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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 58 of 86  ·  1,709 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 SHM STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF 53.0 $3K -538.0 -91.0% $48.26 -1.1%
1142 TROW PRICE T ROWE GROUP INC COM Financial Services 24.0 $3K -174.0 -87.9% $105.58 -2.1%
1143 RIVN RIVIAN AUTOMOTIVE INC COM CL A Consumer Cyclical 166.0 $3K +163.0 +5433.3% $15.20 -6.4%
1144 UDR UDR INC COM Real Estate 69.0 $3K +52.0 +305.9% $36.43 +4.3%
1145 CFR CULLEN FROST BANKERS INC COM Financial Services 18.0 $2K $138.39 +0.7%
1146 ALKT ALKAMI TECHNOLOGY INC COM Technology 111.0 $2K +31.0 +38.8% $22.41 -25.0%
1147 CVCO CAVCO INDS INC DEL COM Consumer Cyclical 4.0 $2K $616.00 -17.3%
1148 ICLN ISHARES GLOBAL CLEAN ENERGY ETF 129.0 $2K NEW $19.03 +17.8%
1149 SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF 50.0 $2K -10.0 -16.7% $49.10 +8.8%
1150 BKH BLACK HILLS CORP COM Utilities 34.0 $2K +7.0 +25.9% $72.15 +3.0%
1151 AME AMETEK INC COM Industrials 11.0 $2K -13.0 -54.2% $222.64 +0.8%
1152 RVTY REVVITY INC COM Healthcare 22.0 $2K -22.0 -50.0% $111.14 -12.8%
1153 ELAN ELANCO ANIMAL HEALTH INC COM Healthcare 101.0 $2K -3.0 -2.9% $24.12 -9.9%
1154 LUV SOUTHWEST AIRLS CO COM Industrials 59.0 $2K +54.0 +1080.0% $40.93 -0.2%
1155 BLD TOPBUILD CORP COM Industrials 5.0 $2K -395.0 -98.8% $482.20 -15.4%
1156 XTEN BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF 52.0 $2K $46.19 -2.6%
1157 PCTY PAYLOCITY HLDG CORP COM Technology 17.0 $2K -1K -98.4% $140.71 -19.7%
1158 CRL CHARLES RIV LABS INTL INC COM Healthcare 11.0 $2K $216.91 -26.1%
1159 SWK STANLEY BLACK & DECKER INC COM Industrials 30.0 $2K -178.0 -85.6% $79.37 -3.7%
1160 VIRTUS ARTIFICIAL INTELLIGENCE COM 104.0 $2K -1K -90.7% $22.89
Page 58 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%