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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 45 of 94  ·  1,867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 ZEVRA THERAPEUTICS INC COM NEW 850.0 $10K 0.00% +150.0 +21.4% $12.14
882 KDP KEURIG DR PEPPER INC COM Consumer Defensive 341.0 $10K 0.00% +129.0 +60.9% $30.23 +6.0%
883 XSVM INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETF 145.0 $10K 0.00% -1K -88.1% $70.97 -1.3%
884 SPHQ INVESCO S&P 500 QUALITY ETF 120.0 $10K 0.00% NEW $85.32 +0.7%
885 IT GARTNER INC COM Technology 77.0 $10K 0.00% +46.0 +148.4% $132.10 +48.3%
886 CRCL CIRCLE INTERNET GROUP INC COM CL A Financial Services 153.0 $10K 0.00% $66.16 +33.0%
887 GRMN GARMIN LTD SHS Technology 42.0 $10K 0.00% +4.0 +10.5% $240.62 +22.5%
888 COOPER COS INC COM 143.0 $10K 0.00% +34.0 +31.2% $70.50
889 ON ON SEMICONDUCTOR CORP COM Technology 109.0 $10K 0.00% -61.0 -35.9% $92.33 -19.6%
890 ABM ABM INDS INC COM Industrials 214.0 $10K 0.00% NEW $47.01 -0.4%
891 CCJ CAMECO CORP COM Energy 111.0 $10K 0.00% -44.0 -28.4% $90.37 +13.4%
892 VOD VODAFONE GROUP PLC SPONSORED ADR Communication Services 646.0 $10K 0.00% +38.0 +6.2% $15.51 +2.9%
893 FTS FORTIS INC COM Utilities 171.0 $10K 0.00% +50.0 +41.3% $58.34 -5.9%
894 ILMN ILLUMINA INC COM Healthcare 52.0 $10K 0.00% +17.0 +48.6% $190.87 +15.0%
895 IDA IDACORP INC COM Utilities 66.0 $10K 0.00% +39.0 +144.4% $149.59 -8.3%
896 AMCOR PLC COM NEW 228.0 $10K 0.00% +80.0 +54.0% $43.18
897 AIG AMERICAN INTL GROUP INC COM NEW Financial Services 125.0 $10K 0.00% +58.0 +86.6% $78.35 -2.8%
898 FICO FAIR ISAAC CORP COM Technology 8.0 $10K 0.00% -11.0 -57.9% $1221.50 -4.0%
899 HEICO CORP NEW CL A 40.0 $10K 0.00% +35.0 +700.0% $244.25
900 AUPH AURINIA PHARMACEUTICALS INC COM Healthcare 634.0 $10K 0.00% -146.0 -18.7% $15.33 +8.6%
Page 45 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%