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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 4 of 86  ·  1,709 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PEG PUBLIC SVC ENTERPRISE GRP INC COM Utilities 11,780.0 $959K 0.15% +11K +3990.3% $81.45 -3.6%
62 XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 18,645.0 $933K 0.15% +10K +111.3% $50.05 +18.1%
63 MCO MOODYS CORP COM Financial Services 1,786.0 $923K 0.14% $516.64 -13.8%
64 EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 9,213.0 $890K 0.14% +1K +13.4% $96.66 -1.7%
65 AVGO BROADCOM INC COM Technology 2,582.0 $860K 0.13% -165.0 -6.0% $333.20 +24.4%
66 BSV VANGUARD SHORT-TERM BOND ETF 10,381.0 $818K 0.13% +10K +8623.5% $78.84 -1.2%
67 JNJ JOHNSON & JOHNSON COM Healthcare 3,451.0 $786K 0.12% -318.0 -8.4% $227.69 +1.8%
68 BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 15,298.0 $742K 0.12% +15K +2437.0% $48.51 -1.1%
69 GOVT ISHARES U.S. TREASURY BOND ETF 32,140.0 $740K 0.12% +7K +26.6% $23.01 -1.7%
70 AMLP ALERIAN MLP ETF 13,944.0 $698K 0.11% +14K +10000.0% $50.04 +8.3%
71 IJR ISHARES CORE S&P SMALL CAP ETF 5,442.0 $691K 0.11% -1K -20.9% $127.05 +7.3%
72 COWZ PACER US CASH COWS 100 ETF 11,106.0 $690K 0.11% +11K +10000.0% $62.15 +2.0%
73 SEIX VIRTUS SEIX SENIOR LOAN ETF 28,364.0 $662K 0.10% +28K +10000.0% $23.32 -0.5%
74 IWB ISHARES RUSSELL 1000 ETF 1,734.0 $660K 0.10% $380.91 +6.3%
75 VWO VANGUARD FTSE EMERGING MARKETS ETF 11,303.0 $654K 0.10% +10K +690.4% $57.86 +1.4%
76 DELL DELL TECHNOLOGIES INC CL C Technology 5,428.0 $637K 0.10% +5K +537.8% $117.32 +115.5%
77 EFG ISHARES MSCI EAFE GROWTH ETF 5,208.0 $627K 0.10% -61.0 -1.2% $120.33 +0.9%
78 XOM EXXON MOBIL CORP COM Energy 4,275.0 $588K 0.09% -216.0 -4.8% $137.57 +13.6%
79 PSN PARSONS CORP DEL COM Industrials 7,788.0 $558K 0.09% +8K +4620.0% $71.71 -28.0%
80 LIN LINDE PLC SHS Basic Materials 1,234.0 $557K 0.09% -29.0 -2.3% $451.60 +13.9%
Page 4 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%