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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 33 of 86  ·  1,709 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 HCA HCA HEALTHCARE INC COM Healthcare 33.0 $16K 0.00% +1.0 +3.1% $491.33 -19.8%
642 KWR QUAKER HOUGHTON COM Basic Materials 107.0 $16K 0.00% -626.0 -85.4% $151.26 -6.2%
643 LH LABCORP HOLDINGS INC COM SHS Healthcare 60.0 $16K 0.00% -1.0 -1.6% $268.77 -3.3%
644 JD JD.COM INC SPON ADS CL A Consumer Cyclical 550.0 $16K 0.00% +100.0 +22.2% $29.23 +4.4%
645 FLEX FLEX LTD ORD Technology 241.0 $16K 0.00% +5.0 +2.1% $66.27 +99.9%
646 CORPAY INC COM SHS 50.0 $16K 0.00% +8.0 +19.1% $317.64
647 WMB WILLIAMS COS INC COM Energy 237.0 $16K 0.00% +149.0 +169.3% $66.97 +17.2%
648 SDY STATE STREET SPDR S&P DIVIDEND ETF 108.0 $16K 0.00% +78.0 +260.0% $146.75 +2.2%
649 ZTS ZOETIS INC CL A Healthcare 129.0 $16K 0.00% +119.0 +1190.0% $122.38 -34.6%
650 VRT VERTIV HOLDINGS CO COM CL A Industrials 81.0 $16K 0.00% -346.0 -81.0% $193.77 +69.0%
651 MTDR MATADOR RES CO COM Energy 355.0 $16K 0.00% $43.96 +28.8%
652 ING ING GROEP N.V. SPONSORED ADR Financial Services 525.0 $16K 0.00% +73.0 +16.1% $29.68 +2.8%
653 UNILEVER PLC SPON ADR NEW 234.0 $16K 0.00% NEW $66.53
654 CRDO CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES Technology 120.0 $16K 0.00% -1.0 -0.8% $129.66 +68.5%
655 SOFI SOFI TECHNOLOGIES INC COM Financial Services 632.0 $16K 0.00% +605.0 +2240.7% $24.60 -36.5%
656 BCS BARCLAYS PLC ADR Financial Services 585.0 $16K 0.00% +102.0 +21.1% $26.55 -10.2%
657 HLN HALEON PLC SPON ADS Healthcare 1,506.0 $16K 0.00% -199.0 -11.7% $10.31 -9.9%
658 CFG CITIZENS FINL GROUP INC COM Financial Services 246.0 $15K 0.00% +6.0 +2.5% $62.92 -0.0%
659 CVS CVS HEALTH CORP COM Healthcare 209.0 $15K 0.00% -323.0 -60.7% $74.03 +26.0%
660 HIG HARTFORD INSURANCE GROUP INC COM Financial Services 118.0 $15K 0.00% -92.0 -43.8% $130.72 +4.1%
Page 33 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%