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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 30 of 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 RYAN RYAN SPECIALTY HOLDINGS INC CL A Financial Services 2.0 $95.0 -135.0 -98.5% $47.50 -30.5%
582 GAMESTOP CORP NEW CL A 4.0 $95.0 -2.0 -33.3% $23.75
583 SPCE VIRGIN GALACTIC HOLDINGS INC COM NEW Industrials 31.0 $94.0 -72.0 -69.9% $3.03 -18.5%
584 EXEL EXELIXIS INC COM Healthcare 2.0 $85.0 -10.0 -83.3% $42.50 +16.8%
585 LBRDK LIBERTY BROADBAND CORP COM SER C Communication Services 2.0 $85.0 -2.0 -50.0% $42.50 -18.0%
586 BAX BAXTER INTL INC COM Healthcare 4.0 $78.0 -24.0 -85.7% $19.50 -2.4%
587 DOCS DOXIMITY INC CL A Healthcare 2.0 $77.0 -201.0 -99.0% $38.50 -49.6%
588 ACVA ACV AUCTIONS INC COM CL A Consumer Cyclical 9.0 $72.0 -133.0 -93.7% $8.00 -26.2%
589 ZIM ZIM INTEGRATED SHIPPING SERV SHS Industrials 3.0 $70.0 -6.0 -66.7% $23.33 +7.8%
590 REZI RESIDEO TECHNOLOGIES INC COM Industrials 2.0 $67.0 -26.0 -92.9% $33.50 -13.6%
591 TEM TEMPUS AI INC CL A Healthcare 1.0 $65.0 -111.0 -99.1% $65.00 -29.4%
592 MKC MCCORMICK & CO INC COM NON VTG Consumer Defensive 1.0 $62.0 -11.0 -91.7% $62.00 -24.3%
593 PCVX VAXCYTE INC COM Healthcare 1.0 $51.0 -146.0 -99.3% $51.00 -7.1%
594 NTNX NUTANIX INC CL A Technology 1.0 $42.0 -47.0 -97.9% $42.00 +6.4%
595 NLOP NET LEASE OFFICE PROPERTIES COM Real Estate 1.0 $19.0 -144.0 -99.3% $19.00 -37.8%
596 NVAX NOVAVAX INC COM NEW Healthcare 2.0 $18.0 -1K -99.8% $9.00 -0.2%
597 NXDT NEXPOINT DIVERSIFIED REL ET TR COM NEW Financial Services 2.0 $9.0 -304.0 -99.3% $4.50 +11.3%
598 SCLX SCILEX HOLDING CO COM NEW Healthcare 1.0 $9.0 -92.0 -98.9% $9.00 -33.2%
599 XTNT XTANT MED HLDGS INC COM NEW Healthcare 12.0 $7.0 -13.0 -52.0% $0.58 -20.3%
600 SVRA SAVARA INC COM Healthcare 1.0 $6.0 -46.0 -97.9% $6.00 -15.3%
Page 30 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%