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Portfolio (Quarterly) Guide ↗

Cornerstone Planning Group LLC

· CIK 0001822587
13F Portfolio $624M AUM Filed Nov 4, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 1694 New
Page 32 of 85  ·  1,694 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 CSRE COHEN & STEERS REAL ESTATE ACTIVE ETF 692.0 $18K 0.00% NEW $25.45 +13.7%
622 VAL VALARIS LTD CL A Energy 103.0 $18K 0.00% NEW $170.52 -42.0%
623 HWM HOWMET AEROSPACE INC COM Industrials 87.0 $18K 0.00% NEW $201.86 +29.0%
624 TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS Healthcare 221.0 $18K 0.00% NEW $79.42 -56.8%
625 SEIX VIRTUS SEIX SENIOR LOAN ETF 91.0 $17K 0.00% NEW $190.62 -87.8%
626 TKR TIMKEN CO COM Industrials 82.0 $17K 0.00% NEW $211.04 -41.2%
627 WIX WIX COM LTD SHS Technology 65.0 $17K 0.00% NEW $265.74 -79.1%
628 CRAI CRA INTL INC COM Industrials 93.0 $17K 0.00% NEW $184.90 -20.3%
629 CGNX COGNEX CORP COM Technology 416.0 $17K 0.00% NEW $41.31 +61.5%
630 MTRN MATERION CORP COM Basic Materials 148.0 $17K 0.00% NEW $115.54 +89.5%
631 DSI ISHARES ESG MSCI KLD 400 ETF 132.0 $17K 0.00% NEW $129.32 +9.9%
632 DFUS DIMENSIONAL U.S. EQUITY MARKET ETF 252.0 $17K 0.00% NEW $67.71 +20.7%
633 OOMA OOMA INC COM Communication Services 449.0 $17K 0.00% NEW $37.88 -49.6%
634 OMC OMNICOM GROUP INC COM Communication Services 334.0 $17K 0.00% NEW $50.85 +44.9%
635 MAR MARRIOTT INTL INC NEW CL A Consumer Cyclical 65.0 $17K 0.00% NEW $260.80 +42.0%
636 EBAY EBAY INC. COM Consumer Cyclical 200.0 $17K 0.00% NEW $83.73 +38.6%
637 SNOW SNOWFLAKE INC COM SHS Technology 576.0 $17K 0.00% NEW $29.03 +519.2%
638 NLOP NET LEASE OFFICE PROPERTIES COM Real Estate 145.0 $17K 0.00% NEW $115.23 -89.6%
639 PSN PARSONS CORP DEL COM Industrials 165.0 $17K 0.00% NEW $100.83 -46.8%
640 UTL UNITIL CORP COM Utilities 113.0 $17K 0.00% NEW $146.90 -64.6%
Page 32 of 85  ·  1,694 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 47.7%
Healthcare 14.9%
Technology 14.3%
Industrials 8.7%
Consumer Cyclical 4.4%
Real Estate 2.7%
Communication Services 2.3%
Energy 1.4%
Basic Materials 1.3%
Utilities 1.2%