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Troy Leonard

Cornerstone Enterprises, Llc

Assets Managed
$201.073M
Holdings
35
Last Quarter
2026 - Q1
Filed Date
1mo 4d ago
Growth Rate
-3.79%(2Q avg: -0.5%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Cornerstone Enterprises, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 35 positions.

Assets under management

The assets under management (AUM) of Cornerstone Enterprises, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 201.073M in assets, with a quarterly growth rate of -3.79% and a 2-quarter average growth rate of -0.5%. The portfolio is managed by Troy Leonard, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPHY
Spdr Portfolio High Yield Bo
Recent Activity
Decreased -1.04%
19.19%
$38.569M
1.654M shares@ $23.32 avg price
JEPI
Jpmorgan Equity Premium Inco
Recent Activity
Decreased -1.66%
15.05%
$30.261M
533,898 shares@ $56.69 avg price
SCYB
Schwab High Yield Bond Etf
Recent Activity
Increased 7.45%
8.1%
$16.272M
625,865 shares@ $26.0 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -5.11%
5.6%
$11.244M
64,473 shares@ $174.41 avg price
OHI
Omega Healthcare Investors
Recent Activity
Decreased -3.77%
5.18%
$10.397M
237,273 shares@ $43.83 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 1.93%
5.11%
$10.26M
27,716 shares@ $370.17 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -5.01%
5%
$10.045M
48,229 shares@ $208.28 avg price
PLTR
Palantir Technologies Inc-a
Recent Activity
Increased 4.05%
4.76%
$9.559M
65,346 shares@ $146.29 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -0.26%
4.39%
$8.82M
30,673 shares@ $287.57 avg price
META
Meta Platforms Inc-class A
Recent Activity
Decreased -0.5%
4.04%
$8.112M
14,178 shares@ $572.13 avg price

1-10 of 35