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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 28 of 34  ·  663 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 VIPS VIPSHOP HLDGS LTD SPONSORED ADS A Consumer Cyclical 175.0 $3K +144.0 +464.5% $17.67 -19.5%
542 VCYT VERACYTE INC COM Healthcare 80.0 $3K +53.0 +196.3% $38.48 +17.5%
543 ERIC TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 Technology 279.0 $3K +268.0 +2436.4% $10.88 +21.7%
544 LNT ALLIANT ENERGY CORP COM Utilities 45.0 $3K +34.0 +309.1% $66.82 +9.7%
545 WSBF WATERSTONE FINL INC MD COM Financial Services 176.0 $3K +160.0 +1000.0% $17.03 +8.5%
546 Z ZILLOW GROUP INC CL C CAP STK Communication Services 45.0 $3K +32.0 +246.2% $65.98 -44.7%
547 STLA STELLANTIS N.V SHS Consumer Cyclical 305.0 $3K +215.0 +238.9% $9.70 -22.4%
548 ESLT ELBIT SYS LTD ORD Industrials 4.0 $3K +3.0 +300.0% $730.75 +4.5%
549 COLD AMERICOLD REALTY TRUST INC COM Real Estate 236.0 $3K +13.0 +5.8% $12.29 +17.5%
550 NTST NETSTREIT CORP COM Real Estate 159.0 $3K +156.0 +5200.0% $18.18 +13.4%
551 MORN MORNINGSTAR INC COM Financial Services 14.0 $3K +1.0 +7.7% $204.57 -15.3%
552 PBD INVESCO GLOBAL CLEAN ENERGY ETF 156.0 $3K +1.0 +0.7% $18.34 +16.3%
553 WU WESTERN UN CO COM Financial Services 305.0 $3K +253.0 +486.5% $9.34 -8.1%
554 TIGR UP FINTECH HLDG LTD SPONSORED ADS Financial Services 309.0 $3K +252.0 +442.1% $8.77 -32.8%
555 NEWSMAX INC COM SHS CLASS B 375.0 $3K +325.0 +650.0% $7.07
556 COWG PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF 71.0 $3K +53.0 +294.4% $36.63 +2.9%
557 ASPN ASPEN AEROGELS INC COM Industrials 750.0 $3K +675.0 +900.0% $3.43 +59.4%
558 RIVN RIVIAN AUTOMOTIVE INC COM CL A Consumer Cyclical 166.0 $3K +163.0 +5433.3% $15.20 -9.7%
559 UDR UDR INC COM Real Estate 69.0 $3K +52.0 +305.9% $36.43 +3.8%
560 ALKT ALKAMI TECHNOLOGY INC COM Technology 111.0 $2K +31.0 +38.8% $22.41 -24.7%
Page 28 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%