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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 37 of 86  ·  1,709 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 AZZ AZZ INC COM Industrials 104.0 $13K 0.00% +41.0 +65.1% $123.15 +14.6%
722 VIOO VANGUARD S&P SMALL-CAP 600 ETF 109.0 $13K 0.00% NEW $117.28 +9.5%
723 JKHY HENRY JACK & ASSOC INC COM Technology 71.0 $13K 0.00% +43.0 +153.6% $179.89 -23.6%
724 GFI GOLD FIELDS LTD SPONSORED ADR Basic Materials 207.0 $13K 0.00% $61.51 -33.0%
725 DC DAKOTA GOLD CORP COM Basic Materials 1,819.0 $13K 0.00% +1K +353.6% $7.00 -19.4%
726 STZ CONSTELLATION BRANDS INC CL A Consumer Defensive 81.0 $13K 0.00% -60.0 -42.5% $157.11 -7.9%
727 ARGX ARGENX SE SPONSORED ADR Healthcare 15.0 $13K 0.00% +1.0 +7.1% $846.73 -4.5%
728 OWL BLUE OWL CAPITAL INC COM CL A Financial Services 875.0 $13K 0.00% +337.0 +62.6% $14.50 -30.7%
729 STWD STARWOOD PPTY TR INC COM Real Estate 696.0 $13K 0.00% +628.0 +923.5% $18.19 -4.7%
730 AMPG AMPLITECH GROUP INC COM NEW Technology 3,800.0 $13K 0.00% $3.31 +54.8%
731 FN FABRINET SHS Technology 25.0 $13K 0.00% $501.00 +35.5%
732 O REALTY INCOME CORP COM Real Estate 207.0 $12K 0.00% +202.0 +4040.0% $60.17 +3.6%
733 PUK PRUDENTIAL PLC ADR Financial Services 375.0 $12K 0.00% +364.0 +3309.1% $33.14 -7.7%
734 IWR ISHARES RUSSELL MIDCAP ETF 124.0 $12K 0.00% -449.0 -78.4% $100.19 +6.8%
735 FMNB FARMERS NATIONAL BANC CORP COM Financial Services 973.0 $12K 0.00% +12.0 +1.2% $12.76 +10.8%
736 LYV LIVE NATION ENTERTAINMENT INC COM Communication Services 84.0 $12K 0.00% -161.0 -65.7% $147.54 +13.1%
737 SSRM SSR MINING IN COM Basic Materials 438.0 $12K 0.00% +391.0 +831.9% $28.16 +9.9%
738 KGC KINROSS GOLD CORP COM Basic Materials 323.0 $12K 0.00% +44.0 +15.8% $38.07 -22.5%
739 F FORD MTR CO COM Consumer Cyclical 889.0 $12K 0.00% +41.0 +4.8% $13.81 +11.7%
740 DGX QUEST DIAGNOSTICS INC COM Healthcare 67.0 $12K 0.00% +63.0 +1575.0% $183.21 +5.7%
Page 37 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%