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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 51 of 94  ·  1,867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 CVE CENOVUS ENERGY INC COM Energy 240.0 $7K 0.00% +36.0 +17.6% $28.99 +13.6%
1002 VMC VULCAN MATLS CO COM Basic Materials 25.0 $7K 0.00% +19.0 +316.7% $278.00 -0.7%
1003 NNE NANO NUCLEAR ENERGY INC COM Industrials 400.0 $7K 0.00% NEW $17.32 +8.8%
1004 VIOO VANGUARD S&P SMALL-CAP 600 ETF 51.0 $7K 0.00% -58.0 -53.2% $135.14 +1.1%
1005 BJ BJS WHSL CLUB HLDGS INC COM Consumer Defensive 75.0 $7K 0.00% +67.0 +837.5% $91.88 +4.9%
1006 NIO NIO INC SPON ADS Consumer Cyclical 1,475.0 $7K 0.00% +233.0 +18.8% $4.67 -0.9%
1007 MTCH MATCH GROUP INC NEW COM Communication Services 178.0 $7K 0.00% +130.0 +270.8% $37.98 +7.6%
1008 SUI SUN CMNTYS INC COM Real Estate 56.0 $7K 0.00% +15.0 +36.6% $120.36 +1.1%
1009 ALLE ALLEGION PLC ORD SHS Industrials 48.0 $7K 0.00% -39.0 -44.8% $139.96 +16.0%
1010 PSTL POSTAL REALTY TRUST INC CL A Real Estate 279.0 $7K 0.00% -21.0 -7.0% $24.01 -4.6%
1011 INVH INVITATION HOMES INC COM Real Estate 226.0 $7K 0.00% +52.0 +29.9% $29.57 +1.8%
1012 XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 37.0 $7K 0.00% -20.0 -35.1% $180.16 +0.0%
1013 GMAB GENMAB A/S SPONSORED ADS Healthcare 231.0 $7K 0.00% +6.0 +2.7% $28.85 +16.0%
1014 RVTY REVVITY INC COM Healthcare 60.0 $7K 0.00% +38.0 +172.7% $110.53 +12.9%
1015 BALI ISHARES U.S. LARGE CAP PREMIUM INCOME ACTIVE ETF 195.0 $7K 0.00% NEW $33.99 +2.2%
1016 XTEN BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF 148.0 $7K 0.00% +96.0 +184.6% $44.53 -0.6%
1017 TS TENARIS S A SPONSORED ADS Energy 113.0 $7K 0.00% +6.0 +5.6% $58.31 -9.7%
1018 VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF 43.0 $7K 0.00% -19.0 -30.6% $152.02 +5.3%
1019 WY WEYERHAEUSER CO COM NEW Real Estate 274.0 $7K 0.00% +122.0 +80.3% $23.84 +2.5%
1020 DTM DT MIDSTREAM INC COMMON STOCK Energy 45.0 $7K 0.00% +15.0 +50.0% $144.69 -12.4%
Page 51 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%