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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 8 of 45  ·  891 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 C CITIGROUP INC COM NEW Financial Services 988.0 $131K 0.02% +225.0 +29.5% $132.31 -0.5%
142 BOXX ALPHA ARCHITECT 1-3 MONTH BOX ETF 1,100.0 $129K 0.02% +608.0 +123.6% $117.52 +0.4%
143 RTX RTX CORPORATION COM Industrials 662.0 $129K 0.02% +115.0 +21.0% $194.84 +7.7%
144 TJX TJX COS INC NEW COM Consumer Cyclical 828.0 $129K 0.02% +62.0 +8.1% $155.37 -9.6%
145 MCD MCDONALDS CORP COM Consumer Cyclical 485.0 $128K 0.02% +65.0 +15.5% $263.83 +2.7%
146 ADI ANALOG DEVICES INC COM Technology 329.0 $127K 0.02% +15.0 +4.8% $387.22 -3.6%
147 SPGI S&P GLOBAL INC COM Financial Services 296.0 $127K 0.02% +15.0 +5.3% $428.83 +0.6%
148 VAW VANGUARD MATERIALS ETF 546.0 $123K 0.02% +4.0 +0.7% $225.97 +6.0%
149 FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF 2,279.0 $122K 0.01% +170.0 +8.1% $53.41 +4.6%
150 CRWD CROWDSTRIKE HLDGS INC CL A Technology 642.0 $121K 0.01% +538.0 +517.3% $47.11 +307.5%
151 ISHARES WORLD EX U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF 2,079.0 $121K 0.01% +2K +8939.1% $58.14
152 APH AMPHENOL CORP CL A Technology 756.0 $119K 0.01% +356.0 +89.0% $157.42 -0.3%
153 NOW SERVICENOW INC COM Technology 1,244.0 $119K 0.01% +634.0 +103.9% $95.46 +34.6%
154 TXN TEXAS INSTRS INC COM Technology 403.0 $119K 0.01% +264.0 +189.9% $294.35 -10.2%
155 KLAC KLA CORP COM NEW Technology 549.0 $118K 0.01% +505.0 +1147.7% $214.72 -14.3%
156 VOOG VANGUARD S&P 500 GROWTH ETF 1,440.0 $118K 0.01% +1K +520.7% $81.71 +2.1%
157 GILD GILEAD SCIENCES INC COM Healthcare 883.0 $115K 0.01% +24.0 +2.8% $130.31 +12.1%
158 UBER UBER TECHNOLOGIES INC COM Technology 1,624.0 $114K 0.01% +465.0 +40.1% $70.33 +12.0%
159 PFE PFIZER INC COM Healthcare 4,546.0 $113K 0.01% +200.0 +4.6% $24.82 +13.1%
160 GD GENERAL DYNAMICS CORP COM Industrials 299.0 $112K 0.01% +65.0 +27.8% $373.30 +2.9%
Page 8 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%