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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 46 of 94  ·  1,867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 SHM STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF 203.0 $10K 0.00% +150.0 +283.0% $47.72 +0.1%
902 JIVE JPMORGAN INTERNATIONAL VALUE ETF 102.0 $10K 0.00% NEW $94.49 +3.8%
903 SNY SANOFI SA SPONSORED ADR Healthcare 220.0 $10K 0.00% +7.0 +3.3% $43.79 +4.7%
904 SYF SYNCHRONY FINANCIAL COM Financial Services 131.0 $10K 0.00% +50.0 +61.7% $72.91 +9.0%
905 RF REGIONS FINANCIAL CORP NEW COM Financial Services 309.0 $10K 0.00% +95.0 +44.4% $30.85 -1.4%
906 QSR RESTAURANT BRANDS INTL INC COM Consumer Cyclical 130.0 $10K 0.00% +57.0 +78.1% $73.19 +10.5%
907 SONY SONY GROUP CORP SPONSORED ADR Technology 454.0 $9K 0.00% -229.0 -33.5% $20.92 +14.3%
908 NTRS NORTHERN TR CORP COM Financial Services 53.0 $9K 0.00% +29.0 +120.8% $179.15 +2.7%
909 OVV OVINTIV INC COM Energy 156.0 $9K 0.00% +53.0 +51.5% $60.54 +10.4%
910 BXP BXP INC COM Real Estate 140.0 $9K 0.00% +2.0 +1.4% $67.31 +0.5%
911 MCHI ISHARES MSCI CHINA ETF 175.0 $9K 0.00% NEW $53.57 +3.9%
912 BMI BADGER METER INC COM Technology 74.0 $9K 0.00% NEW $126.68 +4.1%
913 JKHY HENRY JACK & ASSOC INC COM Technology 63.0 $9K 0.00% -8.0 -11.3% $146.78 +13.2%
914 FN FABRINET SHS Technology 18.0 $9K 0.00% -7.0 -28.0% $513.67 -15.0%
915 DOC HEALTHPEAK PROPERTIES INC COM Real Estate 416.0 $9K 0.00% +155.0 +59.4% $22.21 -3.7%
916 PUK PRUDENTIAL PLC ADR Financial Services 313.0 $9K 0.00% -62.0 -16.5% $29.48 -4.5%
917 OMC OMNICOM GROUP INC COM Communication Services 116.0 $9K 0.00% +5.0 +4.5% $79.48 +10.1%
918 BAH BOOZ ALLEN HAMILTON HLDG CORP CL A Industrials 138.0 $9K 0.00% +5.0 +3.8% $66.11 +16.6%
919 LIBERTY MEDIA CORP DEL COM LBTY ONE S C 94.0 $9K 0.00% +54.0 +135.0% $96.96
920 BBHY JPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETF 198.0 $9K 0.00% NEW $45.76 +0.1%
Page 46 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%