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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 18 of 45  ·  891 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 LYG LLOYDS BANKING GROUP PLC SPONSORED ADR Financial Services 5,203.0 $32K 0.00% +3K +134.2% $6.13 -1.8%
342 IWR ISHARES RUSSELL MIDCAP ETF 292.0 $32K 0.00% +168.0 +135.5% $109.08 +4.0%
343 CTVA CORTEVA INC COM Basic Materials 357.0 $32K 0.00% +69.0 +24.0% $88.58 -7.7%
344 KEYS KEYSIGHT TECHNOLOGIES INC COM Technology 96.0 $31K 0.00% +13.0 +15.7% $327.53 -3.5%
345 CNQ CANADIAN NAT RES LTD MED TERM COM Energy 685.0 $31K 0.00% +94.0 +15.9% $45.81 +12.2%
346 IEF ISHARES 7-10 YEAR TREASURY BOND ETF 337.0 $31K 0.00% +102.0 +43.4% $93.00 -0.2%
347 QBTS D-WAVE QUANTUM INC COM Technology 1,800.0 $31K 0.00% +100.0 +5.9% $17.35 +17.5%
348 BHP BHP BILLITON LIMITED SPONSORED ADS Basic Materials 365.0 $31K 0.00% +133.0 +57.3% $84.54 +14.8%
349 ROP ROPER TECHNOLOGIES INC COM Industrials 91.0 $31K 0.00% +21.0 +30.0% $336.76 +22.3%
350 KMB KIMBERLY-CLARK CORP COM Consumer Defensive 280.0 $31K 0.00% +71.0 +34.0% $108.99 +0.3%
351 EMR EMERSON ELEC CO COM Industrials 218.0 $30K 0.00% +19.0 +9.6% $139.68 +12.6%
352 ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 185.0 $30K 0.00% +1.0 +0.5% $164.26 +2.3%
353 MSI MOTOROLA SOLUTIONS INC COM NEW Technology 75.0 $30K 0.00% +5.0 +7.1% $404.37 +18.8%
354 BLOCK INC CL A 391.0 $30K 0.00% +229.0 +141.4% $77.46
355 HALO HALOZYME THERAPEUTICS INC COM Healthcare 389.0 $30K 0.00% +102.0 +35.5% $77.82 +39.0%
356 WM WASTE MGMT INC DEL COM Industrials 128.0 $30K 0.00% +50.0 +64.1% $236.46 -5.2%
357 CRWV COREWEAVE INC COM CL A Technology 366.0 $30K 0.00% +23.0 +6.7% $82.64 +6.3%
358 CARR CARRIER GLOBAL CORPORATION COM Industrials 442.0 $30K 0.00% +310.0 +234.8% $68.11 -11.4%
359 RIO RIO TINTO PLC SPONSORED ADR Basic Materials 324.0 $30K 0.00% +46.0 +16.6% $92.26 +14.1%
360 PHK PIMCO HIGH INCOME FD COM SHS Financial Services 6,404.0 $30K 0.00% +125.0 +2.0% $4.66 -2.4%
Page 18 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%