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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 34 of 86  ·  1,709 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 AEM AGNICO EAGLE MINES LTD COM Basic Materials 69.0 $15K 0.00% -11.0 -13.8% $222.99 -21.1%
662 NICE NICE LTD SPONSORED ADR Technology 138.0 $15K 0.00% -296.0 -68.2% $111.14 -15.0%
663 TMUS T-MOBILE US INC COM Communication Services 82.0 $15K 0.00% -385.0 -82.4% $186.83 +2.5%
664 WTFC WINTRUST FINL CORP COM Financial Services 105.0 $15K 0.00% -42K -99.8% $145.59 +3.0%
665 NATWEST GROUP PLC SPONS ADR 838.0 $15K 0.00% +106.0 +14.5% $18.21
666 SPAB STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF 591.0 $15K 0.00% +95.0 +19.1% $25.81 -1.7%
667 SONY SONY GROUP CORP SPONSORED ADR Technology 683.0 $15K 0.00% +661.0 +3004.6% $22.28 -0.6%
668 POWI POWER INTEGRATIONS INC COM Technology 325.0 $15K 0.00% +297.0 +1060.7% $46.77 +51.5%
669 LSTR LANDSTAR SYS INC COM Industrials 99.0 $15K 0.00% $153.51 +26.4%
670 BMO BANK MONTREAL MEDIUM COM Financial Services 109.0 $15K 0.00% +16.0 +17.2% $139.23 +15.6%
671 WDAY WORKDAY INC CL A Technology 80.0 $15K 0.00% -161.0 -66.8% $189.12 -32.2%
672 IUSV ISHARES CORE S&P US VALUE ETF 144.0 $15K 0.00% $104.76 +5.3%
673 IRMD IRADIMED CORP COM Healthcare 153.0 $15K 0.00% +15.0 +10.9% $97.92 -5.9%
674 RB GLOBAL INC COM 129.0 $15K 0.00% +113.0 +706.2% $116.06
675 FORTINET INC COM 182.0 $15K 0.00% -59.0 -24.5% $82.08
676 UFPI UFP INDUSTRIES INC COM Basic Materials 145.0 $15K 0.00% +127.0 +705.6% $102.53 -21.4%
677 TGT TARGET CORP COM Consumer Defensive 145.0 $15K 0.00% NEW $101.81 +23.4%
678 VLO VALERO ENERGY CORP COM Energy 80.0 $15K 0.00% +17.0 +27.0% $184.20 +34.1%
679 ARM ARM HOLDINGS PLC SPONSORED ADS Technology 134.0 $15K 0.00% -1.0 -0.7% $109.96 +178.7%
680 BNS BANK NOVA SCOTIA B C COM Financial Services 195.0 $15K 0.00% +17.0 +9.6% $75.26 +6.0%
Page 34 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%