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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 59 of 86  ·  1,709 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 AQN ALGONQUIN PWR UTILS CORP COM Utilities 361.0 $2K +278.0 +334.9% $6.58 -9.3%
1162 ALCO ALICO INC COM Consumer Defensive 59.0 $2K +46.0 +353.9% $40.19 +2.8%
1163 IP INTERNATIONAL PAPER CO COM Consumer Cyclical 57.0 $2K -27.0 -32.1% $41.60 -24.8%
1164 CMCL CALEDONIA MNG CORP SHS NEW Basic Materials 73.0 $2K $32.33 -29.5%
1165 UXRP PROSHARES ULTRA XRP ETF 250.0 $2K +212.0 +557.9% $9.39 -63.3%
1166 OHI OMEGA HEALTHCARE INVS INC COM Real Estate 54.0 $2K -20.0 -27.0% $43.17 +11.0%
1167 BIZD VANECK BDC INCOME ETF 165.0 $2K +121.0 +275.0% $14.12 -12.3%
1168 TSN TYSON FOODS INC CL A Consumer Defensive 36.0 $2K -215.0 -85.7% $64.67 +0.6%
1169 PSI INVESCO SEMICONDUCTORS ETF 24.0 $2K $96.58 +59.2%
1170 WSO WATSCO INC COM Industrials 6.0 $2K NEW $385.17 -2.6%
1171 IFS INTERCORP FINL SVCS INC SHS Financial Services 46.0 $2K $49.04 +0.0%
1172 SOMNIGROUP INTERNATIONAL INC COM 25.0 $2K +23.0 +1150.0% $89.76
1173 WAFD WAFD INC COM Financial Services 69.0 $2K -2K -97.3% $31.84 +10.7%
1174 GII SPDR S&P GLOBAL INFRASTRUCTURE ETF 30.0 $2K -496.0 -94.3% $73.03 +4.8%
1175 AVNS AVANOS MED INC COM Healthcare 170.0 $2K $12.85 +91.5%
1176 TELEFONICA S A SPONSORED ADR 549.0 $2K +522.0 +1933.3% $3.98
1177 IFF INTERNATIONAL FLAVORS&FRAGRANC COM Basic Materials 30.0 $2K $72.27 +4.2%
1178 RKT ROCKET COS INC COM CL A Financial Services 104.0 $2K +93.0 +845.5% $20.76 -33.6%
1179 CRNX CRINETICS PHARMACEUTICALS INC COM Healthcare 42.0 $2K $51.31 -28.3%
1180 LENNAR CORP CL B 21.0 $2K +11.0 +110.0% $102.43
Page 59 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%