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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 13 of 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 PFG PRINCIPAL FINANCIAL GROUP INC COM Financial Services 115.0 $11K 0.00% -13.0 -10.2% $94.07 +10.4%
242 DOV DOVER CORP COM Industrials 52.0 $11K 0.00% -212.0 -80.3% $206.02 +1.9%
243 MGM MGM RESORTS INTERNATIONAL COM Consumer Cyclical 326.0 $11K 0.00% -19.0 -5.5% $32.77 +17.2%
244 PAAS PAN AMERN SILVER CORP COM Basic Materials 158.0 $10K 0.00% -271.0 -63.2% $65.92 -18.2%
245 BLOCK INC CL A 162.0 $10K 0.00% -29.0 -15.2% $64.22
246 MAT MATTEL INC COM Consumer Cyclical 508.0 $10K 0.00% -844.0 -62.4% $20.34 -25.8%
247 WH WYNDHAM HOTELS & RESORTS INC COM Consumer Cyclical 141.0 $10K 0.00% -308.0 -68.6% $72.80 +8.7%
248 BKR BAKER HUGHES COMPANY CL A Energy 177.0 $10K 0.00% -8.0 -4.3% $56.63 +16.6%
249 SNY SANOFI SA SPONSORED ADR Healthcare 213.0 $10K 0.00% -160.0 -42.9% $45.77 -3.2%
250 VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF 62.0 $10K 0.00% -10K -99.4% $155.71 +2.3%
251 ULTA ULTA BEAUTY INC COM Consumer Cyclical 15.0 $10K 0.00% -585.0 -97.5% $638.20 -19.3%
252 AIZ ASSURANT INC COM Financial Services 40.0 $9K 0.00% -1.0 -2.4% $237.30 +7.4%
253 MAS MASCO CORP COM Industrials 141.0 $9K 0.00% -11.0 -7.2% $66.48 +1.2%
254 XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 57.0 $9K 0.00% -107.0 -65.2% $164.14 +4.6%
255 NRG NRG ENERGY INC COM NEW Utilities 60.0 $9K 0.00% -2K -96.3% $155.83 -11.7%
256 SF STIFEL FINL CORP COM Financial Services 74.0 $9K 0.00% -34.0 -31.5% $126.24 -42.5%
257 WINA WINMARK CORP COM Consumer Cyclical 20.0 $9K 0.00% -53.0 -72.6% $460.00 -20.7%
258 ROK ROCKWELL AUTOMATION INC COM Industrials 22.0 $9K 0.00% -4.0 -15.4% $414.91 +9.0%
259 MPC MARATHON PETE CORP COM Energy 53.0 $9K 0.00% -2.0 -3.6% $172.02 +48.0%
260 MNDY MONDAY COM LTD SHS Technology 72.0 $9K 0.00% -41.0 -36.3% $126.15 -37.3%
Page 13 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%