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Cornerstone Strategic Investment Fund, Inc.

CIK: 0000814083 CLM Equity
Report date: 2026-05-21
AUM $1.8B
Expense Ratio
Category Equity
State MD
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-05-21

Holdings

From latest SEC N-PORT filing · US-listed stocks only

79 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 AMD Advanced Micro Devices Inc. Since 2026-07-07 007903107 Equity (Common)
0.50%
$9.08 44,625
2 GOOG Alphabet Inc. Since 2026-07-07 02079K107 Equity (Common)
5.74%
$103.17 359,652
3 AMZN Amazon.com, Inc. Since 2026-07-07 023135106 Equity (Common)
3.88%
$69.84 335,329
4 AXP American Express Company Since 2026-07-07 025816109 Equity (Common)
0.69%
$12.48 41,256
5 AME AMETEK, Inc. Since 2026-07-07 031100100 Equity (Common)
0.56%
$10.10 47,116
6 APH Amphenol Corporation Since 2026-07-07 032095101 Equity (Common)
0.68%
$12.23 96,827
7 ELV Elevance Health Inc. Since 2026-07-07 036752103 Equity (Common)
0.28%
$5.01 17,100
8 AAPL Apple Inc. Since 2026-07-07 037833100 Equity (Common)
7.19%
$129.23 509,200
9 ANET Arista Networks Inc Since 2026-07-07 040413205 Equity (Common)
0.60%
$10.76 87,639
10 AXON Axon Enterprise Inc Since 2026-07-07 05464C101 Equity (Common)
0.22%
$3.96 9,325
11 BRK.B Berkshire Hathaway Inc. Since 2026-07-07 084670702 Equity (Common)
0.72%
$12.91 26,950
12 BKNG Booking Holdings Inc Since 2026-07-07 09857L108 Equity (Common)
0.49%
$8.84 2,100
13 BSX Boston Scientific Corporation Since 2026-07-07 101137107 Equity (Common)
0.47%
$8.40 133,846
14 AVGO Broadcom Inc Since 2026-07-07 11135F101 Equity (Common)
2.62%
$47.19 152,459
15 CME CME Group Inc. Since 2026-07-07 12572Q105 Equity (Common)
0.84%
$15.03 50,890
16 CDNS Cadence Design Systems, Inc. Since 2026-07-07 127387108 Equity (Common)
0.39%
$6.97 25,100
17 CVNA Carvana Co Since 2026-07-07 146869102 Equity (Common)
0.23%
$4.07 12,955
18 CTAS Cintas Corporation Since 2026-07-07 172908105 Equity (Common)
0.47%
$8.45 49,975
19 COST Costco Wholesale Corporation Since 2026-07-07 22160K105 Equity (Common)
1.30%
$23.38 23,459
20 CRWD Crowdstrike Holdings Inc Since 2026-07-07 22788C105 Equity (Common)
0.43%
$7.70 19,716
21 DE Deere & Company Since 2026-07-07 244199105 Equity (Common)
0.69%
$12.44 22,086
22 DLR Digital Realty Trust Inc. Since 2026-07-07 253868103 Equity (Common)
0.60%
$10.75 59,650
23 DG Dollar General Corporation Since 2026-07-07 256677105 Equity (Common)
0.44%
$7.98 67,192
24 DASH DoorDash Inc Since 2026-07-07 25809K105 Equity (Common)
0.52%
$9.29 61,900
25 ECL Ecolab Inc. Since 2026-07-07 278865100 Equity (Common)
0.60%
$10.83 40,702
26 EMR Emerson Electric Co. Since 2026-07-07 291011104 Equity (Common)
0.40%
$7.22 55,100
27 META Meta Platforms Inc Since 2026-07-07 30303M102 Equity (Common)
2.30%
$41.28 72,159
28 FICO Fair Isaac Corporation Since 2026-07-07 303250104 Equity (Common)
0.30%
$5.35 5,008
29 GEV GE Vernova Inc. Since 2026-07-07 36828A101 Equity (Common)
0.95%
$17.02 19,499
30 GE GE Aerospace Since 2026-07-07 369604301 Equity (Common)
0.90%
$16.10 56,745
31 GWRE Guidewire Software Inc Since 2026-07-07 40171V100 Equity (Common)
0.32%
$5.69 38,028
32 HQY Healthequity Inc Since 2026-07-07 42226A107 Equity (Common)
0.33%
$6.02 72,024
33 HLT Hilton Worldwide Holdings Inc Since 2026-07-07 43300A203 Equity (Common)
0.55%
$9.96 32,770
34 IDXX IDEXX Laboratories Inc. Since 2026-07-07 45168D104 Equity (Common)
0.48%
$8.59 15,291
35 IBKR Interactive Brokers Group Inc Since 2026-07-07 45841N107 Equity (Common)
0.49%
$8.81 131,436
36 INTU Intuit Inc Since 2026-07-07 461202103 Equity (Common)
0.42%
$7.48 17,307
37 ISRG Intuitive Surgical Inc. Since 2026-07-07 46120E602 Equity (Common)
0.64%
$11.44 24,813
38 JPM JPMorgan Chase & Co. Since 2026-07-07 46625H100 Equity (Common)
1.85%
$33.21 112,900
