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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 6 of 45  ·  891 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CSCO CISCO SYS INC COM Technology 2,314.0 $260K 0.03% +147.0 +6.8% $112.20 -1.0%
102 TXT TEXTRON INC COM Industrials 2,810.0 $258K 0.03% +3K +2601.9% $91.71 -9.6%
103 SO SOUTHERN CO COM Utilities 2,509.0 $240K 0.03% +47.0 +1.9% $95.80 -7.2%
104 IJH ISHARES CORE S&P MID-CAP ETF 3,068.0 $232K 0.03% +852.0 +38.5% $75.68 +1.4%
105 MA MASTERCARD INCORPORATED CL A Financial Services 436.0 $232K 0.03% +9.0 +2.1% $531.94 +9.2%
106 AMAT APPLIED MATLS INC COM Technology 418.0 $232K 0.03% +106.0 +34.0% $554.49 -11.2%
107 EXPE EXPEDIA GROUP INC COM NEW Consumer Cyclical 877.0 $229K 0.03% +8.0 +0.9% $261.20 +23.1%
108 GEV GE VERNOVA INC COM Utilities 228.0 $225K 0.03% +24.0 +11.8% $985.56 -2.9%
109 USMV ISHARES MSCI USA MIN VOL FACTOR ETF 2,316.0 $223K 0.03% +416.0 +21.9% $96.25 +5.2%
110 GE GE AEROSPACE COM NEW Industrials 639.0 $218K 0.03% +139.0 +27.8% $341.02 +2.2%
111 FNB F N B CORP COM Financial Services 11,469.0 $216K 0.03% +150.0 +1.3% $18.86 -1.8%
112 VZ VERIZON COMMUNICATIONS INC COM Communication Services 4,850.0 $215K 0.03% +471.0 +10.8% $44.29 +11.7%
113 IWN ISHARES RUSSELL 2000 VALUE ETF 967.0 $215K 0.03% +50.0 +5.5% $222.07 +1.2%
114 KO COCA COLA CO COM Consumer Defensive 2,533.0 $208K 0.03% +410.0 +19.3% $82.18 +10.8%
115 ISMD INSPIRE SMALL/MID CAP ETF 4,207.0 $208K 0.03% +30.0 +0.7% $49.35 +0.4%
116 XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 3,590.0 $201K 0.03% +329.0 +10.1% $56.06 +2.5%
117 BAC BANK OF AMER CORP COM Financial Services 3,143.0 $194K 0.02% +252.0 +8.7% $61.61 +0.1%
118 MO ALTRIA GROUP INC COM Consumer Defensive 2,640.0 $191K 0.02% +164.0 +6.6% $72.18 -8.4%
119 CVX CHEVRON CORPORATION COM Energy 987.0 $190K 0.02% +57.0 +6.1% $192.91 +6.4%
120 VUG VANGUARD GROWTH ETF 2,211.0 $189K 0.02% +2K +737.5% $85.68 +2.1%
Page 6 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%