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Portfolio (Quarterly) Guide ↗

Cornerstone Planning, LLC

· CIK 0001802105
13F Portfolio $443M AUM 141 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 21 New 42 Added 53 Reduced 11 Exited
Page 3 of 8  ·  141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 KO COCA COLA CO Consumer Defensive 45,058.0 $3.4M 0.77% +433.0 +1.0% $76.09 +4.5%
42 BAC BANK AMERICA CORP Financial Services 69,570.0 $3.4M 0.77% -8K -10.2% $48.80 +17.6%
43 XOM EXXON MOBIL CORP Energy 19,784.0 $3.4M 0.76% -8K -29.9% $169.68 -18.8%
44 MRK MERCK & CO INC Healthcare 27,772.0 $3.3M 0.75% -1K -4.9% $120.35 -4.1%
45 CSCO CISCO SYS INC Technology 42,617.0 $3.3M 0.75% -5K -9.7% $77.64 +56.5%
46 PLTR PALANTIR TECHNOLOGIES INC Technology 22,258.0 $3.3M 0.74% -9K -29.8% $146.41 -18.4%
47 IBM INTERNATIONAL BUSINESS MACHS Technology 13,289.0 $3.2M 0.73% -1K -9.5% $242.61 +4.0%
48 PEP PEPSICO INC Consumer Defensive 20,700.0 $3.2M 0.73% +2K +13.0% $155.37 -9.4%
49 LLY ELI LILLY & CO Healthcare 3,491.0 $3.2M 0.72% -462.0 -11.7% $920.36 +19.9%
50 HON HONEYWELL INTL INC Industrials 14,109.0 $3.2M 0.72% +1K +10.4% $226.18 +0.9%
51 V VISA INC Financial Services 10,279.0 $3.1M 0.70% -403.0 -3.8% $302.51 +8.2%
52 ISHARES TR 138,194.0 $3.1M 0.70% NEW $22.48
53 CB CHUBB LTD SWITZ Financial Services 9,414.0 $3.1M 0.69% -331.0 -3.4% $326.11 -0.3%
54 ISHARES TR 136,349.0 $3.0M 0.69% NEW $22.33
55 LOW LOWES COS INC Consumer Cyclical 12,833.0 $3.0M 0.69% $236.58 -9.4%
56 ABBV ABBVIE INC Healthcare 13,921.0 $3.0M 0.68% -1K -7.0% $217.68 +5.7%
57 ALB ALBEMARLE CORP Basic Materials 16,484.0 $3.0M 0.67% NEW $179.61 -12.8%
58 GD GENERAL DYNAMICS CORP Industrials 8,605.0 $3.0M 0.67% -2K -14.9% $343.50 -0.0%
59 VXUS VANGUARD STAR FDS 38,165.0 $2.9M 0.66% NEW $77.06 +13.0%
60 AXP AMERICAN EXPRESS CO Financial Services 9,714.0 $2.9M 0.66% -899.0 -8.5% $302.75 +11.7%
Page 3 of 8  ·  141 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 27.4%
Financial Services 15.6%
Healthcare 12.1%
Consumer Defensive 9.8%
Communication Services 9.7%
Consumer Cyclical 8.1%
Industrials 7.1%
Utilities 3.6%
Energy 3.4%
Basic Materials 3.1%