39 JNJ Johnson & Johnson Since 2026-07-07 478160104 Equity (Common)
1.66%
$29.86 122,165
40 KKR KKR & Co Inc. Since 2026-07-07 48251W104 Equity (Common)
0.37%
$6.70 72,400
41 LH Labcorp Holdings Inc Since 2026-07-07 504922105 Equity (Common)
0.49%
$8.84 33,120
42 LYV Live Nation Entertainment, Inc. Since 2026-07-07 538034109 Equity (Common)
0.33%
$5.95 39,011
43 MA MasterCard Incorporated Since 2026-07-07 57636Q104 Equity (Common)
0.93%
$16.70 33,421
44 MELI Mercadolibre Inc Since 2026-07-07 58733R102 Equity (Common)
0.31%
$5.62 3,253
45 MU Micron Technology Inc. Since 2026-07-07 595112103 Equity (Common)
0.78%
$14.05 41,582
46 MPWR Monolithic Power Systems Inc. Since 2026-07-07 609839105 Equity (Common)
0.38%
$6.89 6,300
47 NFLX Netflix, Inc. Since 2026-07-07 64110L106 Equity (Common)
1.10%
$19.86 206,573
48 ORLY O'Reilly Automotive Inc. Since 2026-07-07 67103H107 Equity (Common)
0.60%
$10.82 117,246
49 ODFL Old Dominion Freight Line Inc. Since 2026-07-07 679580100 Equity (Common)
0.39%
$6.93 35,448
50 PM Philip Morris International Inc. Since 2026-07-07 718172109 Equity (Common)
1.04%
$18.62 112,626
51 PGR The Progressive Corporation Since 2026-07-07 743315103 Equity (Common)
0.65%
$11.63 58,668
52 RBA RB Global Inc Since 2026-07-07 74935Q107 Equity (Common)
0.30%
$5.42 56,562
53 RGEN Repligen Corporation Since 2026-07-07 759916109 Equity (Common)
0.21%
$3.77 32,000
54 HOOD Robinhood Markets Inc Since 2026-07-07 770700102 Equity (Common)
0.39%
$6.97 100,576
55 ROL Rollins Inc Since 2026-07-07 775711104 Equity (Common)
0.42%
$7.53 140,960
56 SPGI S&P Global Inc Since 2026-07-07 78409V104 Equity (Common)
0.62%
$11.14 26,200
57 NOW Servicenow Inc Since 2026-07-07 81762P102 Equity (Common)
0.45%
$8.08 77,290
58 SHW The Sherwin-Williams Company Since 2026-07-07 824348106 Equity (Common)
0.51%
$9.10 28,396
59 SHOP Shopify Inc Since 2026-07-07 82509L107 Equity (Common)
0.24%
$4.26 35,940
60 TKO TKO Group Holdings Inc. Since 2026-07-07 87256C101 Equity (Common)
0.38%
$6.88 34,100
61 TMUS T-Mobile US Inc Since 2026-07-07 872590104 Equity (Common)
0.70%
$12.50 59,508
62 TSLA Tesla Inc Since 2026-07-07 88160R101 Equity (Common)
1.58%
$28.36 76,300
63 TMO Thermo Fisher Scientific Inc Since 2026-07-07 883556102 Equity (Common)
0.77%
$13.76 27,984
64 TW Tradeweb Markets Inc Since 2026-07-07 892672106 Equity (Common)
0.36%
$6.43 54,680
65 TYL Tyler Technologies Inc. Since 2026-07-07 902252105 Equity (Common)
0.21%
$3.72 10,865
66 UNP Union Pacific Corporation Since 2026-07-07 907818108 Equity (Common)
0.71%
$12.76 52,576
67 URI United Rentals, Inc. Since 2026-07-07 911363109 Equity (Common)
0.25%
$4.56 6,262
68 VEEV Veeva Systems Inc Since 2026-07-07 922475108 Equity (Common)
0.21%
$3.76 21,411
69 V Visa Inc Since 2026-07-07 92826C839 Equity (Common)
1.06%
$19.03 62,970
70 VMC Vulcan Materials Company Since 2026-07-07 929160109 Equity (Common)
0.31%
$5.64 20,696
71 WAB Westinghouse Air Brake Technologies Corporation Since 2026-07-07 929740108 Equity (Common)
0.51%
$9.13 36,535
72 WMT Walmart Inc Since 2026-07-07 931142103 Equity (Common)
1.58%
$28.41 228,615
73 WCN Waste Connections Inc. Since 2026-07-07 94106B101 Equity (Common)
0.53%
$9.48 58,341
74 WELL Welltower Inc. Since 2026-07-07 95040Q104 Equity (Common)
0.83%
$14.84 75,057
75 ETN Eaton Corporation PLC Since 2026-07-07 G29183103 Equity (Common)
0.62%
$11.16 31,214
76 LIN Linde PLC Since 2026-07-07 G54950103 Equity (Common)
0.82%
$14.74 29,729
77 STX Seagate Technology Holdings PLC Since 2026-07-07 G7997R103 Equity (Common)
0.29%
$5.19 13,251
78 SPOT Spotify Technology S.A. Since 2026-07-07 L8681T102 Equity (Common)
0.29%
$5.14 10,595
79 RACE Ferrari N V Since 2026-07-07 N3167Y103 Equity (Common)
0.41%
$7.34 21,702
Frequently Asked Questions — Cornerstone Strategic Investment Fund, Inc.
