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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 31 of 85  ·  1,694 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 RTO RENTOKIL INITIAL PLC SPONSORED ADR Industrials 90.0 $19K 0.00% NEW $210.32 -85.1%
602 CTRE CARETRUST REIT INC COM Real Estate 550.0 $19K 0.00% NEW $34.35 +19.8%
603 FLDB FIDELITY LOW DURATION BOND ETF 372.0 $19K 0.00% NEW $50.48 -0.2%
604 VGT VANGUARD INFORMATION TECHNOLOGY ETF 223.0 $19K 0.00% NEW $84.16 +37.5%
605 CCL CARNIVAL CORP PAIRED CTF Consumer Cyclical 659.0 $19K 0.00% NEW $28.33 -8.3%
606 TNDM TANDEM DIABETES CARE INC COM NEW Healthcare 123.0 $19K 0.00% NEW $151.74 -90.1%
607 HALO HALOZYME THERAPEUTICS INC COM Healthcare 288.0 $19K 0.00% NEW $64.63 +5.7%
608 STZ CONSTELLATION BRANDS INC CL A Consumer Defensive 141.0 $18K 0.00% NEW $129.27 +15.6%
609 TSLA TESLA INC COM Consumer Cyclical 113.0 $18K 0.00% NEW $160.56 +165.3%
610 WSC WILLSCOT HLDGS CORP COM CL A Industrials 84.0 $18K 0.00% NEW $215.65 -88.5%
611 COIN COINBASE GLOBAL INC COM CL A Financial Services 55.0 $18K 0.00% NEW $328.51 -43.7%
612 BIPC BROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A Utilities 414.0 $18K 0.00% NEW $43.45 -3.0%
613 RWK INVESCO S&P MIDCAP 400 REVENUE ETF 146.0 $18K 0.00% NEW $123.15 +12.6%
614 NFBK NORTHFIELD BANCORP INC DEL COM Financial Services 31.0 $18K 0.00% NEW $578.61 -97.6%
615 WDS WOODSIDE ENERGY GROUP LTD SPONSORED ADR Energy 77.0 $18K 0.00% NEW $232.87 -90.3%
616 KLIC KULICKE & SOFFA INDS INC COM Technology 453.0 $18K 0.00% NEW $39.57 +163.8%
617 KXI ISHARES GLOBAL CONSUMER STAPLES ETF 280.0 $18K 0.00% NEW $63.71 +8.3%
618 CNS COHEN & STEERS INC COM Financial Services 255.0 $18K 0.00% NEW $69.53 +3.3%
619 WFG WEST FRASER TIMBER CO LTD COM Basic Materials 231.0 $18K 0.00% NEW $76.63 -19.0%
620 CLS CELESTICA INC COM Technology 52.0 $18K 0.00% NEW $340.13 +8.0%
Page 31 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%