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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 63 of 94  ·  1,867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 VIRTUS ARTIFICIAL INTELLIGENCE COM 104.0 $3K $26.12
1242 SMURFIT WESTROCK PLC SHS 61.0 $3K +24.0 +64.9% $44.51
1243 COWG PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF 71.0 $3K $37.80 +5.2%
1244 EVR EVERCORE INC CLASS A Financial Services 8.0 $3K -6.0 -42.9% $335.00 -12.9%
1245 RIVN RIVIAN AUTOMOTIVE INC COM CL A Consumer Cyclical 154.0 $3K -12.0 -7.2% $17.18 -1.2%
1246 FLO FLOWERS FOODS INC COM Consumer Defensive 320.0 $3K +151.0 +89.3% $8.26 -15.8%
1247 CPB THE CAMPBELLS COMPANY COM Consumer Defensive 120.0 $3K NEW $21.88 +9.4%
1248 VRRM VERRA MOBILITY CORP CL A COM STK Technology 654.0 $3K NEW $4.00 +14.0%
1249 FORM FORMFACTOR INC COM Technology 23.0 $3K $113.39 +0.7%
1250 LSCC LATTICE SEMICONDUCTOR CORP COM Technology 19.0 $3K +5.0 +35.7% $137.16 -14.2%
1251 TKR TIMKEN CO COM Industrials 18.0 $3K $144.50 -13.4%
1252 JLL JONES LANG LASALLE INC COM Real Estate 8.0 $3K +4.0 +100.0% $324.00 +19.6%
1253 TECK TECK RESOURCES LTD CL B Basic Materials 45.0 $3K +24.0 +114.3% $57.20 +21.0%
1254 MTD METTLER TOLEDO INTERNATIONAL COM Healthcare 2.0 $3K $1286.00 +8.5%
1255 WAFD WAFD INC COM Financial Services 70.0 $3K +1.0 +1.4% $36.69 -0.8%
1256 EMERA INC COM 47.0 $3K NEW $54.34
1257 BKH BLACK HILLS CORP COM Utilities 34.0 $3K $74.97 -4.4%
1258 MTSI MACOM TECH SOLUTIONS HLDGS INC COM Technology 9.0 $3K +3.0 +50.0% $282.67 -5.7%
1259 SCCO SOUTHERN COPPER CORP COM Basic Materials 13.0 $3K NEW $195.46 +10.5%
1260 IVR INVESCO MORTGAGE CAPITAL INC COM Real Estate 323.0 $3K +211.0 +188.4% $7.86 -4.3%
Page 63 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%