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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 56 of 94  ·  1,867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 BAX BAXTER INTL INC COM Healthcare 217.0 $5K 0.00% +213.0 +5325.0% $21.74 +21.1%
1102 TXNM ENERGY INC COM 80.0 $5K 0.00% +48.0 +150.0% $58.30
1103 DKS DICKS SPORTING GOODS INC COM Consumer Cyclical 22.0 $5K 0.00% -34.0 -60.7% $211.64 -13.4%
1104 TEAM ATLASSIAN CORPORATION CL A Technology 54.0 $5K 0.00% +12.0 +28.6% $85.41 +101.2%
1105 EPRT ESSENTIAL PPTYS RLTY TR INC COM Real Estate 141.0 $5K 0.00% +68.0 +93.2% $32.61 -5.4%
1106 CUBE CUBESMART COM Real Estate 112.0 $5K 0.00% +37.0 +49.3% $41.04 -0.4%
1107 UTES VIRTUS REAVES UTILITIES ETF 56.0 $5K 0.00% NEW $82.04 -9.8%
1108 WLFC WILLIS LEASE FIN CORP COM Industrials 69.0 $5K 0.00% NEW $66.32 -18.0%
1109 EMLC VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF 180.0 $5K 0.00% +122.0 +210.3% $25.35 +2.0%
1110 SPMO INVESCO S&P 500 MOMENTUM ETF 30.0 $5K 0.00% -348.0 -92.1% $150.80 -1.4%
1111 AFRM AFFIRM HLDGS INC COM CL A Technology 61.0 $5K 0.00% +32.0 +110.3% $73.92 +4.2%
1112 VSNT VERSANT MEDIA GROUP INC COM CL A Industrials 124.0 $4K 0.00% +24.0 +24.0% $36.18 +7.1%
1113 REGCO REGENCY CTRS CORP COM 54.0 $4K 0.00% +9.0 +20.0% $82.70
1114 SF STIFEL FINL CORP COM Financial Services 56.0 $4K 0.00% -18.0 -24.3% $79.30 +2.1%
1115 SUNB SUNBELT RENTALS HOLDINGS INC SHS Financial Services 61.0 $4K 0.00% NEW $72.44 +6.1%
1116 USFD US FOODS HLDG CORP COM Consumer Defensive 46.0 $4K 0.00% +43.0 +1433.3% $96.07 +14.1%
1117 SCHO SCHWAB SHORT-TERM US TREASURY ETF 183.0 $4K 0.00% NEW $24.00 +0.4%
1118 ANGLOGOLD ASHANTI PLC COM SHS 54.0 $4K 0.00% +38.0 +237.5% $81.17
1119 ALLY ALLY FINL INC COM Financial Services 98.0 $4K 0.00% +91.0 +1300.0% $44.67 -3.9%
1120 YIELDMAX ULTRA OPTION INCOME STRATEGY ETF 160.0 $4K 0.00% +44.0 +37.9% $27.21
Page 56 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%