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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 57 of 86  ·  1,709 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 PB PROSPERITY BANCSHARES INC COM Financial Services 42.0 $3K -1K -96.3% $67.12 +2.9%
1122 MTD METTLER TOLEDO INTERNATIONAL COM Healthcare 2.0 $3K $1401.50 -21.3%
1123 VRSN VERISIGN INC COM Technology 11.0 $3K -4K -99.7% $253.55 +22.3%
1124 KIM KIMCO REALTY CORP COM Real Estate 136.0 $3K -63.0 -31.7% $20.48 +17.7%
1125 CUBE CUBESMART COM Real Estate 75.0 $3K -1.0 -1.3% $36.97 +8.4%
1126 RHI ROBERT HALF INC. COM Industrials 102.0 $3K NEW $27.03 +1.0%
1127 YETI YETI HLDGS INC COM Consumer Cyclical 59.0 $3K NEW $46.47 -2.7%
1128 PPG PPG INDS INC COM Basic Materials 24.0 $3K -548.0 -95.8% $114.08 -5.5%
1129 FANG DIAMONDBACK ENERGY INC COM Energy 17.0 $3K -87.0 -83.7% $160.29 +25.2%
1130 TIGR UP FINTECH HLDG LTD SPONSORED ADS Financial Services 309.0 $3K +252.0 +442.1% $8.77 -50.3%
1131 VONG VANGUARD RUSSELL 1000 GROWTH ETF 22.0 $3K NEW $121.77 +5.6%
1132 NEWSMAX INC COM SHS CLASS B 375.0 $3K +325.0 +650.0% $7.07
1133 DOCU DOCUSIGN INC COM Technology 47.0 $3K -12.0 -20.3% $56.21 -11.9%
1134 COWG PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF 71.0 $3K +53.0 +294.4% $36.63 +4.5%
1135 PRI PRIMERICA INC COM Financial Services 10.0 $3K -322.0 -97.0% $259.40 +7.8%
1136 LECO LINCOLN ELEC HLDGS INC COM Industrials 10.0 $3K $259.00 +1.7%
1137 GDDY GODADDY INC CL A Technology 25.0 $3K -14.0 -35.9% $103.36 -12.5%
1138 SEIC SEI INVTS CO COM Financial Services 30.0 $3K -28.0 -48.3% $86.10 +5.1%
1139 ASPN ASPEN AEROGELS INC COM Industrials 750.0 $3K +675.0 +900.0% $3.43 +68.8%
1140 PCG PG&E CORP COM Utilities 172.0 $3K -2K -92.8% $14.93 +10.4%
Page 57 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%