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Portfolio (Quarterly) Guide ↗

Cornerstone Planning Group LLC

· CIK 0001822587
13F Portfolio $641M AUM 1,709 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 187 New 663 Added 606 Reduced 172 Exited
Page 10 of 10  ·  187 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 URBN URBAN OUTFITTERS INC COM Consumer Cyclical 1.0 $70.0 NEW $70.00 +2.4%
182 PCOR PROCORE TECHNOLOGIES INC COM Technology 1.0 $62.0 NEW $62.00 -25.2%
183 S SENTINELONE INC CL A Technology 4.0 $60.0 NEW $15.00 +19.8%
184 RNG RINGCENTRAL INC CL A Technology 2.0 $54.0 NEW $27.00 +61.1%
185 OII OCEANEERING INTL INC COM Energy 1.0 $30.0 NEW $30.00 +28.3%
186 TLRY TILRAY BRANDS INC COM Healthcare 1.0 $8.0 NEW $8.00 -32.4%
187 TVRD TVARDI THERAPEUTICS INC COM Healthcare 1.0 $4.0 NEW $4.00 -3.7%
Page 10 of 10  ·  187 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 39.9%
Technology 25.9%
Consumer Cyclical 8.3%
Communication Services 5.9%
Healthcare 5.3%
Industrials 4.8%
Utilities 3.1%
Consumer Defensive 2.5%
Energy 2.0%
Basic Materials 1.4%