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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 25 of 94  ·  1,867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 RVMD REVOLUTION MEDICINES INC COM Healthcare 199.0 $36K 0.01% +189.0 +1890.0% $183.03 +14.4%
482 PSMT PRICESMART INC COM Consumer Defensive 195.0 $36K 0.01% -3.0 -1.5% $186.27 -7.2%
483 ACGL ARCH CAP GROUP LTD ORD Financial Services 367.0 $36K 0.01% -17.0 -4.4% $98.63 +0.8%
484 TDVG T. ROWE PRICE DIVIDEND GROWTH ETF 731.0 $36K 0.01% NEW $49.27 +1.8%
485 LFUS LITTELFUSE INC COM Technology 86.0 $36K 0.01% -8.0 -8.5% $417.26 -1.2%
486 SLF SUN LIFE FINANCIAL INC. COM Financial Services 441.0 $36K 0.01% +30.0 +7.3% $81.35 -2.9%
487 FEGE FIRST EAGLE GLOBAL EQUITY ETF 723.0 $36K 0.01% NEW $49.61 +7.2%
488 AZO AUTOZONE INC COM Consumer Cyclical 12.0 $36K 0.00% $2972.42 -0.5%
489 U UNITY SOFTWARE INC COM Technology 1,216.0 $36K 0.00% $29.27 +60.3%
490 IYT ISHARES US TRANSPORTATION ETF 403.0 $35K 0.00% NEW $87.98 -1.1%
491 XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 770.0 $35K 0.00% +134.0 +21.1% $45.95 -6.9%
492 NYT NEW YORK TIMES CO MTN BE CL A Communication Services 481.0 $35K 0.00% +35.0 +7.8% $72.97 -10.0%
493 VRT VERTIV HOLDINGS CO COM CL A Industrials 116.0 $35K 0.00% +35.0 +43.2% $301.18 -13.0%
494 EW EDWARDS LIFESCIENCES CORP COM Healthcare 413.0 $35K 0.00% +80.0 +24.0% $84.37 +6.4%
495 IEFA ISHARES CORE MSCI EAFE ETF 359.0 $35K 0.00% +18.0 +5.3% $97.01 +4.0%
496 QUIZ ZACKS QUALITY INTERNATIONAL ETF 1,195.0 $35K 0.00% +171.0 +16.7% $29.03 +2.7%
497 SLB SLB LIMITED COM STK Energy 725.0 $35K 0.00% +192.0 +36.0% $47.65 +13.1%
498 HWM HOWMET AEROSPACE INC COM Industrials 123.0 $35K 0.00% +37.0 +43.0% $280.73 -3.2%
499 SOFI SOFI TECHNOLOGIES INC COM Financial Services 2,010.0 $34K 0.00% +1K +218.0% $17.07 +10.8%
500 AVUV AVANTIS U.S. SMALL CAP VALUE ETF 272.0 $34K 0.00% +259.0 +1992.3% $125.92 +0.4%
Page 25 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%