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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 72 of 94  ·  1,867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 PINE ALPINE INCOME PPTY TR INC COM Real Estate 64.0 $1K +24.0 +60.0% $20.88 -6.3%
1422 DRS LEONARDO DRS INC COM Industrials 29.0 $1K +27.0 +1350.0% $45.90 -11.3%
1423 ONB OLD NATL BANCORP IND COM Financial Services 50.0 $1K NEW $26.40 -2.2%
1424 TDC TERADATA CORP DEL COM Technology 47.0 $1K $28.09 -1.4%
1425 UE URBAN EDGE PPTYS COM Real Estate 57.0 $1K $23.16 -7.5%
1426 FOX FOX CORP CL B COM 26.0 $1K +11.0 +73.3% $50.62
1427 MDXG MIMEDX GROUP INC COM Healthcare 315.0 $1K NEW $4.17 +3.8%
1428 GIB CGI INC CL A SUB VTG Technology 20.0 $1K NEW $65.65 +14.2%
1429 SLG SL GREEN RLTY CORP COM Real Estate 26.0 $1K $50.42 +13.9%
1430 WFRD WEATHERFORD INTL PLC ORD SHS Energy 15.0 $1K $87.13 +3.9%
1431 HRB BLOCK H & R INC COM Consumer Cyclical 33.0 $1K +14.0 +73.7% $39.55 +35.7%
1432 ANNALY CAPITAL MANAGEMENT INC COM NEW 58.0 $1K NEW $22.41
1433 UHT UNIVERSAL HEALTH RLTY INCOME SH BEN INT Real Estate 30.0 $1K $43.30 -4.8%
1434 CDW CDW CORP COM Technology 10.0 $1K NEW $129.80 +5.7%
1435 PSO PEARSON PLC SPONSORED ADR Communication Services 80.0 $1K +29.0 +56.9% $16.09 +1.2%
1436 LMB LIMBACH HLDGS INC COM Industrials 17.0 $1K $75.41 -43.1%
1437 TNET TRINET GROUP INC COM Industrials 21.0 $1K +15.0 +250.0% $60.24 +17.0%
1438 GPK GRAPHIC PACKAGING HLDG CO COM Consumer Cyclical 114.0 $1K +58.0 +103.6% $11.08 +8.0%
1439 BOW BOWHEAD SPECIALTY HLDGS INC COM SHS Financial Services 43.0 $1K +16.0 +59.3% $29.23 +14.6%
1440 QRVO QORVO INC COM Technology 14.0 $1K $89.50 +6.8%
Page 72 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%