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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 9 of 17  ·  321 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ASAN ASANA INC CL A Technology 170.0 $1K NEW $6.88 +39.2%
162 SD SANDRIDGE ENERGY INC COM NEW Energy 82.0 $1K NEW $14.00 +2.6%
163 CRC CALIFORNIA RES CORP COM STOCK Energy 21.0 $1K NEW $53.86 -1.1%
164 JXN JACKSON FINANCIAL INC COM CL A Financial Services 9.0 $1K NEW $123.78 +4.9%
165 ENVA ENOVA INTL INC COM Financial Services 5.0 $1K NEW $222.40 +9.2%
166 IOT SAMSARA INC COM CL A Technology 33.0 $1K NEW $33.33 +19.8%
167 IMXI INTERNATIONAL MONEY EXPRESS COM Technology 83.0 $1K NEW $13.22 +6.8%
168 BLKB BLACKBAUD INC COM Technology 34.0 $1K NEW $30.91 +53.7%
169 AVTR AVANTOR INC COM Healthcare 93.0 $1K NEW $10.95 +32.1%
170 LQDH ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF 11.0 $1K NEW $92.55 +0.0%
171 HSIC SCHEIN HENRY INC COM Healthcare 12.0 $1K NEW $84.83 +4.3%
172 CLDT CHATHAM LODGING TR COM Real Estate 74.0 $998.0 NEW $13.49 +0.5%
173 DTCR GLOBAL X DATA CENTER AND DIGITAL INFRASTRUCTURE ETF 35.0 $998.0 NEW $28.51 -0.7%
174 REPL REPLIMUNE GROUP INC COM Healthcare 91.0 $978.0 NEW $10.75 +37.4%
175 XRT STATE STREET SPDR S&P RETAIL ETF 11.0 $976.0 NEW $88.73 -1.1%
176 GSHD GOOSEHEAD INS INC COM CL A Financial Services 18.0 $925.0 NEW $51.39 +41.1%
177 RGTI RIGETTI COMPUTING INC COMMON STOCK Technology 60.0 $914.0 NEW $15.23 +17.6%
178 VLGEA VILLAGE SUPER MKT INC CL A NEW Consumer Defensive 21.0 $913.0 NEW $43.48 +1.4%
179 VRNS VARONIS SYS INC COM Technology 20.0 $907.0 NEW $45.35 -9.1%
180 IMKTA INGLES MKTS INC CL A Consumer Defensive 10.0 $896.0 NEW $89.60 -5.2%
Page 9 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%