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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 49 of 86  ·  1,709 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 KOD KODIAK SCIENCES INC COM Healthcare 210.0 $5K 0.00% $26.07 +39.0%
962 MDIV MULTI-ASSET DIVERSIFIED INCOME INDEX FUND 338.0 $5K 0.00% +6.0 +1.8% $16.11 +3.4%
963 CLPR CLIPPER RLTY INC COM Real Estate 1,511.0 $5K 0.00% +333.0 +28.3% $3.58 -18.7%
964 ESS ESSEX PPTY TR INC COM Real Estate 22.0 $5K 0.00% -2.0 -8.3% $245.50 +12.7%
965 HUBB HUBBELL INC COM Industrials 11.0 $5K 0.00% $490.00 -3.1%
966 CRSP CRISPR THERAPEUTICS AG NAMEN AKT Healthcare 100.0 $5K 0.00% NEW $53.69 -6.2%
967 L LOEWS CORP COM Financial Services 52.0 $5K 0.00% +6.0 +13.0% $102.81 +5.9%
968 SMG SCOTTS MIRACLE-GRO CO CL A Basic Materials 85.0 $5K 0.00% -215.0 -71.7% $62.80 -5.8%
969 PSTL POSTAL REALTY TRUST INC CL A Real Estate 300.0 $5K 0.00% -34.0 -10.2% $17.67 +34.1%
970 VICI VICI PPTYS INC COM Real Estate 189.0 $5K 0.00% +168.0 +800.0% $27.93 +2.0%
971 ILMN ILLUMINA INC COM Healthcare 35.0 $5K 0.00% -1.0 -2.8% $149.86 -3.6%
972 DLTR DOLLAR TREE INC COM Consumer Defensive 44.0 $5K 0.00% -457.0 -91.2% $119.09 -20.2%
973 PRVA PRIVIA HEALTH GROUP INC COM Healthcare 230.0 $5K 0.00% +207.0 +900.0% $22.77 +0.1%
974 EOG EOG RES INC COM Energy 47.0 $5K 0.00% -23.0 -32.9% $111.32 +26.9%
975 HST HOST HOTELS & RESORTS INC COM Real Estate 283.0 $5K 0.00% -7.0 -2.4% $18.46 +21.2%
976 SLAB SILICON LABORATORIES INC COM Technology 36.0 $5K 0.00% -92.0 -71.9% $144.25 +50.8%
977 SCHM SCHWAB U.S. MID-CAP ETF 162.0 $5K 0.00% -93.0 -36.5% $32.04 +8.4%
978 EGP EASTGROUP PPTYS INC COM Real Estate 29.0 $5K 0.00% -4.0 -12.1% $178.83 +14.7%
979 DKNG DRAFTKINGS INC NEW COM CL A Consumer Cyclical 172.0 $5K 0.00% +168.0 +4200.0% $30.12 -16.6%
980 ARW ARROW ELECTRS INC COM Technology 40.0 $5K 0.00% -1.0 -2.4% $128.40 +69.3%
Page 49 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%