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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 36 of 45  ·  891 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 CSL CARLISLE COS INC COM Industrials 13.0 $4K 0.00% +2.0 +18.2% $330.00 +11.4%
702 BURL BURLINGTON STORES INC COM Consumer Cyclical 12.0 $4K 0.00% +6.0 +100.0% $354.00 -7.8%
703 CRBG COREBRIDGE FINL INC COM 134.0 $4K 0.00% +123.0 +1118.2% $31.68
704 USHY ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF 115.0 $4K 0.00% +72.0 +167.4% $36.84 -0.0%
705 BPOP POPULAR INC COM NEW Financial Services 24.0 $4K 0.00% +19.0 +380.0% $173.88 -2.8%
706 ELS EQUITY LIFESTYLE PROPERTIES COM Real Estate 63.0 $4K 0.00% +5.0 +8.6% $65.95 -0.7%
707 AM ANTERO MIDSTREAM CORP COM Energy 180.0 $4K 0.00% +68.0 +60.7% $22.85 -3.1%
708 LNT ALLIANT ENERGY CORP COM Utilities 55.0 $4K 0.00% +10.0 +22.2% $73.82 -8.1%
709 AVEM AVANTIS EMERGING MARKETS EQUITY ETF 44.0 $4K 0.00% +30.0 +214.3% $91.59 +2.9%
710 WSO WATSCO INC COM Industrials 11.0 $4K 0.00% +5.0 +83.3% $362.00 -13.8%
711 PODD INSULET CORP COM Healthcare 25.0 $4K 0.00% +13.0 +108.3% $158.92 -6.8%
712 CF CF INDUSTRIES HOLD COM Basic Materials 31.0 $4K +15.0 +93.8% $127.35 +1.8%
713 ATR APTARGROUP INC COM Healthcare 30.0 $4K +2.0 +7.1% $129.50 +4.1%
714 DX DYNEX CAP INC COM Real Estate 300.0 $4K +229.0 +322.5% $12.95 +0.6%
715 DOCU DOCUSIGN INC COM Technology 80.0 $4K +33.0 +70.2% $47.89 +29.5%
716 TU TELUS CORPORATION COM Communication Services 369.0 $4K +342.0 +1266.7% $10.21 -3.0%
717 GFL GFL ENVIRONMENTAL INC SUB VTG SHS Industrials 96.0 $4K +27.0 +39.1% $39.10 +5.0%
718 XYL XYLEM INC COM Industrials 32.0 $4K +8.0 +33.3% $116.50 -2.6%
719 CCK CROWN HLDGS INC COM Consumer Cyclical 32.0 $4K +15.0 +88.2% $116.44 +2.6%
720 UTHR UNITED THERAPEUTICS CORP DEL COM Healthcare 7.0 $4K +4.0 +133.3% $527.00 -2.6%
Page 36 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%