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Portfolio (Quarterly) Guide ↗

Cornerstone Planning Group LLC

· CIK 0001822587
13F Portfolio $624M AUM Filed Nov 4, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 1694 New
Page 30 of 85  ·  1,694 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 DDOG DATADOG INC CL A COM Technology 8,000.0 $20K 0.00% NEW $2.52 +8722.2%
582 UMH UMH PPTYS INC COM Real Estate 331.0 $20K 0.00% NEW $60.87 -74.9%
583 EVEREST GROUP LTD COM 65.0 $20K 0.00% NEW $307.82
584 MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 4,124.0 $20K 0.00% NEW $4.85 +1975.9%
585 KNSL KINSALE CAP GROUP INC COM Financial Services 50.0 $20K 0.00% NEW $398.16 -22.1%
586 RIG TRANSOCEAN LTD REGISTERED SHS Energy 317.0 $20K 0.00% NEW $62.72 -89.1%
587 BC BRUNSWICK CORP COM Consumer Cyclical 294.0 $20K 0.00% NEW $67.22 +20.4%
588 SCHD SCHWAB US DIVIDEND EQUITY ETF 732.0 $20K 0.00% NEW $26.90 +22.0%
589 CTAS CINTAS CORP COM Industrials 107.0 $20K 0.00% NEW $183.98 -6.0%
590 FSV FIRSTSERVICE CORP NEW COM Real Estate 125.0 $20K 0.00% NEW $156.45 -15.8%
591 XHB SPDR S&P HOMEBUILDERS ETF 33.0 $20K 0.00% NEW $591.21 -83.1%
592 GM GENERAL MTRS CO COM Consumer Cyclical 282.0 $19K 0.00% NEW $68.67 +14.7%
593 KHC KRAFT HEINZ CO COM Consumer Defensive 786.0 $19K 0.00% NEW $24.58 -3.2%
594 CPK CHESAPEAKE UTILS CORP COM Utilities 150.0 $19K 0.00% NEW $128.58 -1.6%
595 VT VANGUARD TOTAL WORLD STOCK ETF 104.0 $19K 0.00% NEW $185.41 -16.1%
596 MUFG MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS Financial Services 1,274.0 $19K 0.00% NEW $15.13 +28.2%
597 VCEL VERICEL CORP COM Healthcare 88.0 $19K 0.00% NEW $217.60 -84.0%
598 CSGP COSTAR GROUP INC COM Real Estate 273.0 $19K 0.00% NEW $69.64 -51.2%
599 RF REGIONS FINANCIAL CORP NEW COM Financial Services 100.0 $19K 0.00% NEW $189.87 -85.3%
600 SON SONOCO PRODS CO COM Consumer Cyclical 684.0 $19K 0.00% NEW $27.75 +77.9%
Page 30 of 85  ·  1,694 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 47.7%
Healthcare 14.9%
Technology 14.3%
Industrials 8.7%
Consumer Cyclical 4.4%
Real Estate 2.7%
Communication Services 2.3%
Energy 1.4%
Basic Materials 1.3%
Utilities 1.2%