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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 52 of 86  ·  1,709 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 OVV OVINTIV INC COM Energy 103.0 $4K 0.00% +94.0 +1044.4% $42.76 +37.4%
1022 SEADRILL LTD COM 117.0 $4K 0.00% -4.0 -3.3% $37.26
1023 RKLB ROCKET LAB CORP COM Industrials 49.0 $4K 0.00% +28.0 +133.3% $88.57 +53.3%
1024 YIELDMAX ULTRA OPTION INCOME STRATEGY ETF 116.0 $4K 0.00% NEW $37.12
1025 HOLOGIC INC COM 57.0 $4K 0.00% +4.0 +7.5% $75.11
1026 AEGON LTD AMER REG 1 CERT 550.0 $4K 0.00% +497.0 +937.7% $7.77
1027 TQQQ PROSHARES ULTRAPRO QQQ 75.0 $4K 0.00% +27.0 +56.2% $56.88 +36.8%
1028 NODK NI HLDGS INC COM Financial Services 313.0 $4K 0.00% NEW $13.49 +3.3%
1029 GOOD GLADSTONE COMMERCIAL CORP COM Real Estate 374.0 $4K 0.00% NEW $11.27 +12.5%
1030 IWM ISHARES RUSSELL 2000 ETF 16.0 $4K 0.00% -34.0 -68.0% $263.31 +8.3%
1031 CLX CLOROX CO DEL COM Consumer Defensive 38.0 $4K 0.00% +23.0 +153.3% $108.79 -12.6%
1032 AWK AMERICAN WTR WKS CO INC NEW COM Utilities 32.0 $4K 0.00% -49.0 -60.5% $127.28 -1.6%
1033 CVE CENOVUS ENERGY INC COM Energy 204.0 $4K 0.00% +67.0 +48.9% $19.81 +51.7%
1034 ST SENSATA TECHNOLOGIES HLDG PLC SHS Technology 116.0 $4K 0.00% +111.0 +2220.0% $34.37 +41.4%
1035 WY WEYERHAEUSER CO COM NEW Real Estate 152.0 $4K 0.00% -99.0 -39.4% $26.05 -9.2%
1036 PACS PACS GROUP INC COM SHS Financial Services 115.0 $4K 0.00% -423.0 -78.6% $34.35 +9.9%
1037 IVZ INVESCO LTD SHS Financial Services 143.0 $4K 0.00% +40.0 +38.8% $27.56 -1.8%
1038 VPU VANGUARD UTILITIES ETF 21.0 $4K 0.00% +20.0 +2000.0% $187.29 +4.9%
1039 WRB BERKLEY W R CORP COM Financial Services 58.0 $4K 0.00% +8.0 +16.0% $67.67 -0.2%
1040 EWJ ISHARES MSCI JAPAN ETF 46.0 $4K 0.00% NEW $85.22 +7.5%
Page 52 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%