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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 11 of 94  ·  1,867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 BLK BLACKROCK INC COM Financial Services 132.0 $139K 0.02% +3.0 +2.3% $1056.50 +9.4%
202 PH PARKER-HANNIFIN CORP COM Industrials 142.0 $138K 0.02% -10.0 -6.6% $973.43 +3.7%
203 LRCX LAM RESEARCH CORP COM NEW Technology 433.0 $138K 0.02% +105.0 +32.0% $319.11 -2.0%
204 CEG CONSTELLATION ENERGY CORP COM Utilities 498.0 $137K 0.02% +22.0 +4.6% $274.90 -0.7%
205 ACN ACCENTURE PLC IRELAND SHS CLASS A Technology 958.0 $134K 0.02% +196.0 +25.7% $140.09 +30.5%
206 ES EVERSOURCE ENERGY COM Utilities 1,771.0 $132K 0.02% +29.0 +1.7% $74.44 -3.3%
207 C CITIGROUP INC COM NEW Financial Services 988.0 $131K 0.02% +225.0 +29.5% $132.31 -0.6%
208 BOXX ALPHA ARCHITECT 1-3 MONTH BOX ETF 1,100.0 $129K 0.02% +608.0 +123.6% $117.52 +0.3%
209 RTX RTX CORPORATION COM Industrials 662.0 $129K 0.02% +115.0 +21.0% $194.84 +9.5%
210 TJX TJX COS INC NEW COM Consumer Cyclical 828.0 $129K 0.02% +62.0 +8.1% $155.37 -8.8%
211 MCD MCDONALDS CORP COM Consumer Cyclical 485.0 $128K 0.02% +65.0 +15.5% $263.83 +2.0%
212 ADI ANALOG DEVICES INC COM Technology 329.0 $127K 0.02% +15.0 +4.8% $387.22 -2.9%
213 SPGI S&P GLOBAL INC COM Financial Services 296.0 $127K 0.02% +15.0 +5.3% $428.83 +1.1%
214 PRU PRUDENTIAL FINL INC COM Financial Services 1,047.0 $124K 0.02% -18.0 -1.7% $118.87 +2.9%
215 VAW VANGUARD MATERIALS ETF 546.0 $123K 0.02% +4.0 +0.7% $225.97 +5.8%
216 FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF 2,279.0 $122K 0.01% +170.0 +8.1% $53.41 +4.6%
217 DWAS INVESCO DORSEY WRIGHT SMALLCAP MOMENTUM ETF 1,033.0 $121K 0.01% -4K -77.9% $117.58 -3.0%
218 CRWD CROWDSTRIKE HLDGS INC CL A Technology 642.0 $121K 0.01% +538.0 +517.3% $47.11 +299.6%
219 ISHARES WORLD EX U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF 2,079.0 $121K 0.01% +2K +8939.1% $58.14
220 APH AMPHENOL CORP CL A Technology 756.0 $119K 0.01% +356.0 +89.0% $157.42 -1.2%
Page 11 of 94  ·  1,867 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%