BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 58 of 94  ·  1,867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 WDFC WD 40 CO COM Basic Materials 17.0 $4K 0.00% $237.12 -8.5%
1142 AVEM AVANTIS EMERGING MARKETS EQUITY ETF 44.0 $4K 0.00% +30.0 +214.3% $91.59 +2.9%
1143 ABUS ARBUTUS BIOPHARMA CORP COM Healthcare 924.0 $4K 0.00% $4.33 +20.3%
1144 KAI KADANT INC COM Industrials 13.0 $4K 0.00% NEW $306.92 +2.1%
1145 ASPN ASPEN AEROGELS INC COM Industrials 750.0 $4K 0.00% $5.31 -2.5%
1146 WSO WATSCO INC COM Industrials 11.0 $4K 0.00% +5.0 +83.3% $362.00 -13.8%
1147 PODD INSULET CORP COM Healthcare 25.0 $4K 0.00% +13.0 +108.3% $158.92 -6.8%
1148 HR HEALTHCARE RLTY TR CL A COM Real Estate 186.0 $4K -26.0 -12.3% $21.28 -8.9%
1149 AVY AVERY DENNISON CORP COM Industrials 25.0 $4K -8.0 -24.2% $158.16 +16.2%
1150 COGT COGENT BIOSCIENCES INC COM Healthcare 100.0 $4K $39.54 -7.1%
1151 CF CF INDUSTRIES HOLD COM Basic Materials 31.0 $4K +15.0 +93.8% $127.35 +1.8%
1152 EWY ISHARES MSCI SOUTH KOREA ETF 23.0 $4K NEW $170.43 +4.6%
1153 ATR APTARGROUP INC COM Healthcare 30.0 $4K +2.0 +7.1% $129.50 +4.1%
1154 DX DYNEX CAP INC COM Real Estate 300.0 $4K +229.0 +322.5% $12.95 +0.6%
1155 AGO ASSURED GUARANTY LTD COM Financial Services 46.0 $4K $84.46 -11.9%
1156 VICI VICI PPTYS INC COM Real Estate 146.0 $4K -43.0 -22.8% $26.52 -0.0%
1157 BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 83.0 $4K -32.0 -27.8% $46.41
1158 TEMA ELECTRIFICATION ETF 100.0 $4K $38.50
1159 APTIV PLC COM SHS 66.0 $4K -31.0 -32.0% $58.23
1160 EEMV ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF 53.0 $4K -54.0 -50.5% $72.45 +3.1%
Page 58 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%