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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 54 of 94  ·  1,867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 LUV SOUTHWEST AIRLS CO COM Industrials 116.0 $6K 0.00% +57.0 +96.6% $47.78 -15.5%
1062 ALCO ALICO INC COM Consumer Defensive 139.0 $6K 0.00% +80.0 +135.6% $39.85 +1.2%
1063 IONQ IONQ INC COM Technology 159.0 $6K 0.00% +52.0 +48.6% $34.68 +29.4%
1064 AGX ARGAN INC COM Industrials 9.0 $5K 0.00% $610.33 -17.8%
1065 EMN EASTMAN CHEM CO COM Basic Materials 79.0 $5K 0.00% -33.0 -29.5% $69.42 +6.7%
1066 MAT MATTEL INC COM Consumer Cyclical 379.0 $5K 0.00% -129.0 -25.4% $14.40 +0.8%
1067 CPA COPA HOLDINGS SA CL A Industrials 39.0 $5K 0.00% -16.0 -29.1% $138.79 -6.4%
1068 MOBILITY GLOBAL INC COM SHS 265.0 $5K 0.00% NEW $20.38
1069 BABA ALIBABA GROUP HLDG LTD SPONSORED ADS Consumer Cyclical 46.0 $5K 0.00% $116.57 +2.4%
1070 DC DAKOTA GOLD CORP COM Basic Materials 1,119.0 $5K 0.00% -700.0 -38.5% $4.78 +28.7%
1071 HUBB HUBBELL INC COM Industrials 11.0 $5K 0.00% $483.55 -2.8%
1072 PRFZ INVESCO RAFI US 1500 SMALL-MID ETF 97.0 $5K 0.00% $54.03 +3.4%
1073 FIGR FIGURE TECHNOLOGY SOLUTIO COM CL A Financial Services 173.0 $5K 0.00% NEW $30.04 +30.2%
1074 PACS PACS GROUP INC COM SHS Financial Services 115.0 $5K 0.00% $45.06 -1.8%
1075 JMUB JPMORGAN MUNICIPAL ETF 103.0 $5K 0.00% NEW $49.96 -0.5%
1076 FNV FRANCO NEV CORP COM Basic Materials 24.0 $5K 0.00% +2.0 +9.1% $214.12 +24.1%
1077 RNR RENAISSANCERE HLDGS LTD COM Financial Services 16.0 $5K 0.00% -12.0 -42.9% $319.75 +1.2%
1078 FOXA FOX CORP CL A COM Communication Services 90.0 $5K 0.00% -72.0 -44.4% $56.53 +21.2%
1079 PCTY PAYLOCITY HLDG CORP COM Technology 42.0 $5K 0.00% +25.0 +147.1% $120.79 +27.0%
1080 AEGON LTD AMER REG 1 CERT 550.0 $5K 0.00% $9.16
Page 54 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%