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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 9 of 45  ·  891 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CSX CSX CORP COM Industrials 2,231.0 $111K 0.01% +97.0 +4.5% $49.93 +3.3%
162 COP CONOCOPHILLIPS COM Energy 932.0 $111K 0.01% +14.0 +1.5% $118.77 +13.6%
163 HDV ISHARES CORE HIGH DIVIDEND ETF 3,865.0 $110K 0.01% +3K +414.0% $28.35 +5.1%
164 TMO THERMO FISHER SCIENTIFIC INC COM Healthcare 207.0 $109K 0.01% +12.0 +6.2% $526.84 +19.4%
165 ADP AUTOMATIC DATA PROCESSING INC COM Industrials 447.0 $109K 0.01% +178.0 +66.2% $243.05 +15.5%
166 CMI CUMMINS INC COM Industrials 163.0 $108K 0.01% +65.0 +66.3% $661.26 -11.1%
167 SHEL SHELL PLC SPON ADS Energy 1,222.0 $107K 0.01% +157.0 +14.7% $87.77 +6.3%
168 TIP ISHARES TIPS BOND ETF 990.0 $107K 0.01% +335.0 +51.1% $107.74 -0.6%
169 IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 1,094.0 $103K 0.01% +437.0 +66.5% $94.38 +3.8%
170 KKR KKR & CO INC COM 1,032.0 $99K 0.01% +89.0 +9.4% $95.54
171 CMCSA COMCAST CORP NEW CL A Communication Services 4,172.0 $98K 0.01% +863.0 +26.1% $23.52 +14.1%
172 FIVA FIDELITY INTERNATIONAL VALUE FACTOR ETF 2,515.0 $98K 0.01% +989.0 +64.8% $38.88 +3.4%
173 SCHX SCHWAB U.S. LARGE-CAP ETF 3,307.0 $97K 0.01% +227.0 +7.4% $29.44 +2.6%
174 ORCL ORACLE CORP COM Technology 771.0 $97K 0.01% +41.0 +5.6% $125.91 +16.3%
175 ABNB AIRBNB INC COM CL A Consumer Cyclical 686.0 $96K 0.01% +68.0 +11.0% $140.05 +33.7%
176 IEI ISHARES 3-7 YEAR TREASURY BOND ETF 825.0 $96K 0.01% +47.0 +6.0% $116.35 +0.0%
177 BTC GRAYSCALE BITCOIN MINI TRUST ETF Financial Services 3,280.0 $96K 0.01% +3K +1950.0% $29.14 +17.0%
178 AEP AMERICAN ELEC PWR CO INC COM Utilities 718.0 $95K 0.01% +36.0 +5.3% $133.00 -9.1%
179 KMI KINDER MORGAN INC DEL COM Energy 2,926.0 $95K 0.01% +421.0 +16.8% $32.49 -4.7%
180 XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF 595.0 $95K 0.01% +39.0 +7.0% $159.45 +9.5%
Page 9 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%