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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 11 of 34  ·  663 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 WELL WELLTOWER INC COM Real Estate 243.0 $45K 0.01% +149.0 +158.5% $183.94 +18.8%
202 HIMS HIMS & HERS HEALTH INC COM CL A Healthcare 1,526.0 $44K 0.01% +1K +305.9% $28.67 -16.3%
203 ADBE ADOBE INC COM Technology 146.0 $44K 0.01% +13.0 +9.8% $299.58 -18.5%
204 NEA NUVEEN AMT FREE QLTY MUN INCME COM Financial Services 3,729.0 $43K 0.01% +140.0 +3.9% $11.65 -3.0%
205 HSBC HSBC HLDGS PLC SPON ADR NEW Financial Services 498.0 $43K 0.01% +117.0 +30.7% $87.00 +5.8%
206 FE FIRSTENERGY CORP COM Utilities 911.0 $43K 0.01% +39.0 +4.5% $47.41 -4.0%
207 BBVA BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR Financial Services 1,701.0 $43K 0.01% +104.0 +6.5% $25.14 -9.7%
208 NZF NUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INT Financial Services 3,445.0 $43K 0.01% +3K +10000.0% $12.39 -0.7%
209 TEL TE CONNECTIVITY PLC ORD SHS Technology 192.0 $43K 0.01% +104.0 +118.2% $221.77 -9.2%
210 MSTR STRATEGY INC CL A NEW Technology 264.0 $42K 0.01% +225.0 +576.9% $158.45 +4.0%
211 RY ROYAL BK CDA COM Financial Services 247.0 $41K 0.01% +88.0 +55.4% $166.58 +12.4%
212 CASY CASEYS GEN STORES INC COM Consumer Cyclical 66.0 $41K 0.01% +1.0 +1.5% $615.36 +34.0%
213 SHOP SHOPIFY INC CL A SUB VTG SHS Technology 290.0 $40K 0.01% +40.0 +16.0% $138.92 -24.4%
214 TD TORONTO DOMINION BK ONT COM NEW Financial Services 428.0 $40K 0.01% +274.0 +177.9% $93.62 +17.0%
215 JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF 780.0 $40K 0.01% +5.0 +0.7% $51.11 -0.5%
216 DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST Financial Services 81.0 $40K 0.01% +12.0 +17.4% $491.17 +2.4%
217 TOST TOAST INC CL A Technology 1,247.0 $40K 0.01% +1K +8807.1% $31.86 -26.8%
218 TILT FLEXSHARES MORNINGSTAR US MARKET FACTOR TILT INDEX FUND 153.0 $39K 0.01% +1.0 +0.7% $255.46 +5.3%
219 EA ELECTRONIC ARTS INC COM Communication Services 191.0 $39K 0.01% +8.0 +4.4% $204.38 -1.2%
220 PNC PNC FINL SVCS GROUP INC COM Financial Services 176.0 $39K 0.01% +168.0 +2100.0% $221.60 -2.2%
Page 11 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%