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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 86 of 94  ·  1,867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1701 GATES INDL CORP LTD COM SHS 18.0 $493.0 NEW $27.39
1702 MICC MAGNUM ICE CREAM CO NV ORD SHS Consumer Defensive 27.0 $488.0 -5.0 -15.6% $18.07 +9.8%
1703 GTY GETTY RLTY CORP NEW COM Real Estate 14.0 $487.0 +1.0 +7.7% $34.79 -4.1%
1704 CNX CNX RES CORP COM Energy 14.0 $485.0 NEW $34.64 +5.3%
1705 SIGI SELECTIVE INS GROUP INC COM Financial Services 5.0 $485.0 $97.00 -6.2%
1706 AVBH AVIDBANK HLDGS INC COM Financial Services 15.0 $477.0 NEW $31.80 +2.4%
1707 AWI ARMSTRONG WORLD INDS INC NEW COM Industrials 3.0 $472.0 $157.33 +13.8%
1708 SWX SOUTHWEST GAS HLDGS INC COM Utilities 5.0 $471.0 $94.20 -3.3%
1709 EEFT EURONET WORLDWIDE INC COM Technology 6.0 $469.0 $78.17 -11.3%
1710 JANX JANUX THERAPEUTICS INC COM Healthcare 30.0 $469.0 NEW $15.63 +12.6%
1711 THO THOR INDS INC COM Consumer Cyclical 6.0 $467.0 +2.0 +50.0% $77.83 +2.6%
1712 AROC ARCHROCK INC COM Energy 12.0 $466.0 $38.83 -16.9%
1713 ASC ARDMORE SHIPPING CORP COM Industrials 29.0 $465.0 $16.03 +17.5%
1714 FLNG FLEX LNG LTD SHS Energy 15.0 $462.0 $30.80 +5.9%
1715 FLBL FRANKLIN SENIOR LOAN ETF FRANKLIN LIBERTY SENIOR LOAN FUND 20.0 $461.0 -10.0 -33.3% $23.05 +0.1%
1716 GRNT GRANITE RIDGE RESOURCES INC COM Energy 95.0 $461.0 NEW $4.85 +6.3%
1717 PCRX PACIRA BIOSCIENCES INC COM Healthcare 18.0 $461.0 $25.61 -6.2%
1718 RC READY CAPITAL CORP COM Real Estate 303.0 $461.0 +3.0 +1.0% $1.52 +23.2%
1719 RUSHA RUSH ENTERPRISES INC CL A Consumer Cyclical 6.0 $458.0 NEW $76.33 +2.4%
1720 TFLR T. ROWE PRICE FLOATING RATE ETF 9.0 $456.0 -5.0 -35.7% $50.67 +0.3%
Page 86 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 36.8%
Technology 30.1%
Consumer Cyclical 7.3%
Communication Services 5.6%
Healthcare 5.5%
Industrials 5.3%
Utilities 3.1%
Consumer Defensive 2.5%
Energy 1.6%
Basic Materials 1.4%