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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 66 of 85  ·  1,694 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1301 LYFT LYFT INC CL A COM Technology 52.0 $1K NEW $19.75 -31.7%
1302 ROK ROCKWELL AUTOMATION INC COM Industrials 26.0 $1K NEW $39.42 +1006.5%
1303 IEX IDEX CORP COM Industrials 6.0 $1K NEW $170.33 +20.7%
1304 PSTG PURE STORAGE INC CL A Technology 13.0 $1K NEW $78.38 +6.9%
1305 HIMALAYA SHIPPING LTD ORD SHS 132.0 $1K NEW $7.70
1306 LIT GLOBAL X LITHIUM & BATTERY TECH ETF 16.0 $1K NEW $63.12 +33.7%
1307 USHY ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF 27.0 $1K NEW $37.22 -0.7%
1308 EIX EDISON INTL COM Utilities 18.0 $1K NEW $55.67 +26.3%
1309 MGY MAGNOLIA OIL & GAS CORP CL A Energy 45.0 $999.0 NEW $22.20 +31.7%
1310 SEALED AIR CORP NEW COM 447.0 $997.0 NEW $2.23
1311 AMCOR PLC ORD 127.0 $997.0 NEW $7.85
1312 MAN MANPOWERGROUP INC WIS COM Industrials 33.0 $995.0 NEW $30.15 -4.5%
1313 CMTG CLAROS MTG TR INC COMMON STOCK Real Estate 303.0 $994.0 NEW $3.28 -33.5%
1314 BKSY BLACKSKY TECHNOLOGY INC CL A NEW Technology 50.0 $984.0 NEW $19.68 +126.9%
1315 O REALTY INCOME CORP COM Real Estate 5.0 $972.0 NEW $194.40 -68.0%
1316 GXO GXO LOGISTICS INCORPORATED COMMON STOCK Industrials 18.0 $969.0 NEW $53.83 -13.2%
1317 OKLO OKLO INC COM CL A Utilities 11.0 $967.0 NEW $87.91 -26.0%
1318 NUE NUCOR CORP COM Basic Materials 14.0 $967.0 NEW $69.07 +227.8%
1319 HRB BLOCK H & R INC COM Consumer Cyclical 19.0 $964.0 NEW $50.74 -25.3%
1320 EPAM EPAM SYS INC COM Technology 6.0 $955.0 NEW $159.17 -35.2%
Page 66 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%