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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 12 of 17  ·  321 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 SRBK SR BANCORP INC COM Financial Services 31.0 $597.0 NEW $19.26 +0.9%
222 SFM SPROUTS FMRS MKT INC COM Consumer Defensive 8.0 $592.0 NEW $74.00 +9.6%
223 SPT SPROUT SOCIAL INC COM CL A Technology 77.0 $586.0 NEW $7.61 +31.7%
224 CNK CINEMARK HLDGS INC COM Communication Services 18.0 $581.0 NEW $32.28 +13.4%
225 PROSHARES ULTRA XRP ETF 50.0 $579.0 NEW $11.58
226 ECBK ECB BANCORP INC COM Financial Services 29.0 $576.0 NEW $19.86 +3.8%
227 WD WALKER & DUNLOP INC COM Financial Services 12.0 $573.0 NEW $47.75 -15.8%
228 WMS ADVANCED DRAIN SYS INC DEL COM Industrials 4.0 $567.0 NEW $141.75 +1.4%
229 DFH DREAM FINDERS HOMES INC COM CL A Consumer Cyclical 37.0 $565.0 NEW $15.27 -2.3%
230 RMBI RICHMOND MUT BANCORPORATION COM Financial Services 37.0 $565.0 NEW $15.27 +3.7%
231 CWT CALIFORNIA WTR SVC GROUP COM Utilities 11.0 $561.0 NEW $51.00 -2.8%
232 INMB INMUNE BIO INC COM Healthcare 304.0 $559.0 NEW $1.84 +26.2%
233 INSP INSPIRE MED SYS INC COM Healthcare 11.0 $554.0 NEW $50.36 +23.8%
234 DEI DOUGLAS EMMETT INC COM Real Estate 46.0 $550.0 NEW $11.96 -1.4%
235 LIBERTY GLOBAL LTD COM CL C 53.0 $538.0 NEW $10.15
236 EFSI EAGLE FINL SVCS INC COM Financial Services 13.0 $537.0 NEW $41.31 +2.4%
237 TIPT TIPTREE INC COM Financial Services 30.0 $536.0 NEW $17.87 +1.4%
238 WBS WEBSTER FINL CORP COM Financial Services 7.0 $536.0 NEW $76.57 +1.3%
239 DEA EASTERLY GOVT PPTYS INC COM SHS Real Estate 21.0 $528.0 NEW $25.14 -2.2%
240 BENITEC BIOPHARMA INC COM NEW 46.0 $526.0 NEW $11.43
Page 12 of 17  ·  321 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%