BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 30 of 45  ·  891 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 HEICO CORP NEW CL A 40.0 $10K 0.00% +35.0 +700.0% $244.25
582 SHM STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF 203.0 $10K 0.00% +150.0 +283.0% $47.72 +0.1%
583 SNY SANOFI SA SPONSORED ADR Healthcare 220.0 $10K 0.00% +7.0 +3.3% $43.79 +4.7%
584 SYF SYNCHRONY FINANCIAL COM Financial Services 131.0 $10K 0.00% +50.0 +61.7% $72.91 +9.0%
585 RF REGIONS FINANCIAL CORP NEW COM Financial Services 309.0 $10K 0.00% +95.0 +44.4% $30.85 -1.4%
586 QSR RESTAURANT BRANDS INTL INC COM Consumer Cyclical 130.0 $10K 0.00% +57.0 +78.1% $73.19 +10.5%
587 NTRS NORTHERN TR CORP COM Financial Services 53.0 $9K 0.00% +29.0 +120.8% $179.15 +2.7%
588 OVV OVINTIV INC COM Energy 156.0 $9K 0.00% +53.0 +51.5% $60.54 +10.4%
589 BXP BXP INC COM Real Estate 140.0 $9K 0.00% +2.0 +1.4% $67.31 +0.5%
590 DOC HEALTHPEAK PROPERTIES INC COM Real Estate 416.0 $9K 0.00% +155.0 +59.4% $22.21 -3.7%
591 OMC OMNICOM GROUP INC COM Communication Services 116.0 $9K 0.00% +5.0 +4.5% $79.48 +10.1%
592 BAH BOOZ ALLEN HAMILTON HLDG CORP CL A Industrials 138.0 $9K 0.00% +5.0 +3.8% $66.11 +16.6%
593 LIBERTY MEDIA CORP DEL COM LBTY ONE S C 94.0 $9K 0.00% +54.0 +135.0% $96.96
594 QIAGEN NV ORD SHARES 222.0 $9K 0.00% +16.0 +7.8% $40.57
595 CMS CMS ENERGY CORP COM Utilities 121.0 $9K 0.00% +30.0 +33.0% $74.02 -7.8%
596 RS RELIANCE INC COM Basic Materials 23.0 $9K 0.00% +8.0 +53.3% $388.91 -0.3%
597 ALAB ASTERA LABS INC COM Technology 27.0 $9K 0.00% +25.0 +1250.0% $330.89 -13.9%
598 RMD RESMED INC COM Healthcare 46.0 $9K 0.00% +18.0 +64.3% $193.11 +19.9%
599 SPHY STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF 378.0 $9K 0.00% +6.0 +1.6% $23.32 -0.1%
600 EQR EQUITY RESIDENTIAL SH BEN INT Real Estate 129.0 $9K 0.00% +45.0 +53.6% $68.24 -6.7%
Page 30 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%