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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 33 of 45  ·  891 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 QQQJ INVESCO NASDAQ NEXT GEN 100 ETF 160.0 $7K 0.00% +4.0 +2.6% $43.89 +4.8%
642 CVE CENOVUS ENERGY INC COM Energy 240.0 $7K 0.00% +36.0 +17.6% $28.99 +13.6%
643 VMC VULCAN MATLS CO COM Basic Materials 25.0 $7K 0.00% +19.0 +316.7% $278.00 -0.7%
644 BJ BJS WHSL CLUB HLDGS INC COM Consumer Defensive 75.0 $7K 0.00% +67.0 +837.5% $91.88 +4.9%
645 NIO NIO INC SPON ADS Consumer Cyclical 1,475.0 $7K 0.00% +233.0 +18.8% $4.67 -0.9%
646 MTCH MATCH GROUP INC NEW COM Communication Services 178.0 $7K 0.00% +130.0 +270.8% $37.98 +7.6%
647 SUI SUN CMNTYS INC COM Real Estate 56.0 $7K 0.00% +15.0 +36.6% $120.36 +1.1%
648 INVH INVITATION HOMES INC COM Real Estate 226.0 $7K 0.00% +52.0 +29.9% $29.57 +1.8%
649 GMAB GENMAB A/S SPONSORED ADS Healthcare 231.0 $7K 0.00% +6.0 +2.7% $28.85 +16.0%
650 RVTY REVVITY INC COM Healthcare 60.0 $7K 0.00% +38.0 +172.7% $110.53 +12.9%
651 XTEN BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF 148.0 $7K 0.00% +96.0 +184.6% $44.53 -0.6%
652 TS TENARIS S A SPONSORED ADS Energy 113.0 $7K 0.00% +6.0 +5.6% $58.31 -9.7%
653 WY WEYERHAEUSER CO COM NEW Real Estate 274.0 $7K 0.00% +122.0 +80.3% $23.84 +2.5%
654 DTM DT MIDSTREAM INC COMMON STOCK Energy 45.0 $7K 0.00% +15.0 +50.0% $144.69 -12.4%
655 CSGP COSTAR GROUP INC COM Real Estate 232.0 $6K 0.00% +21.0 +9.9% $27.69 +16.5%
656 EGP EASTGROUP PPTYS INC COM Real Estate 30.0 $6K 0.00% +1.0 +3.5% $213.83 -6.0%
657 RHP RYMAN HOSPITALITY PPTYS INC COM Real Estate 49.0 $6K 0.00% +9.0 +22.5% $129.96 -1.1%
658 CCEP COCA-COLA EUROPACIFIC PARTNERS SHS Consumer Defensive 60.0 $6K 0.00% +10.0 +20.0% $105.88 +2.0%
659 BWXT BWX TECHNOLOGIES INC COM Industrials 36.0 $6K 0.00% +9.0 +33.3% $175.94 -10.9%
660 STM STMICROELECTRONICS N V NY REGISTRY Technology 96.0 $6K 0.00% +75.0 +357.1% $65.77 -23.1%
Page 33 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%