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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 34 of 94  ·  1,867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 UNILEVER PLC SPON ADR NEW 345.0 $21K 0.00% +111.0 +47.4% $61.82
662 HSY HERSHEY CO COM Consumer Defensive 123.0 $21K 0.00% -9.0 -6.8% $172.36 +8.2%
663 CPK CHESAPEAKE UTILS CORP COM Utilities 157.0 $21K 0.00% +7.0 +4.7% $134.85 -0.5%
664 AME AMETEK INC COM Industrials 89.0 $21K 0.00% +78.0 +709.1% $237.15 +1.0%
665 LSTR LANDSTAR SYS INC COM Industrials 100.0 $21K 0.00% +1.0 +1.0% $210.56 -11.4%
666 CNS COHEN & STEERS INC COM Financial Services 260.0 $21K 0.00% -31.0 -10.7% $80.46 +1.2%
667 WCN WASTE CONNECTIONS INC COM Industrials 124.0 $21K 0.00% $167.90 +0.9%
668 FESM FIDELITY ENHANCED SMALL CAP CORE ETF 442.0 $21K 0.00% $47.10 +1.8%
669 SFBS SERVISFIRST BANCSHARES INC COM Financial Services 239.0 $21K 0.00% +183.0 +326.8% $86.45 -49.9%
670 STE STERIS PLC SHS USD Healthcare 98.0 $21K 0.00% -17.0 -14.8% $210.57 +13.0%
671 RGA REINSURANCE GROUP AMER INC COM NEW Financial Services 87.0 $21K 0.00% -9.0 -9.4% $235.77 +3.1%
672 G GENPACT LIMITED SHS Technology 683.0 $20K 0.00% -41.0 -5.7% $30.01 +23.8%
673 FNF FIDELITY NATL FINL INC COM SHS Financial Services 400.0 $20K 0.00% +4.0 +1.0% $50.19 -5.8%
674 TEL TE CONNECTIVITY PLC ORD SHS Technology 100.0 $20K 0.00% -92.0 -47.9% $200.28 +1.6%
675 CARNIVAL CORP LTD COMMON SHARES 759.0 $20K 0.00% NEW $26.11
676 JBL JABIL INC COM Technology 62.0 $20K 0.00% +3.0 +5.1% $318.32 -1.6%
677 KXI ISHARES GLOBAL CONSUMER STAPLES ETF 287.0 $20K 0.00% +4.0 +1.4% $68.46 +0.9%
678 CVIE CALVERT INTERNATIONAL RESPONSIBLE INDEX ETF 236.0 $20K 0.00% NEW $82.91 +3.4%
679 CM CANADIAN IMPERIAL BANK OF COMM COM Financial Services 166.0 $20K 0.00% +36.0 +27.7% $117.74 -1.1%
680 NOK NOKIA CORP SPONSORED ADR Technology 1,896.0 $19K 0.00% +1K +325.1% $10.28 -0.7%
Page 34 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%