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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 15 of 45  ·  891 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 RINF PROSHARES INFLATION EXPECTATIONS ETF 1,438.0 $47K 0.01% +20.0 +1.4% $32.59 +0.5%
282 AOK ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF 1,143.0 $47K 0.01% +38.0 +3.4% $40.94 +0.9%
283 SRLN STATE STREET BLACKSTONE SENIOR LOAN ETF 1,147.0 $46K 0.01% +34.0 +3.0% $40.36 +0.6%
284 CANADIAN PACIFIC KANSAS CITY COM 506.0 $46K 0.01% +17.0 +3.5% $91.32
285 TPR TAPESTRY INC COM Consumer Cyclical 318.0 $46K 0.01% +36.0 +12.8% $143.51 -9.3%
286 SMFG SUMITOMO MITSUI FIN GRP INC SPONSORED ADR Financial Services 1,737.0 $45K 0.01% +145.0 +9.1% $26.08 -3.9%
287 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 744.0 $45K 0.01% +127.0 +20.6% $60.73 +10.3%
288 CL COLGATE PALMOLIVE CO COM Consumer Defensive 490.0 $45K 0.01% +124.0 +33.9% $91.64 -0.6%
289 CDNS CADENCE DESIGN SYSTEM INC COM Technology 133.0 $45K 0.01% +33.0 +33.0% $337.01 -5.3%
290 FMDE FIDELITY ENHANCED MID CAP CORE ETF 1,103.0 $45K 0.01% +455.0 +70.2% $40.54 +4.6%
291 TOST TOAST INC CL A Technology 1,529.0 $45K 0.01% +282.0 +22.6% $29.21 +25.4%
292 PSX PHILLIPS 66 COM Energy 210.0 $44K 0.01% +51.0 +32.1% $211.65 +14.7%
293 DHI D R HORTON INC COM Consumer Cyclical 312.0 $44K 0.01% +54.0 +20.9% $142.34 +4.2%
294 ZETA ZETA GLOBAL HOLDINGS CORP CL A Technology 2,167.0 $44K 0.01% +867.0 +66.7% $20.18 +44.1%
295 VTR VENTAS INC COM Real Estate 450.0 $44K 0.01% +351.0 +354.6% $97.13 -4.2%
296 MRVL MARVELL TECHNOLOGY INC COM Technology 207.0 $44K 0.01% +118.0 +132.6% $211.00 +12.3%
297 FISV FISERV INC COM Technology 865.0 $43K 0.01% +112.0 +14.9% $50.22 +4.7%
298 SAN BANCO SANTANDER SA ADR Financial Services 3,105.0 $43K 0.01% +301.0 +10.7% $13.74 +6.2%
299 TILT FLEXSHARES MORNINGSTAR US MARKET FACTOR TILT INDEX FUND 154.0 $43K 0.01% +1.0 +0.7% $276.17 +2.8%
300 CRDO CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES Technology 186.0 $42K 0.01% +66.0 +55.0% $228.27 +1.0%
Page 15 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%