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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 76 of 94  ·  1,867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1501 ONITY GROUP INC COM NEW 25.0 $999.0 $39.96
1502 CLDT CHATHAM LODGING TR COM Real Estate 74.0 $998.0 NEW $13.49 +0.5%
1503 DTCR GLOBAL X DATA CENTER AND DIGITAL INFRASTRUCTURE ETF 35.0 $998.0 NEW $28.51 -0.7%
1504 ALRS ALERUS FINL CORP COM Financial Services 31.0 $997.0 $32.16 +1.9%
1505 WEN WENDYS CO COM Consumer Cyclical 135.0 $997.0 +87.0 +181.2% $7.39 +22.0%
1506 CRK COMSTOCK RES INC COM Energy 71.0 $995.0 $14.01 +1.5%
1507 ACLS AXCELIS TECHNOLOGIES INC COM NEW Technology 7.0 $994.0 $142.00 -10.5%
1508 BLDR BUILDERS FIRSTSOURCE INC COM Industrials 14.0 $994.0 +3.0 +27.3% $71.00 -1.1%
1509 ARVN ARVINAS INC COM Healthcare 119.0 $983.0 $8.26 +13.4%
1510 INVX INNOVEX INTERNATIONAL INC COM Energy 36.0 $979.0 $27.19 +7.8%
1511 REPL REPLIMUNE GROUP INC COM Healthcare 91.0 $978.0 NEW $10.75 +37.4%
1512 XRT STATE STREET SPDR S&P RETAIL ETF 11.0 $976.0 NEW $88.73 -1.1%
1513 CTO CTO RLTY GROWTH INC NEW COM Real Estate 44.0 $975.0 +25.0 +131.6% $22.16 -1.6%
1514 GXO GXO LOGISTICS INCORPORATED COMMON STOCK Industrials 18.0 $972.0 $54.00 -15.3%
1515 MRTN MARTEN TRANS LTD COM Industrials 56.0 $970.0 $17.32 -13.8%
1516 WEYS WEYCO GROUP INC COM Consumer Cyclical 25.0 $967.0 $38.68 +15.9%
1517 HUN HUNTSMAN CORP COM Basic Materials 73.0 $965.0 -22.0 -23.2% $13.22 -24.6%
1518 MNDY MONDAY COM LTD SHS Technology 13.0 $961.0 -59.0 -81.9% $73.92 +22.7%
1519 CHCT COMMUNITY HEALTHCARE TR INC COM Real Estate 52.0 $953.0 +28.0 +116.7% $18.33 -18.9%
1520 BCRX BIOCRYST PHARMACEUTICALS INC COM Healthcare 100.0 $951.0 $9.51 +0.4%
Page 76 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%