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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 5 of 9  ·  163 positions
# Ticker Company Sector Shares Value ↓ % Port Status
81 APOG APOGEE ENTERPRISES INC COM Industrials 27 $1K SOLD
82 CZR CAESARS ENTERTAINMENT INC NEW COM Consumer Cyclical 48 $1K SOLD
83 VCEL VERICEL CORP COM Healthcare 27 $977.0 SOLD
84 PKST PEAKSTONE REALTY TRUST COMMON SHARES Real Estate 63 $942.0 SOLD
85 BGS B & G FOODS INC NEW COM Consumer Defensive 215 $920.0 SOLD
86 STNE STONECO LTD COM CL A Technology 52 $883.0 SOLD
87 SEM SELECT MED HLDGS CORP COM Healthcare 58 $852.0 SOLD
88 CMTG CLAROS MTG TR INC COMMON STOCK Real Estate 303 $848.0 SOLD
89 SEER SEER INC COM CL A Healthcare 447 $836.0 SOLD
90 DAYFORCE INC COM 12 $832.0 SOLD
91 JAMES RIV GROUP HOLDINGS INC COM SHS 123 $814.0 SOLD
92 MPX MARINE PRODS CORP COM Consumer Cyclical 80 $755.0 SOLD
93 PRA PROASSURANCE CORP COM Financial Services 31 $750.0 SOLD
94 HHH HOWARD HUGHES HOLDINGS INC COM Real Estate 9 $723.0 SOLD
95 FCN FTI CONSULTING INC COM Industrials 4 $717.0 SOLD
96 SWKH SWK HLDGS CORP COM NEW Financial Services 41 $711.0 SOLD
97 EPR EPR PPTYS COM SH BEN INT Real Estate 13 $672.0 SOLD
98 WPP WPP PLC NEW ADR Communication Services 31 $656.0 SOLD
99 DGICA DONEGAL GROUP INC CL A Financial Services 36 $654.0 SOLD
100 EMD WESTERN ASSET EMERGING MKTS DE COM Financial Services 59 $645.0 SOLD
Page 5 of 9  ·  163 positions
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%