BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 35 of 94  ·  1,867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 WWD WOODWARD INC COM Industrials 48.0 $19K 0.00% -15.0 -23.8% $405.69 -15.4%
682 IWX ISHARES RUSSELL TOP 200 VALUE ETF 179.0 $19K 0.00% -79.0 -30.6% $108.04 +3.9%
683 TYL TYLER TECHNOLOGIES INC COM Technology 68.0 $19K 0.00% -12.0 -15.0% $284.32 +23.4%
684 USPH U S PHYSICAL THERAPY COM Healthcare 258.0 $19K 0.00% +7.0 +2.8% $74.43 +5.1%
685 FLEX FLEX LTD ORD Technology 151.0 $19K 0.00% -90.0 -37.3% $127.00 -13.0%
686 ENB ENBRIDGE INC COM Energy 339.0 $19K 0.00% +87.0 +34.5% $56.25 -10.3%
687 MEDP MEDPACE HLDGS INC COM Healthcare 36.0 $19K 0.00% $528.11 +17.5%
688 CG CARLYLE GROUP INC COM Financial Services 430.0 $19K 0.00% -111.0 -20.5% $44.06 +12.0%
689 TRU TRANSUNION COM Industrials 251.0 $19K 0.00% -138.0 -35.5% $75.47 +12.1%
690 ING ING GROEP N.V. SPONSORED ADR Financial Services 568.0 $19K 0.00% +43.0 +8.2% $33.33 +4.5%
691 KNSL KINSALE CAP GROUP INC COM Financial Services 58.0 $19K 0.00% +8.0 +16.0% $325.86 +17.7%
692 CVNA CARVANA CO CL A Consumer Cyclical 301.0 $19K 0.00% +256.0 +568.9% $62.75 +11.4%
693 DGX QUEST DIAGNOSTICS INC COM Healthcare 90.0 $19K 0.00% +23.0 +34.3% $208.71 +17.1%
694 JD JD.COM INC SPON ADS CL A Consumer Cyclical 623.0 $19K 0.00% +73.0 +13.3% $30.15 -2.6%
695 FLDB FIDELITY LOW DURATION BOND ETF 373.0 $19K 0.00% $50.30 +0.2%
696 FLMI FRANKLIN DYNAMIC MUNICIPAL BOND ETF 754.0 $19K 0.00% +15.0 +2.0% $24.76 -0.7%
697 FSV FIRSTSERVICE CORP NEW COM Real Estate 130.0 $18K 0.00% +21.0 +19.3% $141.63 +2.0%
698 BIIB BIOGEN INC COM Healthcare 93.0 $18K 0.00% +52.0 +126.8% $197.74 +9.6%
699 HIG HARTFORD INSURANCE GROUP INC COM Financial Services 130.0 $18K 0.00% +12.0 +10.2% $140.65 -3.2%
700 MGM MGM RESORTS INTERNATIONAL COM Consumer Cyclical 400.0 $18K 0.00% +74.0 +22.7% $45.51 -3.9%
Page 35 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%