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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 44 of 86  ·  1,709 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 GATX GATX CORP COM Industrials 42.0 $8K 0.00% $180.07 -5.5%
862 NTRA NATERA INC COM Healthcare 32.0 $8K 0.00% -1.0 -3.0% $235.94 -14.9%
863 APTIV PLC COM SHS 97.0 $8K 0.00% -23.0 -19.2% $77.81
864 VTR VENTAS INC COM Real Estate 99.0 $8K 0.00% +19.0 +23.8% $75.95 +15.6%
865 CPA COPA HOLDINGS SA CL A Industrials 55.0 $7K 0.00% $135.91 +5.2%
866 VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 78.0 $7K 0.00% +45.0 +136.4% $95.45 +5.3%
867 MRVL MARVELL TECHNOLOGY INC COM Technology 89.0 $7K 0.00% +2.0 +2.3% $83.62 +149.0%
868 GMAB GENMAB A/S SPONSORED ADS Healthcare 225.0 $7K 0.00% +27.0 +13.6% $32.93 -18.3%
869 JHG JANUS HENDERSON GROUP PLC ORD SHS Financial Services 154.0 $7K 0.00% -31.0 -16.8% $48.05 +7.8%
870 GLDM SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST Financial Services 69.0 $7K 0.00% -3K -97.6% $106.43 -16.5%
871 DPZ DOMINOS PIZZA INC COM Consumer Cyclical 18.0 $7K 0.00% +2.0 +12.5% $405.89 -23.3%
872 OXY OCCIDENTAL PETE CORP COM Energy 163.0 $7K 0.00% +148.0 +986.7% $44.81 +29.7%
873 EEMV ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF 107.0 $7K 0.00% $68.08 +9.4%
874 PCAR PACCAR INC COM Industrials 59.0 $7K 0.00% +37.0 +168.2% $123.07 -10.0%
875 WSM WILLIAMS SONOMA INC COM Consumer Cyclical 35.0 $7K 0.00% -469.0 -93.1% $206.63 -5.1%
876 RMD RESMED INC COM Healthcare 28.0 $7K 0.00% -623.0 -95.7% $257.82 -19.0%
877 BIIB BIOGEN INC COM Healthcare 41.0 $7K 0.00% +39.0 +1950.0% $174.83 +10.5%
878 VONV VANGUARD RUSSELL 1000 VALUE ETF 74.0 $7K 0.00% NEW $96.22 +8.6%
879 YORW YORK WTR CO COM Utilities 218.0 $7K 0.00% +133.0 +156.5% $32.66 -8.8%
880 MKSI MKS INC. COM Technology 30.0 $7K 0.00% $237.03 +40.2%
Page 44 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%