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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 84 of 94  ·  1,867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1661 RMBI RICHMOND MUT BANCORPORATION COM Financial Services 37.0 $565.0 NEW $15.27 +4.3%
1662 H HYATT HOTELS CORP COM CL A Consumer Cyclical 3.0 $562.0 -2.0 -40.0% $187.33 -3.8%
1663 CWT CALIFORNIA WTR SVC GROUP COM Utilities 11.0 $561.0 NEW $51.00 -2.6%
1664 INMB INMUNE BIO INC COM Healthcare 304.0 $559.0 NEW $1.84 +23.8%
1665 DMAC DIAMEDICA THERAPEUTICS INC COM NEW Healthcare 80.0 $555.0 $6.94 -5.4%
1666 INSP INSPIRE MED SYS INC COM Healthcare 11.0 $554.0 NEW $50.36 +23.6%
1667 DEI DOUGLAS EMMETT INC COM Real Estate 46.0 $550.0 NEW $11.96 -1.6%
1668 ONON ON HLDG AG NAMEN AKT A Consumer Cyclical 15.0 $550.0 +13.0 +650.0% $36.67 -17.9%
1669 LBRDK LIBERTY BROADBAND CORP COM SER C Communication Services 18.0 $547.0 +16.0 +800.0% $30.39 +18.5%
1670 ACVA ACV AUCTIONS INC COM CL A Consumer Cyclical 71.0 $545.0 +62.0 +688.9% $7.68 -3.5%
1671 CHH CHOICE HOTELS INTL INC COM Consumer Cyclical 5.0 $544.0 $108.80 -0.6%
1672 STHO STAR HLDGS SHS BEN INT Real Estate 58.0 $541.0 -48.0 -45.3% $9.33 +3.7%
1673 LIBERTY GLOBAL LTD COM CL C 53.0 $538.0 NEW $10.15
1674 EFSI EAGLE FINL SVCS INC COM Financial Services 13.0 $537.0 NEW $41.31 +2.3%
1675 HAS HASBRO INC COM Consumer Cyclical 6.0 $536.0 $89.33 +4.8%
1676 TIPT TIPTREE INC COM Financial Services 30.0 $536.0 NEW $17.87 +2.1%
1677 WBS WEBSTER FINL CORP COM Financial Services 7.0 $536.0 NEW $76.57 +1.3%
1678 KNX KNIGHT-SWIFT TRANSN HLDGS INC CL A Industrials 7.0 $532.0 $76.00 -6.4%
1679 CURB CURBLINE PPTYS CORP COM Real Estate 17.0 $530.0 $31.18 -5.0%
1680 DEA EASTERLY GOVT PPTYS INC COM SHS Real Estate 21.0 $528.0 NEW $25.14 -2.0%
Page 84 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%