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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 73 of 94  ·  1,867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 PK PARK HOTELS & RESORTS INC COM Real Estate 83.0 $1K $15.06 +4.8%
1442 FDS FACTSET RESH SYS INC COM Financial Services 5.0 $1K -16.0 -76.2% $246.40 +21.7%
1443 RPD RAPID7 INC COM Technology 124.0 $1K NEW $9.91 +19.6%
1444 RDW REDWIRE CORPORATION COM Industrials 136.0 $1K $8.99 +33.7%
1445 IX ORIX CORP SPONSORED ADR Financial Services 30.0 $1K $40.53 -5.0%
1446 TPG TPG INC COM CL A Financial Services 29.0 $1K +11.0 +61.1% $41.79 +25.4%
1447 EPSN EPSILON ENERGY LTD COM Energy 214.0 $1K NEW $5.66 -1.0%
1448 PSKY PARAMOUNT SKYDANCE CORP COM CL B Communication Services 137.0 $1K -44.0 -24.3% $8.80 +17.6%
1449 CDE COEUR MNG INC COM NEW Basic Materials 76.0 $1K NEW $15.84 +32.4%
1450 FFIV F5 INC COM Technology 3.0 $1K +2.0 +200.0% $400.67 -4.0%
1451 CAI CARIS LIFE SCIENCES INC COM Healthcare 78.0 $1K $15.38 +70.8%
1452 BHF BRIGHTHOUSE FINL INC COM Financial Services 19.0 $1K -3.0 -13.6% $63.11 -17.2%
1453 SM SM ENERGY COMPANY COM Energy 36.0 $1K NEW $33.19 +12.1%
1454 TAP MOLSON COORS BEVERAGE CO CL B Consumer Defensive 29.0 $1K $41.14 +4.4%
1455 FPI FARMLAND PARTNERS INC COM Real Estate 123.0 $1K -31.0 -20.1% $9.67 +5.0%
1456 SNEX STONEX GROUP INC COM Financial Services 16.0 $1K NEW $74.00 -7.5%
1457 GO GROCERY OUTLET HLDG CORP COM Consumer Defensive 126.0 $1K NEW $9.37 +23.8%
1458 CRVL CORVEL CORP COM Financial Services 20.0 $1K NEW $59.00 +18.9%
1459 GRAB GRAB HOLDINGS LIMITED CLASS A ORD Technology 352.0 $1K +117.0 +49.8% $3.35 +3.9%
1460 CBT CABOT CORP COM Basic Materials 13.0 $1K $90.46 -5.8%
Page 73 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%