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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 81 of 94  ·  1,867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1601 STLA STELLANTIS N.V SHS Consumer Cyclical 118.0 $684.0 -187.0 -61.3% $5.80 -6.7%
1602 BXMT BLACKSTONE MORTGAGE TRUST INC COM CL A Real Estate 41.0 $683.0 +2.0 +5.1% $16.66 -14.3%
1603 MOS MOSAIC CO COM Basic Materials 30.0 $683.0 +22.0 +275.0% $22.77 +7.2%
1604 TFSL TFS FINL CORP COM Financial Services 37.0 $677.0 +1.0 +2.8% $18.30 -3.6%
1605 TNDM TANDEM DIABETES CARE INC COM NEW Healthcare 40.0 $676.0 $16.90 +32.1%
1606 W WAYFAIR INC CL A Consumer Cyclical 8.0 $674.0 +5.0 +166.7% $84.25 +20.5%
1607 KODK EASTMAN KODAK CO COM NEW Industrials 81.0 $672.0 $8.30 +18.6%
1608 NPO ENPRO INC COM Industrials 2.0 $671.0 $335.50 -6.8%
1609 AES AES CORP COM Utilities 45.0 $669.0 +12.0 +36.4% $14.87 -0.7%
1610 VVV VALVOLINE INC COM Energy 17.0 $664.0 $39.06 -13.1%
1611 VERSIGENT PLC ORDINARY SHARES 16.0 $659.0 NEW $41.19
1612 CYTK CYTOKINETICS INC COM NEW Healthcare 8.0 $658.0 NEW $82.25 -6.6%
1613 GTLB GITLAB INC CLASS A COM Technology 21.0 $658.0 NEW $31.33 +33.0%
1614 SPXC SPX TECHNOLOGIES INC COM Industrials 3.0 $657.0 NEW $219.00 -5.4%
1615 CURV TORRID HLDGS INC COM Consumer Cyclical 276.0 $657.0 NEW $2.38 -7.2%
1616 FLAGSTAR BANK NATIONAL ASSOCIA COM NEW 44.0 $655.0 $14.89
1617 MEDIWOUND LTD SHS NEW 45.0 $649.0 NEW $14.42
1618 ACAD ACADIA PHARMACEUTICALS INC COM Healthcare 26.0 $649.0 NEW $24.96 +18.2%
1619 BRBS BLUE RIDGE BANKSHARES INC VA COM Financial Services 192.0 $649.0 $3.38 +15.4%
1620 SCL STEPAN CO COM Basic Materials 11.0 $648.0 $58.91 +8.0%
Page 81 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%