Cornerstone National Bank & Trust Co

Est. AUM

$266.7M

13F long equity, this entity only

Positions

209

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD MALVERN FDS	STRM INFPROIDX	$30.1M	603411	11.28%	SOLE
2	VANGUARD INDEX FDS	TOTAL STK MKT	$20.7M	64116	7.77%	SOLE
3	FLEXSHARES TR	CR SCD US BD	$17.5M	360483	6.55%	SOLE
4	SPDR SERIES TRUST	STATE STREET SPD	$14.4M	580132	5.41%	SOLE
5	FLEXSHARES TR	MSTAR EMKT FAC	$13.4M	197578	5.01%	SOLE
6	FLEXSHARES TR	DISCP DUR MBS	$12.6M	608915	4.71%	SOLE
7	VANGUARD INDEX FDS	S&P 500 ETF SHS	$10.5M	17425	3.93%	SOLE
8	FLEXSHARES TR	M STAR DEV MKT	$9.6M	100235	3.60%	SOLE
9	VANGUARD INDEX FDS	SMALL CP ETF	$9.5M	35879	3.54%	SOLE
10	ISHARES TR	US TREAS BD ETF	$8.0M	349340	2.99%	SOLE
11	FLEXSHARES TR	MORNSTAR UPSTR	$7.5M	135231	2.80%	SOLE
12	FLEXSHARES TR	STOXX GLOBR INF	$7.4M	115059	2.76%	SOLE
13	ISHARES TR	CORE US AGGBD ET	$5.6M	56656	2.10%	SOLE
14	FLEXSHARES TR	CR SCORED LONG	$4.5M	108418	1.69%	SOLE
15	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$4.4M	59629	1.64%	SOLE
16	FLEXSHARES TR	GLB QLT R/E IDX	$4.0M	66832	1.51%	SOLE
17	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$3.5M	44642	1.32%	SOLE
18	NVIDIA CORPORATION	COM	$3.3M	18982	1.25%	SOLE
19	SELECT SECTOR SPDR TR	STATE STREET TEC	$3.3M	24131	1.22%	SOLE
20	VANGUARD SCOTTSDALE FDS	LG-TERM COR BD	$3.2M	42550	1.19%	SOLE
21	ISHARES TR	CORE MSCI EAFE	$3.0M	32841	1.13%	SOLE
22	ANALOG DEVICES INC	COM	$2.9M	8890	1.07%	SOLE
23	APPLE INC	COM	$2.8M	11042	1.06%	SOLE
24	SELECT SECTOR SPDR TR	STATE STREET COM	$2.6M	23364	0.97%	SOLE
25	SELECT SECTOR SPDR TR	STATE STREET HEA	$2.4M	16034	0.89%	SOLE
26	CISCO SYS INC	COM	$2.3M	29413	0.86%	SOLE
27	TJX COS INC NEW	COM	$2.3M	14058	0.85%	SOLE
28	SPDR SERIES TRUST	STATE STREET SPD	$2.2M	38239	0.81%	SOLE
29	SPDR SERIES TRUST	STATE STREET SPD	$2.1M	21359	0.79%	SOLE
30	JPMORGAN CHASE & CO	COM	$2.1M	7045	0.78%	SOLE
31	MICROSOFT CORP	COM	$2.0M	5435	0.75%	SOLE
32	MICROCHIP TECHNOLOGY INC.	COM	$2.0M	30683	0.75%	SOLE
33	JOHNSON CONTROLS INTERNATION	SHS	$1.8M	13277	0.67%	SOLE
34	FLEXSHARES TR	IBOXX 3R TARGT	$1.8M	72915	0.66%	SOLE
35	ORACLE CORP	COM	$1.8M	12086	0.66%	SOLE
36	AMAZON COM INC	COM	$1.7M	8030	0.63%	SOLE
37	RTX CORPORATION	COM	$1.6M	8411	0.61%	SOLE
38	SPDR INDEX SHS FDS	S&P EM MKT DIV	$1.6M	41232	0.61%	SOLE
39	INTERCONTINENTAL EXCHANGE IN	COM	$1.6M	10099	0.60%	SOLE
40	VANGUARD BD INDEX FDS	INTERMED TERM	$1.5M	19521	0.56%	SOLE
41	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.5M	3079	0.55%	SOLE
42	GENERAL DYNAMICS CORP	COM	$1.4M	4044	0.53%	SOLE
43	LOWES COS INC	COM	$1.4M	5749	0.51%	SOLE
44	CHEVRON CORPORATION	COM	$1.3M	6468	0.48%	SOLE
45	COCA COLA CO	COM	$1.2M	16197	0.46%	SOLE
46	SELECT SECTOR SPDR TR	STATE STREET MAT	$1.2M	23909	0.45%	SOLE
47	SELECT SECTOR SPDR TR	STATE STREET CON	$1.1M	10282	0.42%	SOLE
48	EXXON MOBIL CORP	COM	$1.1M	6910	0.42%	SOLE
49	SALESFORCE INC	COM	$1.1M	5878	0.41%	SOLE
50	VISA INC	COM CL A	$1.1M	3601	0.40%	SOLE

1–50 of 209

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.