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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 7 of 8  ·  141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ANET ARISTA NETWORKS INC Technology 2,728.0 $335K 0.08% $122.78 +32.1%
122 IAU ISHARES GOLD TR Financial Services 3,748.0 $330K 0.07% $88.16 -12.3%
123 IVW ISHARES TR 2,781.0 $315K 0.07% $113.11 +18.2%
124 IJS ISHARES TR 2,578.0 $305K 0.07% -121.0 -4.5% $118.45 +12.0%
125 SCHW SCHWAB CHARLES CORP Financial Services 3,024.0 $284K 0.06% $93.98 -0.9%
126 KMI KINDER MORGAN INC DEL Energy 8,400.0 $282K 0.06% $33.53 -3.0%
127 EFSC ENTERPRISE FINL SVCS CORP Financial Services 5,178.0 $280K 0.06% -568.0 -9.9% $54.11 +19.5%
128 TFC TRUIST FINL CORP Financial Services 5,779.0 $266K 0.06% $45.97 +8.1%
129 BILS SPDR SERIES TRUST 2,637.0 $258K 0.06% -652.0 -19.8% $97.82 +1.5%
130 SLYV SPDR SERIES TRUST 2,700.0 $255K 0.06% -67.0 -2.4% $94.58 +11.9%
131 LMT LOCKHEED MARTIN CORP Industrials 412.0 $249K 0.06% NEW $604.39 -16.7%
132 VUG VANGUARD INDEX FDS 564.0 $246K 0.06% $436.79 -80.8%
133 TXN TEXAS INSTRS INC Technology 1,239.0 $241K 0.05% -14K -91.7% $194.14 +56.8%
134 XBI SPDR SERIES TRUST 1,834.0 $234K 0.05% $127.73 +15.1%
135 AIR LEASE CORP 3,600.0 $234K 0.05% $64.94
136 MELI MERCADOLIBRE INC Consumer Cyclical 135.0 $233K 0.05% $1729.02 -8.4%
137 DIVO AMPLIFY ETF TR 5,117.0 $229K 0.05% NEW $44.85 +2.5%
138 COWZ PACER FDS TR 3,639.0 $228K 0.05% NEW $62.56 -1.2%
139 MDYV SPDR SERIES TRUST 2,661.0 $227K 0.05% $85.15 +9.0%
140 MCK MCKESSON CORP Healthcare 251.0 $217K 0.05% $865.36 -11.7%
Page 7 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%