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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 47 of 86  ·  1,709 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 PRMB PRIMO BRANDS CORPORATION CLASS A COM SHS Consumer Defensive 332.0 $6K 0.00% +204.0 +159.4% $18.73 +25.7%
922 XBI STATE STREET SPDR S&P BIOTECH ETF 49.0 $6K 0.00% NEW $125.94 +5.9%
923 QQQJ INVESCO NASDAQ NEXT GEN 100 ETF 156.0 $6K 0.00% NEW $39.24 +11.9%
924 AVY AVERY DENNISON CORP COM Industrials 33.0 $6K 0.00% -1.0 -2.9% $185.03 -13.7%
925 DIREXION DAILY S&P BIOTECH BULL 3X SHARES 36.0 $6K 0.00% -2K -98.0% $168.81
926 OTIS OTIS WORLDWIDE CORP COM Industrials 69.0 $6K 0.00% -117.0 -62.9% $88.04 -17.5%
927 ZEVRA THERAPEUTICS INC COM NEW 700.0 $6K 0.00% +697.0 +10000.0% $8.63
928 SCHZ SCHWAB US AGGREGATE BOND ETF 257.0 $6K 0.00% -223K -99.9% $23.45 -1.6%
929 GPC GENUINE PARTS CO COM Consumer Cyclical 43.0 $6K 0.00% -18.0 -29.5% $140.09 -30.7%
930 SILA SILA REALTY TRUST INC COMMON STOCK Real Estate 250.0 $6K 0.00% +248.0 +10000.0% $24.07 +25.6%
931 DTE DTE ENERGY CO COM Utilities 44.0 $6K 0.00% +40.0 +1000.0% $136.59 +6.1%
932 VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 121.0 $6K 0.00% -383.0 -76.0% $49.43 +1.7%
933 RF REGIONS FINANCIAL CORP NEW COM Financial Services 214.0 $6K 0.00% +114.0 +114.0% $27.90 +1.3%
934 QS QUANTUMSCAPE CORP COM CL A Consumer Cyclical 600.0 $6K 0.00% NEW $9.93 -11.5%
935 SYF SYNCHRONY FINANCIAL COM Financial Services 81.0 $6K 0.00% +34.0 +72.3% $73.42 -1.1%
936 JEF JEFFERIES FINL GROUP INC COM Financial Services 96.0 $6K 0.00% -24.0 -20.0% $61.81 -16.1%
937 INSM INSMED INC COM PAR $.01 Healthcare 38.0 $6K 0.00% $155.89 -30.9%
938 BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 115.0 $6K 0.00% +27.0 +30.7% $51.38
939 JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 101.0 $6K 0.00% -685.0 -87.2% $58.42 -3.7%
940 FNV FRANCO NEV CORP COM Basic Materials 22.0 $6K 0.00% +6.0 +37.5% $267.64 -14.7%
Page 47 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%