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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 55 of 94  ·  1,867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 FSLR FIRST SOLAR INC COM Energy 24.0 $5K 0.00% +10.0 +71.4% $208.88 +2.6%
1082 PSTG EVERPURE INC CL A 67.0 $5K 0.00% -321.0 -82.7% $74.58
1083 GOOD GLADSTONE COMMERCIAL CORP COM Real Estate 384.0 $5K 0.00% +10.0 +2.7% $12.99 -0.7%
1084 CPT CAMDEN PPTY TR SH BEN INT Real Estate 44.0 $5K 0.00% -9.0 -17.0% $111.68 -3.7%
1085 RIG TRANSOCEAN LTD REGISTERED SHS Energy 925.0 $5K 0.00% -53.0 -5.4% $5.30 +11.7%
1086 OC OWENS CORNING NEW COM Industrials 35.0 $5K 0.00% +32.0 +1066.7% $139.86 +5.9%
1087 FLUTTER ENTMT PLC SHS 49.0 $5K 0.00% -5.0 -9.3% $99.80
1088 DUPONT DE NEMOURS INC COMMON STOCK 35.0 $5K 0.00% NEW $139.63
1089 SEADRILL LTD COM 109.0 $5K 0.00% -8.0 -6.8% $44.82
1090 HDB HDFC BANK LTD SPONSORED ADS Financial Services 209.0 $5K 0.00% -125.0 -37.4% $23.18 +1.8%
1091 RGLD ROYAL GOLD INC COM Basic Materials 24.0 $5K 0.00% +3.0 +14.3% $201.79 +28.4%
1092 IGEB ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF 109.0 $5K 0.00% +106.0 +3533.3% $44.41 -0.6%
1093 OHI OMEGA HEALTHCARE INVS INC COM Real Estate 95.0 $5K 0.00% +41.0 +75.9% $50.79 -8.2%
1094 IP INTERNATIONAL PAPER CO COM Consumer Cyclical 127.0 $5K 0.00% +70.0 +122.8% $37.95 +9.3%
1095 MRNA MODERNA INC COM Healthcare 83.0 $5K 0.00% +62.0 +295.2% $58.07 +149.9%
1096 GLPI GAMING & LEISURE P COM Real Estate 108.0 $5K 0.00% -37.0 -25.5% $44.59 -2.3%
1097 TSCO TRACTOR SUPPLY CO COM Consumer Cyclical 164.0 $5K 0.00% +48.0 +41.4% $29.36 +19.1%
1098 NEBIUS GROUP N.V. SHS CLASS A 22.0 $5K 0.00% NEW $218.18
1099 LII LENNOX INTL INC COM Industrials 9.0 $5K 0.00% -3.0 -25.0% $532.78 -24.4%
1100 LECO LINCOLN ELEC HLDGS INC COM Industrials 19.0 $5K 0.00% +9.0 +90.0% $251.05 +12.3%
Page 55 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%