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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 34 of 45  ·  891 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 CHKP CHECK POINT SOFTWARE TECH LTD ORD Technology 49.0 $6K 0.00% +11.0 +28.9% $127.92 +2.1%
662 OUTFRONT MEDIA INC COM NEW 192.0 $6K 0.00% +6.0 +3.2% $31.92
663 EIX EDISON INTL COM Utilities 75.0 $6K 0.00% +44.0 +141.9% $80.69 -11.3%
664 MDIV MULTI-ASSET DIVERSIFIED INCOME INDEX FUND 350.0 $6K 0.00% +12.0 +3.5% $16.83 -0.2%
665 ITGR INTEGER HLDGS CORP COM Healthcare 61.0 $6K 0.00% +6.0 +10.9% $96.56 +29.7%
666 IVZ INVESCO LTD SHS Financial Services 190.0 $6K 0.00% +47.0 +32.9% $30.45 +5.2%
667 SCHM SCHWAB U.S. MID-CAP ETF 163.0 $6K 0.00% +1.0 +0.6% $35.37 +2.2%
668 GDDY GODADDY INC CL A Technology 63.0 $6K 0.00% +38.0 +152.0% $89.40 +8.6%
669 RKLB ROCKET LAB CORP COM Industrials 80.0 $6K 0.00% +31.0 +63.3% $69.75 +4.0%
670 JBHT HUNT J B TRANS SVCS INC COM Industrials 19.0 $6K 0.00% +13.0 +216.7% $292.47 -5.8%
671 XPO XPO INC COM Industrials 26.0 $6K 0.00% +21.0 +420.0% $213.65 -7.4%
672 LUV SOUTHWEST AIRLS CO COM Industrials 116.0 $6K 0.00% +57.0 +96.6% $47.78 -15.5%
673 ALCO ALICO INC COM Consumer Defensive 139.0 $6K 0.00% +80.0 +135.6% $39.85 +1.2%
674 IONQ IONQ INC COM Technology 159.0 $6K 0.00% +52.0 +48.6% $34.68 +29.4%
675 FNV FRANCO NEV CORP COM Basic Materials 24.0 $5K 0.00% +2.0 +9.1% $214.12 +24.1%
676 PCTY PAYLOCITY HLDG CORP COM Technology 42.0 $5K 0.00% +25.0 +147.1% $120.79 +27.0%
677 FSLR FIRST SOLAR INC COM Energy 24.0 $5K 0.00% +10.0 +71.4% $208.88 +2.6%
678 GOOD GLADSTONE COMMERCIAL CORP COM Real Estate 384.0 $5K 0.00% +10.0 +2.7% $12.99 -0.7%
679 OC OWENS CORNING NEW COM Industrials 35.0 $5K 0.00% +32.0 +1066.7% $139.86 +5.9%
680 RGLD ROYAL GOLD INC COM Basic Materials 24.0 $5K 0.00% +3.0 +14.3% $201.79 +28.4%
Page 34 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%