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Portfolio (Quarterly) Guide ↗

Cornerstone Planning Group LLC

· CIK 0001822587
13F Portfolio $641M AUM 1,709 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 187 New 663 Added 606 Reduced 172 Exited
Page 25 of 34  ·  663 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 SYF SYNCHRONY FINANCIAL COM Financial Services 81.0 $6K 0.00% +34.0 +72.3% $73.42 -1.9%
482 BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 115.0 $6K 0.00% +27.0 +30.7% $51.38
483 FNV FRANCO NEV CORP COM Basic Materials 22.0 $6K 0.00% +6.0 +37.5% $267.64 -15.6%
484 E ENI S P A SPONSORED ADR Energy 143.0 $6K 0.00% +21.0 +17.2% $40.87 +34.9%
485 HPE HEWLETT PACKARD ENTERPRISE CO COM Technology 269.0 $6K 0.00% +35.0 +15.0% $21.72 +56.4%
486 TWLO TWILIO INC CL A Communication Services 43.0 $6K 0.00% +35.0 +437.5% $135.86 +39.4%
487 URA GLOBAL X URANIUM ETF 93.0 $6K 0.00% +4.0 +4.5% $61.83 -21.0%
488 NIO NIO INC SPON ADS Consumer Cyclical 1,242.0 $6K 0.00% +1K +980.0% $4.59 +22.0%
489 IHG INTERCONTINENTAL HOTELS GROUP SPONSORED ADS Consumer Cyclical 42.0 $6K 0.00% +8.0 +23.5% $135.33 +13.9%
490 FDS FACTSET RESH SYS INC COM Financial Services 21.0 $6K 0.00% +11.0 +110.0% $269.95 -16.6%
491 KDP KEURIG DR PEPPER INC COM Consumer Defensive 212.0 $6K 0.00% +131.0 +161.7% $26.73 +7.7%
492 MDIV MULTI-ASSET DIVERSIFIED INCOME INDEX FUND 338.0 $5K 0.00% +6.0 +1.8% $16.11 +3.1%
493 CLPR CLIPPER RLTY INC COM Real Estate 1,511.0 $5K 0.00% +333.0 +28.3% $3.58 -13.7%
494 L LOEWS CORP COM Financial Services 52.0 $5K 0.00% +6.0 +13.0% $102.81 +6.2%
495 VICI VICI PPTYS INC COM Real Estate 189.0 $5K 0.00% +168.0 +800.0% $27.93 +1.7%
496 PRVA PRIVIA HEALTH GROUP INC COM Healthcare 230.0 $5K 0.00% +207.0 +900.0% $22.77 +1.8%
497 DKNG DRAFTKINGS INC NEW COM CL A Consumer Cyclical 172.0 $5K 0.00% +168.0 +4200.0% $30.12 -15.7%
498 EQR EQUITY RESIDENTIAL SH BEN INT Real Estate 84.0 $5K 0.00% +16.0 +23.5% $60.85 +8.1%
499 IYE ISHARES U.S. ENERGY ETF 94.0 $5K 0.00% +1.0 +1.1% $52.71 +18.9%
500 QSR RESTAURANT BRANDS INTL INC COM Consumer Cyclical 73.0 $5K 0.00% +63.0 +630.0% $67.44 +13.5%
Page 25 of 34  ·  663 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 39.9%
Technology 25.9%
Consumer Cyclical 8.3%
Communication Services 5.9%
Healthcare 5.3%
Industrials 4.8%
Utilities 3.1%
Consumer Defensive 2.5%
Energy 2.0%
Basic Materials 1.4%