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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 29 of 94  ·  1,867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 HPE HEWLETT PACKARD ENTERPRISE CO COM Technology 599.0 $29K 0.00% +330.0 +122.7% $48.16 +11.0%
562 SPG SIMON PPTY GROUP INC NEW COM Real Estate 127.0 $29K 0.00% +4.0 +3.2% $226.46 -3.6%
563 SMIZ ZACKS SMALL/MID CAP ETF 671.0 $29K 0.00% $42.84 -0.4%
564 HLT HILTON WORLDWIDE HLDGS INC COM Consumer Cyclical 88.0 $29K 0.00% +26.0 +41.9% $324.40 +0.7%
565 KVUE KENVUE INC COM Consumer Defensive 1,489.0 $28K 0.00% +53.0 +3.7% $19.13 -0.4%
566 MTB M & T BK CORP COM Financial Services 114.0 $28K 0.00% +22.0 +23.9% $249.70 -3.7%
567 VLO VALERO ENERGY CORP COM Energy 91.0 $28K 0.00% +11.0 +13.8% $311.68 +11.9%
568 SPDW STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 562.0 $28K 0.00% +66.0 +13.3% $49.92 +4.2%
569 TRNO TERRENO RLTY CORP COM Real Estate 382.0 $28K 0.00% +6.0 +1.6% $73.09 -6.7%
570 EXG EATON VANCE TAX-MANAGED GLOBAL COM Financial Services 2,883.0 $28K 0.00% +118.0 +4.3% $9.67 +2.5%
571 WYFI WHITEFIBER INC SHS Technology 1,000.0 $28K 0.00% NEW $27.86 -25.6%
572 PIMCO MORTGAGE-BACKED SECURITIES ACTIVE EXCHANGE-TRADED FUND 572.0 $28K 0.00% NEW $48.65
573 FDEV FIDELITY INTERNATIONAL MULTIFACTOR ETF 760.0 $28K 0.00% -1K -61.8% $36.57 +4.3%
574 IQVIA HLDGS INC COM 139.0 $28K 0.00% +4.0 +3.0% $198.52
575 ROKU ROKU INC COM CL A Communication Services 192.0 $27K 0.00% +188.0 +4700.0% $143.08 +10.1%
576 RWK INVESCO S&P MIDCAP 400 REVENUE ETF 184.0 $27K 0.00% $147.92 +1.3%
577 TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS Healthcare 893.0 $27K 0.00% +755.0 +547.1% $30.15 +23.8%
578 TKO TKO GROUP HOLDINGS INC CL A Communication Services 148.0 $27K 0.00% +125.0 +543.5% $181.58 +6.4%
579 MPC MARATHON PETE CORP COM Energy 85.0 $27K 0.00% +32.0 +60.4% $316.14 +14.1%
580 CBRE CBRE GROUP INC CL A Real Estate 196.0 $27K 0.00% -3.0 -1.5% $137.09 +10.9%
Page 29 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%