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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 10 of 18  ·  355 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SCHE SCHWAB EMERGING MARKETS EQUITY ETF 299.0 $11K 0.00% -86.0 -22.3% $36.03 +2.6%
182 LPLA LPL FINL HLDGS INC COM Financial Services 32.0 $11K 0.00% -4.0 -11.1% $328.53 +10.0%
183 MCHP MICROCHIP TECHNOLOGY INC. COM Technology 123.0 $10K 0.00% -14.0 -10.2% $85.15 -10.6%
184 XSVM INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETF 145.0 $10K 0.00% -1K -88.1% $70.97 -1.3%
185 ON ON SEMICONDUCTOR CORP COM Technology 109.0 $10K 0.00% -61.0 -35.9% $92.33 -19.6%
186 CCJ CAMECO CORP COM Energy 111.0 $10K 0.00% -44.0 -28.4% $90.37 +13.4%
187 FICO FAIR ISAAC CORP COM Technology 8.0 $10K 0.00% -11.0 -57.9% $1221.50 -4.0%
188 AUPH AURINIA PHARMACEUTICALS INC COM Healthcare 634.0 $10K 0.00% -146.0 -18.7% $15.33 +8.6%
189 SONY SONY GROUP CORP SPONSORED ADR Technology 454.0 $9K 0.00% -229.0 -33.5% $20.92 +14.3%
190 JKHY HENRY JACK & ASSOC INC COM Technology 63.0 $9K 0.00% -8.0 -11.3% $146.78 +13.2%
191 FN FABRINET SHS Technology 18.0 $9K 0.00% -7.0 -28.0% $513.67 -15.0%
192 PUK PRUDENTIAL PLC ADR Financial Services 313.0 $9K 0.00% -62.0 -16.5% $29.48 -4.5%
193 AIZ ASSURANT INC COM Financial Services 32.0 $9K 0.00% -8.0 -20.0% $273.16 +4.0%
194 ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A Technology 32.0 $8K 0.00% -14.0 -30.4% $262.75 +40.3%
195 VALE VALE S A SPONSORED ADS Basic Materials 563.0 $8K 0.00% -3K -81.8% $14.85 -1.8%
196 BRO BROWN & BROWN INC COM Financial Services 127.0 $8K 0.00% -193.0 -60.3% $65.46 +11.4%
197 GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK Healthcare 135.0 $8K 0.00% -12.0 -8.2% $61.43 +21.8%
198 ROK ROCKWELL AUTOMATION INC COM Industrials 18.0 $8K 0.00% -4.0 -18.2% $458.72 -4.7%
199 ENTG ENTEGRIS INC COM Technology 60.0 $8K 0.00% -14.0 -18.9% $137.48 +4.5%
200 NTRA NATERA INC COM Healthcare 31.0 $8K 0.00% -1.0 -3.1% $264.23 +25.7%
Page 10 of 18  ·  355 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%