§ 13F · FUND PROFILE
Cornerstone National Bank & Trust Co.
Institutional filer · behavioral pattern: Dealer / Bank. Summary pending.
AUM · $245M (13F)Positions · 224Turnover · — · Q1Filed · Apr 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$40M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTIP | VANGUARD MALVERN FDS | 603K | $30M | 11.1% | −9% |
| 2 | VTI | VANGUARD INDEX FDS | 64K | $21M | 7.6% | −9% |
| 3 | SKOR | FLEXSHARES TR | 360K | $17M | 6.4% | −9% |
| 4 | SJNK | SPDR SERIES TRUST | 580K | $14M | 5.3% | −4% |
| 5 | TLTE | FLEXSHARES TR | 198K | $13M | 4.9% | −8% |
| 6 | MBSD | FLEXSHARES TR | 609K | $13M | 4.6% | −10% |
| 7 | VOO | VANGUARD INDEX FDS | 17K | $10M | 3.9% | NEW |
| 8 | TLTD | FLEXSHARES TR | 100K | $10M | 3.5% | −8% |
| 9 | VB | VANGUARD INDEX FDS | 36K | $9M | 3.5% | ±0% |
| 10 | GOVT | ISHARES TR | 349K | $8M | 2.9% | −9% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CORNERSTONE SIGNAL
AC read
Cornerstone National Bank & Trust Co is a Dealer / Bank fund managing $245 million in assets. The fund runs a broad portfolio of 224 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed