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 88 of 94  ·  1,867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1741 ERIE ERIE INDTY CO CL A Financial Services 2.0 $422.0 NEW $211.00 +24.3%
1742 LNSR LENSAR INC COM Healthcare 73.0 $420.0 NEW $5.75 +46.7%
1743 CORE SCIENTIFIC INC NEW WT EXP 012327 25.0 $420.0 $16.80
1744 FULT FULTON FINL CORP PA COM Financial Services 17.0 $419.0 $24.65 -4.2%
1745 HOG HARLEY DAVIDSON INC COM Consumer Cyclical 15.0 $414.0 NEW $27.60 +0.1%
1746 NFG NATIONAL FUEL GAS CO COM Energy 5.0 $414.0 -38.0 -88.4% $82.80 +1.4%
1747 PAR PAR TECHNOLOGY CORP COM Technology 27.0 $414.0 NEW $15.33 +23.6%
1748 AN AUTONATION INC COM Consumer Cyclical 2.0 $412.0 $206.00 -2.9%
1749 PHR PHREESIA INC COM Healthcare 41.0 $410.0 NEW $10.00 +20.0%
1750 ATNI ATN INTL INC COM Communication Services 17.0 $406.0 NEW $23.88 +30.4%
1751 PRAA PRA GROUP INC COM Financial Services 24.0 $406.0 NEW $16.92 +10.1%
1752 SHEN SHENANDOAH TELECOMMUNICATIONS COM Communication Services 34.0 $400.0 NEW $11.76 +4.7%
1753 VERX VERTEX INC CL A Technology 36.0 $398.0 NEW $11.06 +22.8%
1754 RELY REMITLY GLOBAL INC COM Technology 17.0 $393.0 NEW $23.12 +6.9%
1755 REYN REYNOLDS CONSUMER PRODS INC COM Consumer Cyclical 15.0 $393.0 -27.0 -64.3% $26.20 -2.7%
1756 EXEL EXELIXIS INC COM Healthcare 7.0 $385.0 +5.0 +250.0% $55.00 -2.4%
1757 EVTC EVERTEC INC COM Technology 13.0 $381.0 -11.0 -45.8% $29.31 +1.4%
1758 SKT TANGER INC COM Real Estate 9.0 $379.0 $42.11 -9.2%
1759 FG F&G ANNUITIES & LIFE INC COMMON STOCK Financial Services 12.0 $367.0 -7.0 -36.8% $30.58 -26.0%
1760 CHWY CHEWY INC CL A Consumer Cyclical 17.0 $366.0 +14.0 +466.7% $21.53 +10.9%
Page 88 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%