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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 40 of 94  ·  1,867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 IAI ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF 76.0 $14K 0.00% $189.82 +2.5%
782 RSG REPUBLIC SVCS INC COM Industrials 66.0 $14K 0.00% -41.0 -38.3% $216.83 +1.8%
783 PRDO PERDOCEO ED CORP COM Consumer Defensive 486.0 $14K 0.00% +79.0 +19.4% $29.43 +12.2%
784 ITW ILLINOIS TOOL WKS INC COM Industrials 52.0 $14K 0.00% -2.0 -3.7% $274.67 +2.8%
785 NOC NORTHROP GRUMMAN CORP COM Industrials 27.0 $14K 0.00% +2.0 +8.0% $526.19 +4.7%
786 CRSP CRISPR THERAPEUTICS AG NAMEN AKT Healthcare 300.0 $14K 0.00% +200.0 +200.0% $47.24 +26.0%
787 VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF 241.0 $14K 0.00% NEW $58.34 -0.0%
788 BN BROOKFIELD CORP CL A LTD VT SH Financial Services 332.0 $14K 0.00% +38.0 +12.9% $41.81 -0.3%
789 NMR NOMURA HLDGS INC SPONSORED ADR Financial Services 1,411.0 $14K 0.00% +206.0 +17.1% $9.82 -1.0%
790 UFPI UFP INDUSTRIES INC COM Basic Materials 160.0 $14K 0.00% +15.0 +10.3% $86.51 +2.6%
791 ALC ALCON AG ORD SHS Healthcare 204.0 $14K 0.00% +2.0 +1.0% $67.35 +9.3%
792 EMGF ISHARES EMERGING MARKETS EQUITY FACTOR ETF 198.0 $14K 0.00% NEW $69.33 +3.4%
793 STZ CONSTELLATION BRANDS INC CL A Consumer Defensive 103.0 $14K 0.00% +22.0 +27.2% $132.51 +2.4%
794 MTG MGIC INVT CORP WIS COM Financial Services 470.0 $14K 0.00% +16.0 +3.5% $29.04 +6.4%
795 OLED UNIVERSAL DISPLAY CORP COM Technology 167.0 $14K 0.00% +47.0 +39.2% $81.54 +5.3%
796 EWBC EAST WEST BANCORP INC COM Financial Services 103.0 $14K 0.00% +6.0 +6.2% $131.57 -1.2%
797 RPM RPM INTL INC COM Basic Materials 124.0 $13K 0.00% +110.0 +785.7% $107.67 +0.9%
798 SAIC SCIENCE APPLICATIONS INTL CORP COM Technology 115.0 $13K 0.00% $115.98 +10.4%
799 BE BLOOM ENERGY CORP COM CL A Industrials 61.0 $13K 0.00% -3.0 -4.7% $218.21 -7.7%
800 GTX GARRETT MOTION INC COM Consumer Cyclical 417.0 $13K 0.00% +416.0 +10000.0% $31.87 -16.5%
Page 40 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%