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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 11 of 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 LH LABCORP HOLDINGS INC COM SHS Healthcare 60.0 $16K 0.00% -1.0 -1.6% $268.77 -3.3%
202 VRT VERTIV HOLDINGS CO COM CL A Industrials 81.0 $16K 0.00% -346.0 -81.0% $193.77 +69.0%
203 CRDO CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES Technology 120.0 $16K 0.00% -1.0 -0.8% $129.66 +68.5%
204 HLN HALEON PLC SPON ADS Healthcare 1,506.0 $16K 0.00% -199.0 -11.7% $10.31 -9.9%
205 CVS CVS HEALTH CORP COM Healthcare 209.0 $15K 0.00% -323.0 -60.7% $74.03 +26.0%
206 HIG HARTFORD INSURANCE GROUP INC COM Financial Services 118.0 $15K 0.00% -92.0 -43.8% $130.72 +4.1%
207 AEM AGNICO EAGLE MINES LTD COM Basic Materials 69.0 $15K 0.00% -11.0 -13.8% $222.99 -21.1%
208 NICE NICE LTD SPONSORED ADR Technology 138.0 $15K 0.00% -296.0 -68.2% $111.14 -15.0%
209 TMUS T-MOBILE US INC COM Communication Services 82.0 $15K 0.00% -385.0 -82.4% $186.83 +2.5%
210 WTFC WINTRUST FINL CORP COM Financial Services 105.0 $15K 0.00% -42K -99.8% $145.59 +3.0%
211 WDAY WORKDAY INC CL A Technology 80.0 $15K 0.00% -161.0 -66.8% $189.12 -32.2%
212 FORTINET INC COM 182.0 $15K 0.00% -59.0 -24.5% $82.08
213 ARM ARM HOLDINGS PLC SPONSORED ADS Technology 134.0 $15K 0.00% -1.0 -0.7% $109.96 +178.7%
214 JBL JABIL INC COM Technology 59.0 $14K 0.00% -50.0 -45.9% $243.63 +49.6%
215 SU SUNCOR ENERGY INC NEW COM Energy 271.0 $14K 0.00% -5K -94.5% $53.00 +27.1%
216 TER TERADYNE INC COM Technology 57.0 $14K 0.00% -581.0 -91.1% $250.54 +43.1%
217 CRAI CRA INTL INC COM Industrials 76.0 $14K 0.00% -17.0 -18.3% $187.07 -20.8%
218 FQAL FIDELITY QUALITY FACTOR ETF 182.0 $14K 0.00% -327.0 -64.2% $77.22 +4.5%
219 VST VISTRA CORP COM Utilities 84.0 $14K 0.00% -578.0 -87.3% $166.57 -6.2%
220 ITW ILLINOIS TOOL WKS INC COM Industrials 54.0 $14K 0.00% -46.0 -46.0% $258.52 -2.4%
Page 11 of 31  ·  606 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%