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Portfolio (Quarterly) Guide ↗

Cornerstone Planning Group LLC

· CIK 0001822587
13F Portfolio $624M AUM Filed Nov 4, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 1694 New
Page 64 of 85  ·  1,694 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 FET FORUM ENERGY TECHNOLOGIES INC COM Energy 39.0 $1K NEW $32.23 +81.5%
1262 XEL XCEL ENERGY INC COM Utilities 9.0 $1K NEW $136.00 -41.3%
1263 SOLV SOLVENTUM CORP COM SHS Healthcare 15.0 $1K NEW $79.80 -4.6%
1264 DAL DELTA AIR LINES INC DEL COM NEW Industrials 95.0 $1K NEW $12.59 +500.9%
1265 XLG INVESCO S&P 500 TOP 50 ETF 20.0 $1K NEW $59.70 +6.3%
1266 IMCV ISHARES MORNINGSTAR MID-CAP VALUE ETF 15.0 $1K NEW $79.40 +11.8%
1267 ALAB ASTERA LABS INC COM Technology 7.0 $1K NEW $169.57 +75.6%
1268 LENNAR CORP CL B 10.0 $1K NEW $118.70
1269 TXNM ENERGY INC COM 23.0 $1K NEW $51.39
1270 ARVN ARVINAS INC COM Healthcare 119.0 $1K NEW $9.93 -8.4%
1271 HIFS HINGHAM INSTN SVGS MASS COM Financial Services 4.0 $1K NEW $294.00 -3.5%
1272 SO SOUTHERN CO COM Utilities 39.0 $1K NEW $30.10 +211.0%
1273 ON ON SEMICONDUCTOR CORP COM Technology 21.0 $1K NEW $55.76 +96.6%
1274 WSBF WATERSTONE FINL INC MD COM Financial Services 16.0 $1K NEW $72.56 -74.5%
1275 BGS B & G FOODS INC NEW COM Consumer Defensive 287.0 $1K NEW $4.02 +5.7%
1276 CON CONCENTRA GROUP HOLDINGS PAREN COMMON STOCK Healthcare 57.0 $1K NEW $20.19 +26.7%
1277 CAE CAE INC COM Industrials 41.0 $1K NEW $27.56 -2.3%
1278 FTV FORTIVE CORP COM Technology 22.0 $1K NEW $51.27 +15.1%
1279 U UNITY SOFTWARE INC COM Technology 30.0 $1K NEW $37.60 -30.2%
1280 ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 23.0 $1K NEW $48.87 -1.4%
Page 64 of 85  ·  1,694 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 47.7%
Healthcare 14.9%
Technology 14.3%
Industrials 8.7%
Consumer Cyclical 4.4%
Real Estate 2.7%
Communication Services 2.3%
Energy 1.4%
Basic Materials 1.3%
Utilities 1.2%