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Fund Overview
13F Filed: 2026-04-14As of 2026 Q1, Cornerstone National Bank & Trust Co manages $271M in reported 13F assets , holds 209 positions with +54.71% top-10 concentration . Filing 13F reports since 2025.
About
Investment Strategy
Official 13F Filings — SEC EDGAR
Key personnel and Fund Overview may contain mistakes
Activity Summary — 2026 Q1
Q1 2026 13F Filed:
Apr 14, 2026
Top Buys
%
$
| Stock | % Impact |
|---|---|
| VOO VANGUARD INDEX .. | +3.91% |
| AGG ISHARES TR.. | +2.12% |
| BND VANGUARD BD IND.. | +1.66% |
| VCSH VANGUARD SCOTTS.. | +1.34% |
| IEFA ISHARES TR.. | +1.12% |
| GUNR FLEXSHARES TR.. | +0.80% |
Top Sells
%
$
| Stock | % Impact |
|---|---|
| VTI VANGUARD INDEX .. | -0.74% |
| SKOR FLEXSHARES TR.. | -0.71% |
| VTIP VANGUARD MALVER.. | -0.68% |
| ABT ABBOTT LABS.. Sold All 😨 Was: 0.68% | -0.61% |
| ORCL ORACLE CORP.. | -0.58% |
| BX BLACKSTONE INC.. | -0.52% |
Activity Summary
Market Value
$271M
AUM Change
+10.68%
New Positions
46
Increased Positions
23
Closed Positions
8
Top 10 Concentration
+54.71%
Portfolio Turnover
+9.07%
Alt Turnover
+13.90%
Sector Allocation Trends
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history
Holdings Analysis
Size: % of Portfolio
Color: Last Full-Quarter Return
No data
Free: 10 quarters
Positions Dynamics
Visualizing Top 20 holdings weight history over the last 10 quarters.
Portfolio Analytics — Latest
Cornerstone National Bank & Trust Co risk dashboard covering volatility, beta, value-at-risk, drawdowns, concentration, factor tilts, benchmark comparison, and stress testing for the latest disclosed portfolio.
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High-Conviction Alpha
AAPL
92.4
NVDA
88.1
MSFT
74.3
Strategy Guardian
Style Drift
0.12
Sector Rotation
0.38
Tracking institutional benchmark deviation
Scenario Lab
2008 GFC
-32.4%
Covid-19
-18.1%
2022 Bear
-24.7%
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Returns
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Beta vs SPY
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Sharpe
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Strategy Backtester: Cornerstone National Bank & Trust Co
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Underperformance Analysis — Top 10 Holdings vs SPY
Backtesting Cornerstone National Bank & Trust Co's top 10 holdings against SPY identified 1 underperformance period. Worst drawdown: 2026-01 – 2026-01 (-1.8% vs SPY, 1 quarter).
Avg. lag: -1.8% vs SPY
•
Avg. duration: 1.0 quarters
Backtest Snapshot — Top 10 Holdings (Mn-Weighted)
The ticker-level breakdown shows how each of Cornerstone National Bank & Trust Co's top holdings contributed to portfolio returns quarter by quarter. Current top positions: VTIP (11.4%), VTI (7.7%), SKOR (6.4%), SJNK (5.4%) .
Strategy ann.: -9.8%
•
SPY ann.: -23.8%
•
Period:
2026–2026
Frequently Asked Questions
What does Cornerstone National Bank & Trust Co invest in?
Cornerstone National Bank & Trust Co is a hedge fund that files quarterly 13F reports with the SEC disclosing its publicly traded equity holdings.
What is Cornerstone National Bank & Trust Co's AUM?
Cornerstone National Bank & Trust Co reported $271M in 13F assets as of 2026 Q1. Note: 13F AUM reflects only long equity positions reported to the SEC and may differ from total assets under management.
How concentrated is Cornerstone National Bank & Trust Co's portfolio?
Cornerstone National Bank & Trust Co holds 209 disclosed positions. The top 10 holdings represent +54.71% of the reported portfolio, indicating a highly concentrated investment approach.
How to track Cornerstone National Bank & Trust Co 13F filings?
Track Cornerstone National Bank & Trust Co's quarterly filings on SEC EDGAR or on this page — data is updated within days of each filing deadline. Subscribe to 13Foresight for position-change alerts.
Disclaimer: 13Foresight is not a registered investment adviser, broker-dealer, or financial planner. All information on this site is provided solely for informational and educational purposes and does not constitute investment advice, a solicitation, or a recommendation to buy or sell any security. Portfolio backtests shown on this page are hypothetical and simulated — they do not represent actual trading results and were constructed with the benefit of hindsight. Actual results would differ materially. 13F filings disclose only long equity positions valued above $10,000, submitted up to 45 days after quarter-end; they do not capture short positions, options, bonds, cash, private investments, or non-U.S. securities. A fund's backtest performance may not reflect its actual returns, as managers frequently generate alpha through strategies not visible in 13F data. Past performance is not indicative of future results. All data sourced from public SEC EDGAR filings. Use at your own risk. Full Terms of Use.