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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 43 of 94  ·  1,867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF 480.0 $12K 0.00% +171.0 +55.3% $24.40 -0.1%
842 FR FIRST INDL RLTY TR INC COM Real Estate 172.0 $12K 0.00% +13.0 +8.2% $67.83 -7.2%
843 PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 206.0 $12K 0.00% NEW $56.60 -0.4%
844 PPG PPG INDS INC COM Basic Materials 99.0 $12K 0.00% +75.0 +312.5% $117.49 -3.3%
845 LULU LULULEMON ATHLETICA INC COM Consumer Cyclical 102.0 $12K 0.00% -29.0 -22.1% $113.37 +6.8%
846 WING WINGSTOP INC COM Consumer Cyclical 83.0 $12K 0.00% -1.0 -1.2% $138.70 -16.8%
847 DCRE DOUBLELINE COMMERCIAL REAL ESTATE DEBT ETF 223.0 $12K 0.00% NEW $51.57 +0.1%
848 OXY OCCIDENTAL PETE CORP COM Energy 200.0 $12K 0.00% +37.0 +22.7% $57.51 +6.6%
849 WAT WATERS CORP COM Healthcare 31.0 $11K 0.00% +30.0 +3000.0% $370.81 +10.8%
850 GUNR FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND 218.0 $11K 0.00% +145.0 +198.6% $52.65 +8.1%
851 WTFC WINTRUST FINL CORP COM Financial Services 72.0 $11K 0.00% -33.0 -31.4% $159.38 -4.2%
852 ABCL ABCELLERA BIOLOGICS INC COM Healthcare 2,000.0 $11K 0.00% +250.0 +14.3% $5.73 +97.6%
853 TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS Healthcare 679.0 $11K 0.00% +222.0 +48.6% $16.87 +7.8%
854 PBA PEMBINA PIPELINE CORP COM Energy 225.0 $11K 0.00% +73.0 +48.0% $50.84 -4.2%
855 MKSI MKS INC. COM Technology 33.0 $11K 0.00% +3.0 +10.0% $346.55 -19.5%
856 AWK AMERICAN WTR WKS CO INC NEW COM Utilities 85.0 $11K 0.00% +53.0 +165.6% $134.08 +1.0%
857 DOV DOVER CORP COM Industrials 53.0 $11K 0.00% +1.0 +1.9% $214.64 -5.9%
858 FEDEX FGHT HLDG CO INC COMMON STOCK 76.0 $11K 0.00% NEW $149.32
859 COHR COHERENT CORP COM Technology 36.0 $11K 0.00% +29.0 +414.3% $312.19 -7.3%
860 HCA HCA HEALTHCARE INC COM Healthcare 30.0 $11K 0.00% -3.0 -9.1% $372.23 +15.3%
Page 43 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%