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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 56 of 86  ·  1,709 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 ERIC TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 Technology 279.0 $3K +268.0 +2436.4% $10.88 +24.1%
1102 CINF CINCINNATI FINL CORP COM Financial Services 19.0 $3K -2.0 -9.5% $158.63 +6.0%
1103 GFL GFL ENVIRONMENTAL INC SUB VTG SHS Industrials 69.0 $3K -13.0 -15.8% $43.59 -18.1%
1104 LNT ALLIANT ENERGY CORP COM Utilities 45.0 $3K +34.0 +309.1% $66.82 +10.7%
1105 FRPT FRESHPET INC COM Consumer Defensive 42.0 $3K -16.0 -27.6% $71.50 -27.9%
1106 FAF FIRST AMERN FINL CORP COM Financial Services 47.0 $3K -8.0 -14.6% $63.81 +6.9%
1107 WSBF WATERSTONE FINL INC MD COM Financial Services 176.0 $3K +160.0 +1000.0% $17.03 +7.6%
1108 HP HELMERICH & PAYNE INC COM Energy 90.0 $3K $33.10 +20.5%
1109 Z ZILLOW GROUP INC CL C CAP STK Communication Services 45.0 $3K +32.0 +246.2% $65.98 -44.3%
1110 STLA STELLANTIS N.V SHS Consumer Cyclical 305.0 $3K +215.0 +238.9% $9.70 -21.6%
1111 ESLT ELBIT SYS LTD ORD Industrials 4.0 $3K +3.0 +300.0% $730.75 +5.1%
1112 COLD AMERICOLD REALTY TRUST INC COM Real Estate 236.0 $3K +13.0 +5.8% $12.29 +20.5%
1113 NTST NETSTREIT CORP COM Real Estate 159.0 $3K +156.0 +5200.0% $18.18 +12.4%
1114 MORN MORNINGSTAR INC COM Financial Services 14.0 $3K +1.0 +7.7% $204.57 -12.2%
1115 PBD INVESCO GLOBAL CLEAN ENERGY ETF 156.0 $3K +1.0 +0.7% $18.34 +18.4%
1116 VLYPN VALLEY NATL BANCORP COM Financial Services 233.0 $3K NEW $12.27 +110.7%
1117 UTL UNITIL CORP COM Utilities 58.0 $3K -55.0 -48.7% $49.26 +5.2%
1118 WU WESTERN UN CO COM Financial Services 305.0 $3K +253.0 +486.5% $9.34 -10.4%
1119 FND FLOOR & DECOR HLDGS INC CL A Consumer Cyclical 41.0 $3K $69.32 -30.5%
1120 GIS GENERAL MLS INC COM Consumer Defensive 64.0 $3K -53.0 -45.3% $44.34 -24.0%
Page 56 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%