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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 13 of 34  ·  663 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 TLTD FLEXSHARES MORNINGSTAR DEVELOPED MARKETS EX-US FACTOR TILT INDEX FUND 336.0 $33K 0.01% +77.0 +29.7% $98.22 +2.5%
242 VRSK VERISK ANALYTICS INC COM Industrials 149.0 $33K 0.01% +46.0 +44.7% $219.06 -22.1%
243 G GENPACT LIMITED SHS Technology 724.0 $32K 0.01% +16.0 +2.3% $44.78 -28.5%
244 IQVIA HLDGS INC COM 135.0 $32K 0.01% +17.0 +14.4% $239.76
245 NYT NEW YORK TIMES CO CL A Communication Services 446.0 $32K 0.01% +190.0 +74.2% $72.50 +2.4%
246 ICSH ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF 633.0 $32K 0.01% +6.0 +1.0% $50.76 -0.4%
247 CDNS CADENCE DESIGN SYSTEM INC COM Technology 100.0 $32K 0.01% +7.0 +7.5% $320.49 +11.8%
248 TRU TRANSUNION COM Industrials 389.0 $32K 0.01% +220.0 +130.2% $81.17 -15.1%
249 D DOMINION ENERGY INC COM Utilities 518.0 $31K 0.01% +508.0 +5080.0% $60.70 +12.5%
250 JPMORGAN ULTRA-SHORT INCOME ETF 616.0 $31K 0.01% +6.0 +1.0% $50.76
251 CL COLGATE PALMOLIVE CO COM Consumer Defensive 366.0 $31K 0.01% +2.0 +0.6% $84.95 +6.5%
252 PHK PIMCO HIGH INCOME FD COM SHS Financial Services 6,279.0 $31K 0.01% +6K +10000.0% $4.95 -8.7%
253 APG API GROUP CORP COM STK Industrials 741.0 $31K 0.01% +736.0 +10000.0% $41.92 -1.0%
254 WCC WESCO INTL INC COM Industrials 106.0 $31K 0.01% +51.0 +92.7% $291.30 +20.1%
255 FLRN STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF 1,000.0 $31K 0.01% +812.0 +431.9% $30.84 -0.1%
256 PAYX PAYCHEX INC COM Industrials 296.0 $30K 0.01% +268.0 +957.1% $102.53 -8.1%
257 WEC WEC ENERGY GROUP INC COM Utilities 275.0 $30K 0.01% +264.0 +2400.0% $110.04 +0.6%
258 NU NU HLDGS LTD ORD SHS CL A Financial Services 1,609.0 $30K 0.01% +2K +5448.3% $18.76 -29.9%
259 TXN TEXAS INSTRS INC COM Technology 139.0 $30K 0.01% +134.0 +2680.0% $216.22 +41.0%
260 STE STERIS PLC SHS USD Healthcare 115.0 $30K 0.01% +89.0 +342.3% $260.86 -17.2%
Page 13 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%