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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 26 of 94  ·  1,867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 NGG NATIONAL GRID PLC SPONSORED ADR NE Utilities 408.0 $34K 0.00% +249.0 +156.6% $83.87 -4.9%
502 MELI MERCADOLIBRE INC COM Consumer Cyclical 19.0 $34K 0.00% $1799.21 +6.9%
503 VRSK VERISK ANALYTICS INC COM Industrials 177.0 $34K 0.00% +28.0 +18.8% $192.42 -2.6%
504 TLTD FLEXSHARES MORNINGSTAR DEVELOPED MARKETS EX-US FACTOR TILT INDEX FUND 341.0 $34K 0.00% +5.0 +1.5% $99.75 +5.0%
505 AGM FEDERAL AGRIC MTG CORP CL C Financial Services 164.0 $34K 0.00% +8.0 +5.1% $207.41 +6.5%
506 KLIC KULICKE & SOFFA INDS INC COM Technology 322.0 $34K 0.00% -131.0 -28.9% $105.55 -18.8%
507 EBAY EBAY INC. COM Consumer Cyclical 305.0 $34K 0.00% +60.0 +24.5% $111.08 -6.3%
508 LWLG LIGHTWAVE LOGIC INC COM Basic Materials 5,000.0 $34K 0.00% $6.77 -8.6%
509 AMT AMERICAN TOWER CORP COM Real Estate 202.0 $34K 0.00% -14.0 -6.5% $166.18 +5.8%
510 FMB FIRST TRUST MANAGED MUNICIPAL ETF 659.0 $33K 0.00% -397.0 -37.6% $50.61 -0.8%
511 SPTL STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF 1,304.0 $33K 0.00% +1K +3522.2% $25.40 -1.2%
512 BBAG JPMORGAN BETABUILDERS U.S. AGGREGATE BOND ETF 732.0 $33K 0.00% NEW $45.24 -0.3%
513 DPZ DOMINOS PIZZA INC COM Consumer Cyclical 103.0 $33K 0.00% +85.0 +472.2% $320.25 +6.7%
514 HXL HEXCEL CORP NEW COM Industrials 309.0 $33K 0.00% -59.0 -16.0% $106.49 -11.9%
515 LMAT LEMAITRE VASCULAR INC COM Healthcare 333.0 $33K 0.00% -3.0 -0.9% $98.71 -17.1%
516 MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 325.0 $33K 0.00% $100.66 +0.1%
517 ICSH ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF 646.0 $33K 0.00% +13.0 +2.0% $50.53 +0.0%
518 CENCORA INC COM 108.0 $33K 0.00% -29.0 -21.2% $301.79
519 LEIDOS HOLDINGS INC COM 302.0 $32K 0.00% -40.0 -11.7% $107.39
520 JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF 632.0 $32K 0.00% -148.0 -19.0% $50.83 +0.2%
Page 26 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%