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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 35 of 45  ·  891 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 IGEB ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF 109.0 $5K 0.00% +106.0 +3533.3% $44.41 -0.6%
682 OHI OMEGA HEALTHCARE INVS INC COM Real Estate 95.0 $5K 0.00% +41.0 +75.9% $50.79 -8.2%
683 IP INTERNATIONAL PAPER CO COM Consumer Cyclical 127.0 $5K 0.00% +70.0 +122.8% $37.95 +9.3%
684 MRNA MODERNA INC COM Healthcare 83.0 $5K 0.00% +62.0 +295.2% $58.07 +149.9%
685 TSCO TRACTOR SUPPLY CO COM Consumer Cyclical 164.0 $5K 0.00% +48.0 +41.4% $29.36 +19.1%
686 LECO LINCOLN ELEC HLDGS INC COM Industrials 19.0 $5K 0.00% +9.0 +90.0% $251.05 +12.3%
687 BAX BAXTER INTL INC COM Healthcare 217.0 $5K 0.00% +213.0 +5325.0% $21.74 +21.1%
688 TXNM ENERGY INC COM 80.0 $5K 0.00% +48.0 +150.0% $58.30
689 TEAM ATLASSIAN CORPORATION CL A Technology 54.0 $5K 0.00% +12.0 +28.6% $85.41 +101.2%
690 EPRT ESSENTIAL PPTYS RLTY TR INC COM Real Estate 141.0 $5K 0.00% +68.0 +93.2% $32.61 -5.4%
691 CUBE CUBESMART COM Real Estate 112.0 $5K 0.00% +37.0 +49.3% $41.04 -0.4%
692 EMLC VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF 180.0 $5K 0.00% +122.0 +210.3% $25.35 +2.0%
693 AFRM AFFIRM HLDGS INC COM CL A Technology 61.0 $5K 0.00% +32.0 +110.3% $73.92 +4.2%
694 VSNT VERSANT MEDIA GROUP INC COM CL A Industrials 124.0 $4K 0.00% +24.0 +24.0% $36.18 +7.1%
695 REGCO REGENCY CTRS CORP COM 54.0 $4K 0.00% +9.0 +20.0% $82.70
696 USFD US FOODS HLDG CORP COM Consumer Defensive 46.0 $4K 0.00% +43.0 +1433.3% $96.07 +14.1%
697 ANGLOGOLD ASHANTI PLC COM SHS 54.0 $4K 0.00% +38.0 +237.5% $81.17
698 ALLY ALLY FINL INC COM Financial Services 98.0 $4K 0.00% +91.0 +1300.0% $44.67 -3.9%
699 YIELDMAX ULTRA OPTION INCOME STRATEGY ETF 160.0 $4K 0.00% +44.0 +37.9% $27.21
700 CLX CLOROX CO DEL COM Consumer Defensive 45.0 $4K 0.00% +7.0 +18.4% $95.76 +11.4%
Page 35 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%