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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 57 of 85  ·  1,694 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 ALGN ALIGN TECHNOLOGY INC COM Healthcare 111.0 $2K NEW $21.99 +644.0%
1122 XTEN BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF 52.0 $2K NEW $46.92 -4.1%
1123 SEER SEER INC COM CL A Healthcare 30.0 $2K NEW $80.80 -97.8%
1124 IVZ INVESCO LTD SHS Financial Services 103.0 $2K NEW $23.48 +15.2%
1125 PFE PFIZER INC COM Healthcare 152.0 $2K NEW $15.90 +62.9%
1126 RITM RITHM CAPITAL CORP COM NEW Real Estate 186.0 $2K NEW $12.99 -28.7%
1127 HP HELMERICH & PAYNE INC COM Energy 90.0 $2K NEW $26.68 +49.5%
1128 WELL WELLTOWER INC COM Real Estate 94.0 $2K NEW $25.39 +751.3%
1129 LECO LINCOLN ELEC HLDGS INC COM Industrials 10.0 $2K NEW $237.30 +11.0%
1130 ATR APTARGROUP INC COM Healthcare 19.0 $2K NEW $124.37 -6.5%
1131 ELAN ELANCO ANIMAL HEALTH INC COM Healthcare 104.0 $2K NEW $22.57 -3.7%
1132 RNR RENAISSANCERE HLDGS LTD COM Financial Services 85.0 $2K NEW $27.51 +974.5%
1133 CVE CENOVUS ENERGY INC COM Energy 137.0 $2K NEW $16.75 +79.4%
1134 EE EXCELERATE ENERGY INC CL A COM Utilities 88.0 $2K NEW $26.01 +38.6%
1135 SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 49.0 $2K NEW $46.16 +32.3%
1136 CFR CULLEN FROST BANKERS INC COM Financial Services 18.0 $2K NEW $125.39 +11.2%
1137 KDP KEURIG DR PEPPER INC COM Consumer Defensive 81.0 $2K NEW $27.68 +5.2%
1138 XLB MATERIALS SELECT SECTOR SPDR FUND 26.0 $2K NEW $86.15 -41.6%
1139 AHRT ARMADA HOFFLER PPTYS INC COM Financial Services 342.0 $2K NEW $6.45 +7.3%
1140 OKTA OKTA INC CL A Technology 16.0 $2K NEW $137.25 -32.8%
Page 57 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%