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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 44 of 94  ·  1,867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 105.0 $11K 0.00% -100.0 -48.8% $106.03 +0.3%
862 EQT EQT CORP COM Energy 205.0 $11K 0.00% +81.0 +65.3% $54.04 -0.6%
863 NI NISOURCE INC COM Utilities 238.0 $11K 0.00% +81.0 +51.6% $46.53 -12.7%
864 DXCM DEXCOM INC COM Healthcare 155.0 $11K 0.00% +18.0 +13.1% $71.43 +29.3%
865 MKC MCCORMICK & CO INC COM NON VTG Consumer Defensive 212.0 $11K 0.00% +211.0 +10000.0% $52.04 +6.5%
866 DES WISDOMTREE U.S. SMALLCAP DIVIDEND FUND 268.0 $11K 0.00% -136.0 -33.7% $40.97 -0.4%
867 DEO DIAGEO PLC SPON ADR NEW Consumer Defensive 129.0 $11K 0.00% +73.0 +130.4% $84.33 +12.2%
868 FMX FOMENTO ECONOMICO MEXICANO S A SPON ADR UNITS Consumer Defensive 82.0 $11K 0.00% $131.65 -8.3%
869 LITE LUMENTUM HLDGS INC COM Technology 13.0 $11K 0.00% +10.0 +333.3% $829.69 +4.5%
870 SCHE SCHWAB EMERGING MARKETS EQUITY ETF 299.0 $11K 0.00% -86.0 -22.3% $36.03 +2.6%
871 CIEN CIENA CORP COM NEW Technology 27.0 $11K 0.00% +20.0 +285.7% $397.15 -0.3%
872 RBLX ROBLOX CORP CL A Technology 216.0 $11K 0.00% +74.0 +52.1% $49.64 -22.7%
873 AER AERCAP HOLDINGS NV SHS Industrials 71.0 $11K 0.00% +10.0 +16.4% $150.61 -2.9%
874 KGS KODIAK GAS SVCS INC COM Energy 159.0 $11K 0.00% NEW $67.00 -8.3%
875 NDSN NORDSON CORP COM Industrials 36.0 $11K 0.00% +12.0 +50.0% $293.03 +13.4%
876 LPLA LPL FINL HLDGS INC COM Financial Services 32.0 $11K 0.00% -4.0 -11.1% $328.53 +10.0%
877 OTIS OTIS WORLDWIDE CORP COM Industrials 149.0 $10K 0.00% +80.0 +115.9% $70.43 +1.5%
878 MCHP MICROCHIP TECHNOLOGY INC. COM Technology 123.0 $10K 0.00% -14.0 -10.2% $85.15 -10.6%
879 GIS GENERAL MILLS INC COM Consumer Defensive 283.0 $10K 0.00% +219.0 +342.2% $36.96 +8.1%
880 SWK STANLEY BLACK & DECKER INC COM Industrials 116.0 $10K 0.00% +86.0 +286.7% $89.30 +12.0%
Page 44 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%