CORNERSTONE ADVISORY, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TY | 147K | $4.82M |
 | ARCC | 146K | $2.95M |
 | AAPL | 114K | $31.02M |
 | OBDC | 114K | $1.42M |
 | ET | 104K | $1.71M |
 | TROW | 81K | $8.31M |
 | AMZN | 73K | $16.89M |
 | NVDA | 73K | $13.52M |
 | GOOGL | 69K | $21.75M |
 | BRK-B | 54K | $27.13M |
 | EPD | 47K | $1.50M |
 | OCSL | 43K | $546.01K |
 | QXO | 35K | $682.87K |
 | SHEN | 35K | $408.08K |
 | MSFT | 32K | $15.53M |
 | GOOG | 30K | $9.34M |
 | XOM | 28K | $3.32M |
 | BAC | 25K | $1.39M |
 | SO | 22K | $1.96M |
 | LCNB | 21K | $344.19K |
Tri-Continental Corporation
TY
Shares Held
147K
Value
$4.82M
Ares Capital Corporation
ARCC
Shares Held
146K
Value
$2.95M
Apple Inc.
AAPL
Shares Held
114K
Value
$31.02M
Blue Owl Capital Corporation
OBDC
Shares Held
114K
Value
$1.42M
Energy Transfer LP
ET
Shares Held
104K
Value
$1.71M
T. Rowe Price Group, Inc.
TROW
Shares Held
81K
Value
$8.31M
Amazon.com, Inc.
AMZN
Shares Held
73K
Value
$16.89M
NVIDIA Corporation
NVDA
Shares Held
73K
Value
$13.52M
Alphabet Inc.
GOOGL
Shares Held
69K
Value
$21.75M
Berkshire Hathaway Inc.
BRK-B
Shares Held
54K
Value
$27.13M
Enterprise Products Partners L.P.
EPD
Shares Held
47K
Value
$1.50M
Oaktree Specialty Lending Corporation
OCSL
Shares Held
43K
Value
$546.01K
QXO, Inc.
QXO
Shares Held
35K
Value
$682.87K
Shenandoah Telecommunications Company
SHEN
Shares Held
35K
Value
$408.08K
Microsoft Corporation
MSFT
Shares Held
32K
Value
$15.53M
Alphabet Inc.
GOOG
Shares Held
30K
Value
$9.34M
Exxon Mobil Corporation
XOM
Shares Held
28K
Value
$3.32M
Bank of America Corporation
BAC
Shares Held
25K
Value
$1.39M
The Southern Company
SO
Shares Held
22K
Value
$1.96M
LCNB Corp.
LCNB
Shares Held
21K
Value
$344.19K