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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 14 of 86  ·  1,709 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 APOS APOLLO GLOBAL MGMT INC COM Financial Services 558.0 $74K 0.01% +7.0 +1.3% $132.78 -80.3%
262 MDT MEDTRONIC PLC SHS Healthcare 732.0 $74K 0.01% +17.0 +2.4% $100.79 -22.5%
263 PFF ISHARES PREFERRED & INCOME SECURITIES ETF 2,305.0 $73K 0.01% -3K -56.0% $31.81 -2.1%
264 XSVM INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETF 1,216.0 $73K 0.01% $60.27 +9.3%
265 IDXX IDEXX LABS INC COM Healthcare 106.0 $73K 0.01% +27.0 +34.2% $687.74 -19.6%
266 DBB INVESCO DB BASE METALS FUND Financial Services 2,960.0 $73K 0.01% +76.0 +2.6% $24.57 +4.9%
267 SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF 1,254.0 $73K 0.01% +1K +2459.2% $57.92 +4.6%
268 TIP ISHARES TIPS BOND ETF 655.0 $72K 0.01% $110.42 -0.0%
269 FDEV FIDELITY INTERNATIONAL MULTIFACTOR ETF 1,990.0 $72K 0.01% $36.32 +1.0%
270 ORLY OREILLY AUTOMOTIVE INC COM Consumer Cyclical 710.0 $72K 0.01% +640.0 +914.3% $101.37 -8.9%
271 KLAC KLA CORP COM NEW Technology 44.0 $72K 0.01% -1.0 -2.2% $1628.61 +13.1%
272 AVDV AVANTIS INTERNATIONAL SMALL CAP VALUE ETF 691.0 $71K 0.01% -242.0 -25.9% $103.30 +4.9%
273 EEMA ISHARES MSCI EMERGING MARKETS ASIA ETF 692.0 $71K 0.01% -60.0 -8.0% $102.95 +9.7%
274 WBD WARNER BROS DISCOVERY INC COM SER A Communication Services 2,539.0 $71K 0.01% +2K +1947.6% $27.98 -2.0%
275 IWS ISHARES RUSSELL MID-CAP VALUE ETF 480.0 $71K 0.01% +50.0 +11.6% $147.84 +6.6%
276 FCX FREEPORT-MCMORAN INC CL B Basic Materials 1,111.0 $71K 0.01% -52.0 -4.5% $63.63 -2.1%
277 IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 582.0 $70K 0.01% $120.53 +6.5%
278 ESGU ISHARES ESG AWARE MSCI USA ETF 460.0 $70K 0.01% +51.0 +12.5% $151.83 +6.6%
279 ABT ABBOTT LABS COM Healthcare 648.0 $69K 0.01% -1K -68.9% $106.07 -17.3%
280 PHM PULTE GROUP INC COM Consumer Cyclical 556.0 $69K 0.01% +474.0 +578.0% $123.27 -5.7%
Page 14 of 86  ·  1,709 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%