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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 13 of 17  ·  321 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 PLMR PALOMAR HLDGS INC COM Financial Services 4.0 $522.0 NEW $130.50 -0.3%
242 AKBA AKEBIA THREAPEUTICS INC COM Healthcare 413.0 $520.0 NEW $1.26 -28.0%
243 XP XP INC CL A Financial Services 30.0 $519.0 NEW $17.30 -2.8%
244 LINE LINEAGE INC COM Real Estate 12.0 $518.0 NEW $43.17 -3.6%
245 REX REX AMERICAN RES CORP COM Basic Materials 11.0 $515.0 NEW $46.82 -4.6%
246 HANOVER BANCORP INC COM 21.0 $515.0 NEW $24.52
247 MSEX MIDDLESEX WTR CO COM Utilities 9.0 $509.0 NEW $56.56 +3.0%
248 IMO IMPERIAL OIL LTD COM NEW Energy 4.0 $503.0 NEW $125.75 +9.8%
249 TG TREDEGAR CORP COM Industrials 65.0 $503.0 NEW $7.74 +3.0%
250 BTMD BIOTE CORP CLASS A COM Healthcare 213.0 $501.0 NEW $2.35 -31.6%
251 FIZZ NATIONAL BEVERAGE CORP COM Consumer Defensive 16.0 $498.0 NEW $31.12 +4.0%
252 GATES INDL CORP LTD COM SHS 18.0 $493.0 NEW $27.39
253 CNX CNX RES CORP COM Energy 14.0 $485.0 NEW $34.64 +5.0%
254 AVBH AVIDBANK HLDGS INC COM Financial Services 15.0 $477.0 NEW $31.80 +0.9%
255 JANX JANUX THERAPEUTICS INC COM Healthcare 30.0 $469.0 NEW $15.63 +11.2%
256 GRNT GRANITE RIDGE RESOURCES INC COM Energy 95.0 $461.0 NEW $4.85 +5.3%
257 RUSHA RUSH ENTERPRISES INC CL A Consumer Cyclical 6.0 $458.0 NEW $76.33 +3.2%
258 GSM FERROGLOBE PLC SHS Basic Materials 133.0 $455.0 NEW $3.42 +19.3%
259 ADMA ADMA BIOLOGICS INC COM Healthcare 54.0 $453.0 NEW $8.39 +17.3%
260 VTOL BRISTOW GROUP INC COM Energy 10.0 $451.0 NEW $45.10 +0.4%
Page 13 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%