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Portfolio (Quarterly) Guide ↗

Cornerstone Planning Group LLC

· CIK 0001822587
13F Portfolio $624M AUM Filed Nov 4, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 1694 New
Page 84 of 85  ·  1,694 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1661 ESI ELEMENT SOLUTIONS INC COM Basic Materials 3.0 $78.0 NEW $26.00 +55.2%
1662 SILA SILA REALTY TRUST INC COMMON STOCK Real Estate 2.0 $77.0 NEW $38.50 -21.4%
1663 PSX PHILLIPS 66 COM Energy 2.0 $76.0 NEW $38.00 +371.9%
1664 ALB ALBEMARLE CORP COM Basic Materials 2.0 $74.0 NEW $37.00 +359.2%
1665 DGX QUEST DIAGNOSTICS INC COM Healthcare 4.0 $71.0 NEW $17.75 +991.9%
1666 JBLU JETBLUE AWYS CORP COM Industrials 16.0 $66.0 NEW $4.12 +21.5%
1667 CRBG COREBRIDGE FINL INC COM Financial Services 2.0 $64.0 NEW $32.00 -13.6%
1668 GPK GRAPHIC PACKAGING HLDG CO COM Consumer Cyclical 4.0 $64.0 NEW $16.00 -37.3%
1669 ANNALY CAPITAL MANAGEMENT INC COM NEW 3.0 $62.0 NEW $20.67
1670 BRBR BELLRING BRANDS INC COMMON STOCK Consumer Defensive 2.0 $60.0 NEW $30.00 -69.8%
1671 SPYI NEOS S&P 500 HIGH INCOME ETF 2.0 $58.0 NEW $29.00 +83.7%
1672 MATIV HOLDINGS INC COM 5.0 $50.0 NEW $10.00
1673 BBWI BATH & BODY WORKS INC COM Consumer Cyclical 2.0 $48.0 NEW $24.00 -27.8%
1674 BB BLACKBERRY LTD COM Technology 10.0 $48.0 NEW $4.80 +38.5%
1675 VPU VANGUARD UTILITIES ETF 1.0 $45.0 NEW $45.00 +333.2%
1676 ZEVRA THERAPEUTICS INC COM NEW 3.0 $44.0 NEW $14.67
1677 AMC ENTMT HLDGS INC CL A NEW 15.0 $38.0 NEW $2.53
1678 TTD THE TRADE DESK INC COM CL A Technology 15.0 $19.0 NEW $1.27 +1559.5%
1679 SAIC SCIENCE APPLICATIONS INTL CORP COM Technology 1.0 $18.0 NEW $18.00 +436.3%
1680 GTX GARRETT MOTION INC COM Consumer Cyclical 1.0 $17.0 NEW $17.00 +95.4%
Page 84 of 85  ·  1,694 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 47.7%
Healthcare 14.9%
Technology 14.3%
Industrials 8.7%
Consumer Cyclical 4.4%
Real Estate 2.7%
Communication Services 2.3%
Energy 1.4%
Basic Materials 1.3%
Utilities 1.2%