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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 20 of 45  ·  891 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 TKO TKO GROUP HOLDINGS INC CL A Communication Services 148.0 $27K 0.00% +125.0 +543.5% $181.58 +6.4%
382 MPC MARATHON PETE CORP COM Energy 85.0 $27K 0.00% +32.0 +60.4% $316.14 +14.1%
383 VNO VORNADO RLTY TR SH BEN INT Real Estate 692.0 $27K 0.00% +23.0 +3.4% $38.49 -1.6%
384 EVEREST GROUP LTD COM 71.0 $26K 0.00% +9.0 +14.5% $372.17
385 YUM YUM BRANDS INC COM Consumer Cyclical 179.0 $26K 0.00% +17.0 +10.5% $147.53 +3.7%
386 ALNY ALNYLAM PHARMACEUTICALS INC COM Healthcare 97.0 $26K 0.00% +2.0 +2.1% $266.99 -11.5%
387 BX BLACKSTONE INC COM Financial Services 207.0 $25K 0.00% +69.0 +50.0% $122.65 +16.9%
388 GM GENERAL MTRS CO COM Consumer Cyclical 300.0 $25K 0.00% +103.0 +52.3% $82.18 +7.0%
389 ELV ELEVANCE HEALTH INC FORMERLY A COM Healthcare 63.0 $25K 0.00% +10.0 +18.9% $390.49 +2.6%
390 ODFL OLD DOMINION FREIGHT LINE INC COM Industrials 105.0 $24K 0.00% +42.0 +66.7% $232.83 -11.3%
391 CFG CITIZENS FINL GROUP INC COM Financial Services 335.0 $24K 0.00% +89.0 +36.2% $72.47 -3.6%
392 PSK STATE STREET SPDR ICE PREFERRED SECURITIES ETF 798.0 $24K 0.00% +27.0 +3.5% $30.35 -2.5%
393 ECL ECOLAB INC COM Basic Materials 90.0 $24K 0.00% +31.0 +52.5% $267.96 +5.1%
394 BMO BANK MONTREAL MEDIUM COM Financial Services 134.0 $24K 0.00% +25.0 +22.9% $179.06 -2.6%
395 HOMB HOME BANCSHARES INC COM Financial Services 787.0 $24K 0.00% +13.0 +1.7% $30.39 -0.4%
396 SNPS SYNOPSYS INC COM Technology 63.0 $24K 0.00% +4.0 +6.8% $377.60 +5.4%
397 TGT TARGET CORP COM Consumer Defensive 172.0 $24K 0.00% +27.0 +18.6% $138.18 +19.7%
398 NU NU HLDGS LTD ORD SHS CL A Financial Services 1,633.0 $24K 0.00% +24.0 +1.5% $14.51 +0.5%
399 NSSC NAPCO SEC TECHNOLOGIES INC COM Industrials 666.0 $24K 0.00% +95.0 +16.6% $35.56 +7.1%
400 F FORD MTR CO COM Consumer Cyclical 1,639.0 $24K 0.00% +750.0 +84.4% $14.42 -0.1%
Page 20 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%