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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 24 of 45  ·  891 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 URI UNITED RENTALS INC COM Industrials 17.0 $18K 0.00% +6.0 +54.5% $1037.00 +5.9%
462 FLS FLOWSERVE CORP COM Industrials 257.0 $18K 0.00% +252.0 +5040.0% $68.50 +15.9%
463 NUE NUCOR CORP COM Basic Materials 74.0 $17K 0.00% +35.0 +89.7% $236.03 +3.2%
464 PFG PRINCIPAL FINANCIAL GROUP INC COM Financial Services 160.0 $17K 0.00% +45.0 +39.1% $108.30 +2.3%
465 TPB TURNING PT BRANDS INC COM Consumer Defensive 219.0 $17K 0.00% +142.0 +184.4% $78.46 +6.3%
466 ALL ALLSTATE CORP COM Financial Services 68.0 $17K 0.00% +21.0 +44.7% $252.32 +0.6%
467 ZTS ZOETIS INC CL A Healthcare 230.0 $17K 0.00% +101.0 +78.3% $74.20 +4.8%
468 IBKR INTERACTIVE BROKERS GROUP INC COM CL A Financial Services 180.0 $17K 0.00% +115.0 +176.9% $93.52 +0.4%
469 HLN HALEON PLC SPON ADS Healthcare 1,704.0 $17K 0.00% +198.0 +13.2% $9.85 +1.5%
470 SCHZ SCHWAB US AGGREGATE BOND ETF 735.0 $17K 0.00% +478.0 +186.0% $22.83 -0.3%
471 ICLR ICON PUB LTD CO SHS Healthcare 100.0 $17K 0.00% +92.0 +1150.0% $167.28 +3.0%
472 HAL HALLIBURTON CO COM Energy 506.0 $17K 0.00% +171.0 +51.0% $33.02 +7.0%
473 FMHI FIRST TRUST MUNICIPAL HIGH INCOME ETF 346.0 $17K 0.00% +8.0 +2.4% $47.79 -0.8%
474 GEN GEN DIGITAL INC COM Technology 644.0 $16K 0.00% +159.0 +32.8% $25.60 +13.0%
475 BALL BALL CORP COM Consumer Cyclical 264.0 $16K 0.00% +245.0 +1289.5% $62.30 +2.1%
476 TOTALENERGIES SE ACT 193.0 $16K 0.00% +46.0 +31.3% $84.91
477 MSA MSA SAFETY INC COM Industrials 94.0 $16K 0.00% +14.0 +17.5% $172.71 +9.7%
478 SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF 286.0 $16K 0.00% +236.0 +472.0% $56.67 +1.1%
479 NATWEST GROUP PLC SPONS ADR 876.0 $16K 0.00% +38.0 +4.5% $18.29
480 WAB WABTEC COM Industrials 55.0 $16K 0.00% +27.0 +96.4% $290.15 +2.6%
Page 24 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%