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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 60 of 86  ·  1,709 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 ALGN ALIGN TECHNOLOGY INC COM Healthcare 13.0 $2K -98.0 -88.3% $164.92 -0.8%
1182 EPRT ESSENTIAL PPTYS RLTY TR INC COM Real Estate 73.0 $2K +21.0 +40.4% $29.30 +6.9%
1183 LCII LCI INDS COM Consumer Cyclical 14.0 $2K $152.79 -26.9%
1184 INGR INGREDION INC COM Consumer Defensive 18.0 $2K $118.78 -13.8%
1185 BSJS INVESCO BULLETSHARES 2028 HIGH YIELD CORPORATE BOND ETF 96.0 $2K +2.0 +2.1% $21.97 -0.8%
1186 TTD THE TRADE DESK INC COM CL A Technology 66.0 $2K +51.0 +340.0% $31.86 -29.8%
1187 BFS SAUL CTRS INC COM Real Estate 68.0 $2K +67.0 +6700.0% $30.82 +12.0%
1188 AM ANTERO MIDSTREAM CORP COM Energy 112.0 $2K -69.0 -38.1% $18.64 +18.9%
1189 HE HAWAIIAN ELEC INDUSTRIES COM Utilities 132.0 $2K $15.80 -13.5%
1190 BSJQ INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF 90.0 $2K +2.0 +2.3% $23.16 -0.3%
1191 CAI CARIS LIFE SCIENCES INC COM Healthcare 78.0 $2K NEW $26.50 -41.3%
1192 PSKY PARAMOUNT SKYDANCE CORP COM CL B Communication Services 181.0 $2K +98.0 +118.1% $11.35 -7.8%
1193 DECK DECKERS OUTDOOR CORP COM Consumer Cyclical 21.0 $2K -55.0 -72.4% $97.62 +9.3%
1194 MTN VAIL RESORTS INC COM Consumer Cyclical 15.0 $2K -3K -99.5% $133.00 -4.0%
1195 EBF ENNIS INC COM Industrials 105.0 $2K NEW $18.98 +6.8%
1196 BIOA BIOAGE LABS INC COM Healthcare 102.0 $2K +2.0 +2.0% $19.51 -14.9%
1197 KWEB KRANESHARES CSI CHINA INTERNET ETF 55.0 $2K NEW $36.09 -25.4%
1198 RDDT REDDIT INC CL A Communication Services 10.0 $2K -126.0 -92.7% $193.10 -26.6%
1199 EIX EDISON INTL COM Utilities 31.0 $2K +13.0 +72.2% $62.26 +14.3%
1200 TME TENCENT MUSIC ENTMT GROUP SPON ADS Communication Services 112.0 $2K +43.0 +62.3% $17.23 -48.9%
Page 60 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%