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Troy Leonard

Cornerstone Enterprises, Llc

Assets Managed
$219.239M
Holdings
42
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
9.04%(2Q avg: 2.62%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Cornerstone Enterprises, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 42 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 219.239M in assets, with a quarterly growth rate of 9.04% and a 2-quarter average growth rate of 2.62%. The portfolio is managed by Troy Leonard, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPHY
Spdr Portfolio High Yield Bo
Recent Activity
Decreased -0.63%
17.58%
$38.521M
1.643M shares@ $23.45 avg price
JEPI
Jpmorgan Equity Premium Inco
Recent Activity
Increased 6.28%
14.62%
$32.047M
567,410 shares@ $56.49 avg price
SCYB
Schwab High Yield Bond Etf
Recent Activity
Increased 2.04%
7.63%
$16.718M
638,592 shares@ $26.19 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -10.43%
5.28%
$11.554M
57,746 shares@ $200.1 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -1.18%
4.95%
$10.832M
30,311 shares@ $357.37 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -7.09%
4.88%
$10.68M
44,808 shares@ $238.35 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -0.14%
4.71%
$10.324M
27,676 shares@ $373.02 avg price
OHI
Omega Healthcare Investors
Recent Activity
Decreased -14.7%
4.41%
$9.65M
202,391 shares@ $47.69 avg price
META
Meta Platforms Inc-class A
Recent Activity
Increased 1.82%
3.71%
$8.131M
14,435 shares@ $563.29 avg price
PLTR
Palantir Technologies Inc-a
Recent Activity
Increased 1.88%
3.55%
$7.767M
66,572 shares@ $116.67 avg price

1-10 of 42