BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

Cornerstone Planning, LLC

· CIK 0001802105
13F Portfolio $432M AUM 136 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 2 New 72 Added 22 Reduced 7 Exited
Page 2 of 4  ·  72 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 META META PLATFORMS INC Communication Services 8,322.0 $4.7M 1.08% +54.0 +0.7% $563.28 +2.3%
22 LLY ELI LILLY & CO Healthcare 3,861.0 $4.6M 1.07% +370.0 +10.6% $1199.50 -0.8%
23 GS GOLDMAN SACHS GROUP INC Financial Services 4,296.0 $4.3M 1.00% +57.0 +1.3% $1011.46 +2.9%
24 IBM INTERNATIONAL BUSINESS MACHS Technology 13,573.0 $3.8M 0.88% +284.0 +2.1% $281.21 -18.3%
25 KO COCA COLA CO Consumer Defensive 45,939.0 $3.7M 0.86% +881.0 +2.0% $81.27 +10.8%
26 PG PROCTER & GAMBLE CO Consumer Defensive 25,077.0 $3.7M 0.85% +303.0 +1.2% $146.64 -1.1%
27 QCOM QUALCOMM INC Technology 19,767.0 $3.7M 0.84% +856.0 +4.5% $184.79 -11.4%
28 MRK MERCK & CO INC Healthcare 28,026.0 $3.6M 0.83% +254.0 +0.9% $128.50 +19.2%
29 V VISA INC Financial Services 10,452.0 $3.6M 0.83% +173.0 +1.7% $343.08 +11.9%
30 ABBV ABBVIE INC Healthcare 14,208.0 $3.6M 0.83% +287.0 +2.1% $251.64 +4.5%
31 MS MORGAN STANLEY Financial Services 17,029.0 $3.6M 0.82% +318.0 +1.9% $209.04 +2.4%
32 CVX CHEVRON CORPORATION Energy 20,822.0 $3.5M 0.80% +147.0 +0.7% $165.91 +20.7%
33 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 3,576.0 $3.3M 0.77% +32.0 +0.9% $935.56 +2.2%
34 VXUS VANGUARD STAR FDS 38,604.0 $3.3M 0.76% +439.0 +1.1% $85.49 +2.7%
35 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 6,802.0 $3.2M 0.75% +152.0 +2.3% $477.59 -12.5%
36 CB CHUBB LTD SWITZ Financial Services 9,499.0 $3.2M 0.75% +85.0 +0.9% $340.72 +0.9%
37 HD HOME DEPOT INC Consumer Cyclical 8,954.0 $3.2M 0.73% +240.0 +2.8% $352.70 -5.1%
38 ISHARES TR 140,835.0 $3.2M 0.73% +3K +1.9% $22.37
39 VZ VERIZON COMMUNICATIONS INC Communication Services 74,220.0 $3.1M 0.73% +455.0 +0.6% $42.38 +18.4%
40 GD GENERAL DYNAMICS CORP Industrials 8,734.0 $3.1M 0.72% +129.0 +1.5% $354.23 +7.8%
Page 2 of 4  ·  72 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.3%
Financial Services 13.4%
Healthcare 12.6%
Consumer Defensive 9.6%
Communication Services 9.4%
Industrials 6.5%
Consumer Cyclical 6.1%
Utilities 3.8%
Basic Materials 2.7%
Energy 2.6%