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Portfolio (Quarterly) Guide ↗

Cornerstone Planning Group LLC

· CIK 0001822587
13F Portfolio $794M AUM 1,867 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 321 New 891 Added 355 Reduced 163 Exited
Page 10 of 45  ·  891 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 PEP PEPSICO INC COM Consumer Defensive 689.0 $93K 0.01% +145.0 +26.6% $135.68 +5.7%
182 BK BANK OF NY MELLON CORP COM Financial Services 568.0 $91K 0.01% +61.0 +12.0% $160.41 -11.5%
183 MDT MEDTRONIC PLC SHS Healthcare 1,099.0 $90K 0.01% +367.0 +50.1% $81.89 +14.0%
184 QCOM QUALCOMM INC COM Technology 504.0 $88K 0.01% +202.0 +66.9% $175.55 -8.4%
185 ABT ABBOTT LABORATORIES COM Healthcare 868.0 $87K 0.01% +220.0 +34.0% $100.57 +16.0%
186 SE SEA LTD SPONSORD ADS Consumer Cyclical 832.0 $87K 0.01% +175.0 +26.6% $104.88 +12.1%
187 TT TRANE TECHNOLOGIES PLC SHS Industrials 181.0 $86K 0.01% +15.0 +9.0% $473.60 -4.3%
188 DFUS DIMENSIONAL U.S. EQUITY MARKET ETF 1,045.0 $85K 0.01% +238.0 +29.5% $81.70 +2.4%
189 SHW SHERWIN WILLIAMS CO COM Basic Materials 264.0 $85K 0.01% +15.0 +6.0% $320.46 +8.2%
190 NEE NEXTERA ENERGY INC COM Utilities 939.0 $84K 0.01% +72.0 +8.3% $89.40 -6.4%
191 ANET ARISTA NETWORKS INC COM SHS Technology 478.0 $84K 0.01% +72.0 +17.7% $174.87 +7.9%
192 ILCG ISHARES MORNINGSTAR GROWTH ETF 730.0 $83K 0.01% +236.0 +47.8% $114.21 +0.6%
193 MCK MCKESSON CORP COM Healthcare 102.0 $83K 0.01% +2.0 +2.0% $817.31 +5.1%
194 LOW LOWES COS INC COM Consumer Cyclical 395.0 $81K 0.01% +42.0 +11.9% $204.16 +5.8%
195 SPLB STATE STREET SPDR PORTFOLIO LONG TERM CORPORATE BOND ETF 3,729.0 $81K 0.01% +4K +10000.0% $21.62 -1.3%
196 SCHW SCHWAB CHARLES CORP COM Financial Services 796.0 $80K 0.01% +73.0 +10.1% $100.79 +11.4%
197 UNP UNION PAC CORP COM Industrials 274.0 $80K 0.01% +63.0 +29.9% $292.73 +5.2%
198 AMGN AMGEN INC COM Healthcare 219.0 $80K 0.01% +44.0 +25.1% $366.21 +20.0%
199 BKNG BOOKING HOLDINGS INC COM Consumer Cyclical 451.0 $80K 0.01% +440.0 +4000.0% $177.70 +18.0%
200 ED CONSOLIDATED EDISON INC COM Utilities 711.0 $80K 0.01% +254.0 +55.6% $112.07 -5.1%
Page 10 of 45  ·  891 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 37.1%
Technology 30.5%
Consumer Cyclical 7.4%
Healthcare 5.5%
Industrials 5.3%
Communication Services 4.5%
Utilities 3.1%
Consumer Defensive 2.6%
Energy 1.6%
Basic Materials 1.4%