13F Filings History of CORNERSTONE ENTERPRISES, LLC

Latest 13F report
Q4 2025 - 28 Jan 2026
Value $
$209,015,853
Signature - Title
Troy Leonard - CCO
Location
Appleton, WI
Summary
This page shows a list of all the recent 13F filings made by CORNERSTONE ENTERPRISES, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CORNERSTONE ENTERPRISES, LLC reported 36 stock holdings with total value $209,015,853 as of Q4 2025. Top holdings included SPHY, JEPI, SCYB, MSFT, and NVDA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 36 $209,015,853 +$37,318,872 -$33,010,929 +$4,307,943 SPHY, JEPI, SCYB, MSFT, NVDA 13F-HR 28 Jan 2026, 17:06
Q3 2025 32 $203,346,600 +$8,247,738 -$1,586,092 +$6,661,646 SPHY, JEPI, SGOV, NVDA, MSFT 13F-HR 05 Nov 2025, 11:55
Q2 2025 32 $185,781,705 +$31,837,975 -$26,846,879 +$4,991,096 SPHY, JEPI, SGOV, NVDA, MSFT 13F-HR 23 Jul 2025, 15:48
Q1 2025 28 $164,057,092 +$19,047,336 -$12,723,065 +$6,324,271 SPHY, JEPI, SGOV, MSFT, AAPL 13F-HR 24 Apr 2025, 10:32
Q4 2024 29 $166,518,772 +$37,351,379 -$30,981,702 +$6,369,677 SPHY, SGOV, JEPI, MSFT, AMZN 13F-HR 13 Feb 2025, 11:54
Q3 2024 30 $159,688,287 +$14,354,156 -$8,804,138 +$5,550,018 SPHY, SGOV, MSFT, AAPL, NVDA 13F-HR 13 Feb 2025, 11:52
Q2 2024 33 $150,589,451 +$18,828,636 -$5,820,150 +$13,008,486 SGOV, SPHY, MSFT, SMH, AAPL 13F-HR 13 Feb 2025, 11:50
Q1 2024 35 $135,929,404 +$31,487,005 -$17,397,384 +$14,089,621 SGOV, SPHY, MSFT, SMH, AMZN 13F-HR 13 Feb 2025, 11:48
Q4 2023 25 $112,073,774 $0 $0 $0 SGOV, SPHY, SMH, SCHG, AMZN 13F-HR 10 Feb 2025, 08:57