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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 50 of 86  ·  1,709 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 ESGE ISHARES ESG AWARE MSCI EM ETF 105.0 $5K 0.00% NEW $48.80 +11.8%
982 EQR EQUITY RESIDENTIAL SH BEN INT Real Estate 84.0 $5K 0.00% +16.0 +23.5% $60.85 +8.7%
983 EVR EVERCORE INC CLASS A Financial Services 14.0 $5K 0.00% NEW $363.21 -5.3%
984 SUI SUN CMNTYS INC COM Real Estate 41.0 $5K 0.00% -350.0 -89.5% $123.98 +0.7%
985 VDE VANGUARD ENERGY ETF 36.0 $5K 0.00% -2K -98.4% $139.72 +17.2%
986 LOGI LOGITECH INTL S A SHS Technology 58.0 $5K 0.00% $86.64 +28.5%
987 DEO DIAGEO PLC SPON ADR NEW Consumer Defensive 56.0 $5K 0.00% -24.0 -30.0% $88.75 -4.2%
988 IYE ISHARES U.S. ENERGY ETF 94.0 $5K 0.00% +1.0 +1.1% $52.71 +16.5%
989 GDX VANECK GOLD MINERS ETF 44.0 $5K 0.00% -1K -96.4% $112.16 -21.1%
990 QSR RESTAURANT BRANDS INTL INC COM Consumer Cyclical 73.0 $5K 0.00% +63.0 +630.0% $67.44 +11.8%
991 AIG AMERICAN INTL GROUP INC COM NEW Financial Services 67.0 $5K 0.00% -37.0 -35.6% $73.40 +5.2%
992 TECH BIO-TECHNE CORP COM Healthcare 75.0 $5K 0.00% -27.0 -26.5% $65.56 -26.8%
993 IBKR INTERACTIVE BROKERS GROUP INC COM CL A Financial Services 65.0 $5K 0.00% +12.0 +22.6% $75.46 +9.8%
994 RS RELIANCE INC COM Basic Materials 15.0 $5K 0.00% -669.0 -97.8% $326.93 +15.1%
995 IONQ IONQ INC COM Technology 107.0 $5K 0.00% +5.0 +4.9% $45.80 +38.9%
996 BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR Consumer Defensive 70.0 $5K 0.00% +22.0 +45.8% $69.81 +18.1%
997 OSIS OSI SYSTEMS INC COM Technology 18.0 $5K 0.00% -58.0 -76.3% $271.39 -18.6%
998 SJNK STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF 188.0 $5K 0.00% +27.0 +16.8% $25.44 -1.3%
999 RIG TRANSOCEAN LTD REGISTERED SHS Energy 978.0 $5K 0.00% +661.0 +208.5% $4.87 +33.1%
1000 TS TENARIS S A SPONSORED ADS Energy 107.0 $5K 0.00% +101.0 +1683.3% $44.40 +41.2%
Page 50 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%