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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 43 of 45  ·  891 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 NSA NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN Real Estate 28.0 $1K +1.0 +3.7% $39.43 +10.1%
842 FCPT FOUR CORNERS PPTY TR INC COM Real Estate 42.0 $1K +1.0 +2.4% $26.24 -3.9%
843 MGA MAGNA INTL INC COM Consumer Cyclical 16.0 $1K +9.0 +128.6% $67.56 +5.1%
844 AFRI FORAFRIC GLOBAL PLC ORDINARY SHARES Consumer Defensive 101.0 $1K +28.0 +38.4% $10.59 +0.7%
845 MANH MANHATTAN ASSOCIATES INC COM Technology 7.0 $1K +5.0 +250.0% $149.14 +38.1%
846 IAC PEOPLE INC COM NEW Technology 24.0 $1K +11.0 +84.6% $43.46 +6.2%
847 AHR AMERICAN HEALTHCARE REIT INC COM SHS Real Estate 18.0 $1K +4.0 +28.6% $57.50 -4.0%
848 FHN FIRST HORIZON CORPORATION COM Financial Services 40.0 $1K +23.0 +135.3% $25.73 -3.3%
849 HMN HORACE MANN EDUCATORS CORP NEW COM Financial Services 20.0 $1K +9.0 +81.8% $51.35 -1.9%
850 XRN CHIRON REAL ESTATE INC COM NEW Financial Services 27.0 $1K +21.0 +350.0% $37.59 -1.9%
851 NJR NEW JERSEY RES CORP COM Utilities 17.0 $1K +9.0 +112.5% $58.88 -6.5%
852 WEN WENDYS CO COM Consumer Cyclical 135.0 $997.0 +87.0 +181.2% $7.39 +20.9%
853 BLDR BUILDERS FIRSTSOURCE INC COM Industrials 14.0 $994.0 +3.0 +27.3% $71.00 +2.2%
854 CTO CTO RLTY GROWTH INC NEW COM Real Estate 44.0 $975.0 +25.0 +131.6% $22.16 -0.6%
855 CHCT COMMUNITY HEALTHCARE TR INC COM Real Estate 52.0 $953.0 +28.0 +116.7% $18.33 -19.3%
856 SPTI STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF 34.0 $951.0 +1.0 +3.0% $27.97 +0.7%
857 HNDL STRATEGY SHARES NASDAQ 7HANDL INDEX ETF 41.0 $938.0 +1.0 +2.5% $22.88 -0.7%
858 PCY INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF 44.0 $921.0 +1.0 +2.3% $20.93 +1.2%
859 ARMK ARAMARK COM Industrials 16.0 $911.0 +5.0 +45.5% $56.94 +5.0%
860 NWSA NEWS CORP NEW CL A Communication Services 33.0 $904.0 +13.0 +65.0% $27.39 +7.5%
Page 43 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 36.8%
Technology 30.1%
Consumer Cyclical 7.3%
Communication Services 5.6%
Healthcare 5.5%
Industrials 5.3%
Utilities 3.1%
Consumer Defensive 2.5%
Energy 1.6%
Basic Materials 1.4%