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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 92 of 94  ·  1,867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1821 VENTURE GLOBAL INC COM CL A 9.0 $134.0 $14.89
1822 CC CHEMOURS CO COM Basic Materials 7.0 $130.0 $18.57 -15.4%
1823 AMTM AMENTUM HOLDINGS INC COM Industrials 6.0 $129.0 $21.50 -2.3%
1824 VIAV VIAVI SOLUTIONS INC COM Technology 3.0 $127.0 NEW $42.33 -8.1%
1825 FUBO FUBOTV INC COM NEW CL A Communication Services 14.0 $126.0 NEW $9.00 +14.2%
1826 PTON PELOTON INTERACTIVE INC CL A COM Consumer Cyclical 20.0 $125.0 $6.25 -13.0%
1827 WULF TERAWULF INC COM Financial Services 6.0 $117.0 NEW $19.50 -19.4%
1828 KRC KILROY REALTY CORP COM Real Estate 3.0 $116.0 -15.0 -83.3% $38.67 -4.9%
1829 SLI STANDARD LITHIUM CORP COM Basic Materials 50.0 $115.0 NEW $2.30 -1.3%
1830 XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF 1.0 $113.0 -776.0 -99.9% $113.00 -24.6%
1831 AAOI APPLIED OPTOELECTRONICS INC COM Technology 1.0 $111.0 NEW $111.00 +10.0%
1832 XHB STATE STREET SPDR S&P HOMEBUILDERS ETF 1.0 $107.0 -70.0 -98.6% $107.00 -1.3%
1833 VC VISTEON CORP COM NEW Consumer Cyclical 1.0 $103.0 $103.00 +2.6%
1834 DJT TRUMP MEDIA & TECHNOLOGY GROUP COM Communication Services 10.0 $92.0 $9.20 -7.4%
1835 BB BLACKBERRY LTD COM Technology 10.0 $90.0 $9.00 -7.0%
1836 PL PLANET LABS PBC COM CL A Industrials 4.0 $90.0 NEW $22.50 -0.6%
1837 GAMESTOP CORP CL A 4.0 $86.0 $21.50
1838 SYM SYMBOTIC INC CLASS A COM Industrials 2.0 $85.0 $42.50 -2.4%
1839 DXC DXC TECHNOLOGY CO COM Technology 9.0 $85.0 NEW $9.44 +15.3%
1840 JBLU JETBLUE AIRWAYS CORP COM Industrials 16.0 $83.0 $5.19 -7.5%
Page 92 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%