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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 19 of 94  ·  1,867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 HEI HEICO CORP NEW COM Industrials 178.0 $60K 0.01% -12.0 -6.3% $335.33 +5.9%
362 FDMO FIDELITY MOMENTUM FACTOR ETF 625.0 $59K 0.01% $95.05 -0.4%
363 CW CURTISS WRIGHT CORP COM Industrials 81.0 $59K 0.01% -3.0 -3.6% $732.88 -13.4%
364 FDRR FIDELITY DIVIDEND ETF FOR RISING RATES 883.0 $59K 0.01% +63.0 +7.7% $67.03 +3.6%
365 BP BP PLC SPONSORED ADR Energy 1,354.0 $59K 0.01% +51.0 +3.9% $43.32 +3.3%
366 CB CHUBB LIMITED COM Financial Services 170.0 $58K 0.01% +52.0 +44.1% $343.46 -0.7%
367 XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF 511.0 $58K 0.01% -25.0 -4.7% $114.04 +3.5%
368 SYK STRYKER CORPORATION COM Healthcare 188.0 $58K 0.01% +37.0 +24.5% $309.32 +6.5%
369 JCI JOHNSON CTLS INTL PLC SHS Industrials 408.0 $58K 0.01% +24.0 +6.2% $142.49 +0.4%
370 IJK ISHARES S&P MID-CAP 400 GROWTH ETF 513.0 $58K 0.01% $113.05 +2.1%
371 DUK DUKE ENERGY CORP NEW COM NEW Utilities 453.0 $58K 0.01% +176.0 +63.5% $127.96 -6.3%
372 CMG CHIPOTLE MEXICAN GRILL INC COM Consumer Cyclical 1,800.0 $58K 0.01% -175.0 -8.9% $32.20 +14.6%
373 RY ROYAL BK CDA COM Financial Services 274.0 $58K 0.01% +27.0 +10.9% $211.45 -2.9%
374 ICLN ISHARES GLOBAL CLEAN ENERGY ETF 3,109.0 $58K 0.01% +3K +2310.1% $18.54 -5.1%
375 INTU INTUIT COM Technology 202.0 $58K 0.01% -14.0 -6.5% $285.09 +28.7%
376 LMT LOCKHEED MARTIN CORP COM Industrials 112.0 $58K 0.01% -12.0 -9.7% $514.04 +9.6%
377 GSSC TR ACTIVEBETA US SMALL CAP EQUITY ETF 636.0 $57K 0.01% NEW $89.61 +1.9%
378 EHC ENCOMPASS HEALTH CORP COM Healthcare 511.0 $57K 0.01% $111.03 +8.4%
379 COF CAPITAL ONE FINL CORP COM Financial Services 280.0 $56K 0.01% +43.0 +18.1% $201.20 +8.3%
380 FDX FEDEX CORP COM Industrials 175.0 $56K 0.01% +23.0 +15.1% $320.89 +1.3%
Page 19 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%