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Portfolio (Quarterly) Guide ↗

Cornerstone Planning, LLC

· CIK 0001802105
13F Portfolio $431M AUM Filed Mar 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 131 New
Page 3 of 7  ·  131 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MS MORGAN STANLEY Financial Services 20,302.0 $3.6M 0.84% NEW $178.18 +26.9%
42 ABBV ABBVIE INC Healthcare 14,972.0 $3.4M 0.79% NEW $228.51 +2.7%
43 GD GENERAL DYNAMICS CORP Industrials 10,107.0 $3.4M 0.79% NEW $337.97 +3.7%
44 XOM EXXON MOBIL CORP Energy 28,209.0 $3.4M 0.78% NEW $119.49 +15.9%
45 ORCL ORACLE CORP Technology 16,760.0 $3.3M 0.76% NEW $195.72 -15.6%
46 MA MASTERCARD INCORPORATED Financial Services 5,681.0 $3.3M 0.76% NEW $573.04 -14.8%
47 ADP AUTOMATIC DATA PROCESSING IN Industrials 12,578.0 $3.2M 0.75% NEW $258.28 -14.6%
48 NFLX NETFLIX INC Communication Services 34,400.0 $3.2M 0.75% NEW $94.34 -22.8%
49 QCOM QUALCOMM INC Technology 18,305.0 $3.1M 0.73% NEW $171.82 +18.8%
50 KO COCA COLA CO Consumer Defensive 44,625.0 $3.1M 0.73% NEW $70.24 +14.3%
51 LOW LOWES COS INC Consumer Cyclical 12,875.0 $3.1M 0.72% NEW $242.35 -11.9%
52 MRK MERCK & CO INC Healthcare 29,204.0 $3.1M 0.72% NEW $105.63 +13.2%
53 PG PROCTER AND GAMBLE CO Consumer Defensive 21,423.0 $3.1M 0.72% NEW $143.98 +4.8%
54 CB CHUBB LIMITED Financial Services 9,745.0 $3.1M 0.71% NEW $313.45 +6.0%
55 COST COSTCO WHSL CORP NEW Consumer Defensive 3,483.0 $3.0M 0.70% NEW $862.15 +11.1%
56 DIS DISNEY WALT CO Communication Services 26,261.0 $3.0M 0.70% NEW $114.26 -9.4%
57 CVX CHEVRON CORP NEW Energy 19,497.0 $3.0M 0.69% NEW $153.14 +14.9%
58 ABT ABBOTT LABS Healthcare 22,706.0 $2.9M 0.66% NEW $125.88 -28.1%
59 VZ VERIZON COMMUNICATIONS INC Communication Services 68,539.0 $2.8M 0.65% NEW $40.96 +10.7%
60 CRM SALESFORCE INC Technology 10,464.0 $2.8M 0.65% NEW $266.01 -42.3%
Page 3 of 7  ·  131 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 30.5%
Financial Services 16.5%
Communication Services 10.2%
Healthcare 9.6%
Consumer Defensive 8.7%
Industrials 8.2%
Consumer Cyclical 7.7%
Utilities 4.1%
Energy 2.8%
Basic Materials 1.9%