Cornerstone National Bank & Trust Co

Portfolio Overview

Cornerstone National Bank & Trust Co. manages a moderately sized investment portfolio totaling approximately $250.70 million as of December 31, 2025. The portfolio exhibits a high degree of diversification, comprising 253 total holdings. Over the quarter, the firm saw a modest portfolio appreciation of +2.2%, growing from $245.23 million.

The investment strategy appears to be a hybrid "Core and Satellite" approach. The "Core" consists of broad-market and fixed...