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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 78 of 94  ·  1,867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1541 BFAM BRIGHT HORIZONS FAM SOL IN DEL COM Consumer Cyclical 12.0 $864.0 NEW $72.00 +1.2%
1542 HIFS HINGHAM INSTN SVGS MASS COM Financial Services 3.0 $864.0 -1.0 -25.0% $288.00 +3.3%
1543 ITIC INVESTORS TITLE CO NC COM Financial Services 3.0 $850.0 $283.33 +2.1%
1544 VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 10.0 $847.0 -2K -99.4% $84.70 -4.3%
1545 AUR AURORA INNOVATION INC CLASS A COM Technology 128.0 $846.0 NEW $6.61 -5.6%
1546 RR RICHTECH ROBOTICS INC CL B Industrials 500.0 $840.0 NEW $1.68 +1.2%
1547 R RYDER SYS INC COM Industrials 3.0 $840.0 $280.00 -10.8%
1548 MCFT MASTERCRAFT BOAT HLDGS INC COM Consumer Cyclical 34.0 $838.0 $24.65 +3.3%
1549 ALSN ALLISON TRANSMISSION HLDGS INC COM Consumer Cyclical 7.0 $833.0 $119.00 +12.0%
1550 QXO QXO INC COM NEW Industrials 60.0 $831.0 NEW $13.85 -0.6%
1551 ACEL ACCEL ENTERTAINMENT INC COM CL A1 Consumer Cyclical 69.0 $824.0 $11.94 +1.0%
1552 PRTH PRIORITY TECHNOLOGY HLDGS INC COM Technology 128.0 $824.0 $6.44 -12.9%
1553 ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 17.0 $818.0 -6.0 -26.1% $48.12 -0.2%
1554 CNNE CANNAE HLDGS INC COM Consumer Cyclical 55.0 $815.0 NEW $14.82 +4.6%
1555 CUSHMAN AND WAKEFIELD LTD COMMON SHARES 65.0 $812.0 NEW $12.49
1556 BLACKSTONE DIGITAL INFRASTRUCT COMMON STOCK 40.0 $806.0 NEW $20.15
1557 MOOG INC CL A 2.0 $806.0 NEW $403.00
1558 EXLS EXLSERVICE HLDGS INC COM Technology 30.0 $805.0 +27.0 +900.0% $26.83 +39.9%
1559 SBRA SABRA HEALTH CARE REIT INC COM Real Estate 37.0 $803.0 +1.0 +2.8% $21.70 -6.0%
1560 FCG FIRST TRUST NATURAL GAS ETF 27.0 $791.0 NEW $29.30 +7.5%
Page 78 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%