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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 46 of 85  ·  1,694 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 SMFG SUMITOMO MITSUI FINL GROUP INC SPONSORED ADR Financial Services 49.0 $6K 0.00% NEW $122.88 -81.5%
902 SCHM SCHWAB U.S. MID-CAP ETF 255.0 $6K 0.00% NEW $23.58 +47.3%
903 ESS ESSEX PPTY TR INC COM Real Estate 24.0 $6K 0.00% NEW $249.83 +10.8%
904 NOK NOKIA CORP SPONSORED ADR Technology 849.0 $6K 0.00% NEW $7.06 +119.1%
905 AVY AVERY DENNISON CORP COM Industrials 34.0 $6K 0.00% NEW $175.94 -9.3%
906 WTV WISDOMTREE US VALUE FUND OF BENEF INTEREST 373.0 $6K 0.00% NEW $16.01 +536.2%
907 HPQ HP INC COM Technology 217.0 $6K 0.00% NEW $27.46 -8.1%
908 BSV VANGUARD SHORT-TERM BOND ETF 119.0 $6K 0.00% NEW $49.92 +56.0%
909 VHI VALHI INC NEW COM Basic Materials 415.0 $6K 0.00% NEW $14.21 -12.3%
910 DOC HEALTHPEAK PROPERTIES INC COM Real Estate 335.0 $6K 0.00% NEW $17.57 +12.3%
911 SHOP SHOPIFY INC CL A SUB VTG SHS Technology 250.0 $6K 0.00% NEW $23.54 +337.6%
912 TFSL TFS FINL CORP COM Financial Services 120.0 $6K 0.00% NEW $48.97 -67.4%
913 DOCU DOCUSIGN INC COM Technology 59.0 $6K 0.00% NEW $99.58 -50.3%
914 CPT CAMDEN PPTY TR SH BEN INT Real Estate 59.0 $6K 0.00% NEW $98.78 +8.8%
915 GPN GLOBAL PMTS INC COM Industrials 74.0 $6K 0.00% NEW $78.69 -6.9%
916 EGP EASTGROUP PPTYS INC COM Real Estate 33.0 $6K 0.00% NEW $176.39 +16.3%
917 AEM AGNICO EAGLE MINES LTD COM Basic Materials 80.0 $6K 0.00% NEW $72.44 +142.8%
918 FLUTTER ENTMT PLC SHS 25.0 $6K 0.00% NEW $230.88
919 HUBS HUBSPOT INC COM Technology 12.0 $6K 0.00% NEW $477.58 -57.7%
920 HPE HEWLETT PACKARD ENTERPRISE CO COM Technology 234.0 $6K 0.00% NEW $24.41 +54.0%
Page 46 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%