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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 90 of 94  ·  1,867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1781 QNST QUINSTREET INC COM Communication Services 18.0 $281.0 NEW $15.61 +32.7%
1782 ECG EVERUS CONSTR GROUP COM Industrials 2.0 $274.0 $137.00 -8.7%
1783 FRSH FRESHWORKS INC CLASS A COM Technology 27.0 $272.0 NEW $10.07 +28.5%
1784 IONS IONIS PHARMACEUTICALS INC COM Healthcare 5.0 $270.0 $54.00 +9.6%
1785 CARS CARS COM INC COM Consumer Cyclical 22.0 $257.0 NEW $11.68 +4.7%
1786 FRT FEDERAL RLTY INVT TR NEW SH BEN INT NEW Real Estate 2.0 $250.0 NEW $125.00 -5.7%
1787 WGO WINNEBAGO INDS INC COM Consumer Cyclical 8.0 $249.0 NEW $31.12 +3.3%
1788 JANUS LIVING INC CL A-1 8.0 $246.0 NEW $30.75
1789 ACXP ACURX PHARMACEUTICALS INC COM NEW Healthcare 167.0 $245.0 $1.47 -1.2%
1790 BGC BGC GROUP INC CL A Financial Services 21.0 $242.0 NEW $11.52 -4.2%
1791 SJM SMUCKER J M CO COM NEW Consumer Defensive 2.0 $236.0 NEW $118.00 +5.1%
1792 FBTC FIDELITY WISE ORIGIN BITCOIN FUND Financial Services 4.0 $230.0 NEW $57.50 +10.0%
1793 RDN RADIAN GROUP INC COM Financial Services 6.0 $229.0 -12.0 -66.7% $38.17 -3.8%
1794 MKTX MARKETAXESS HLDGS INC COM Financial Services 2.0 $228.0 -1.0 -33.3% $114.00 +42.0%
1795 PLUG PLUG PWR INC COM NEW Industrials 100.0 $223.0 $2.23 -2.9%
1796 UMH UMH PPTYS INC COM Real Estate 14.0 $216.0 -599.0 -97.7% $15.43 +8.3%
1797 PAG PENSKE AUTOMOTIVE GRP INC COM Consumer Cyclical 1.0 $215.0 NEW $215.00 +1.4%
1798 TALO TALOS ENERGY INC COM Energy 14.0 $214.0 NEW $15.29 +16.7%
1799 GNRC GENERAC HLDGS INC COM Industrials 1.0 $213.0 NEW $213.00 -3.7%
1800 WIMI WIMI HOLOGRAM CLOUD INC ORD SHS CL B NEW Communication Services 175.0 $212.0 $1.21 +10.6%
Page 90 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%