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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 31 of 45  ·  891 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 NXRT NEXPOINT RESIDENTIAL TR INC COM Real Estate 337.0 $9K 0.00% +31.0 +10.1% $26.09 -6.1%
602 XBI STATE STREET SPDR S&P BIOTECH ETF 57.0 $9K 0.00% +8.0 +16.3% $152.23 +8.9%
603 DVN DEVON ENERGY CORP NEW COM Energy 192.0 $9K 0.00% +156.0 +433.3% $44.93 +9.3%
604 E ENI SPA SPONSORED ADR Energy 168.0 $9K 0.00% +25.0 +17.5% $51.08 +10.6%
605 BUD ANHEUSER BUSCH INBEV SA NV SPONSORED ADR Consumer Defensive 103.0 $9K 0.00% +33.0 +47.1% $83.08 -5.0%
606 DLTR DOLLAR TREE INC COM Consumer Defensive 70.0 $9K 0.00% +26.0 +59.1% $122.16 +7.6%
607 GPN GLOBAL PMTS INC COM Industrials 108.0 $9K 0.00% +21.0 +24.1% $79.06 +18.3%
608 RL RALPH LAUREN CORP CL A Consumer Cyclical 22.0 $9K 0.00% +2.0 +10.0% $387.77 -3.9%
609 KEY KEYCORP COM Financial Services 369.0 $9K 0.00% +221.0 +149.3% $23.09 -5.3%
610 KGC KINROSS GOLD CORP COM Basic Materials 348.0 $8K 0.00% +25.0 +7.7% $24.24 +35.1%
611 NFRA FLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUND 125.0 $8K 0.00% +1.0 +0.8% $65.72 +0.5%
612 DTE DTE ENERGY CO COM Utilities 55.0 $8K 0.00% +11.0 +25.0% $148.84 -9.1%
613 VRSN VERISIGN INC COM Technology 31.0 $8K 0.00% +20.0 +181.8% $262.58 +7.3%
614 IHG INTERCONTINENTAL HOTELS GROUP SPONSORED ADS Consumer Cyclical 52.0 $8K 0.00% +10.0 +23.8% $155.54 +2.8%
615 NXPI NXP SEMICONDUCTORS N V COM Technology 29.0 $8K 0.00% +5.0 +20.8% $278.79 -19.1%
616 MORN MORNINGSTAR INC COM Financial Services 48.0 $8K 0.00% +34.0 +242.9% $167.00 +29.3%
617 CNP CENTERPOINT ENERGY INC COM Utilities 183.0 $8K 0.00% +92.0 +101.1% $43.72 -11.3%
618 HMC HONDA MOTOR CO LTD ADR ECH CNV IN 3 Consumer Cyclical 280.0 $8K 0.00% +58.0 +26.1% $28.53 +17.0%
619 VTRS VIATRIS INC COM Healthcare 466.0 $8K 0.00% +105.0 +29.1% $17.03 -4.1%
620 ADC AGREE RLTY CORP COM Real Estate 99.0 $8K 0.00% +17.0 +20.7% $80.03 -7.7%
Page 31 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%