BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 83 of 94  ·  1,867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1641 BHR BRAEMAR HOTELS & RESORTS INC COM Real Estate 279.0 $603.0 $2.16 -4.2%
1642 ACIW ACI WORLDWIDE INC COM Technology 11.0 $602.0 NEW $54.73 -5.2%
1643 BRT BRT APARTMENTS CORP COM Real Estate 40.0 $598.0 NEW $14.95 -2.6%
1644 SRBK SR BANCORP INC COM Financial Services 31.0 $597.0 NEW $19.26 +0.9%
1645 OSK OSHKOSH CORP COM Industrials 4.0 $595.0 $148.75 +5.6%
1646 AAL AMERICAN AIRLINES GROUP INC COM Industrials 40.0 $592.0 -49.0 -55.1% $14.80 -6.6%
1647 SFM SPROUTS FMRS MKT INC COM Consumer Defensive 8.0 $592.0 NEW $74.00 +9.6%
1648 MTH MERITAGE HOMES CORP COM Consumer Cyclical 8.0 $590.0 -6.0 -42.9% $73.75 -2.8%
1649 ESTC ELASTIC N V ORD SHS Technology 10.0 $587.0 +9.0 +900.0% $58.70 +46.4%
1650 SPT SPROUT SOCIAL INC COM CL A Technology 77.0 $586.0 NEW $7.61 +31.7%
1651 S SENTINELONE INC CL A Technology 32.0 $583.0 +28.0 +700.0% $18.22 +16.3%
1652 CNK CINEMARK HLDGS INC COM Communication Services 18.0 $581.0 NEW $32.28 +13.4%
1653 PROSHARES ULTRA XRP ETF 50.0 $579.0 NEW $11.58
1654 CLF CLEVELAND-CLIFFS INC NEW COM Basic Materials 61.0 $576.0 $9.44 +19.4%
1655 ECBK ECB BANCORP INC COM Financial Services 29.0 $576.0 NEW $19.86 +3.8%
1656 WD WALKER & DUNLOP INC COM Financial Services 12.0 $573.0 NEW $47.75 -15.8%
1657 NBTB NBT BANCORP INC COM Financial Services 11.0 $569.0 $51.73 +0.7%
1658 WMS ADVANCED DRAIN SYS INC DEL COM Industrials 4.0 $567.0 NEW $141.75 +1.4%
1659 FSBW FS BANCORP INC COM Financial Services 13.0 $567.0 $43.62 -2.6%
1660 DFH DREAM FINDERS HOMES INC COM CL A Consumer Cyclical 37.0 $565.0 NEW $15.27 -2.3%
Page 83 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%