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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 28 of 45  ·  891 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 NRG NRG ENERGY INC COM NEW Utilities 85.0 $12K 0.00% +25.0 +41.7% $140.21 -19.3%
542 EXPAND ENERGY CORPORATION COM 127.0 $12K 0.00% +26.0 +25.7% $93.05
543 L LOEWS CORP COM Financial Services 103.0 $12K 0.00% +51.0 +98.1% $114.72 -4.3%
544 SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF 480.0 $12K 0.00% +171.0 +55.3% $24.40 -0.1%
545 FR FIRST INDL RLTY TR INC COM Real Estate 172.0 $12K 0.00% +13.0 +8.2% $67.83 -7.2%
546 PPG PPG INDS INC COM Basic Materials 99.0 $12K 0.00% +75.0 +312.5% $117.49 -3.3%
547 OXY OCCIDENTAL PETE CORP COM Energy 200.0 $12K 0.00% +37.0 +22.7% $57.51 +6.6%
548 WAT WATERS CORP COM Healthcare 31.0 $11K 0.00% +30.0 +3000.0% $370.81 +10.8%
549 GUNR FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND 218.0 $11K 0.00% +145.0 +198.6% $52.65 +8.1%
550 ABCL ABCELLERA BIOLOGICS INC COM Healthcare 2,000.0 $11K 0.00% +250.0 +14.3% $5.73 +97.6%
551 TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS Healthcare 679.0 $11K 0.00% +222.0 +48.6% $16.87 +7.8%
552 PBA PEMBINA PIPELINE CORP COM Energy 225.0 $11K 0.00% +73.0 +48.0% $50.84 -4.2%
553 MKSI MKS INC. COM Technology 33.0 $11K 0.00% +3.0 +10.0% $346.55 -19.5%
554 AWK AMERICAN WTR WKS CO INC NEW COM Utilities 85.0 $11K 0.00% +53.0 +165.6% $134.08 +1.0%
555 DOV DOVER CORP COM Industrials 53.0 $11K 0.00% +1.0 +1.9% $214.64 -5.9%
556 COHR COHERENT CORP COM Technology 36.0 $11K 0.00% +29.0 +414.3% $312.19 -7.3%
557 EQT EQT CORP COM Energy 205.0 $11K 0.00% +81.0 +65.3% $54.04 -0.6%
558 NI NISOURCE INC COM Utilities 238.0 $11K 0.00% +81.0 +51.6% $46.53 -12.7%
559 DXCM DEXCOM INC COM Healthcare 155.0 $11K 0.00% +18.0 +13.1% $71.43 +29.3%
560 MKC MCCORMICK & CO INC COM NON VTG Consumer Defensive 212.0 $11K 0.00% +211.0 +10000.0% $52.04 +6.5%
Page 28 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%