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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 30 of 94  ·  1,867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 DUOT DUOS TECHNOLOGIES GROUP INC COM Technology 3,259.0 $27K 0.00% NEW $8.20 +25.9%
582 VNO VORNADO RLTY TR SH BEN INT Real Estate 692.0 $27K 0.00% +23.0 +3.4% $38.49 -1.6%
583 EVEREST GROUP LTD COM 71.0 $26K 0.00% +9.0 +14.5% $372.17
584 YUM YUM BRANDS INC COM Consumer Cyclical 179.0 $26K 0.00% +17.0 +10.5% $147.53 +3.7%
585 ICE INTERCONTINENTAL EXCHANGE INC COM Financial Services 183.0 $26K 0.00% -20.0 -9.8% $142.84 +12.9%
586 CGNX COGNEX CORP COM Technology 417.0 $26K 0.00% $62.48 -3.1%
587 ALNY ALNYLAM PHARMACEUTICALS INC COM Healthcare 97.0 $26K 0.00% +2.0 +2.1% $266.99 -11.5%
588 BND VANGUARD TOTAL BOND MARKET ETF 358.0 $26K 0.00% -19K -98.1% $72.32 -0.1%
589 DAKT DAKTRONICS INC COM Technology 1,331.0 $26K 0.00% NEW $19.30 -0.5%
590 VMI VALMONT INDS INC COM Industrials 52.0 $25K 0.00% -11.0 -17.5% $489.56 -0.8%
591 BX BLACKSTONE INC COM Financial Services 207.0 $25K 0.00% +69.0 +50.0% $122.65 +16.9%
592 ADBE ADOBE INC COM Technology 116.0 $25K 0.00% -30.0 -20.6% $218.36 +26.1%
593 WGS GENEDX HOLDINGS CORP COM CL A Healthcare 400.0 $25K 0.00% NEW $62.60 +39.1%
594 NEM NEWMONT CORP COM Basic Materials 261.0 $25K 0.00% -11.0 -4.0% $95.88 +37.2%
595 BITWISE CRYPTO INDUSTRY INNOVATORS ETF 1,009.0 $25K 0.00% $24.70
596 CRH PLC ORD 248.0 $25K 0.00% -46.0 -15.7% $100.06
597 FVAL FIDELITY VALUE FACTOR ETF 310.0 $25K 0.00% NEW $79.93 +3.4%
598 GM GENERAL MTRS CO COM Consumer Cyclical 300.0 $25K 0.00% +103.0 +52.3% $82.18 +7.0%
599 ELV ELEVANCE HEALTH INC FORMERLY A COM Healthcare 63.0 $25K 0.00% +10.0 +18.9% $390.49 +2.6%
600 AMPG AMPLITECH GROUP INC COM NEW Technology 3,800.0 $25K 0.00% $6.47 -46.5%
Page 30 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%