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Portfolio (Quarterly) Guide ↗

Cornerstone Planning Group LLC

· CIK 0001822587
13F Portfolio $641M AUM 1,709 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 187 New 663 Added 606 Reduced 172 Exited
Page 26 of 34  ·  663 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 IBKR INTERACTIVE BROKERS GROUP INC COM CL A Financial Services 65.0 $5K 0.00% +12.0 +22.6% $75.46 +11.1%
502 IONQ IONQ INC COM Technology 107.0 $5K 0.00% +5.0 +4.9% $45.80 +28.6%
503 BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR Consumer Defensive 70.0 $5K 0.00% +22.0 +45.8% $69.81 +19.4%
504 SJNK STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF 188.0 $5K 0.00% +27.0 +16.8% $25.44 -1.7%
505 RIG TRANSOCEAN LTD REGISTERED SHS Energy 978.0 $5K 0.00% +661.0 +208.5% $4.87 +50.7%
506 TS TENARIS S A SPONSORED ADS Energy 107.0 $5K 0.00% +101.0 +1683.3% $44.40 +36.7%
507 ITGR INTEGER HLDGS CORP COM Healthcare 55.0 $5K 0.00% +5.0 +10.0% $85.91 +4.8%
508 JAMES HARDIE INDS PLC ORD SHS 192.0 $5K 0.00% +43.0 +28.9% $23.97
509 OUTFRONT MEDIA INC COM NEW 186.0 $5K 0.00% +47.0 +33.8% $24.41
510 SFBS SERVISFIRST BANCSHARES INC COM Financial Services 56.0 $5K 0.00% +16.0 +40.0% $80.75 -4.4%
511 LKQ LKQ CORP COM Consumer Cyclical 138.0 $4K 0.00% +81.0 +142.1% $32.56 -17.4%
512 OVV OVINTIV INC COM Energy 103.0 $4K 0.00% +94.0 +1044.4% $42.76 +37.7%
513 RKLB ROCKET LAB CORP COM Industrials 49.0 $4K 0.00% +28.0 +133.3% $88.57 +51.6%
514 HOLOGIC INC COM 57.0 $4K 0.00% +4.0 +7.5% $75.11
515 AEGON LTD AMER REG 1 CERT 550.0 $4K 0.00% +497.0 +937.7% $7.77
516 TQQQ PROSHARES ULTRAPRO QQQ 75.0 $4K 0.00% +27.0 +56.2% $56.88 +35.3%
517 CLX CLOROX CO DEL COM Consumer Defensive 38.0 $4K 0.00% +23.0 +153.3% $108.79 -12.5%
518 CVE CENOVUS ENERGY INC COM Energy 204.0 $4K 0.00% +67.0 +48.9% $19.81 +53.0%
519 ST SENSATA TECHNOLOGIES HLDG PLC SHS Technology 116.0 $4K 0.00% +111.0 +2220.0% $34.37 +38.9%
520 IVZ INVESCO LTD SHS Financial Services 143.0 $4K 0.00% +40.0 +38.8% $27.56 -2.1%
Page 26 of 34  ·  663 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 39.9%
Technology 25.9%
Consumer Cyclical 8.3%
Communication Services 5.9%
Healthcare 5.3%
Industrials 4.8%
Utilities 3.1%
Consumer Defensive 2.5%
Energy 2.0%
Basic Materials 1.4%