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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 55 of 85  ·  1,694 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 RDW REDWIRE CORPORATION COM Industrials 42.0 $3K NEW $69.86 -75.0%
1082 BOX BOX INC CL A Technology 92.0 $3K NEW $31.85 -18.7%
1083 UBS UBS GROUP AG SHS Financial Services 87.0 $3K NEW $33.63 +39.6%
1084 SUN SUNOCO LP/SUNOCO FIN CORP COM UT REP LP Energy 58.0 $3K NEW $50.36 +39.6%
1085 NOG NORTHERN OIL & GAS INC COM Energy 23.0 $3K NEW $126.91 -81.3%
1086 INTERPUBLIC GROUP COS INC COM 113.0 $3K NEW $25.71
1087 VOD VODAFONE GROUP PLC NEW SPONSORED ADR Communication Services 10.0 $3K NEW $290.00 -94.8%
1088 BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR Consumer Defensive 48.0 $3K NEW $60.00 +39.1%
1089 ZETA ZETA GLOBAL HOLDINGS CORP CL A Technology 40.0 $3K NEW $71.72 -74.8%
1090 ELS EQUITY LIFESTYLE PPTYS INC COM Real Estate 47.0 $3K NEW $60.74 +4.6%
1091 RCL ROYAL CARIBBEAN GROUP COM Consumer Cyclical 16.0 $3K NEW $177.81 +44.0%
1092 SFM SPROUTS FMRS MKT INC COM Consumer Defensive 34.0 $3K NEW $83.65 +3.7%
1093 MAA MID-AMER APT CMNTYS INC COM Real Estate 22.0 $3K NEW $128.82 +1.8%
1094 COLD AMERICOLD REALTY TRUST INC COM Real Estate 223.0 $3K NEW $12.69 +16.7%
1095 VTR VENTAS INC COM Real Estate 80.0 $3K NEW $35.33 +149.6%
1096 GLOB GLOBANT S A COM Technology 47.0 $3K NEW $60.04 -33.2%
1097 SWBI SMITH & WESSON BRANDS INC COM Industrials 78.0 $3K NEW $36.04 -57.1%
1098 RMD RESMED INC COM Healthcare 651.0 $3K NEW $4.30 +4738.9%
1099 BALL BALL CORP COM Consumer Cyclical 59.0 $3K NEW $47.29 +19.5%
1100 MORN MORNINGSTAR INC COM Financial Services 13.0 $3K NEW $214.46 -16.2%
Page 55 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%