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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 65 of 94  ·  1,867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 WU WESTERN UN CO COM Financial Services 280.0 $2K -25.0 -8.2% $8.48 -14.0%
1282 CRS CARPENTER TECHNOLOGY CORP COM Industrials 4.0 $2K NEW $587.75 -16.2%
1283 CACI CACI INTL INC CL A Technology 5.0 $2K -2.0 -28.6% $467.40 +38.5%
1284 CHTR CHARTER COMMUNICATIONS INC CL A Communication Services 18.0 $2K +11.0 +157.1% $129.22 +16.2%
1285 AGNC AGNC INVT CORP COM Real Estate 216.0 $2K +73.0 +51.0% $10.73 +1.5%
1286 SPOK SPOK HLDGS INC COM Healthcare 217.0 $2K NEW $10.65 -3.2%
1287 FLOT ISHARES FLOATING RATE BOND ETF 45.0 $2K NEW $51.00 +0.0%
1288 RRC RANGE RES CORP COM Energy 59.0 $2K +50.0 +555.6% $38.75 +6.0%
1289 SSNC SS&C TECH HLDGS COM Technology 34.0 $2K -6.0 -15.0% $67.18 +23.5%
1290 CVCO CAVCO INDS INC DEL COM Consumer Cyclical 4.0 $2K $570.00 +2.2%
1291 RHI ROBERT HALF INC. COM Industrials 56.0 $2K -46.0 -45.1% $40.64 +10.1%
1292 FET FORUM ENERGY TECHNOLOGIES INC COM Energy 39.0 $2K $57.82 +33.9%
1293 RLI RLI CORP COM Financial Services 38.0 $2K +14.0 +58.3% $59.11 +10.6%
1294 HII HUNTINGTON INGALLS INDS INC COM Industrials 8.0 $2K $280.50 +6.3%
1295 HIW HIGHWOODS PPTYS INC COM Real Estate 69.0 $2K +18.0 +35.3% $32.51 -3.4%
1296 HRL HORMEL FOODS CORP COM Consumer Defensive 89.0 $2K +42.0 +89.4% $25.20 -5.2%
1297 BIOA BIOAGE LABS INC COM Healthcare 102.0 $2K $21.94 -56.8%
1298 BUNGE GLOBAL SA COM SHS 18.0 $2K +14.0 +350.0% $124.22
1299 EBF ENNIS INC COM Industrials 105.0 $2K $21.28 +1.4%
1300 ORRF ORRSTOWN FINL SVCS INC COM Financial Services 54.0 $2K $41.37 +1.6%
Page 65 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%