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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 80 of 94  ·  1,867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1581 SN SHARKNINJA INC COM SHS Consumer Cyclical 5.0 $736.0 NEW $147.20 +22.8%
1582 HAUZ XTRACKERS INTERNATIONAL REAL ESTATE ETF 32.0 $732.0 NEW $22.88 +0.5%
1583 BCE BCE INC COM NEW Communication Services 34.0 $730.0 +20.0 +142.9% $21.47 +10.4%
1584 INVA INNOVIVA INC COM Healthcare 34.0 $729.0 +20.0 +142.9% $21.44 -1.7%
1585 DSGR DISTRIBUTION SOLUTIONS GRP INC COM Industrials 21.0 $725.0 NEW $34.52 +0.8%
1586 RCI ROGERS COMMUNICATIONS INC CL B Communication Services 22.0 $725.0 -4.0 -15.4% $32.95 +10.1%
1587 TMHC TAYLOR MORRISON HOME CORP COM Consumer Cyclical 10.0 $725.0 $72.50 -0.1%
1588 SYNA SYNAPTICS INC COM Technology 6.0 $724.0 $120.67 -19.1%
1589 CWST CASELLA WASTE SYS INC CL A Industrials 8.0 $723.0 NEW $90.38 +1.8%
1590 AMRX AMNEAL PHARMACEUTICALS INC COM STK CL A Healthcare 40.0 $710.0 $17.75 +0.9%
1591 PTCT PTC THERAPEUTICS INC COM Healthcare 9.0 $706.0 $78.44 -11.0%
1592 LONGEVERON INC CL A NEW 1,125.0 $705.0 $0.63
1593 FERROVIAL NV ORD SHS 11.0 $705.0 $64.09
1594 BCBP BCB BANCORP INC COM Financial Services 68.0 $700.0 NEW $10.29 -14.9%
1595 ANIP ANI PHARMACEUTICALS INC COM Healthcare 9.0 $698.0 $77.56 -2.8%
1596 DCO DUCOMMUN INC DEL COM Industrials 4.0 $698.0 $174.50 +9.8%
1597 CTA SIMPLIFY MANAGED FUTURES STRATEGY ETF 25.0 $698.0 -10.0 -28.6% $27.92 +2.3%
1598 STC STEWART INFORMATION SVCS CORP COM Financial Services 10.0 $697.0 $69.70 -0.7%
1599 CMDB COSTAMARE BULKERS HLDGS LTD COM SHS Industrials 37.0 $697.0 $18.84 +7.5%
1600 MDV MODIV INDUSTRIAL INC COM STK CL C Real Estate 38.0 $697.0 NEW $18.34 -1.6%
Page 80 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%