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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 13 of 45  ·  891 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 EOS EATON VANCE ENHANCED EQUITY IN COM Financial Services 2,751.0 $60K 0.01% +112.0 +4.2% $21.80 -1.7%
242 UBS UBS GROUP AG SHS Financial Services 1,137.0 $60K 0.01% +168.0 +17.3% $52.65 +1.2%
243 FDRR FIDELITY DIVIDEND ETF FOR RISING RATES 883.0 $59K 0.01% +63.0 +7.7% $67.03 +3.6%
244 BP BP PLC SPONSORED ADR Energy 1,354.0 $59K 0.01% +51.0 +3.9% $43.32 +3.3%
245 CB CHUBB LIMITED COM Financial Services 170.0 $58K 0.01% +52.0 +44.1% $343.46 -0.7%
246 SYK STRYKER CORPORATION COM Healthcare 188.0 $58K 0.01% +37.0 +24.5% $309.32 +6.5%
247 JCI JOHNSON CTLS INTL PLC SHS Industrials 408.0 $58K 0.01% +24.0 +6.2% $142.49 +0.4%
248 DUK DUKE ENERGY CORP NEW COM NEW Utilities 453.0 $58K 0.01% +176.0 +63.5% $127.96 -6.3%
249 RY ROYAL BK CDA COM Financial Services 274.0 $58K 0.01% +27.0 +10.9% $211.45 -2.9%
250 ICLN ISHARES GLOBAL CLEAN ENERGY ETF 3,109.0 $58K 0.01% +3K +2310.1% $18.54 -5.1%
251 COF CAPITAL ONE FINL CORP COM Financial Services 280.0 $56K 0.01% +43.0 +18.1% $201.20 +8.3%
252 FDX FEDEX CORP COM Industrials 175.0 $56K 0.01% +23.0 +15.1% $320.89 +1.3%
253 SNDK SANDISK CORP COM Technology 35.0 $56K 0.01% +18.0 +105.9% $1599.26 -0.2%
254 FE FIRSTENERGY CORP COM Utilities 1,133.0 $56K 0.01% +222.0 +24.4% $49.32 -6.8%
255 RCL ROYAL CARIBBEAN GROUP COM Consumer Cyclical 195.0 $56K 0.01% +23.0 +13.4% $285.86 +2.1%
256 HIMS HIMS & HERS HEALTH INC COM CL A Healthcare 1,756.0 $56K 0.01% +230.0 +15.1% $31.68 +6.6%
257 MDLZ MONDELEZ INTL INC CL A Consumer Defensive 900.0 $55K 0.01% +121.0 +15.5% $60.88 +5.9%
258 CVS CVS HEALTH CORP COM Healthcare 499.0 $54K 0.01% +290.0 +138.8% $108.00 -13.9%
259 TD TORONTO DOMINION BK ONT COM NEW Financial Services 443.0 $54K 0.01% +15.0 +3.5% $121.30 -3.4%
260 MRSH MARSH & MCLENNAN COS INC COM Financial Services 304.0 $53K 0.01% +27.0 +9.8% $175.91 +9.2%
Page 13 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%