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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 52 of 85  ·  1,694 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 NFG NATIONAL FUEL GAS CO COM Energy 48.0 $4K 0.00% NEW $79.31 +2.0%
1022 XTNT XTANT MED HLDGS INC COM NEW Healthcare 25.0 $4K 0.00% NEW $151.52 -99.7%
1023 R RYDER SYS INC COM Industrials 44.0 $4K 0.00% NEW $85.91 +184.0%
1024 TAP MOLSON COORS BEVERAGE CO CL B Consumer Defensive 87.0 $4K 0.00% NEW $43.44 -2.0%
1025 AGO ASSURED GUARANTY LTD COM Financial Services 46.0 $4K 0.00% NEW $81.87 -6.1%
1026 TRGP TARGA RES CORP COM Energy 73.0 $4K 0.00% NEW $50.52 +447.8%
1027 SE SEA LTD SPONSORD ADS Consumer Cyclical 117.0 $4K 0.00% NEW $31.47 +177.3%
1028 WWD WOODWARD INC COM Industrials 42.0 $4K 0.00% NEW $86.52 +306.1%
1029 IBKR INTERACTIVE BROKERS GROUP INC COM CL A Financial Services 53.0 $4K 0.00% NEW $68.51 +18.7%
1030 TDY TELEDYNE TECHNOLOGIES INC COM Technology 703.0 $4K 0.00% NEW $5.13 +11995.8%
1031 GFL GFL ENVIRONMENTAL INC SUB VTG SHS Industrials 82.0 $4K 0.00% NEW $43.76 -18.4%
1032 USFR WISDOMTREE FLOATING RATE TREASURY FUND 71.0 $4K 0.00% NEW $50.54 -0.1%
1033 REGN REGENERON PHARMACEUTICALS COM Healthcare 148.0 $4K 0.00% NEW $24.20 +2539.7%
1034 WRB BERKLEY W R CORP COM Financial Services 50.0 $4K 0.00% NEW $71.54 -5.6%
1035 ILMN ILLUMINA INC COM Healthcare 36.0 $4K 0.00% NEW $99.00 +45.9%
1036 VLTO VERALTO CORP COM SHS Industrials 15.0 $4K 0.00% NEW $235.60 -63.2%
1037 HR HEALTHCARE RLTY TR CL A COM Real Estate 197.0 $3K 0.00% NEW $17.76 +14.6%
1038 IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 25.0 $3K 0.00% NEW $139.40 +16.2%
1039 TU TELUS CORPORATION COM Communication Services 87.0 $3K 0.00% NEW $39.94 -68.7%
1040 DES WISDOMTREE U.S. SMALLCAP DIVIDEND FUND 39.0 $3K 0.00% NEW $88.54 -56.5%
Page 52 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%