StockDriftsStockDriftsTop 50 Cornerstone National Bank & Trust Co Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTIP | VANGUARD MALVERN FDS | 9.22% | 550.6K | $27.3M | -11.23%(-69.62K) | $49.58(+0.25%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 7.45% | 59.7K | $22.1M | -7.45%(-4.80K) | $188.92(+102.92%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 7.1% | 30.6K | $21.0M | +73.85%(+13.02K) | $621.49(+14.67%) | 2026-06-30 | |
| AGG | ISHARES TR | 4.89% | 146.8K | $14.5M | +153.04%(+88.76K) | $99.36(-1.96%) | 2026-06-30 | |
| TLTE | FLEXSHARES TR | 4.24% | 166.6K | $12.5M | -17.47%(-35.27K) | $53.09(+44.25%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 4.23% | 171.4K | $12.5M | +179.45%(+110.09K) | $73.59(-1.82%) | 2026-06-30 | |
| SJNK | SPDR SERIES TRUST | 3.87% | 459.5K | $11.4M | -22.67%(-134.69K) | $24.93(-0.13%) | 2026-06-30 | |
| SKOR | FLEXSHARES TR | 3.84% | 235.5K | $11.4M | -34.68%(-125.00K) | $53.58(-10.32%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 3.56% | 34.9K | $10.5M | -5.79%(-2.15K) | $181.51(+69.94%) | 2026-06-30 | |
| TLTD | FLEXSHARES TR | 2.99% | 90.3K | $8.8M | -12.41%(-12.78K) | $65.74(+59.10%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +6.76% | +21.68% | +1.65% | +8.53% |
| Top 20 Holdings Unweighted | +9.87% | +32.63% | +4.66% | +25.60% |
Cornerstone National Bank & Trust Co reports $295.85M in US-listed equity holdings across 216 positions in its most recent 13F filing. Its largest disclosed positions are VTIP (9.2%), VTI (7.5%) and VOO (7.1%). The top 20 holdings account for 72.98% of reported assets. Its disclosed equity book has returned +21.68% on a three-year cumulative basis. Figures reflect the Q2 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