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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 19 of 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 NTRS NORTHERN TR CORP COM Financial Services 24.0 $4K 0.00% -15K -99.8% $150.58 +11.4%
362 ARES ARES MANAGEMENT CORPORATION CL A COM STK Financial Services 24.0 $4K 0.00% -8.0 -25.0% $149.79 -16.9%
363 NFG NATIONAL FUEL GAS CO COM Energy 43.0 $4K 0.00% -5.0 -10.4% $83.09 -2.6%
364 INMU ISHARES INTERMEDIATE MUNI INCOME ACTIVE ETF 145.0 $4K 0.00% -179.0 -55.2% $24.29 -1.5%
365 LIBERTY MEDIA CORP DEL COM LBTY ONE S C 40.0 $4K 0.00% -36.0 -47.4% $88.03
366 FSLR FIRST SOLAR INC COM Energy 14.0 $3K 0.00% -3.0 -17.6% $249.43 +3.4%
367 WK WORKIVA INC COM CL A Technology 42.0 $3K 0.00% -99.0 -70.2% $81.29 -38.1%
368 SSNC SS&C TECHNOLOGIES HLDGS INC COM Technology 40.0 $3K 0.00% -398.0 -90.9% $84.75 -20.9%
369 VOX VANGUARD COMMUNICATION SERVICES ETF 17.0 $3K 0.00% -18.0 -51.4% $194.82 +0.4%
370 SLYV STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF 34.0 $3K 0.00% -86.0 -71.7% $96.59 +7.0%
371 XYL XYLEM INC COM Industrials 24.0 $3K 0.00% -1K -97.7% $135.67 -18.7%
372 CHDN CHURCHILL DOWNS INC COM Consumer Cyclical 32.0 $3K -1.0 -3.0% $98.91 -13.9%
373 KEY KEYCORP COM Financial Services 148.0 $3K -216.0 -59.3% $21.34 +1.0%
374 VGLT VANGUARD LONG-TERM TREASURY ETF 55.0 $3K -165.0 -75.0% $55.95 -3.2%
375 NOK NOKIA CORP SPONSORED ADR Technology 446.0 $3K -403.0 -47.5% $6.82 +126.8%
376 JOE ST JOE CO COM Real Estate 47.0 $3K -77.0 -62.1% $64.66 -1.3%
377 CINF CINCINNATI FINL CORP COM Financial Services 19.0 $3K -2.0 -9.5% $158.63 +6.0%
378 GFL GFL ENVIRONMENTAL INC SUB VTG SHS Industrials 69.0 $3K -13.0 -15.8% $43.59 -18.1%
379 FRPT FRESHPET INC COM Consumer Defensive 42.0 $3K -16.0 -27.6% $71.50 -27.9%
380 FAF FIRST AMERN FINL CORP COM Financial Services 47.0 $3K -8.0 -14.6% $63.81 +6.9%
Page 19 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%