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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 23 of 45  ·  891 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 NOK NOKIA CORP SPONSORED ADR Technology 1,896.0 $19K 0.00% +1K +325.1% $10.28 -0.7%
442 USPH U S PHYSICAL THERAPY COM Healthcare 258.0 $19K 0.00% +7.0 +2.8% $74.43 +5.1%
443 ENB ENBRIDGE INC COM Energy 339.0 $19K 0.00% +87.0 +34.5% $56.25 -10.3%
444 ING ING GROEP N.V. SPONSORED ADR Financial Services 568.0 $19K 0.00% +43.0 +8.2% $33.33 +4.5%
445 KNSL KINSALE CAP GROUP INC COM Financial Services 58.0 $19K 0.00% +8.0 +16.0% $325.86 +17.7%
446 CVNA CARVANA CO CL A Consumer Cyclical 301.0 $19K 0.00% +256.0 +568.9% $62.75 +11.4%
447 DGX QUEST DIAGNOSTICS INC COM Healthcare 90.0 $19K 0.00% +23.0 +34.3% $208.71 +17.1%
448 JD JD.COM INC SPON ADS CL A Consumer Cyclical 623.0 $19K 0.00% +73.0 +13.3% $30.15 -2.6%
449 FLMI FRANKLIN DYNAMIC MUNICIPAL BOND ETF 754.0 $19K 0.00% +15.0 +2.0% $24.76 -0.7%
450 FSV FIRSTSERVICE CORP NEW COM Real Estate 130.0 $18K 0.00% +21.0 +19.3% $141.63 +2.0%
451 BIIB BIOGEN INC COM Healthcare 93.0 $18K 0.00% +52.0 +126.8% $197.74 +9.6%
452 HIG HARTFORD INSURANCE GROUP INC COM Financial Services 130.0 $18K 0.00% +12.0 +10.2% $140.65 -3.2%
453 MGM MGM RESORTS INTERNATIONAL COM Consumer Cyclical 400.0 $18K 0.00% +74.0 +22.7% $45.51 -3.9%
454 GLOBUS MED INC CL A 241.0 $18K 0.00% +238.0 +7933.3% $75.50
455 CAH CARDINAL HEALTH INC COM Healthcare 82.0 $18K 0.00% +46.0 +127.8% $220.94 +3.9%
456 PATK PATRICK INDS INC COM Consumer Cyclical 206.0 $18K 0.00% +29.0 +16.4% $86.48 -3.6%
457 HLNE HAMILTON LANE INC CL A Financial Services 219.0 $18K 0.00% +21.0 +10.6% $81.21 +29.7%
458 O REALTY INCOME CORP COM Real Estate 273.0 $18K 0.00% +66.0 +31.9% $65.09 -3.8%
459 NDAQ NASDAQ INC COM Financial Services 195.0 $18K 0.00% +62.0 +46.6% $90.96 +8.0%
460 EOG EOG RES INC COM Energy 123.0 $18K 0.00% +76.0 +161.7% $143.52 +6.6%
Page 23 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%