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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 49 of 94  ·  1,867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 CNP CENTERPOINT ENERGY INC COM Utilities 183.0 $8K 0.00% +92.0 +101.1% $43.72 -11.3%
962 HMC HONDA MOTOR CO LTD ADR ECH CNV IN 3 Consumer Cyclical 280.0 $8K 0.00% +58.0 +26.1% $28.53 +17.0%
963 VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 78.0 $8K 0.00% $102.03 +3.2%
964 VTRS VIATRIS INC COM Healthcare 466.0 $8K 0.00% +105.0 +29.1% $17.03 -4.1%
965 ADC AGREE RLTY CORP COM Real Estate 99.0 $8K 0.00% +17.0 +20.7% $80.03 -7.7%
966 AVB AVALONBAY CMNTYS INC COM Real Estate 41.0 $8K 0.00% +8.0 +24.2% $191.34 -3.8%
967 HST HOST HOTELS & RESORTS INC COM Real Estate 320.0 $8K 0.00% +37.0 +13.1% $24.51 -5.3%
968 SOLV SOLVENTUM CORP COM SHS Healthcare 101.0 $8K 0.00% +95.0 +1583.3% $77.64 +15.4%
969 SLAB SILICON LABORATORIES INC COM Technology 36.0 $8K 0.00% $217.17 +0.4%
970 NTR NUTRIEN LTD COM Basic Materials 114.0 $8K 0.00% +25.0 +28.1% $68.50 +9.9%
971 HLI HOULIHAN LOKEY INC CL A Financial Services 56.0 $8K 0.00% -146.0 -72.3% $138.88 -7.1%
972 FANG DIAMONDBACK ENERGY INC COM Energy 38.0 $8K 0.00% +21.0 +123.5% $203.45 +3.6%
973 CLS CELESTICA INC COM Technology 23.0 $8K 0.00% -29.0 -55.8% $335.52 -11.6%
974 SPSB STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 257.0 $8K 0.00% +37.0 +16.8% $29.89 +0.2%
975 YORW YORK WTR CO COM Utilities 247.0 $8K 0.00% +29.0 +13.3% $31.08 +9.5%
976 STLD STEEL DYNAMICS INC COM Basic Materials 32.0 $8K 0.00% +21.0 +190.9% $239.00 -4.3%
977 PCG PG&E CORP COM Utilities 421.0 $8K 0.00% +249.0 +144.8% $18.12 -2.9%
978 EL LAUDER ESTEE COS INC CL A Consumer Defensive 92.0 $8K 0.00% +1.0 +1.1% $82.64 +23.4%
979 ZACKS FOCUS GROWTH ETF 236.0 $8K 0.00% +78.0 +49.4% $32.16
980 GPC GENUINE PARTS CO COM Consumer Cyclical 62.0 $7K 0.00% +19.0 +44.2% $120.48 +11.2%
Page 49 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%