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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 54 of 86  ·  1,709 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 ARES ARES MANAGEMENT CORPORATION CL A COM STK Financial Services 24.0 $4K 0.00% -8.0 -25.0% $149.79 -16.9%
1062 RTO RENTOKIL INITIAL PLC SPONSORED ADR Industrials 111.0 $4K 0.00% +21.0 +23.3% $32.39 -3.2%
1063 ELS EQUITY LIFESTYLE PROPERTIES COM Real Estate 58.0 $4K 0.00% +11.0 +23.4% $61.95 +2.6%
1064 NFG NATIONAL FUEL GAS CO COM Energy 43.0 $4K 0.00% -5.0 -10.4% $83.09 -2.6%
1065 VLUE ISHARES MSCI USA VALUE FACTOR ETF 24.0 $4K 0.00% NEW $147.96 +26.6%
1066 INMU ISHARES INTERMEDIATE MUNI INCOME ACTIVE ETF 145.0 $4K 0.00% -179.0 -55.2% $24.29 -1.5%
1067 LIBERTY MEDIA CORP DEL COM LBTY ONE S C 40.0 $4K 0.00% -36.0 -47.4% $88.03
1068 FSLR FIRST SOLAR INC COM Energy 14.0 $3K 0.00% -3.0 -17.6% $249.43 +3.4%
1069 ATR APTARGROUP INC COM Healthcare 28.0 $3K 0.00% +9.0 +47.4% $123.71 -6.0%
1070 HR HEALTHCARE RLTY TR CL A COM Real Estate 212.0 $3K 0.00% +15.0 +7.6% $16.34 +24.6%
1071 BSY BENTLEY SYS INC COM CL B Technology 92.0 $3K 0.00% +15.0 +19.5% $37.35 -11.2%
1072 HII HUNTINGTON INGALLS INDS INC COM Industrials 8.0 $3K 0.00% $428.25 -25.1%
1073 SKYY FIRST TRUST CLOUD COMPUTING ETF 27.0 $3K 0.00% NEW $126.59 +5.1%
1074 WK WORKIVA INC COM CL A Technology 42.0 $3K 0.00% -99.0 -70.2% $81.29 -38.1%
1075 SSNC SS&C TECHNOLOGIES HLDGS INC COM Technology 40.0 $3K 0.00% -398.0 -90.9% $84.75 -20.9%
1076 VSNT VERSANT MEDIA GROUP INC COM CL A Industrials 100.0 $3K 0.00% NEW $33.59 +27.0%
1077 EVUS ISHARES ESG AWARE MSCI USA VALUE ETF 101.0 $3K 0.00% NEW $33.23 +5.2%
1078 ASRV AMERISERV FINL INC COM Financial Services 1,014.0 $3K 0.00% +9.0 +0.9% $3.30 +19.1%
1079 MAA MID-AMER APT CMNTYS INC COM Real Estate 25.0 $3K 0.00% +3.0 +13.6% $132.48 -1.0%
1080 VOX VANGUARD COMMUNICATION SERVICES ETF 17.0 $3K 0.00% -18.0 -51.4% $194.82 +0.4%
Page 54 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%