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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 46 of 86  ·  1,709 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 DOW DOW INC COM Basic Materials 234.0 $7K 0.00% +169.0 +260.0% $27.82 +26.8%
902 GLPI GAMING & LEISURE P COM Real Estate 145.0 $6K 0.00% -13.0 -8.2% $44.78 +6.5%
903 KR KROGER CO COM Consumer Defensive 105.0 $6K 0.00% -10.0 -8.7% $61.82 +6.1%
904 ATO ATMOS ENERGY CORP COM Utilities 39.0 $6K 0.00% -7.0 -15.2% $166.00 +7.1%
905 POOL POOL CORP COM Industrials 25.0 $6K 0.00% +20.0 +400.0% $258.48 -29.6%
906 FTS FORTIS INC COM Utilities 121.0 $6K 0.00% +39.0 +47.6% $53.37 +6.1%
907 LNG CHENIERE ENERGY INC COM NEW Energy 31.0 $6K 0.00% -14.0 -31.1% $208.03 +13.8%
908 WAB WABTEC COM Industrials 28.0 $6K 0.00% -3K -99.2% $228.96 +13.6%
909 GOLF ACUSHNET HLDGS CORP COM Consumer Cyclical 68.0 $6K 0.00% +59.0 +655.6% $94.16 -5.4%
910 TRP TC ENERGY CORP COM Energy 110.0 $6K 0.00% +71.0 +182.1% $58.16 +19.4%
911 TSCO TRACTOR SUPPLY CO COM Consumer Cyclical 116.0 $6K 0.00% -46.0 -28.4% $55.14 -46.0%
912 XEL XCEL ENERGY INC COM Utilities 84.0 $6K 0.00% +75.0 +833.3% $76.14 +6.5%
913 NTR NUTRIEN LTD COM Basic Materials 89.0 $6K 0.00% -4K -97.6% $71.60 -1.9%
914 CTRA COTERRA ENERGY INC COM Energy 228.0 $6K 0.00% -55.0 -19.4% $27.79 +17.2%
915 PBA PEMBINA PIPELINE CORP COM Energy 152.0 $6K 0.00% +69.0 +83.1% $41.67 +17.2%
916 RGLD ROYAL GOLD INC COM Basic Materials 21.0 $6K 0.00% -329.0 -94.0% $301.19 -25.4%
917 BTC GRAYSCALE BITCOIN MINI TRUST ETF Financial Services 160.0 $6K 0.00% $39.40 -14.3%
918 UHS UNIVERSAL HLTH SVCS INC CL B Healthcare 31.0 $6K 0.00% -2K -98.4% $203.03 -22.9%
919 GPN GLOBAL PMTS INC COM Industrials 87.0 $6K 0.00% +13.0 +17.6% $72.03 +1.9%
920 SUSC ISHARES ESG AWARE USD CORPORATE BOND ETF 266.0 $6K 0.00% NEW $23.45 -1.6%
Page 46 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%