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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 5 of 17  ·  321 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ETD ETHAN ALLEN INTERIORS INC COM Consumer Cyclical 312.0 $7K 0.00% NEW $22.85 +2.4%
82 TMDX TRANSMEDICS GROUP INC COM Healthcare 100.0 $7K 0.00% NEW $71.20 +33.1%
83 NNE NANO NUCLEAR ENERGY INC COM Industrials 400.0 $7K 0.00% NEW $17.32 +8.8%
84 BALI ISHARES U.S. LARGE CAP PREMIUM INCOME ACTIVE ETF 195.0 $7K 0.00% NEW $33.99 +2.2%
85 QLTA ISHARES AAA-A RATED CORPORATE BOND ETF 129.0 $6K 0.00% NEW $46.67 -0.6%
86 KB KB FINL GROUP INC SPONSORED ADR Financial Services 50.0 $6K 0.00% NEW $118.94 -0.8%
87 MLI MUELLER INDS INC COM Industrials 92.0 $6K 0.00% NEW $62.73 +0.8%
88 REET ISHARES GLOBAL REIT ETF 198.0 $6K 0.00% NEW $28.41 -1.4%
89 MOBILITY GLOBAL INC COM SHS 265.0 $5K 0.00% NEW $20.38
90 FIGR FIGURE TECHNOLOGY SOLUTIO COM CL A Financial Services 173.0 $5K 0.00% NEW $30.04 +30.2%
91 JMUB JPMORGAN MUNICIPAL ETF 103.0 $5K 0.00% NEW $49.96 -0.5%
92 DUPONT DE NEMOURS INC COMMON STOCK 35.0 $5K 0.00% NEW $139.63
93 NEBIUS GROUP N.V. SHS CLASS A 22.0 $5K 0.00% NEW $218.18
94 UTES VIRTUS REAVES UTILITIES ETF 56.0 $5K 0.00% NEW $82.04 -9.8%
95 WLFC WILLIS LEASE FIN CORP COM Industrials 69.0 $5K 0.00% NEW $66.32 -18.0%
96 SUNB SUNBELT RENTALS HOLDINGS INC SHS Financial Services 61.0 $4K 0.00% NEW $72.44 +6.1%
97 SCHO SCHWAB SHORT-TERM US TREASURY ETF 183.0 $4K 0.00% NEW $24.00 +0.4%
98 ATI ATI INC COM Industrials 22.0 $4K 0.00% NEW $195.59 +5.8%
99 KAI KADANT INC COM Industrials 13.0 $4K 0.00% NEW $306.92 +2.1%
100 EWY ISHARES MSCI SOUTH KOREA ETF 23.0 $4K NEW $170.43 +4.6%
Page 5 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%