StockDriftsStockDriftsTop 50 Cornerstone National Bank & Trust CO Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 8.43% | 37.1K | $26.1M | +21.07%(+6.46K) | $634.07(+11.12%) | 2026-09-30 | |
| VTIP | VANGUARD MALVERN FDS | 7.51% | 479.2K | $23.2M | -12.97%(-71.41K) | $49.58(-1.89%) | 2026-09-30 | |
| VTI | VANGUARD INDEX FDS | 7.31% | 60.2K | $22.6M | +0.80%(+478) | $190.38(+97.26%) | 2026-09-30 | |
| AGG | ISHARES TR | 5.9% | 192.9K | $18.2M | +31.48%(+46.20K) | $98.72(-3.65%) | 2026-09-30 | |
| BND | VANGUARD BD INDEX FDS | 5.46% | 240.7K | $16.9M | +40.39%(+69.24K) | $73.07(-3.38%) | 2026-09-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 4.11% | 164.6K | $12.7M | +53.10%(+57.08K) | $78.63(-1.56%) | 2026-09-30 | |
| TLTE | FLEXSHARES TR | 4% | 162.4K | $12.4M | -2.52%(-4.20K) | $53.09(+38.20%) | 2026-09-30 | |
| VB | VANGUARD INDEX FDS | 3.23% | 34.9K | $10.0M | -0.16%(-55) | $181.51(+56.70%) | 2026-09-30 | |
| SJNK | SPDR SERIES TRUST | 3.18% | 407.3K | $9.8M | -11.35%(-52.16K) | $24.93(-3.50%) | 2026-09-30 | |
| SKOR | FLEXSHARES TR | 2.92% | 192.9K | $9.0M | -18.08%(-42.56K) | $53.58(-12.41%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +7.54% | +24.38% | +1.57% | +8.11% |
| Top 20 Holdings Unweighted | +11.27% | +37.76% | +4.33% | +23.61% |
Cornerstone National Bank & Trust CO reports $309.01M in US-listed equity holdings across 235 positions in its most recent 13F filing. Its largest disclosed positions are VOO (8.4%), VTIP (7.5%) and VTI (7.3%). The top 20 holdings account for 73.79% of reported assets. Its disclosed equity book has returned +24.38% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Cornerstone National Bank & Trust CO’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2104293). View Cornerstone National Bank & Trust CO’s 13F filings on SEC