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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 18 of 18  ·  355 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 RDN RADIAN GROUP INC COM Financial Services 6.0 $229.0 -12.0 -66.7% $38.17 -3.9%
342 MKTX MARKETAXESS HLDGS INC COM Financial Services 2.0 $228.0 -1.0 -33.3% $114.00 +42.0%
343 UMH UMH PPTYS INC COM Real Estate 14.0 $216.0 -599.0 -97.7% $15.43 +7.6%
344 HUBS HUBSPOT INC COM Technology 1.0 $205.0 -2.0 -66.7% $205.00 +17.0%
345 DXYZ DESTINY TECH100 INC COM SHS 8.0 $202.0 -270.0 -97.1% $25.25 +37.2%
346 PB PROSPERITY BANCSHARES INC COM Financial Services 2.0 $173.0 -40.0 -95.2% $86.50 -16.1%
347 WK WORKIVA INC COM CL A Technology 3.0 $156.0 -39.0 -92.9% $52.00 +45.0%
348 LKFN LAKELAND FINL CORP COM Financial Services 2.0 $151.0 -249.0 -99.2% $75.50 -19.9%
349 KRC KILROY REALTY CORP COM Real Estate 3.0 $116.0 -15.0 -83.3% $38.67 -4.9%
350 XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF 1.0 $113.0 -776.0 -99.9% $113.00 -24.5%
351 XHB STATE STREET SPDR S&P HOMEBUILDERS ETF 1.0 $107.0 -70.0 -98.6% $107.00 -1.3%
352 CNXC CONCENTRIX CORP COM Technology 3.0 $76.0 -310.0 -99.0% $25.33 -0.5%
353 SCVL SHOE STA GROUP INC COM Consumer Cyclical 2.0 $33.0 -587.0 -99.7% $16.50 -5.4%
354 ASRV AMERISERV FINL INC COM Financial Services 8.0 $32.0 -1K -99.2% $4.00 +25.0%
355 LUMN LUMEN TECHNOLOGIES INC COM Communication Services 4.0 $27.0 -10.0 -71.4% $6.75 -11.0%
Page 18 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 36.8%
Technology 30.1%
Consumer Cyclical 7.3%
Communication Services 5.6%
Healthcare 5.5%
Industrials 5.3%
Utilities 3.1%
Consumer Defensive 2.5%
Energy 1.6%
Basic Materials 1.4%