BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 74 of 94  ·  1,867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 ASAN ASANA INC CL A Technology 170.0 $1K NEW $6.88 +39.2%
1462 RIOT RIOT PLATFORMS INC COM Financial Services 50.0 $1K $23.38 -15.2%
1463 GLOB GLOBANT S A COM Technology 38.0 $1K -9.0 -19.1% $30.66 +29.2%
1464 DVA DAVITA INC COM Healthcare 5.0 $1K +1.0 +25.0% $232.00 -25.1%
1465 SD SANDRIDGE ENERGY INC COM NEW Energy 82.0 $1K NEW $14.00 +2.6%
1466 VECO VEECO INSTRS INC DEL COM Technology 21.0 $1K $54.62 -12.4%
1467 GLNG GOLAR LNG LTD SHS Energy 23.0 $1K $49.74 +4.5%
1468 CRC CALIFORNIA RES CORP COM STOCK Energy 21.0 $1K NEW $53.86 -1.1%
1469 BKSY BLACKSKY TECHNOLOGY INC CL A NEW Technology 50.0 $1K $22.50 +23.3%
1470 JXN JACKSON FINANCIAL INC COM CL A Financial Services 9.0 $1K NEW $123.78 +4.9%
1471 ENVA ENOVA INTL INC COM Financial Services 5.0 $1K NEW $222.40 +9.2%
1472 AA ALCOA CORP COM Basic Materials 24.0 $1K +3.0 +14.3% $46.17 +12.3%
1473 HTH HILLTOP HLDGS INC COM Financial Services 29.0 $1K $38.14 +1.4%
1474 NSA NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN Real Estate 28.0 $1K +1.0 +3.7% $39.43 +10.1%
1475 COLD AMERICOLD REALTY TRUST INC COM Real Estate 72.0 $1K -164.0 -69.5% $15.31 -0.4%
1476 FCPT FOUR CORNERS PPTY TR INC COM Real Estate 42.0 $1K +1.0 +2.4% $26.24 -3.8%
1477 IOT SAMSARA INC COM CL A Technology 33.0 $1K NEW $33.33 +19.8%
1478 IMXI INTERNATIONAL MONEY EXPRESS COM Technology 83.0 $1K NEW $13.22 +6.8%
1479 MGA MAGNA INTL INC COM Consumer Cyclical 16.0 $1K +9.0 +128.6% $67.56 +8.1%
1480 BIDU BAIDU INC SPON ADR REP A Communication Services 10.0 $1K $107.50 -13.3%
Page 74 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%