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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 5 of 10  ·  187 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BIDU BAIDU INC SPON ADR REP A Communication Services 10.0 $2K NEW $157.70 -16.8%
82 LXP INDUSTRIAL TRUST COM 30.0 $1K NEW $48.23
83 GNE GENIE ENERGY LTD CL B Utilities 103.0 $1K NEW $13.69 +1.2%
84 LGIH LGI HOMES INC COM Consumer Cyclical 28.0 $1K NEW $49.89 -7.3%
85 IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF 16.0 $1K NEW $87.12 +3.0%
86 GWRS GLOBAL WTR RES INC COM Utilities 160.0 $1K NEW $8.57 -18.4%
87 Q QNITY ELECTRONICS INC COMMON STOCK Technology 13.0 $1K NEW $102.46 +49.4%
88 DIVERSIFIED ENERGY CO COMMON STOCK 102.0 $1K NEW $12.99
89 ISHARES WORLD EX U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF 23.0 $1K NEW $57.52
90 SIG SIGNET JEWELERS LIMITED SHS Consumer Cyclical 14.0 $1K NEW $91.71 -14.4%
91 CSW INDUSTRIALS INC COM 4.0 $1K NEW $300.00
92 TECK TECK RESOURCES LTD CL B Basic Materials 21.0 $1K NEW $56.86 +7.7%
93 AVEM AVANTIS EMERGING MARKETS EQUITY ETF 14.0 $1K NEW $85.21 +9.3%
94 SOLS SOLSTICE ADVANCED MATLS INC COM SHS Basic Materials 18.0 $1K NEW $65.56 +28.9%
95 HRL HORMEL FOODS CORP COM Consumer Defensive 47.0 $1K NEW $24.60 -14.3%
96 LITE LUMENTUM HLDGS INC COM Technology 3.0 $1K NEW $385.00 +150.5%
97 HUN HUNTSMAN CORP COM Basic Materials 95.0 $1K NEW $11.41 +26.0%
98 WEX WEX INC COM Technology 7.0 $1K NEW $154.71 -6.8%
99 APOG APOGEE ENTERPRISES INC COM Industrials 27.0 $1K NEW $38.07 -7.3%
100 QLYS QUALYS INC COM Technology 7.0 $929.0 NEW $132.71 -24.2%
Page 5 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%