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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 15 of 94  ·  1,867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 MCK MCKESSON CORP COM Healthcare 102.0 $83K 0.01% +2.0 +2.0% $817.31 +5.1%
282 AJG GALLAGHER ARTHUR J & CO COM Financial Services 340.0 $83K 0.01% -86.0 -20.2% $242.73 +8.7%
283 EQH EQUITABLE HLDGS INC COM Financial Services 1,693.0 $83K 0.01% -320.0 -15.9% $48.74 +0.3%
284 BBUS JPMORGAN BETABUILDERS U.S. EQUITY ETF 607.0 $82K 0.01% NEW $134.67 +2.6%
285 AZN ASTRAZENECA PLC ORD Healthcare 477.0 $81K 0.01% NEW $169.64 -2.2%
286 LOW LOWES COS INC COM Consumer Cyclical 395.0 $81K 0.01% +42.0 +11.9% $204.16 +5.8%
287 SPLB STATE STREET SPDR PORTFOLIO LONG TERM CORPORATE BOND ETF 3,729.0 $81K 0.01% +4K +10000.0% $21.62 -1.3%
288 SCHW SCHWAB CHARLES CORP COM Financial Services 796.0 $80K 0.01% +73.0 +10.1% $100.79 +11.4%
289 UNP UNION PAC CORP COM Industrials 274.0 $80K 0.01% +63.0 +29.9% $292.73 +5.2%
290 AMGN AMGEN INC COM Healthcare 219.0 $80K 0.01% +44.0 +25.1% $366.21 +20.0%
291 BKNG BOOKING HOLDINGS INC COM Consumer Cyclical 451.0 $80K 0.01% +440.0 +4000.0% $177.70 +18.0%
292 ICF ISHARES SELECT U.S. REIT ETF 1,159.0 $80K 0.01% -122.0 -9.5% $69.08 -0.7%
293 FSEC FIDELITY INVESTMENT GRADE SECURITIZED ETF 1,845.0 $80K 0.01% $43.36 -0.1%
294 ED CONSOLIDATED EDISON INC COM Utilities 711.0 $80K 0.01% +254.0 +55.6% $112.07 -5.1%
295 PYPL PAYPAL HLDGS INC COM Financial Services 1,430.0 $79K 0.01% +223.0 +18.5% $55.51 +10.9%
296 FCX FREEPORT MCMORAN INC CL B Basic Materials 1,216.0 $79K 0.01% +105.0 +9.4% $65.01 +17.9%
297 WDIV STATE STREET SPDR S&P GLOBAL DIVIDEND ETF 948.0 $79K 0.01% +626.0 +194.4% $82.84 +2.9%
298 SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF 1,264.0 $78K 0.01% +10.0 +0.8% $61.80 +2.8%
299 EME EMCOR GROUP INC COM Industrials 103.0 $78K 0.01% -5.0 -4.6% $755.36 +2.8%
300 GSID MARKETBETA INTL EQUITY ETF 1,029.0 $78K 0.01% NEW $75.55 +3.6%
Page 15 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%