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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 9 of 34  ·  663 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 PYPL PAYPAL HLDGS INC COM Financial Services 1,207.0 $65K 0.01% +1K +1815.9% $54.07 -17.9%
162 XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF 536.0 $65K 0.01% +47.0 +9.6% $121.72 -2.5%
163 SAP SAP SE SPON ADR Technology 276.0 $65K 0.01% +252.0 +1050.0% $236.11 -23.8%
164 IFRA ISHARES U.S. INFRASTRUCTURE ETF 1,107.0 $62K 0.01% +6.0 +0.5% $56.31 +7.4%
165 DFUS DIMENSIONAL U.S. EQUITY MARKET ETF 807.0 $61K 0.01% +555.0 +220.2% $75.82 +6.5%
166 APP APPLOVIN CORP COM CL A Technology 112.0 $61K 0.01% +4.0 +3.7% $542.36 -10.4%
167 EOS EATON VANCE ENHANCED EQUITY IN COM Financial Services 2,639.0 $60K 0.01% +51.0 +2.0% $22.55 +0.9%
168 VRTX VERTEX PHARMACEUTICALS INC COM Healthcare 124.0 $59K 0.01% +7.0 +6.0% $477.91 -9.9%
169 SCHP SCHWAB US TIPS ETF 2,202.0 $59K 0.01% +2K +1883.8% $26.63 -0.0%
170 APH AMPHENOL CORP NEW CL A Technology 400.0 $58K 0.01% +46.0 +13.0% $145.86 -14.4%
171 RJF RAYMOND JAMES FINL INC COM Financial Services 328.0 $55K 0.01% +312.0 +1950.0% $168.10 -9.5%
172 USB US BANCORP DEL COM NEW Financial Services 982.0 $55K 0.01% +975.0 +10000.0% $55.75 -2.2%
173 FMB FIRST TRUST MANAGED MUNICIPAL ETF 1,056.0 $54K 0.01% +9.0 +0.9% $51.34 -1.4%
174 SYK STRYKER CORPORATION COM Healthcare 151.0 $54K 0.01% +144.0 +2057.1% $357.44 -10.1%
175 A AGILENT TECHNOLOGIES INC COM Healthcare 402.0 $54K 0.01% +256.0 +175.3% $133.93 -14.3%
176 STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS Technology 121.0 $54K 0.01% +21.0 +21.0% $443.16 +69.5%
177 PWR QUANTA SVCS INC COM Industrials 111.0 $53K 0.01% +39.0 +54.2% $481.30 +47.5%
178 TRV TRAVELERS COMPANIES INC COM Financial Services 185.0 $52K 0.01% +166.0 +873.7% $281.94 +8.9%
179 USFR WISDOMTREE FLOATING RATE TREASURY FUND 1,032.0 $52K 0.01% +961.0 +1353.5% $50.35 +0.2%
180 VALE VALE S A SPONSORED ADS Basic Materials 3,092.0 $52K 0.01% +3K +10000.0% $16.76 -2.4%
Page 9 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%