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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 25 of 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 SEM SELECT MED HLDGS CORP COM Healthcare 58.0 $852.0 -4K -98.5% $14.69 +12.5%
482 INDS PACER INDUSTRIAL REAL ESTATE ETF 22.0 $839.0 -18K -99.9% $38.14 +5.1%
483 SPLB STATE STREET SPDR PORTFOLIO LONG TERM CORPORATE BOND ETF 36.0 $820.0 -31.0 -46.3% $22.78 -3.1%
484 STHO STAR HLDGS SHS BEN INT Real Estate 106.0 $818.0 -494.0 -82.3% $7.72 +10.8%
485 WASH WASHINGTON TR BANCORP INC COM Financial Services 26.0 $785.0 -55.0 -67.9% $30.19 +6.4%
486 APA APA CORPORATION COM Energy 30.0 $780.0 -3.0 -9.1% $26.00 +47.5%
487 ALSN ALLISON TRANSMISSION HLDGS INC COM Consumer Cyclical 7.0 $774.0 -240.0 -97.2% $110.57 -1.4%
488 TNDM TANDEM DIABETES CARE INC COM NEW Healthcare 40.0 $764.0 -83.0 -67.5% $19.10 -21.3%
489 PRA PROASSURANCE CORP COM Financial Services 31.0 $750.0 -3K -98.9% $24.19 +1.7%
490 PRTH PRIORITY TECHNOLOGY HLDGS INC COM Technology 128.0 $750.0 -102.0 -44.4% $5.86 -0.8%
491 SNN SMITH & NEPHEW PLC SPDN ADR NEW Healthcare 22.0 $745.0 -13.0 -37.1% $33.86 -8.4%
492 XPO XPO INC COM Industrials 5.0 $741.0 -136.0 -96.5% $148.20 +42.2%
493 VSTS VESTIS CORPORATION COM SHS Industrials 117.0 $739.0 -160.0 -57.8% $6.32 +85.2%
494 TFLR T. ROWE PRICE FLOATING RATE ETF 14.0 $718.0 -96.0 -87.3% $51.29 -0.6%
495 UPST UPSTART HLDGS INC COM Financial Services 16.0 $691.0 -1K -98.5% $43.19 -33.2%
496 VECO VEECO INSTRS INC DEL COM Technology 21.0 $678.0 -21.0 -50.0% $32.29 +75.4%
497 STC STEWART INFORMATION SVCS CORP COM Financial Services 10.0 $675.0 -76.0 -88.4% $67.50 +0.9%
498 EPR EPR PPTYS COM SH BEN INT Real Estate 13.0 $672.0 -2.0 -13.3% $51.69 +13.6%
499 UTMD UTAH MED PRODS INC COM Healthcare 11.0 $669.0 -1K -99.2% $60.82 +5.5%
500 RC READY CAPITAL CORP COM Real Estate 300.0 $664.0 -31K -99.0% $2.21 -17.8%
Page 25 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%