What type of mutual fund is Cornerstone Strategic Investment Fund, Inc.?
Cornerstone Strategic Investment Fund, Inc. is a SEC-registered Equity fund, with $1.8B in assets under management. Equity funds invest primarily in a diversified portfolio of stocks and equities, aiming for long-term capital appreciation. They carry higher market risk than bond or money market funds but historically offer stronger long-term returns. Equity mutual funds can be further classified as large-cap, mid-cap, small-cap, growth, value, or sector-specific depending on their investment mandate. As of its latest SEC N-PORT filing, Cornerstone Strategic Investment Fund, Inc. holds 79 portfolio positions, all detailed in the holdings table on this page.
What are Cornerstone Strategic Investment Fund, Inc.'s assets under management (AUM)?
Cornerstone Strategic Investment Fund, Inc. has $1.8B in assets under management (AUM) according to its most recent SEC N-PORT filing on StockSifting. AUM represents the total market value of all securities and other assets held by the fund as of the report date. A larger AUM generally signals a more established fund with greater institutional adoption, more trading liquidity, and potentially lower per-unit operational costs due to economies of scale. AUM changes daily as market prices fluctuate and as investors purchase or redeem fund shares — the figure shown here reflects the most recently available N-PORT disclosure, not the current real-time value. For the live figure, consult the fund's official website or its latest SEC EDGAR filing.
What are Cornerstone Strategic Investment Fund, Inc.'s top holdings?
According to Cornerstone Strategic Investment Fund, Inc.'s most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include Advanced Micro Devices Inc., Alphabet Inc., Amazon.com, Inc. , among others. The complete list of all 79 holdings — including CUSIP, asset type, portfolio weight percentage, dollar value, and share quantity — is available in the holdings table above. Holdings data is sourced directly from SEC EDGAR N-PORT filings and reflects the fund's positions as of the report date shown at the top of this page. Due to the 60-day SEC disclosure lag, these positions may differ from the fund's current portfolio. For the latest holdings before public release, refer to SEC EDGAR directly.
What is Cornerstone Strategic Investment Fund, Inc.'s expense ratio?
Expense ratio data for Cornerstone Strategic Investment Fund, Inc. is not currently available in StockSifting's database. The expense ratio is the annual fee charged by a mutual fund as a percentage of your investment, covering management fees and operational costs. It is one of the most important factors affecting net long-term returns — lower expense ratios allow more of a fund's gross performance to flow through to investors. For the most accurate and current expense ratio, refer to the fund's official prospectus or its SEC EDGAR filings. You can also contact us if you believe this data should be present.
Where can I find Cornerstone Strategic Investment Fund, Inc.'s SEC filings?
Cornerstone Strategic Investment Fund, Inc. is required to file monthly portfolio reports (Form N-PORT) with the U.S. Securities and Exchange Commission (SEC). Its SEC Central Index Key (CIK) is 0000814083. You can access all of Cornerstone Strategic Investment Fund, Inc.'s SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0000814083). N-PORT filings disclose the fund's complete portfolio holdings, fair value measurements, and certain risk metrics as of each filing period end date. StockSifting automatically parses these filings to populate the holdings table, AUM figures, and expense ratio displayed on this page, making the raw EDGAR data accessible without needing to download and parse XML files manually.
How current is Cornerstone Strategic Investment Fund, Inc.'s holdings data on StockSifting?
Holdings data for Cornerstone Strategic Investment Fund, Inc. on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing. Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions. The Report date displayed at the top of this page indicates exactly when the underlying data was current. If the fund has made significant portfolio changes since that date — responding to market events, earnings releases, or macro shifts — those changes will not be reflected here until the next N-PORT filing is released. For the most up-to-date holdings before the public disclosure window, refer to the fund's official website or SEC EDGAR directly. StockSifting is best used for fundamental research and historical portfolio analysis, not real-time trading decisions.