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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 70 of 94  ·  1,867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 KMPR KEMPER CORP COM Financial Services 57.0 $2K NEW $27.46 -1.6%
1382 THC TENET HEALTHCARE CORP COM NEW Healthcare 8.0 $2K +5.0 +166.7% $195.38 +43.7%
1383 HP HELMERICH & PAYNE INC COM Energy 44.0 $2K -46.0 -51.1% $35.43 +22.9%
1384 PINNACLE FINL PARTNERS INC COM 16.0 $2K NEW $97.38
1385 MOH MOLINA HEALTHCARE INC COM Healthcare 7.0 $2K +5.0 +250.0% $221.71 -9.7%
1386 TIGR UP FINTECH HLDG LTD SPONSORED ADS Financial Services 309.0 $2K $5.02 +6.2%
1387 CNH INDL N V SHS 144.0 $2K NEW $10.70
1388 GII STATE STREET SPDR S&P GLOBAL INFRASTRUCTURE ETF 20.0 $2K -10.0 -33.3% $76.90 -3.1%
1389 JSMD JANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF 16.0 $2K $95.94 -0.9%
1390 XLG INVESCO S&P 500 TOP 50 ETF 25.0 $2K +5.0 +25.0% $61.28 +1.3%
1391 CLH CLEAN HARBORS INC COM Industrials 5.0 $2K NEW $306.20 +3.2%
1392 CUZ COUSINS PPTYS INC COM NEW Real Estate 49.0 $2K +1.0 +2.1% $31.08 -4.5%
1393 UTMD UTAH MED PRODS INC COM Healthcare 22.0 $2K +11.0 +100.0% $69.18 +3.4%
1394 AR ANTERO RESOURCES CORP COM Energy 43.0 $2K +3.0 +7.5% $35.28 +7.5%
1395 OWL BLUE OWL CAPITAL INC COM CL A Financial Services 163.0 $1K -712.0 -81.4% $9.18 +27.2%
1396 KD KYNDRYL HLDGS INC COMMON STOCK Technology 128.0 $1K +106.0 +481.8% $11.65 +7.7%
1397 COHU COHU INC COM Technology 27.0 $1K $55.00 -1.1%
1398 ZION ZIONS BANCORPORATION NATL ASSN COM Financial Services 21.0 $1K +12.0 +133.3% $70.52 -3.4%
1399 SMPL SIMPLY GOOD FOODS CO COM Consumer Defensive 140.0 $1K NEW $10.53 +3.3%
1400 DCI DONALDSON INC COM Industrials 16.0 $1K $92.12 +1.2%
Page 70 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%