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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 38 of 86  ·  1,709 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 ENB ENBRIDGE INC COM Energy 252.0 $12K 0.00% +37.0 +17.2% $48.56 +17.2%
742 MT ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH Basic Materials 217.0 $12K 0.00% +19.0 +9.6% $56.04 +20.7%
743 BAH BOOZ ALLEN HAMILTON HLDG CORP CL A Industrials 133.0 $12K 0.00% -156.0 -54.0% $91.31 -12.7%
744 SPHD INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF 246.0 $12K 0.00% +3.0 +1.2% $49.35 +1.9%
745 CM CANADIAN IMPERIAL BANK OF COMM COM Financial Services 130.0 $12K 0.00% +16.0 +14.0% $93.13 +24.1%
746 GEN GEN DIGITAL INC COM Technology 485.0 $12K 0.00% $24.77 +0.2%
747 MTG MGIC INVT CORP WIS COM Financial Services 454.0 $12K 0.00% $26.42 -1.3%
748 RPRX ROYALTY PHARMA PLC SHS CLASS A Healthcare 296.0 $12K 0.00% -235.0 -44.3% $40.41 +33.7%
749 B BARRICK MNG CORP COM SHS Basic Materials 225.0 $12K 0.00% +75.0 +50.0% $52.98 -20.8%
750 SAIC SCIENCE APPLICATIONS INTL CORP COM Technology 115.0 $12K 0.00% +114.0 +10000.0% $103.57 -1.7%
751 FIVE FIVE BELOW INC COM Consumer Cyclical 64.0 $12K 0.00% +2.0 +3.2% $185.42 +19.1%
752 BBCA JPMORGAN BETABUILDERS CANADA ETF 122.0 $12K 0.00% +1.0 +0.8% $96.75 +4.0%
753 CNC CENTENE CORP DEL COM Healthcare 280.0 $12K 0.00% -44.0 -13.6% $41.90 +37.8%
754 ENTERGY CORP NEW COM 121.0 $12K 0.00% -6.0 -4.7% $96.48
755 GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK Healthcare 147.0 $12K 0.00% -31.0 -17.4% $79.27 -18.3%
756 IGRO ISHARES INTERNATIONAL DIVIDEND GROWTH ETF 135.0 $12K 0.00% +1.0 +0.8% $86.00 +3.2%
757 AFG AMERICAN FINL GROUP INC OHIO COM Financial Services 90.0 $12K 0.00% +1.0 +1.1% $128.90 +5.7%
758 AKAM AKAMAI TECHNOLOGIES INC COM Technology 113.0 $12K 0.00% +108.0 +2160.0% $102.10 +45.6%
759 WSC WILLSCOT HLDGS CORP COM CL A Industrials 570.0 $12K 0.00% +486.0 +578.6% $20.24 +25.8%
760 EXR EXTRA SPACE STORAGE INC COM Real Estate 84.0 $12K 0.00% +3.0 +3.7% $137.26 +5.0%
Page 38 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%