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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 14 of 94  ·  1,867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 PEP PEPSICO INC COM Consumer Defensive 689.0 $93K 0.01% +145.0 +26.6% $135.68 +5.7%
262 PEY INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF 3,745.0 $91K 0.01% -3K -46.2% $24.37 +3.3%
263 JGRO JPMORGAN ACTIVE GROWTH ETF 965.0 $91K 0.01% NEW $94.58 -0.4%
264 FA FIRST ADVANTAGE CORP NEW COM Industrials 4,566.0 $91K 0.01% $19.96 +4.7%
265 BK BANK OF NY MELLON CORP COM Financial Services 568.0 $91K 0.01% +61.0 +12.0% $160.41 -10.4%
266 MNST MONSTER BEVERAGE CORP NEW COM Consumer Defensive 947.0 $91K 0.01% -51.0 -5.1% $95.67 -50.0%
267 ONEY STATE STREET SPDR RUSSELL 1000 YIELD FOCUS ETF 692.0 $91K 0.01% -2K -78.1% $130.84 +3.7%
268 MDT MEDTRONIC PLC SHS Healthcare 1,099.0 $90K 0.01% +367.0 +50.1% $81.89 +14.0%
269 QCOM QUALCOMM INC COM Technology 504.0 $88K 0.01% +202.0 +66.9% $175.55 -8.4%
270 ABT ABBOTT LABORATORIES COM Healthcare 868.0 $87K 0.01% +220.0 +34.0% $100.57 +16.0%
271 SE SEA LTD SPONSORD ADS Consumer Cyclical 832.0 $87K 0.01% +175.0 +26.6% $104.88 +12.1%
272 IUSG ISHARES CORE S&P U.S. GROWTH ETF 463.0 $86K 0.01% $185.94 +2.1%
273 TT TRANE TECHNOLOGIES PLC SHS Industrials 181.0 $86K 0.01% +15.0 +9.0% $473.60 -4.3%
274 DFUS DIMENSIONAL U.S. EQUITY MARKET ETF 1,045.0 $85K 0.01% +238.0 +29.5% $81.70 +2.4%
275 GGUS MARKETBETA RUSSELL 1000 GROWTH EQUITY ETF 1,297.0 $85K 0.01% NEW $65.81 +1.5%
276 SHW SHERWIN WILLIAMS CO COM Basic Materials 264.0 $85K 0.01% +15.0 +6.0% $320.46 +8.2%
277 IYW ISHARES U.S. TECHNOLOGY ETF 345.0 $84K 0.01% -2K -83.5% $243.59 +1.5%
278 NEE NEXTERA ENERGY INC COM Utilities 939.0 $84K 0.01% +72.0 +8.3% $89.40 -6.4%
279 ANET ARISTA NETWORKS INC COM SHS Technology 478.0 $84K 0.01% +72.0 +17.7% $174.87 +7.9%
280 ILCG ISHARES MORNINGSTAR GROWTH ETF 730.0 $83K 0.01% +236.0 +47.8% $114.21 +0.6%
Page 14 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 37.1%
Technology 30.5%
Consumer Cyclical 7.4%
Healthcare 5.5%
Industrials 5.3%
Communication Services 4.5%
Utilities 3.1%
Consumer Defensive 2.6%
Energy 1.6%
Basic Materials 1.4%