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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 48 of 94  ·  1,867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 RL RALPH LAUREN CORP CL A Consumer Cyclical 22.0 $9K 0.00% +2.0 +10.0% $387.77 -3.9%
942 KEY KEYCORP COM Financial Services 369.0 $9K 0.00% +221.0 +149.3% $23.09 -5.3%
943 KGC KINROSS GOLD CORP COM Basic Materials 348.0 $8K 0.00% +25.0 +7.7% $24.24 +35.1%
944 ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A Technology 32.0 $8K 0.00% -14.0 -30.4% $262.75 +40.3%
945 VALE VALE S A SPONSORED ADS Basic Materials 563.0 $8K 0.00% -3K -81.8% $14.85 -1.8%
946 TPC TUTOR PERINI CORP COM Industrials 96.0 $8K 0.00% NEW $87.00 +4.9%
947 BRO BROWN & BROWN INC COM Financial Services 127.0 $8K 0.00% -193.0 -60.3% $65.46 +11.4%
948 GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK Healthcare 135.0 $8K 0.00% -12.0 -8.2% $61.43 +21.8%
949 ROK ROCKWELL AUTOMATION INC COM Industrials 18.0 $8K 0.00% -4.0 -18.2% $458.72 -4.7%
950 ENTG ENTEGRIS INC COM Technology 60.0 $8K 0.00% -14.0 -18.9% $137.48 +4.5%
951 PVAL PUTNAM FOCUSED LARGE CAP VALUE ETF 157.0 $8K 0.00% NEW $52.46 +3.5%
952 NFRA FLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUND 125.0 $8K 0.00% +1.0 +0.8% $65.72 +0.5%
953 NTRA NATERA INC COM Healthcare 31.0 $8K 0.00% -1.0 -3.1% $264.23 +25.7%
954 DTE DTE ENERGY CO COM Utilities 55.0 $8K 0.00% +11.0 +25.0% $148.84 -9.1%
955 VRSN VERISIGN INC COM Technology 31.0 $8K 0.00% +20.0 +181.8% $262.58 +7.3%
956 IHG INTERCONTINENTAL HOTELS GROUP SPONSORED ADS Consumer Cyclical 52.0 $8K 0.00% +10.0 +23.8% $155.54 +2.8%
957 NXPI NXP SEMICONDUCTORS N V COM Technology 29.0 $8K 0.00% +5.0 +20.8% $278.79 -19.1%
958 SBAC SBA COMMUNICATIONS CORP CL A Real Estate 45.0 $8K 0.00% -1.0 -2.2% $178.40 +2.3%
959 MORN MORNINGSTAR INC COM Financial Services 48.0 $8K 0.00% +34.0 +242.9% $167.00 +29.3%
960 RYANAIR HOLDINGS PLC SPONSORED ADR 137.0 $8K 0.00% $58.41
Page 48 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%