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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 35 of 86  ·  1,709 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 COIN COINBASE GLOBAL INC COM CL A Financial Services 70.0 $15K 0.00% +15.0 +27.3% $209.43 -11.5%
682 DRI DARDEN RESTAURANTS INC COM Consumer Cyclical 74.0 $15K 0.00% +72.0 +3600.0% $197.74 +3.1%
683 LKFN LAKELAND FINL CORP COM Financial Services 251.0 $15K 0.00% $58.13 +3.8%
684 BR BROADRIDGE FINL SOLUTIONS INC COM Technology 71.0 $15K 0.00% $205.06 -27.9%
685 JBL JABIL INC COM Technology 59.0 $14K 0.00% -50.0 -45.9% $243.63 +55.5%
686 SU SUNCOR ENERGY INC NEW COM Energy 271.0 $14K 0.00% -5K -94.5% $53.00 +24.9%
687 ALLE ALLEGION PLC ORD SHS Industrials 87.0 $14K 0.00% +72.0 +480.0% $164.90 -19.9%
688 TER TERADYNE INC COM Technology 57.0 $14K 0.00% -581.0 -91.1% $250.54 +54.4%
689 DES WISDOMTREE U.S. SMALLCAP DIVIDEND FUND 404.0 $14K 0.00% +365.0 +935.9% $35.22 +10.2%
690 CRAI CRA INTL INC COM Industrials 76.0 $14K 0.00% -17.0 -18.3% $187.07 -21.8%
691 TLTE FLEXSHARES MORNINGSTAR EMERGING MARKETS FACTOR TILT INDEX FUND 200.0 $14K 0.00% +5.0 +2.6% $70.97 +10.6%
692 NNI NELNET INC CL A Financial Services 110.0 $14K 0.00% $128.83 +1.0%
693 OLED UNIVERSAL DISPLAY CORP COM Technology 120.0 $14K 0.00% +89.0 +287.1% $118.04 -20.6%
694 IAI ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF 76.0 $14K 0.00% $185.26 -3.4%
695 MSA MSA SAFETY INC COM Industrials 80.0 $14K 0.00% $175.99 -2.6%
696 UTZ UTZ BRANDS INC COM CL A Consumer Defensive 1,373.0 $14K 0.00% NEW $10.25 -26.3%
697 FQAL FIDELITY QUALITY FACTOR ETF 182.0 $14K 0.00% -327.0 -64.2% $77.22 +4.9%
698 VST VISTRA CORP COM Utilities 84.0 $14K 0.00% -578.0 -87.3% $166.57 -0.2%
699 ITW ILLINOIS TOOL WKS INC COM Industrials 54.0 $14K 0.00% -46.0 -46.0% $258.52 -2.9%
700 BN BROOKFIELD CORP CL A LTD VT SH Financial Services 294.0 $14K 0.00% +55.0 +23.0% $47.09 -1.7%
Page 35 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%