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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 25 of 45  ·  891 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 QS QUANTUMSCAPE CORP COM CL A Consumer Cyclical 2,691.0 $16K 0.00% +2K +348.5% $5.87 +1.9%
482 HSTM HEALTHSTREAM INC COM Healthcare 586.0 $16K 0.00% +263.0 +81.4% $26.90 +7.3%
483 MT ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH Basic Materials 237.0 $16K 0.00% +20.0 +9.2% $66.49 +8.6%
484 ESQ ESQUIRE FINL HLDGS INC COM Financial Services 129.0 $16K 0.00% +23.0 +21.7% $121.27 -4.9%
485 KRMN KARMAN HLDGS INC COMMON STOCK Industrials 328.0 $16K 0.00% +169.0 +106.3% $47.59 +12.2%
486 EXR EXTRA SPACE STORAGE INC COM Real Estate 107.0 $16K 0.00% +23.0 +27.4% $145.23 +1.1%
487 AKAM AKAMAI TECHNOLOGIES INC COM Technology 125.0 $16K 0.00% +12.0 +10.6% $124.30 -11.2%
488 KBR KBR INC COM Industrials 435.0 $15K 0.00% +58.0 +15.4% $35.60 +8.4%
489 RB GLOBAL INC COM 139.0 $15K 0.00% +10.0 +7.8% $110.51
490 VST VISTRA CORP COM Utilities 92.0 $15K 0.00% +8.0 +9.5% $166.87 -18.4%
491 TFC TRUIST FINL CORP COM Financial Services 294.0 $15K 0.00% +85.0 +40.7% $51.76 -2.6%
492 WPC WP CAREY INC COM Real Estate 201.0 $15K 0.00% +9.0 +4.7% $75.54 -5.7%
493 PKG PACKAGING CORP AMER COM Consumer Cyclical 66.0 $15K 0.00% +3.0 +4.8% $229.88 +10.0%
494 DRI DARDEN RESTAURANTS INC COM Consumer Cyclical 78.0 $15K 0.00% +4.0 +5.4% $193.76 +14.4%
495 FMNB FARMERS NATIONAL BANC CORP COM Financial Services 997.0 $15K 0.00% +24.0 +2.5% $15.01 +4.6%
496 ENTERGY CORP NEW COM 130.0 $15K 0.00% +9.0 +7.4% $114.99
497 TLTE FLEXSHARES MORNINGSTAR EMERGING MARKETS FACTOR TILT INDEX FUND 201.0 $15K 0.00% +1.0 +0.5% $74.19 +3.8%
498 FIS FIDELITY NATL INFORMATION SVCS COM Technology 367.0 $15K 0.00% +184.0 +100.5% $40.49 +2.1%
499 WDAY WORKDAY INC CL A Technology 112.0 $15K 0.00% +32.0 +40.0% $132.42 +51.0%
500 PCAR PACCAR INC COM Industrials 113.0 $15K 0.00% +54.0 +91.5% $131.22 -0.1%
Page 25 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%