLARK CORP(KMB)118,136144,505+26,36911,918,74113,940,3971.39%+2,021,656
CHEVRON CORPORATION(CVX)5,32612,371+7,045811,7362,559,5600.26%+1,747,824
AMGEN INC(AMGN)92,47690,771-1,70530,268,32031,937,7763.19%+1,669,456
PFIZER INC(PFE)24,31574,730+50,415605,4442,098,4180.21%+1,492,974
SELECT SECTOR SPDR TR
ST STR UTIL ETF
388,446391,981+3,53516,582,78917,988,0541.80%+1,405,265
HOME DEPOT INC(HD)72,52079,938+7,41824,954,13226,290,8092.63%+1,336,677
COSTCO WHOLESALE CORPORATION(COST)3371,552+1,215290,6091,546,4590.15%+1,255,850
ALPHABET INC(GOOG)04,040+4,04001,158,9140.12%+1,158,914
APPLE INC(AAPL)41,47048,811+7,34111,274,03412,387,7441.24%+1,113,710
EATON CORP PLC(ETN)28,29428,29409,011,92210,119,9151.01%+1,107,993
OOMA INC075,000+75,00001,091,2500.11%+1,091,250
SIMPSON MFG INC(SSD)105,709105,652-5717,068,83218,131,9961.81%+1,063,164
PEPSICO INC(PEP)85,86285,728-13412,322,91413,312,7011.33%+989,787
SHAKE SHACK INC(SHAK)128,917128,544-37310,464,19311,372,2881.14%+908,095
RELIANCE INC(RS)64,37763,776-60118,596,58419,382,8021.94%+786,218
BERKSHIRE HATHAWAY INC DEL01+10718,1400.07%+718,140
BERKSHIRE HATHAWAY INC DEL3,3094,839+1,5301,663,2692,318,8490.23%+655,580
FENNEC PHARMACEUTICALS INC0105,000+105,0000645,7500.06%+645,750
AMAZON COM INC(AMZN)160,838181,263+20,42537,124,62737,751,6453.77%+627,018
GILEAD SCIENCES INC(GILD)35,77435,818+444,390,9014,991,9550.50%+601,054
LIGAND PHARMACEUTICALS INC(LGND)5,1177,856+2,739967,5341,568,5170.16%+600,983
SALESFORCE INC(CRM)03,106+3,1060579,7970.06%+579,797
CITIGROUP INC(C)05,045+5,0450572,1530.06%+572,153
MARRIOTT INTL INC NEW(MAR)01,630+1,6300533,1240.05%+533,124
HERITAGE COMM CORP037,500+37,5000468,0000.05%+468,000
LOWES COS INC(LOW)01,768+1,7680417,7430.04%+417,743
NEPHROS INC0128,700+128,7000383,5260.04%+383,526
AMERICAN EXPRESS CO(AXP)01,242+1,2420375,6800.04%+375,680
EXXON MOBIL CORP7,3747,287-87887,3871,236,3120.12%+348,925
HEALTHPEAK PROPERTIES INC(DOC)342,443356,063+13,6205,506,4865,850,1170.58%+343,631
SOUTHERN CO(SO)52,43650,601-1,8354,572,4194,884,0090.49%+311,590
CATERPILLAR INC(CAT)0430+4300304,6380.03%+304,638
GE VERNOVA INC(GEV)0340+3400296,7860.03%+296,786
SLB LIMITED(SLB)05,699+5,6990292,8720.03%+292,872
DEERE & CO(DE)0501+5010282,2130.03%+282,213
WALMART INC(WMT)01,985+1,9850246,6960.02%+246,696
CONOCOPHILLIPS(COP)01,760+1,7600232,3200.02%+232,320
ROBERT HALF INC.(RHI)239,836265,028+25,1926,513,9466,731,7110.67%+217,765
DUKE ENERGY CORP NEW(DUK)15,58415,58401,826,6072,040,5760.20%+213,969
NEXTERA ENERGY INC(NEE)02,260+2,2600209,9090.02%+209,909
TARGA RES CORP(TRGP)2,6682,6680492,246668,9480.07%+176,702
JOBY AVIATION INC(JOBY)012,450+12,4500102,8370.01%+102,837
LOCKHEED MARTIN CORP(LMT)1,1761,101-75568,796665,4330.07%+96,637
CONSOLIDATED EDISON INC(ED)6,9576,9570690,969787,3930.08%+96,424
ISHARES INC
