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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 32 of 45  ·  891 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 AVB AVALONBAY CMNTYS INC COM Real Estate 41.0 $8K 0.00% +8.0 +24.2% $191.34 -3.8%
622 HST HOST HOTELS & RESORTS INC COM Real Estate 320.0 $8K 0.00% +37.0 +13.1% $24.51 -5.3%
623 SOLV SOLVENTUM CORP COM SHS Healthcare 101.0 $8K 0.00% +95.0 +1583.3% $77.64 +15.4%
624 NTR NUTRIEN LTD COM Basic Materials 114.0 $8K 0.00% +25.0 +28.1% $68.50 +9.9%
625 FANG DIAMONDBACK ENERGY INC COM Energy 38.0 $8K 0.00% +21.0 +123.5% $203.45 +3.6%
626 SPSB STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 257.0 $8K 0.00% +37.0 +16.8% $29.89 +0.2%
627 YORW YORK WTR CO COM Utilities 247.0 $8K 0.00% +29.0 +13.3% $31.08 +9.5%
628 STLD STEEL DYNAMICS INC COM Basic Materials 32.0 $8K 0.00% +21.0 +190.9% $239.00 -4.3%
629 PCG PG&E CORP COM Utilities 421.0 $8K 0.00% +249.0 +144.8% $18.12 -2.9%
630 EL LAUDER ESTEE COS INC CL A Consumer Defensive 92.0 $8K 0.00% +1.0 +1.1% $82.64 +23.4%
631 ZACKS FOCUS GROWTH ETF 236.0 $8K 0.00% +78.0 +49.4% $32.16
632 GPC GENUINE PARTS CO COM Consumer Cyclical 62.0 $7K 0.00% +19.0 +44.2% $120.48 +11.2%
633 HYMB STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF 298.0 $7K 0.00% +77.0 +34.8% $25.02 -0.8%
634 DOW DOW HLDGS INC COM Basic Materials 239.0 $7K 0.00% +5.0 +2.1% $31.19 +3.7%
635 ARES ARES MANAGEMENT CORPORATION CL A COM STK Financial Services 62.0 $7K 0.00% +38.0 +158.3% $119.56 +18.1%
636 DECK DECKERS OUTDOOR CORP COM Consumer Cyclical 72.0 $7K 0.00% +51.0 +242.9% $102.47 -10.5%
637 CINF CINCINNATI FINL CORP COM Financial Services 41.0 $7K 0.00% +22.0 +115.8% $179.80 -6.4%
638 ADM ARCHER DANIELS MIDLAND CO COM Consumer Defensive 84.0 $7K 0.00% +60.0 +250.0% $87.61 -8.3%
639 IFF INTERNATIONAL FLAVORS&FRAGRANC COM Basic Materials 95.0 $7K 0.00% +65.0 +216.7% $77.29 +9.0%
640 KIM KIMCO REALTY CORP COM Real Estate 270.0 $7K 0.00% +134.0 +98.5% $26.10 -8.0%
Page 32 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%