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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 5 of 7  ·  131 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CL COLGATE PALMOLIVE CO Consumer Defensive 18,158.0 $1.4M 0.34% NEW $79.41 +15.1%
82 NKE NIKE INC Consumer Cyclical 22,307.0 $1.4M 0.33% NEW $64.15 -33.9%
83 TGT TARGET CORP Consumer Defensive 14,268.0 $1.4M 0.33% NEW $98.25 +36.5%
84 SCHB SCHWAB STRATEGIC TR 48,984.0 $1.3M 0.30% NEW $26.23 +8.6%
85 VOO VANGUARD INDEX FDS 1,799.0 $1.1M 0.26% NEW $627.13 +7.8%
86 NEE NEXTERA ENERGY INC Utilities 11,656.0 $941K 0.22% NEW $80.69 +7.1%
87 SRE SEMPRA Utilities 10,413.0 $924K 0.21% NEW $88.73 +4.0%
88 D DOMINION ENERGY INC Utilities 15,351.0 $904K 0.21% NEW $58.89 +16.2%
89 AEP AMERICAN ELEC PWR CO INC Utilities 7,515.0 $871K 0.20% NEW $115.93 +15.4%
90 CEG CONSTELLATION ENERGY CORP Utilities 2,440.0 $866K 0.20% NEW $355.04 -23.9%
91 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 10,612.0 $856K 0.20% NEW $80.62 +1.0%
92 SO SOUTHERN CO Utilities 9,550.0 $836K 0.19% NEW $87.56 +8.4%
93 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 9,000.0 $821K 0.19% NEW $91.21 -4.0%
94 EXC EXELON CORP Utilities 18,555.0 $812K 0.19% NEW $43.78 +6.5%
95 VPU VANGUARD WORLD FD 4,325.0 $801K 0.19% NEW $185.12 +6.0%
96 CRWD CROWDSTRIKE HLDGS INC Technology 1,477.0 $692K 0.16% NEW $468.76 +45.3%
97 TSLA TESLA INC Consumer Cyclical 1,528.0 $665K 0.15% NEW $435.00 -12.3%
98 VST VISTRA CORP Utilities 4,161.0 $659K 0.15% NEW $158.29 +5.7%
99 GOOG ALPHABET INC Communication Services 2,260.0 $646K 0.15% NEW $286.03 +21.0%
100 SHOP SHOPIFY INC Technology 3,958.0 $637K 0.15% NEW $160.97 -33.1%
Page 5 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%