BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 55 of 86  ·  1,709 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 36.0 $3K 0.00% NEW $91.61 -0.0%
1082 SLYV STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF 34.0 $3K 0.00% -86.0 -71.7% $96.59 +7.0%
1083 TLK P T TELEKOMUNIKASI INDONESIA SPONSORED ADR Communication Services 160.0 $3K 0.00% +97.0 +154.0% $20.51 -20.3%
1084 GLOB GLOBANT S A COM Technology 47.0 $3K 0.00% $69.74 -42.5%
1085 XYL XYLEM INC COM Industrials 24.0 $3K 0.00% -1K -97.7% $135.67 -19.9%
1086 AGX ARGAN INC COM Industrials 9.0 $3K 0.00% $358.89 +82.9%
1087 NTSK NETSKOPE INC CL A Technology 200.0 $3K 0.00% +69.0 +52.7% $16.10 -27.0%
1088 TEMA ELECTRIFICATION ETF 100.0 $3K 0.00% NEW $32.16
1089 REGCO REGENCY CTRS CORP COM Real Estate 45.0 $3K +30.0 +200.0% $71.18 -68.5%
1090 TOL TOLL BROTHERS INC COM Consumer Cyclical 22.0 $3K +19.0 +633.3% $145.00 -7.4%
1091 CHDN CHURCHILL DOWNS INC COM Consumer Cyclical 32.0 $3K -1.0 -3.0% $98.91 -13.9%
1092 KEY KEYCORP COM Financial Services 148.0 $3K -216.0 -59.3% $21.34 +1.0%
1093 EVRG EVERGY INC COM Utilities 41.0 $3K +13.0 +46.4% $76.73 +9.4%
1094 HUM HUMANA INC COM Healthcare 16.0 $3K $194.00 +58.7%
1095 PODD INSULET CORP COM Healthcare 12.0 $3K +1.0 +9.1% $258.17 -40.0%
1096 VIPS VIPSHOP HLDGS LTD SPONSORED ADS A Consumer Cyclical 175.0 $3K +144.0 +464.5% $17.67 -18.4%
1097 VCYT VERACYTE INC COM Healthcare 80.0 $3K +53.0 +196.3% $38.48 +17.0%
1098 VGLT VANGUARD LONG-TERM TREASURY ETF 55.0 $3K -165.0 -75.0% $55.95 -3.2%
1099 NOK NOKIA CORP SPONSORED ADR Technology 446.0 $3K -403.0 -47.5% $6.82 +126.8%
1100 JOE ST JOE CO COM Real Estate 47.0 $3K -77.0 -62.1% $64.66 -1.3%
Page 55 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%