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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 5 of 34  ·  663 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 WMT WALMART INC COM Consumer Defensive 2,339.0 $273K 0.04% +2K +8896.1% $116.56 +12.3%
82 TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS Technology 719.0 $246K 0.04% +679.0 +1697.5% $342.30 +17.3%
83 EXPE EXPEDIA GROUP INC COM NEW Consumer Cyclical 869.0 $231K 0.04% +101.0 +13.2% $265.76 -17.9%
84 ASML ASML HLDG NV N Y REGISTRY SHS Technology 158.0 $225K 0.04% +11.0 +7.5% $1422.92 +11.9%
85 SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF 2,662.0 $218K 0.03% +2K +203.2% $81.82 +6.9%
86 SO SOUTHERN CO COM Utilities 2,462.0 $217K 0.03% +2K +6212.8% $88.32 +6.0%
87 XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 1,438.0 $215K 0.03% +1K +10000.0% $149.27 +19.6%
88 ESGD ISHARES ESG AWARE MSCI EAFE ETF 2,062.0 $207K 0.03% +62.0 +3.1% $100.16 +2.7%
89 ACN ACCENTURE PLC IRELAND SHS CLASS A Technology 762.0 $206K 0.03% +662.0 +662.0% $270.43 -34.2%
90 NFLX NETFLIX INC. COM Communication Services 2,307.0 $195K 0.03% +2K +1053.5% $84.64 +5.5%
91 FNB F N B CORP COM Financial Services 11,319.0 $195K 0.03% +124.0 +1.1% $17.23 +1.5%
92 AMD ADVANCED MICRO DEVICES INC COM Technology 766.0 $194K 0.03% +728.0 +1915.8% $252.74 +77.9%
93 MU MICRON TECHNOLOGY INC COM Technology 435.0 $189K 0.03% +40.0 +10.1% $434.90 +75.2%
94 AOM ISHARES CORE 40/60 MODERATE ALLOCATION ETF 3,866.0 $188K 0.03% +191.0 +5.2% $48.62 +1.4%
95 DIS DISNEY WALT CO COM Communication Services 1,706.0 $187K 0.03% +2K +1212.3% $109.57 -5.5%
96 COST COSTCO WHOLESALE CORPORATION COM Consumer Defensive 189.0 $181K 0.03% +6.0 +3.3% $958.66 +9.6%
97 USMV ISHARES MSCI USA MIN VOL FACTOR ETF 1,900.0 $181K 0.03% +47.0 +2.5% $95.18 +0.9%
98 IWN ISHARES RUSSELL 2000 VALUE ETF 917.0 $178K 0.03% +5.0 +0.6% $194.56 +7.8%
99 XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 3,261.0 $173K 0.03% +265.0 +8.8% $52.99 -2.4%
100 VZ VERIZON COMMUNICATIONS INC COM Communication Services 4,379.0 $173K 0.03% +4K +5817.6% $39.41 +21.3%
Page 5 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%