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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 36 of 94  ·  1,867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 GLOBUS MED INC CL A 241.0 $18K 0.00% +238.0 +7933.3% $75.50
702 CAH CARDINAL HEALTH INC COM Healthcare 82.0 $18K 0.00% +46.0 +127.8% $220.94 +3.9%
703 VB VANGUARD SMALL-CAP ETF 61.0 $18K 0.00% -211.0 -77.6% $296.20 +2.9%
704 TM TOYOTA MOTOR CORP ADS Consumer Cyclical 100.0 $18K 0.00% -75.0 -42.9% $179.94 +9.7%
705 NSC NORFOLK SOUTHN CORP COM Industrials 54.0 $18K 0.00% -32.0 -37.2% $332.00 +5.6%
706 AKRE AKRE FOCUS ETF 332.0 $18K 0.00% -116.0 -25.9% $53.71 +12.7%
707 PATK PATRICK INDS INC COM Consumer Cyclical 206.0 $18K 0.00% +29.0 +16.4% $86.48 -3.6%
708 HLNE HAMILTON LANE INC CL A Financial Services 219.0 $18K 0.00% +21.0 +10.6% $81.21 +29.7%
709 O REALTY INCOME CORP COM Real Estate 273.0 $18K 0.00% +66.0 +31.9% $65.09 -3.8%
710 NDAQ NASDAQ INC COM Financial Services 195.0 $18K 0.00% +62.0 +46.6% $90.96 +8.0%
711 EOG EOG RES INC COM Energy 123.0 $18K 0.00% +76.0 +161.7% $143.52 +6.6%
712 URI UNITED RENTALS INC COM Industrials 17.0 $18K 0.00% +6.0 +54.5% $1037.00 +5.9%
713 ROL ROLLINS INC COM Consumer Cyclical 405.0 $18K 0.00% -16.0 -3.8% $43.48 -15.1%
714 FLS FLOWSERVE CORP COM Industrials 257.0 $18K 0.00% +252.0 +5040.0% $68.50 +15.9%
715 NUE NUCOR CORP COM Basic Materials 74.0 $17K 0.00% +35.0 +89.7% $236.03 +3.2%
716 CPRT COPART INC COM Industrials 641.0 $17K 0.00% -172.0 -21.2% $27.17 +24.4%
717 PFG PRINCIPAL FINANCIAL GROUP INC COM Financial Services 160.0 $17K 0.00% +45.0 +39.1% $108.30 +2.3%
718 HONEYWELL INTL INC COM 74.0 $17K 0.00% NEW $232.99
719 TPB TURNING PT BRANDS INC COM Consumer Defensive 219.0 $17K 0.00% +142.0 +184.4% $78.46 +6.3%
720 ALL ALLSTATE CORP COM Financial Services 68.0 $17K 0.00% +21.0 +44.7% $252.32 +0.6%
Page 36 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%