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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 50 of 94  ·  1,867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 HYMB STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF 298.0 $7K 0.00% +77.0 +34.8% $25.02 -0.8%
982 DOW DOW HLDGS INC COM Basic Materials 239.0 $7K 0.00% +5.0 +2.1% $31.19 +3.7%
983 ARES ARES MANAGEMENT CORPORATION CL A COM STK Financial Services 62.0 $7K 0.00% +38.0 +158.3% $119.56 +18.1%
984 DECK DECKERS OUTDOOR CORP COM Consumer Cyclical 72.0 $7K 0.00% +51.0 +242.9% $102.47 -10.5%
985 OSCR OSCAR HEALTH INC CL A Healthcare 250.0 $7K 0.00% $29.50 +8.6%
986 CINF CINCINNATI FINL CORP COM Financial Services 41.0 $7K 0.00% +22.0 +115.8% $179.80 -6.4%
987 DFSD DIMENSIONAL SHORT-DURATION FIXED INCOME ETF 156.0 $7K 0.00% NEW $47.25 +0.1%
988 ADM ARCHER DANIELS MIDLAND CO COM Consumer Defensive 84.0 $7K 0.00% +60.0 +250.0% $87.61 -8.3%
989 IFF INTERNATIONAL FLAVORS&FRAGRANC COM Basic Materials 95.0 $7K 0.00% +65.0 +216.7% $77.29 +9.0%
990 B BARRICK MNG CORP COM SHS Basic Materials 195.0 $7K 0.00% -30.0 -13.3% $37.51 +26.9%
991 JIG JPMORGAN INTERNATIONAL GROWTH ETF 88.0 $7K 0.00% NEW $82.50 +3.2%
992 GOLF ACUSHNET HLDGS CORP COM Consumer Cyclical 68.0 $7K 0.00% $106.66 -16.7%
993 TSPA T. ROWE PRICE U.S. EQUITY RESEARCH ETF 152.0 $7K 0.00% NEW $47.24 +2.1%
994 ACHR ARCHER AVIATION INC COM CL A Industrials 1,385.0 $7K 0.00% NEW $5.18 +21.6%
995 ETD ETHAN ALLEN INTERIORS INC COM Consumer Cyclical 312.0 $7K 0.00% NEW $22.85 +2.4%
996 TMDX TRANSMEDICS GROUP INC COM Healthcare 100.0 $7K 0.00% NEW $71.20 +33.1%
997 PAAS PAN AMERN SILVER CORP COM Basic Materials 157.0 $7K 0.00% -1.0 -0.6% $45.29 +17.2%
998 WINA WINMARK CORP COM Consumer Cyclical 20.0 $7K 0.00% $353.10 -2.5%
999 KIM KIMCO REALTY CORP COM Real Estate 270.0 $7K 0.00% +134.0 +98.5% $26.10 -8.0%
1000 QQQJ INVESCO NASDAQ NEXT GEN 100 ETF 160.0 $7K 0.00% +4.0 +2.6% $43.89 +4.8%
Page 50 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%