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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 27 of 34  ·  663 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 VPU VANGUARD UTILITIES ETF 21.0 $4K 0.00% +20.0 +2000.0% $187.29 +4.1%
522 WRB BERKLEY W R CORP COM Financial Services 58.0 $4K 0.00% +8.0 +16.0% $67.67 +0.8%
523 PAYC PAYCOM SOFTWARE INC COM Technology 28.0 $4K 0.00% +15.0 +115.4% $139.64 -3.8%
524 DD DUPONT DE NEMOURS INC COM Basic Materials 85.0 $4K 0.00% +58.0 +214.8% $44.56 +5.8%
525 UDMY UDEMY INC COM Consumer Defensive 745.0 $4K 0.00% +600.0 +413.8% $4.89 -5.3%
526 CNP CENTERPOINT ENERGY INC COM Utilities 91.0 $4K 0.00% +14.0 +18.2% $39.79 +6.7%
527 IDA IDACORP INC COM Utilities 27.0 $4K 0.00% +11.0 +68.8% $133.37 +6.2%
528 RTO RENTOKIL INITIAL PLC SPONSORED ADR Industrials 111.0 $4K 0.00% +21.0 +23.3% $32.39 -1.4%
529 ELS EQUITY LIFESTYLE PROPERTIES COM Real Estate 58.0 $4K 0.00% +11.0 +23.4% $61.95 +1.8%
530 ATR APTARGROUP INC COM Healthcare 28.0 $3K 0.00% +9.0 +47.4% $123.71 -6.6%
531 HR HEALTHCARE RLTY TR CL A COM Real Estate 212.0 $3K 0.00% +15.0 +7.6% $16.34 +24.6%
532 BSY BENTLEY SYS INC COM CL B Technology 92.0 $3K 0.00% +15.0 +19.5% $37.35 -10.7%
533 ASRV AMERISERV FINL INC COM Financial Services 1,014.0 $3K 0.00% +9.0 +0.9% $3.30 +18.5%
534 MAA MID-AMER APT CMNTYS INC COM Real Estate 25.0 $3K 0.00% +3.0 +13.6% $132.48 -1.9%
535 TLK P T TELEKOMUNIKASI INDONESIA SPONSORED ADR Communication Services 160.0 $3K 0.00% +97.0 +154.0% $20.51 -15.0%
536 NTSK NETSKOPE INC CL A Technology 200.0 $3K 0.00% +69.0 +52.7% $16.10 -28.1%
537 REGCO REGENCY CTRS CORP COM Real Estate 45.0 $3K +30.0 +200.0% $71.18 -67.9%
538 TOL TOLL BROTHERS INC COM Consumer Cyclical 22.0 $3K +19.0 +633.3% $145.00 -6.0%
539 EVRG EVERGY INC COM Utilities 41.0 $3K +13.0 +46.4% $76.73 +9.0%
540 PODD INSULET CORP COM Healthcare 12.0 $3K +1.0 +9.1% $258.17 -39.3%
Page 27 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%