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Portfolio (Quarterly) Guide ↗

Cornerstone Planning Group LLC

· CIK 0001822587
13F Portfolio $641M AUM 1,709 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 187 New 663 Added 606 Reduced 172 Exited
Page 10 of 34  ·  663 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 RCL ROYAL CARIBBEAN GROUP COM Consumer Cyclical 172.0 $50K 0.01% +156.0 +975.0% $291.26 -12.8%
182 CME CME GROUP INC COM Financial Services 175.0 $50K 0.01% +6.0 +3.5% $285.38 +1.4%
183 FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW Industrials 197.0 $50K 0.01% +69.0 +53.9% $251.73 -11.1%
184 IWP ISHARES RUSSELL MID-CAP GROWTH ETF 357.0 $50K 0.01% +233.0 +187.9% $138.77 -0.7%
185 BP BP PLC SPONSORED ADR Energy 1,303.0 $49K 0.01% +74.0 +6.0% $37.70 +19.0%
186 FISV FISERV INC COM Technology 753.0 $49K 0.01% +281.0 +59.5% $64.95 -14.1%
187 U UNITY SOFTWARE INC COM Technology 1,216.0 $49K 0.01% +1K +3953.3% $40.16 -34.7%
188 CRWD CROWDSTRIKE HLDGS INC CL A Technology 104.0 $49K 0.01% +38.0 +57.6% $469.19 +38.2%
189 CBOE CBOE GLOBAL MKTS INC COM Financial Services 183.0 $48K 0.01% +17.0 +10.2% $264.87 +32.9%
190 ED CONSOLIDATED EDISON INC COM Utilities 457.0 $48K 0.01% +15.0 +3.4% $105.19 +2.1%
191 FDX FEDEX CORP COM Industrials 152.0 $48K 0.01% +1.0 +0.7% $314.72 +23.6%
192 UPS UNITED PARCEL SVCS INC CL B Industrials 458.0 $48K 0.01% +402.0 +717.9% $103.76 -4.7%
193 NVS NOVARTIS AG SPONSORED ADR Healthcare 321.0 $47K 0.01% +319.0 +10000.0% $147.87 +2.6%
194 FDVV FIDELITY HIGH DIVIDEND ETF 816.0 $47K 0.01% +706.0 +641.8% $58.07 +3.6%
195 UBS UBS GROUP AG SHS Financial Services 969.0 $46K 0.01% +882.0 +1013.8% $47.96 -1.4%
196 NET CLOUDFLARE INC CL A COM Technology 250.0 $46K 0.01% +4.0 +1.6% $184.88 +15.0%
197 QCOM QUALCOMM INC COM Technology 302.0 $46K 0.01% +167.0 +123.7% $152.89 +32.5%
198 ROST ROSS STORES INC COM Consumer Cyclical 248.0 $46K 0.01% +198.0 +396.0% $186.06 +14.3%
199 RINF PROSHARES INFLATION EXPECTATIONS ETF 1,418.0 $46K 0.01% +1K +467.2% $32.49 +0.8%
200 SRLN STATE STREET BLACKSTONE SENIOR LOAN ETF 1,113.0 $46K 0.01% +841.0 +309.2% $41.20 -1.7%
Page 10 of 34  ·  663 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
Financial Services 39.9%
Technology 25.9%
Consumer Cyclical 8.3%
Communication Services 5.9%
Healthcare 5.3%
Industrials 4.8%
Utilities 3.1%
Consumer Defensive 2.5%
Energy 2.0%
Basic Materials 1.4%