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Portfolio (Quarterly) Guide ↗

Cornerstone Planning Group LLC

· CIK 0001822587
13F Portfolio $624M AUM Filed Nov 4, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 1694 New
Page 41 of 85  ·  1,694 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 LYG LLOYDS BANKING GROUP PLC SPONSORED ADR Financial Services 1,951.0 $9K 0.00% NEW $4.68 +14.5%
802 HSTM HEALTHSTREAM INC COM Healthcare 369.0 $9K 0.00% NEW $24.55 -3.0%
803 STM STMICROELECTRONICS N V NY REGISTRY Technology 481.0 $9K 0.00% NEW $18.69 +257.7%
804 BKR BAKER HUGHES COMPANY CL A Energy 185.0 $9K 0.00% NEW $48.58 +36.0%
805 SVRA SAVARA INC COM Healthcare 47.0 $9K 0.00% NEW $191.15 -97.4%
806 ESQ ESQUIRE FINL HLDGS INC COM Financial Services 96.0 $9K 0.00% NEW $92.91 +19.3%
807 AIR LEASE CORP CL A 36.0 $9K 0.00% NEW $246.86
808 SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 372.0 $9K 0.00% NEW $23.80 +110.9%
809 DE DEERE & CO COM Industrials 392.0 $9K 0.00% NEW $22.29 +2274.4%
810 IRM IRON MTN INC DEL COM Real Estate 86.0 $9K 0.00% NEW $101.30 +24.8%
811 AIZ ASSURANT INC COM Financial Services 41.0 $9K 0.00% NEW $212.44 +19.9%
812 NKE NIKE INC CL B Consumer Cyclical 1,242.0 $9K 0.00% NEW $7.01 +537.3%
813 FIX COMFORT SYS USA INC COM Industrials 9.0 $9K 0.00% NEW $964.33 +89.6%
814 UAL UNITED AIRLS HLDGS INC COM Industrials 10.0 $9K 0.00% NEW $860.10 -88.4%
815 FR FIRST INDL RLTY TR INC COM Real Estate 154.0 $9K 0.00% NEW $55.68 +13.7%
816 OWL BLUE OWL CAPITAL INC COM CL A Financial Services 538.0 $9K 0.00% NEW $15.86 -36.6%
817 ULTA ULTA BEAUTY INC COM Consumer Cyclical 600.0 $9K 0.00% NEW $14.22 +3521.9%
818 RYAN RYAN SPECIALTY HOLDINGS INC CL A Financial Services 137.0 $8K 0.00% NEW $61.55 -46.9%
819 ISCG ISHARES MORNINGSTAR SMALL-CAP GROWTH ETF 150.0 $8K 0.00% NEW $55.14 +11.8%
820 GNR SPDR S&P GLOBAL NATURAL RESOURCES ETF 79.0 $8K 0.00% NEW $104.53 -29.4%
Page 41 of 85  ·  1,694 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 47.7%
Healthcare 14.9%
Technology 14.3%
Industrials 8.7%
Consumer Cyclical 4.4%
Real Estate 2.7%
Communication Services 2.3%
Energy 1.4%
Basic Materials 1.3%
Utilities 1.2%