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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 17 of 45  ·  891 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 770.0 $35K 0.00% +134.0 +21.1% $45.95 -6.9%
322 NYT NEW YORK TIMES CO MTN BE CL A Communication Services 481.0 $35K 0.00% +35.0 +7.8% $72.97 -10.0%
323 VRT VERTIV HOLDINGS CO COM CL A Industrials 116.0 $35K 0.00% +35.0 +43.2% $301.18 -13.0%
324 EW EDWARDS LIFESCIENCES CORP COM Healthcare 413.0 $35K 0.00% +80.0 +24.0% $84.37 +6.4%
325 IEFA ISHARES CORE MSCI EAFE ETF 359.0 $35K 0.00% +18.0 +5.3% $97.01 +4.0%
326 QUIZ ZACKS QUALITY INTERNATIONAL ETF 1,195.0 $35K 0.00% +171.0 +16.7% $29.03 +2.7%
327 SLB SLB LIMITED COM STK Energy 725.0 $35K 0.00% +192.0 +36.0% $47.65 +13.1%
328 HWM HOWMET AEROSPACE INC COM Industrials 123.0 $35K 0.00% +37.0 +43.0% $280.73 -3.2%
329 SOFI SOFI TECHNOLOGIES INC COM Financial Services 2,010.0 $34K 0.00% +1K +218.0% $17.07 +10.8%
330 AVUV AVANTIS U.S. SMALL CAP VALUE ETF 272.0 $34K 0.00% +259.0 +1992.3% $125.92 +0.4%
331 NGG NATIONAL GRID PLC SPONSORED ADR NE Utilities 408.0 $34K 0.00% +249.0 +156.6% $83.87 -4.9%
332 VRSK VERISK ANALYTICS INC COM Industrials 177.0 $34K 0.00% +28.0 +18.8% $192.42 -2.6%
333 AGM FEDERAL AGRIC MTG CORP CL C Financial Services 164.0 $34K 0.00% +8.0 +5.1% $207.41 +6.5%
334 TLTD FLEXSHARES MORNINGSTAR DEVELOPED MARKETS EX-US FACTOR TILT INDEX FUND 341.0 $34K 0.00% +5.0 +1.5% $99.75 +5.0%
335 EBAY EBAY INC. COM Consumer Cyclical 305.0 $34K 0.00% +60.0 +24.5% $111.08 -6.3%
336 SPTL STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF 1,304.0 $33K 0.00% +1K +3522.2% $25.40 -1.2%
337 DPZ DOMINOS PIZZA INC COM Consumer Cyclical 103.0 $33K 0.00% +85.0 +472.2% $320.25 +6.7%
338 ICSH ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF 646.0 $33K 0.00% +13.0 +2.0% $50.53 +0.0%
339 FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF 536.0 $32K 0.00% +11.0 +2.1% $59.82 +0.1%
340 TRP TC ENERGY CORP COM Energy 458.0 $32K 0.00% +348.0 +316.4% $69.85 -11.2%
Page 17 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%