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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 12 of 34  ·  663 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 DHI D R HORTON INC COM Consumer Cyclical 258.0 $39K 0.01% +19.0 +8.0% $150.17 -4.0%
222 TM TOYOTA MOTOR CORP ADS Consumer Cyclical 175.0 $38K 0.01% +48.0 +37.8% $218.89 -13.2%
223 GNR SPDR S&P GLOBAL NATURAL RESOURCES ETF 534.0 $38K 0.01% +455.0 +576.0% $70.95 +4.2%
224 UAL UNITED AIRLS HLDGS INC COM Industrials 354.0 $37K 0.01% +344.0 +3440.0% $104.91 -6.6%
225 ACWV ISHARES MSCI GLOBAL MIN VOL FACTOR ETF 303.0 $37K 0.01% +3.0 +1.0% $120.89 +1.0%
226 CRWV COREWEAVE INC COM CL A Technology 343.0 $36K 0.01% +251.0 +272.8% $106.02 +1.5%
227 VEEV VEEVA SYS INC CL A COM Healthcare 166.0 $36K 0.01% +27.0 +19.4% $217.99 -24.3%
228 CRH PLC ORD 294.0 $36K 0.01% +26.0 +9.7% $122.46
229 NEM NEWMONT CORP COM Basic Materials 272.0 $36K 0.01% +206.0 +312.1% $131.99 -17.9%
230 GLW CORNING INC COM Technology 344.0 $36K 0.01% +8.0 +2.4% $104.31 +84.0%
231 SAN BANCO SANTANDER SA ADR Financial Services 2,804.0 $36K 0.01% +373.0 +15.3% $12.68 -2.4%
232 BTI BRITISH AMERN TOB PLC SPONSORED ADR Consumer Defensive 591.0 $36K 0.01% +346.0 +141.2% $60.16 +9.3%
233 TPR TAPESTRY INC COM Consumer Cyclical 282.0 $36K 0.01% +272.0 +2720.0% $126.01 +7.8%
234 DAL DELTA AIR LINES INC DEL COM NEW Industrials 524.0 $34K 0.01% +429.0 +451.6% $65.82 +14.9%
235 MMM 3M CO COM Industrials 221.0 $34K 0.01% +7.0 +3.3% $155.81 -2.7%
236 CBRE CBRE GROUP INC CL A Real Estate 199.0 $34K 0.01% +4.0 +2.0% $169.50 -22.7%
237 TYL TYLER TECHNOLOGIES INC COM Technology 80.0 $34K 0.01% +78.0 +3900.0% $419.12 -24.3%
238 SMFG SUMITOMO MITSUI FINL GROUP INC SPONSORED ADR Financial Services 1,592.0 $33K 0.01% +2K +3149.0% $20.95 +9.0%
239 DUK DUKE ENERGY CORP NEW COM NEW Utilities 277.0 $33K 0.01% +275.0 +10000.0% $120.29 +3.6%
240 CPRT COPART INC COM Industrials 813.0 $33K 0.01% +83.0 +11.4% $40.62 -15.3%
Page 12 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%