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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 75 of 85  ·  1,694 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1481 PEG PUBLIC SVC ENTERPRISE GRP INC COM Utilities 288.0 $507.0 NEW $1.76 +4358.0%
1482 MBI MBIA INC COM Financial Services 74.0 $500.0 NEW $6.76 -6.8%
1483 FSBW FS BANCORP INC COM Financial Services 13.0 $499.0 NEW $38.38 +7.4%
1484 GOP UNUSUAL WHALES SUBVERSIVE REPUBLICAN TRADING ETF 11.0 $495.0 NEW $45.00 -2.8%
1485 ETSY INC COM 8.0 $495.0 NEW $61.88
1486 WELLS FARGO CO NEW PERP PFD CNV A 58.0 $494.0 NEW $8.52
1487 FLAGSTAR BANK NATIONAL ASSOCIA COM NEW 44.0 $493.0 NEW $11.20
1488 HMN HORACE MANN EDUCATORS CORP NEW COM Financial Services 11.0 $490.0 NEW $44.55 +7.0%
1489 TOST TOAST INC CL A Technology 14.0 $489.0 NEW $34.93 -33.2%
1490 HCKT HACKETT GROUP INC COM Technology 27.0 $487.0 NEW $18.04 -41.0%
1491 BRT BRT APARTMENTS CORP COM Real Estate 33.0 $484.0 NEW $14.67 -0.5%
1492 CMDB COSTAMARE BULKERS HLDGS LTD COM SHS Industrials 37.0 $473.0 NEW $12.78 +42.4%
1493 ESLT ELBIT SYS LTD ORD Industrials 1.0 $472.0 NEW $472.00 +61.8%
1494 ZIM ZIM INTEGRATED SHIPPING SERV SHS Industrials 9.0 $467.0 NEW $51.89 -51.5%
1495 EXEL EXELIXIS INC COM Healthcare 12.0 $467.0 NEW $38.92 +27.6%
1496 BYD BOYD GAMING CORP COM Consumer Cyclical 6.0 $464.0 NEW $77.33 +3.0%
1497 BEPC BROOKFIELD RENEWABLE CORP CL A EX SUB VTG Utilities 11.0 $464.0 NEW $42.18 -10.8%
1498 TXRH TEXAS ROADHOUSE INC COM Consumer Cyclical 35.0 $464.0 NEW $13.26 +1245.2%
1499 INCY INCYTE CORP COM Healthcare 5.0 $463.0 NEW $92.60 +5.2%
1500 ORLY OREILLY AUTOMOTIVE INC COM Consumer Cyclical 70.0 $461.0 NEW $6.59 +1302.1%
Page 75 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%