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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 7 of 17  ·  321 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 HYGW ISHARES HIGH YIELD CORPORATE BOND BUYWRITE STRATEGY ETF 83.0 $2K NEW $28.92 +0.0%
122 CRS CARPENTER TECHNOLOGY CORP COM Industrials 4.0 $2K NEW $587.75 -16.2%
123 SPOK SPOK HLDGS INC COM Healthcare 217.0 $2K NEW $10.65 -3.2%
124 FLOT ISHARES FLOATING RATE BOND ETF 45.0 $2K NEW $51.00 +0.0%
125 PDBA INVESCO AGRICULTURE COMMODITY STRATEGY NO K-1 ETF 56.0 $2K NEW $37.71 +0.3%
126 UNM UNUM GROUP COM Financial Services 24.0 $2K NEW $87.79 -0.0%
127 AGI ALAMOS GOLD INC COM CL A Basic Materials 64.0 $2K NEW $30.55 +23.9%
128 SATS ECHOSTAR CORP CL A Technology 21.0 $2K NEW $92.29 +0.2%
129 COLM COLUMBIA SPORTSWEAR CO COM Consumer Cyclical 30.0 $2K NEW $63.47 -4.9%
130 USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 35.0 $2K NEW $50.43 -0.5%
131 TPL TEXAS PACIFIC LAND CORPORATION COM Energy 4.0 $2K NEW $433.00 -11.4%
132 CVLT COMMVAULT SYS INC COM Technology 12.0 $2K NEW $140.25 -4.6%
133 MMSI MERIT MED SYS INC COM Healthcare 23.0 $2K NEW $73.13 +24.1%
134 GRFS GRIFOLS S A SP ADR REP B NVT Healthcare 211.0 $2K NEW $7.88 +1.5%
135 PBDC PUTNAM BDC INCOME ETF 62.0 $2K NEW $26.40 +6.3%
136 PLNT PLANET FITNESS MASTER ISSUER L CL A Consumer Cyclical 30.0 $2K NEW $54.07 +0.2%
137 CBZ CBIZ INC COM Industrials 40.0 $2K NEW $40.35 +35.5%
138 KMPR KEMPER CORP COM Financial Services 57.0 $2K NEW $27.46 -1.6%
139 PINNACLE FINL PARTNERS INC COM 16.0 $2K NEW $97.38
140 CNH INDL N V SHS 144.0 $2K NEW $10.70
Page 7 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%