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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 28 of 94  ·  1,867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 MSI MOTOROLA SOLUTIONS INC COM NEW Technology 75.0 $30K 0.00% +5.0 +7.1% $404.37 +18.8%
542 BLOCK INC CL A 391.0 $30K 0.00% +229.0 +141.4% $77.46
543 HALO HALOZYME THERAPEUTICS INC COM Healthcare 389.0 $30K 0.00% +102.0 +35.5% $77.82 +39.0%
544 WM WASTE MGMT INC DEL COM Industrials 128.0 $30K 0.00% +50.0 +64.1% $236.46 -5.2%
545 CRWV COREWEAVE INC COM CL A Technology 366.0 $30K 0.00% +23.0 +6.7% $82.64 +6.3%
546 CARR CARRIER GLOBAL CORPORATION COM Industrials 442.0 $30K 0.00% +310.0 +234.8% $68.11 -11.4%
547 RIO RIO TINTO PLC SPONSORED ADR Basic Materials 324.0 $30K 0.00% +46.0 +16.6% $92.26 +14.1%
548 PHK PIMCO HIGH INCOME FD COM SHS Financial Services 6,404.0 $30K 0.00% +125.0 +2.0% $4.66 -2.4%
549 LAMR LAMAR ADVERTISING CO CL A Real Estate 188.0 $30K 0.00% +27.0 +16.8% $158.51 -4.9%
550 CAVA CAVA GROUP INC COM Consumer Cyclical 477.0 $30K 0.00% +20.0 +4.4% $62.35 +18.1%
551 TWLO TWILIO INC CL A Communication Services 162.0 $30K 0.00% +119.0 +276.7% $183.38 +22.9%
552 ISHARES FLEXIBLE EQUITY ACTIVE ETF 1,161.0 $30K 0.00% NEW $25.57
553 AON AON PLC SHS CL A Financial Services 84.0 $30K 0.00% +24.0 +40.0% $352.33 +0.8%
554 AEIS ADVANCED ENERGY INDS COM Industrials 93.0 $30K 0.00% -31.0 -25.0% $317.44 -10.0%
555 APG API GROUP CORP COM STK Industrials 755.0 $29K 0.00% +14.0 +1.9% $38.95 +5.7%
556 CHRW C H ROBINSON WORLDWIDE IN COM NEW Industrials 141.0 $29K 0.00% +24.0 +20.5% $207.79 -31.8%
557 MDB MONGODB INC CL A Technology 96.0 $29K 0.00% +30.0 +45.5% $304.97 +41.3%
558 RELX RELX PLC SPONSORED ADR Communication Services 893.0 $29K 0.00% +171.0 +23.7% $32.74 +9.7%
559 DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 297.0 $29K 0.00% $98.25 +2.5%
560 EVN EATON VANCE MUN INCOME TR SH BEN INT Financial Services 2,700.0 $29K 0.00% $10.80 -0.6%
Page 28 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%