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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 38 of 45  ·  891 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 BSY BENTLEY SYS INC COM CL B Technology 105.0 $3K +13.0 +14.1% $29.84 +24.3%
742 GL GLOBE LIFE INC COM Financial Services 17.0 $3K +13.0 +325.0% $184.00 -7.0%
743 MGY MAGNOLIA OIL & GAS CORP CL A Energy 119.0 $3K +74.0 +164.4% $25.68 +9.6%
744 STANDARDAERO INC COM 108.0 $3K +105.0 +3500.0% $27.58
745 BFS SAUL CTRS INC COM Real Estate 83.0 $3K +15.0 +22.1% $35.80 -5.8%
746 CHDN CHURCHILL DOWNS INC COM Consumer Cyclical 36.0 $3K +4.0 +12.5% $82.14 +14.1%
747 ERIC TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 Technology 311.0 $3K +32.0 +11.5% $9.49 +7.7%
748 QLYS QUALYS INC COM Technology 21.0 $3K +14.0 +200.0% $140.24 +29.8%
749 ELAN ELANCO ANIMAL HEALTH INC COM Healthcare 114.0 $3K +13.0 +12.9% $25.34 -5.4%
750 PBD INVESCO GLOBAL CLEAN ENERGY ETF 157.0 $3K +1.0 +0.6% $18.23 -1.0%
751 FMS FRESENIUS MEDICAL CARE AG SPONSORED ADR Healthcare 116.0 $3K +46.0 +65.7% $24.30 -3.6%
752 TEM TEMPUS AI INC CL A Healthcare 60.0 $3K +59.0 +5900.0% $46.97 +54.8%
753 BRBR BELLRING BRANDS INC COMMON STOCK Consumer Defensive 219.0 $3K +211.0 +2637.5% $12.78 -20.3%
754 NWS NEWS CORP NEW CL B 89.0 $3K +84.0 +1680.0% $30.96
755 HPQ HP INC COM Technology 109.0 $3K +83.0 +319.2% $25.13 +18.2%
756 SMURFIT WESTROCK PLC SHS 61.0 $3K +24.0 +64.9% $44.51
757 FLO FLOWERS FOODS INC COM Consumer Defensive 320.0 $3K +151.0 +89.3% $8.26 -15.8%
758 LSCC LATTICE SEMICONDUCTOR CORP COM Technology 19.0 $3K +5.0 +35.7% $137.16 -14.2%
759 JLL JONES LANG LASALLE INC COM Real Estate 8.0 $3K +4.0 +100.0% $324.00 +19.6%
760 TECK TECK RESOURCES LTD CL B Basic Materials 45.0 $3K +24.0 +114.3% $57.20 +21.0%
Page 38 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%