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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 11 of 45  ·  891 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 PYPL PAYPAL HLDGS INC COM Financial Services 1,430.0 $79K 0.01% +223.0 +18.5% $55.51 +10.9%
202 FCX FREEPORT MCMORAN INC CL B Basic Materials 1,216.0 $79K 0.01% +105.0 +9.4% $65.01 +17.9%
203 WDIV STATE STREET SPDR S&P GLOBAL DIVIDEND ETF 948.0 $79K 0.01% +626.0 +194.4% $82.84 +2.9%
204 SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF 1,264.0 $78K 0.01% +10.0 +0.8% $61.80 +2.8%
205 JBND JPMORGAN ACTIVE BOND ETF 1,468.0 $78K 0.01% +773.0 +111.2% $52.82 -0.3%
206 TRV TRAVELERS COMPANIES INC COM Financial Services 208.0 $77K 0.01% +23.0 +12.4% $371.49 -2.1%
207 PWR QUANTA SVCS INC COM Industrials 120.0 $77K 0.01% +9.0 +8.1% $643.32 -0.6%
208 WELL WELLTOWER INC COM Real Estate 314.0 $77K 0.01% +71.0 +29.2% $245.28 -2.4%
209 EXC EXELON CORP COM Utilities 1,646.0 $77K 0.01% +153.0 +10.2% $46.70 -6.2%
210 NVS NOVARTIS AG SPONSORED ADR Healthcare 501.0 $77K 0.01% +180.0 +56.1% $153.08 +3.8%
211 USB US BANCORP COM NEW Financial Services 1,174.0 $76K 0.01% +192.0 +19.6% $64.45 -3.7%
212 PFF ISHARES PREFERRED & INCOME SECURITIES ETF 2,463.0 $75K 0.01% +158.0 +6.8% $30.45 +0.0%
213 COIN COINBASE GLOBAL INC COM CL A Financial Services 449.0 $75K 0.01% +379.0 +541.4% $166.12 +12.3%
214 PHM PULTE GROUP INC COM Consumer Cyclical 588.0 $74K 0.01% +32.0 +5.8% $126.69 +1.8%
215 DAL DELTA AIR LINES INC COM NEW Industrials 874.0 $73K 0.01% +350.0 +66.8% $83.49 -1.3%
216 PAYX PAYCHEX INC COM Industrials 657.0 $73K 0.01% +361.0 +122.0% $110.79 +12.3%
217 APOS APOLLO GLOBAL MGMT INC COM 594.0 $71K 0.01% +36.0 +6.5% $118.94
218 DDOG DATADOG INC CL A COM Technology 282.0 $69K 0.01% +23.0 +8.9% $245.77 -4.1%
219 GLW CORNING INC COM Technology 449.0 $69K 0.01% +105.0 +30.5% $154.12 -2.8%
220 PGR PROGRESSIVE CORP COM Financial Services 336.0 $69K 0.01% +65.0 +24.0% $204.74 +7.1%
Page 11 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%