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 93 of 94  ·  1,867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1841 SPCE VIRGIN GALACTIC HOLDINGS INC COM NEW Industrials 31.0 $83.0 $2.68 +17.7%
1842 ENPH ENPHASE ENERGY INC COM Energy 2.0 $79.0 NEW $39.50 -1.9%
1843 FPS FORGENT POWER SOLUTIONS INC COM SHS CL A Industrials 2.0 $78.0 NEW $39.00 -11.6%
1844 CNXC CONCENTRIX CORP COM Technology 3.0 $76.0 -310.0 -99.0% $25.33 +2.4%
1845 ZIM ZIM INTEGRATED SHIPPING SERV SHS Industrials 3.0 $75.0 $25.00 +9.8%
1846 URBN URBAN OUTFITTERS INC COM Consumer Cyclical 1.0 $74.0 $74.00 -1.5%
1847 ALMONTY INDS INC COM NEW 5.0 $71.0 NEW $14.20
1848 OGN ORGANON & CO COMMON STOCK Healthcare 5.0 $68.0 NEW $13.60 +0.7%
1849 REZI RESIDEO TECHNOLOGIES INC COM Industrials 2.0 $68.0 $34.00 -37.9%
1850 TEX TEREX CORP NEW COM Industrials 1.0 $67.0 NEW $67.00 -1.9%
1851 CHARGEPOINT HOLDINGS INC COM SHS 11.0 $64.0 $5.82
1852 DOCS DOXIMITY INC CL A Healthcare 3.0 $61.0 +1.0 +50.0% $20.33 +25.7%
1853 PCVX VAXCYTE INC COM Healthcare 1.0 $56.0 $56.00 +11.1%
1854 OII OCEANEERING INTL INC COM Energy 1.0 $45.0 $45.00 +17.8%
1855 MATIV HOLDINGS INC COM 5.0 $39.0 $7.80
1856 SCVL SHOE STA GROUP INC COM Consumer Cyclical 2.0 $33.0 -587.0 -99.7% $16.50 -5.4%
1857 ASRV AMERISERV FINL INC COM Financial Services 8.0 $32.0 -1K -99.2% $4.00 +23.8%
1858 CAN CANAAN INC SPONSORED ADS Technology 100.0 $27.0 $0.27 +3.7%
1859 LUMN LUMEN TECHNOLOGIES INC COM Communication Services 4.0 $27.0 -10.0 -71.4% $6.75 -10.1%
1860 CATX PERSPECTIVE THERAPEUTICS INC COM NEW Healthcare 4.0 $12.0 NEW $3.00 +15.0%
Page 93 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%