MSCI JAPAN ETF
19,33019,455+1251,560,7041,642,7800.16%+82,076
MERCK & CO INC(MRK)4,5574,623+66479,670556,1010.06%+76,431
SELECT SECTOR SPDR TR
ST STR STAPL ETF
14,35014,480+1301,114,7081,187,0700.12%+72,362
APPLIED MATLS INC8008000205,592273,4320.03%+67,840
BRISTOL-MYERS SQUIBB CO(BMY)8,9858,9850484,651544,9400.05%+60,289
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
1,2501,550+300239,450297,4760.03%+58,026
WILLIAMS COS INC(WMB)4,1214,1210247,713299,9260.03%+52,213
COCA COLA CO(KO)12,61612,246-370881,985931,3080.09%+49,323
ILLINOIS TOOL WKS INC(ITW)4,4054,345-601,084,9521,130,9600.11%+46,008
AMERICAN ELEC PWR CO INC2,3002,3000265,213301,4840.03%+36,271
WISDOMTREE TR(WT)4,3624,3620420,235445,1860.04%+24,951
AMERICAN CENTY ETF TR2,8042,8040285,952309,7580.03%+23,806
OMNIAB INC109,211142,286+33,075202,040223,3890.02%+21,349
ISHARES TR10,01310,01302,464,9532,483,3780.25%+18,425
DOVER CORP(DOV)1,3401,3400261,622279,3230.03%+17,701
CHARTER COMMUNICATIONS INC(CHTR)4,4154,350-65921,631939,0780.09%+17,447
CLEAR CHANNEL OUTDOOR HLDGS(CCO)100,000100,0000221,000237,0000.02%+16,000
AMERICAN CENTY ETF TR6,1466,1460505,939521,4270.05%+15,488
AMERICAN CENTY ETF TR3,8153,8150293,831307,4130.03%+13,582
INTERACTIVE BROKERS GROUP IN(IBKR)3,6003,6000231,516241,4520.02%+9,936
ISHARES TR22,49023,155+665696,290702,0600.07%+5,770
GOLDMAN SACHS GROUP INC(GS)30,53731,732+1,19526,842,02326,844,9552.68%+2,932
AMERICAN CENTY ETF TR8,9408,9400999,313993,9490.10%-5,364
AIRBNB INC1,6401,6400222,581207,0990.02%-15,482
SELECT SECTOR SPDR TR
ST STR TECHN ETF
1,5201,5200218,834202,0080.02%-16,826
ISHARES TR959934-25370,989346,2150.03%-24,774
VANGUARD INTL EQUITY INDEX F23,00023,00001,923,0301,895,8900.19%-27,140
VANGUARD INDEX FDS2,8672,960+931,798,5021,769,2440.18%-29,258
EMERSON ELEC CO(EMR)3,1082,900-208412,494379,9580.04%-32,536
EVERPURE INC(P)4,2504,2500284,793250,9200.03%-33,873
ENOVIX CORPORATION(ENVX)24,41524,4150178,474126,4700.01%-52,004
NVIDIA CORPORATION(NVDA)16,32017,085+7653,043,8112,979,7470.30%-64,064
ELI LILLY & CO(LLY)4854850521,220446,0880.04%-75,132
GE AEROSPACE(GE)1,162985-177357,931279,5130.03%-78,418
BROADCOM INC(AVGO)1,7901,736-54619,519537,3090.05%-82,210
VERTICAL AEROSPACE LTD27,00027,0000143,91059,6700.01%-84,240
SUNOPTA INC
COM
24,9200-24,92094,6960-94,696
FLUENCE ENERGY INC(FLNC)18,74018,7400370,677257,8620.03%-112,815
CISCO SYS INC(CSCO)307,554303,494-4,06023,690,88523,548,0992.35%-142,786
CROWDSTRIKE HLDGS INC(CRWD)6,2006,945+7452,906,3122,711,3970.27%-194,915
ADOBE INC(ADBE)5770-577201,9440-201,944
SCHWAB STRATEGIC TR7,7370-7,737208,2030-208,203
TURNING PT BRANDS INC(TPB)2,2750-2,275246,6100-246,610
FIRST SOLAR INC(FSLR)9950-995259,9240-259,924
OKLO INC(OKLO)3,6250-3,625260,1300-260,130
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