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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 47 of 94  ·  1,867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 DIREXION DAILY S&P BIOTECH BULL 3X ETF 36.0 $9K 0.00% $250.78
922 QIAGEN NV ORD SHARES 222.0 $9K 0.00% +16.0 +7.8% $40.57
923 CMS CMS ENERGY CORP COM Utilities 121.0 $9K 0.00% +30.0 +33.0% $74.02 -7.8%
924 RS RELIANCE INC COM Basic Materials 23.0 $9K 0.00% +8.0 +53.3% $388.91 -0.3%
925 ALAB ASTERA LABS INC COM Technology 27.0 $9K 0.00% +25.0 +1250.0% $330.89 -13.9%
926 JETS U.S. GLOBAL JETS ETF 296.0 $9K 0.00% $30.15 -1.9%
927 RMD RESMED INC COM Healthcare 46.0 $9K 0.00% +18.0 +64.3% $193.11 +19.9%
928 SPHY STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF 378.0 $9K 0.00% +6.0 +1.6% $23.32 -0.1%
929 EQR EQUITY RESIDENTIAL SH BEN INT Real Estate 129.0 $9K 0.00% +45.0 +53.6% $68.24 -6.7%
930 NXRT NEXPOINT RESIDENTIAL TR INC COM Real Estate 337.0 $9K 0.00% +31.0 +10.1% $26.09 -6.1%
931 AIZ ASSURANT INC COM Financial Services 32.0 $9K 0.00% -8.0 -20.0% $273.16 +4.0%
932 CLOA ISHARES AAA CLO ACTIVE ETF 168.0 $9K 0.00% NEW $51.87 +0.1%
933 XBI STATE STREET SPDR S&P BIOTECH ETF 57.0 $9K 0.00% +8.0 +16.3% $152.23 +8.9%
934 SETM SPROTT CRITICAL MATERIALS ETF 290.0 $9K 0.00% $29.82 +18.1%
935 METL SPROTT ACTIVE METALS & MINERS ETF 344.0 $9K 0.00% $25.12 +16.4%
936 DVN DEVON ENERGY CORP NEW COM Energy 192.0 $9K 0.00% +156.0 +433.3% $44.93 +9.3%
937 E ENI SPA SPONSORED ADR Energy 168.0 $9K 0.00% +25.0 +17.5% $51.08 +10.6%
938 BUD ANHEUSER BUSCH INBEV SA NV SPONSORED ADR Consumer Defensive 103.0 $9K 0.00% +33.0 +47.1% $83.08 -5.0%
939 DLTR DOLLAR TREE INC COM Consumer Defensive 70.0 $9K 0.00% +26.0 +59.1% $122.16 +7.6%
940 GPN GLOBAL PMTS INC COM Industrials 108.0 $9K 0.00% +21.0 +24.1% $79.06 +18.3%
Page 47 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%