BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 45 of 86  ·  1,709 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 RL RALPH LAUREN CORP CL A Consumer Cyclical 20.0 $7K 0.00% +7.0 +53.9% $353.20 +8.9%
882 HSTM HEALTHSTREAM INC COM Healthcare 323.0 $7K 0.00% -46.0 -12.5% $21.74 +10.6%
883 IT GARTNER INC COM Technology 31.0 $7K 0.00% -31.0 -50.0% $225.97 -29.5%
884 TFLO ISHARES TREASURY FLOATING RATE BOND ETF 138.0 $7K 0.00% +1.0 +0.7% $50.62 -0.0%
885 NI NISOURCE INC COM Utilities 157.0 $7K 0.00% +139.0 +772.2% $44.32 +8.2%
886 EQT EQT CORP COM Energy 124.0 $7K 0.00% -1.0 -0.8% $56.11 +0.8%
887 DINO HF SINCLAIR CORP COM Energy 137.0 $7K 0.00% +111.0 +426.9% $50.72 +36.9%
888 USLM UNITED STS LIME & MINERALS INC COM Basic Materials 56.0 $7K 0.00% -595.0 -91.4% $122.62 -11.4%
889 ACM AECOM COM Industrials 70.0 $7K 0.00% -480.0 -87.3% $97.87 -25.4%
890 CHKP CHECK POINT SOFTWARE TECH LTD ORD Technology 38.0 $7K 0.00% +15.0 +65.2% $180.24 -27.0%
891 SPLV INVESCO S&P 500 LOW VOLATILITY ETF 94.0 $7K 0.00% -284.0 -75.1% $72.80 +1.6%
892 ABCL ABCELLERA BIOLOGICS INC COM Healthcare 1,750.0 $7K 0.00% +2K +5047.1% $3.90 +37.3%
893 NUE NUCOR CORP COM Basic Materials 39.0 $7K 0.00% +25.0 +178.6% $173.18 +38.5%
894 KFRC KFORCE INC COM Industrials 205.0 $7K 0.00% +48.0 +30.6% $32.53 +27.1%
895 SPSB STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 220.0 $7K 0.00% -3K -92.2% $30.28 -0.9%
896 AXON AXON ENTERPRISE INC COM Industrials 12.0 $7K 0.00% -6.0 -33.3% $549.83 -28.0%
897 NDSN NORDSON CORP COM Industrials 24.0 $7K 0.00% -72.0 -75.0% $272.67 +5.0%
898 AMCOR PLC COM NEW 148.0 $7K 0.00% NEW $44.19
899 CMS CMS ENERGY CORP COM Utilities 91.0 $7K 0.00% -4.0 -4.2% $71.80 +3.8%
900 HMC HONDA MOTOR LTD ADR ECH CNV IN 3 Consumer Cyclical 222.0 $7K 0.00% +17.0 +8.3% $29.42 -10.1%
Page 45 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%