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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 36 of 86  ·  1,709 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 AIR LEASE CORP CL A 214.0 $14K 0.00% +178.0 +494.4% $64.48
702 CSGP COSTAR GROUP INC COM Real Estate 211.0 $14K 0.00% -62.0 -22.7% $65.20 -49.4%
703 PKG PACKAGING CORP AMER COM Consumer Cyclical 63.0 $14K 0.00% -52.0 -45.2% $218.30 -0.3%
704 CWB STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 144.0 $14K 0.00% -829.0 -85.2% $95.49 +12.2%
705 BAB INVESCO TAXABLE MUNICIPAL BOND ETF 503.0 $14K 0.00% NEW $27.16 -1.9%
706 PBE INVESCO BIOTECHNOLOGY & GENOME ETF 166.0 $14K 0.00% +1.0 +0.6% $82.28 +0.2%
707 VLTO VERALTO CORP COM SHS Industrials 138.0 $14K 0.00% +123.0 +820.0% $98.72 -12.8%
708 SCHE SCHWAB EMERGING MARKETS EQUITY ETF 385.0 $14K 0.00% NEW $35.28 +3.3%
709 OLP ONE LIBERTY PPTYS INC COM Real Estate 654.0 $13K 0.00% NEW $20.62 +13.6%
710 NGG NATIONAL GRID PLC SPONSORED ADR NE Utilities 159.0 $13K 0.00% +11.0 +7.4% $84.68 +3.3%
711 WELLS FARGO & CO PERP PFD CNV A 11.0 $13K 0.00% -47.0 -81.0% $1221.18
712 ISCV ISHARES MORNINGSTAR SMALL CAP VALUE ETF 187.0 $13K 0.00% $71.73 +4.9%
713 INGERSOLL RAND INC COM 156.0 $13K 0.00% +15.0 +10.6% $85.25
714 LPLA LPL FINL HLDGS INC COM Financial Services 36.0 $13K 0.00% +4.0 +12.5% $367.50 -23.5%
715 NDAQ NASDAQ INC COM Financial Services 133.0 $13K 0.00% -14.0 -9.5% $98.74 -8.4%
716 WPC WP CAREY INC COM Real Estate 192.0 $13K 0.00% +101.0 +111.0% $67.90 +9.6%
717 GSK GSK PLC SPONSORED ADR Healthcare 259.0 $13K 0.00% -48.0 -15.6% $50.10 +2.5%
718 WST WEST PHARMACEUTICAL SVSC INC COM Healthcare 55.0 $13K 0.00% -2.0 -3.5% $235.89 +35.3%
719 PRDO PERDOCEO ED CORP COM Consumer Defensive 407.0 $13K 0.00% -171.0 -29.6% $31.79 +7.0%
720 LYG LLOYDS BANKING GROUP PLC SPONSORED ADR Financial Services 2,222.0 $13K 0.00% +271.0 +13.9% $5.81 -5.4%
Page 36 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%