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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 18 of 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 AYI ACUITY INC COM Industrials 15.0 $5K 0.00% -152.0 -91.0% $312.13 -7.9%
342 NTES NETEASE INC SPONSORED ADS Technology 35.0 $5K 0.00% -184.0 -84.0% $133.77 -12.9%
343 VTRS VIATRIS INC COM Healthcare 361.0 $5K 0.00% -249K -99.8% $12.97 +28.4%
344 PRFZ INVESCO RAFI US 1500 SMALL-MID ETF 97.0 $5K 0.00% -43.0 -30.7% $48.26 +6.1%
345 TAN INVESCO SOLAR ETF 80.0 $5K 0.00% -82.0 -50.6% $57.64 +14.4%
346 TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS Healthcare 138.0 $5K 0.00% -83.0 -37.6% $33.21 +2.6%
347 INVH INVITATION HOMES INC COM Real Estate 174.0 $5K 0.00% -14.0 -7.5% $26.22 +11.7%
348 TKO TKO GROUP HOLDINGS INC CL A Communication Services 23.0 $4K 0.00% -189.0 -89.2% $194.96 -1.8%
349 DOC HEALTHPEAK PROPERTIES INC COM Real Estate 261.0 $4K 0.00% -74.0 -22.1% $17.15 +15.0%
350 SEADRILL LTD COM 117.0 $4K 0.00% -4.0 -3.3% $37.26
351 IWM ISHARES RUSSELL 2000 ETF 16.0 $4K 0.00% -34.0 -68.0% $263.31 +8.3%
352 AWK AMERICAN WTR WKS CO INC NEW COM Utilities 32.0 $4K 0.00% -49.0 -60.5% $127.28 -1.6%
353 WY WEYERHAEUSER CO COM NEW Real Estate 152.0 $4K 0.00% -99.0 -39.4% $26.05 -9.2%
354 PACS PACS GROUP INC COM SHS Financial Services 115.0 $4K 0.00% -423.0 -78.6% $34.35 +9.9%
355 SCHQ SCHWAB LONG-TERM U.S. TREASURY ETF 121.0 $4K 0.00% -17K -99.3% $31.80 -3.4%
356 DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND 71.0 $4K 0.00% -3K -97.3% $53.44 +3.4%
357 CSL CARLISLE COS INC COM Industrials 11.0 $4K 0.00% -4.0 -26.7% $341.00 -2.1%
358 RHP RYMAN HOSPITALITY PPTYS INC COM Real Estate 40.0 $4K 0.00% -241.0 -85.8% $93.47 +19.8%
359 DTM DT MIDSTREAM INC COMMON STOCK Energy 30.0 $4K 0.00% -10.0 -25.0% $124.30 +21.6%
360 EFX EQUIFAX INC COM Industrials 18.0 $4K 0.00% -7.0 -28.0% $205.33 -20.1%
Page 18 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%