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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 64 of 94  ·  1,867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 ACM AECOM COM Industrials 38.0 $3K -32.0 -45.7% $66.71 -2.9%
1262 AWR AMER STATES WTR CO COM Utilities 29.0 $3K +15.0 +107.1% $87.41 +1.4%
1263 APA APA CORPORATION COM Energy 70.0 $3K +40.0 +133.3% $36.19 +19.9%
1264 PR PERMIAN RESOURCES CORP CLASS A COM Energy 118.0 $3K NEW $21.40 +11.0%
1265 OSIS OSI SYSTEMS INC COM Technology 12.0 $3K -6.0 -33.3% $209.75 -1.4%
1266 BKLN INVESCO SENIOR LOAN ETF 122.0 $2K +89.0 +269.7% $20.38 +1.1%
1267 ALB ALBEMARLE CORP COM Basic Materials 21.0 $2K -33.0 -61.1% $117.57 +21.8%
1268 ACI ALBERTSONS COMPANIES INC COMMON STOCK Consumer Defensive 169.0 $2K NEW $14.60 -15.2%
1269 BIO BIO RAD LABS INC CL A Healthcare 8.0 $2K -7.0 -46.7% $306.00 +24.2%
1270 BEN FRANKLIN RESOURCES INC COM Financial Services 75.0 $2K +21.0 +38.9% $32.45 +5.7%
1271 FRPT FRESHPET INC COM Consumer Defensive 42.0 $2K $57.71 +28.2%
1272 OMF ONEMAIN HLDGS INC COM Financial Services 40.0 $2K +20.0 +100.0% $60.48 +4.5%
1273 MGNX MACROGENICS INC COM Healthcare 560.0 $2K $4.30 -4.7%
1274 SMG SCOTTS MIRACLE-GRO CO CL A Basic Materials 35.0 $2K -50.0 -58.8% $68.71 -11.2%
1275 HYGW ISHARES HIGH YIELD CORPORATE BOND BUYWRITE STRATEGY ETF 83.0 $2K NEW $28.92 +0.0%
1276 RKT ROCKET COS INC COM CL A Financial Services 178.0 $2K +74.0 +71.2% $13.44 +3.7%
1277 NTSK NETSKOPE INC CL A Technology 200.0 $2K $11.96 +21.4%
1278 RDDT REDDIT INC CL A Communication Services 14.0 $2K +4.0 +40.0% $170.36 -10.0%
1279 TLK TELEKOMUNIKASI IND SPONSORED ADR Communication Services 160.0 $2K $14.87 +0.8%
1280 POOL POOL CORP COM Industrials 12.0 $2K -13.0 -52.0% $198.17 -5.1%
Page 64 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%