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Portfolio (Quarterly) Guide ↗

Cornerstone Planning Group LLC

· CIK 0001822587
13F Portfolio $641M AUM 1,709 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 187 New 663 Added 606 Reduced 172 Exited
Page 30 of 86  ·  1,709 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 PPL PPL CORP COM Utilities 565.0 $21K 0.00% +564.0 +10000.0% $36.71 -1.1%
582 RPV INVESCO S&P 500 PURE VALUE ETF 195.0 $21K 0.00% NEW $106.36 +6.0%
583 USPH U S PHYSICAL THERAPY COM Healthcare 251.0 $21K 0.00% -886.0 -77.9% $82.56 -25.0%
584 WWD WOODWARD INC COM Industrials 63.0 $21K 0.00% +21.0 +50.0% $326.37 +7.7%
585 LAMR LAMAR ADVERTISING CO CL A Real Estate 161.0 $21K 0.00% -22.0 -12.0% $127.52 +20.1%
586 CHE CHEMED CORP NEW COM Healthcare 47.0 $20K 0.00% $432.66 +1.5%
587 BX BLACKSTONE INC COM Financial Services 138.0 $20K 0.00% +1.0 +0.7% $146.88 -19.3%
588 EVEREST GROUP LTD COM 62.0 $20K 0.00% -3.0 -4.6% $325.40
589 MTRN MATERION CORP COM Basic Materials 148.0 $20K 0.00% $135.25 +59.0%
590 AON AON PLC SHS CL A Financial Services 60.0 $20K 0.00% -9.0 -13.0% $333.00 -2.5%
591 MTB M & T BK CORP COM Financial Services 92.0 $20K 0.00% -449.0 -83.0% $215.76 -1.2%
592 STN STANTEC INC COM Industrials 197.0 $20K 0.00% +91.0 +85.8% $100.53 -23.9%
593 IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 370.0 $20K 0.00% NEW $53.03 -1.3%
594 CCL CARNIVAL CORP PAIRED CTF Consumer Cyclical 683.0 $20K 0.00% +24.0 +3.6% $28.72 -9.5%
595 CTRE CARETRUST REIT INC COM Real Estate 536.0 $20K 0.00% -14.0 -2.5% $36.49 +12.7%
596 KNSL KINSALE CAP GROUP INC COM Financial Services 50.0 $19K 0.00% $389.74 -20.4%
597 BIPC BROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A Utilities 414.0 $19K 0.00% $46.44 -9.2%
598 AFL AFLAC INC COM Financial Services 176.0 $19K 0.00% +173.0 +5766.7% $108.92 +8.2%
599 KXI ISHARES GLOBAL CONSUMER STAPLES ETF 283.0 $19K 0.00% +3.0 +1.1% $67.34 +2.5%
600 VGSH VANGUARD SHORT-TERM TREASURY ETF 323.0 $19K 0.00% +271.0 +521.1% $58.78 -1.0%
Page 30 of 86  ·  1,709 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 39.9%
Technology 25.9%
Consumer Cyclical 8.3%
Communication Services 5.9%
Healthcare 5.3%
Industrials 4.8%
Utilities 3.1%
Consumer Defensive 2.5%
Energy 2.0%
Basic Materials 1.4%