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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 6 of 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IVV ISHARES TR 907.0 $679K 0.16% $749.12 +2.7%
102 ALB ALBEMARLE CORP Basic Materials 5,009.0 $676K 0.16% -11K -69.6% $135.02 -0.4%
103 NKE NIKE INC Consumer Cyclical 16,062.0 $662K 0.15% +322.0 +2.0% $41.24 -6.4%
104 ITOT ISHARES TR 4,002.0 $657K 0.15% $164.27 +2.2%
105 AMGN AMGEN INC Healthcare 1,784.0 $646K 0.15% -5K -74.7% $362.08 +21.6%
106 CSX CSX CORP Industrials 12,236.0 $582K 0.14% $47.53 +8.9%
107 BA BOEING CO Industrials 2,609.0 $565K 0.13% -6K -71.3% $216.46 -2.0%
108 VPU VANGUARD WORLD FD 2,872.0 $562K 0.13% $195.73 -3.9%
109 TSLA TESLA INC Consumer Cyclical 1,306.0 $549K 0.13% +16.0 +1.2% $420.60 -17.8%
110 SCHD SCHWAB STRATEGIC TR 15,517.0 $492K 0.11% $31.71 +10.5%
111 IJJ ISHARES TR 3,189.0 $471K 0.11% $147.74 +0.5%
112 GAM GENERAL AMERN INVS CO INC Financial Services 7,136.0 $455K 0.10% $63.75 +6.0%
113 SHOP SHOPIFY INC Technology 3,958.0 $452K 0.10% $114.18 +31.6%
114 ED CONSOLIDATED EDISON INC Utilities 4,074.0 $451K 0.10% $110.63 -2.3%
115 BKNG BOOKING HOLDINGS INC Consumer Cyclical 2,500.0 $446K 0.10% +2K +2400.0% $178.24 +17.2%
116 VTV VANGUARD INDEX FDS 1,774.0 $387K 0.09% $217.93 +4.1%
117 IVW ISHARES TR 2,781.0 $382K 0.09% $137.53 +0.8%
118 TGT TARGET CORP Consumer Defensive 2,912.0 $380K 0.09% -7K -70.6% $130.60 +25.6%
119 TXN TEXAS INSTRS INC Technology 1,236.0 $368K 0.09% $298.07 -12.2%
120 IJS ISHARES TR 2,578.0 $352K 0.08% $136.68 +0.9%
Page 6 of 7  ·  136 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%