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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 72 of 85  ·  1,694 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 WTW WILLIS TOWERS WATSON PLC LTD SHS Financial Services 175.0 $641.0 NEW $3.66 +6835.8%
1422 FUBOTV INC COM 175.0 $641.0 NEW $3.66
1423 ARCB ARCBEST CORP COM Industrials 9.0 $639.0 NEW $71.00 +75.2%
1424 JAMES RIV GROUP LTD COM 123.0 $633.0 NEW $5.15
1425 IX ORIX CORP SPONSORED ADR Financial Services 6.0 $631.0 NEW $105.17 -62.7%
1426 SPGI S&P GLOBAL INC COM Financial Services 36.0 $629.0 NEW $17.47 +2286.7%
1427 TENB TENABLE HLDGS INC COM Technology 3.0 $626.0 NEW $208.67 -87.8%
1428 PVH PVH CORPORATION COM Consumer Cyclical 29.0 $617.0 NEW $21.28 +297.9%
1429 KSS KOHLS CORP COM Consumer Cyclical 39.0 $615.0 NEW $15.77 -19.5%
1430 VTV VANGUARD VALUE ETF 21.0 $612.0 NEW $29.14 +617.2%
1431 JLL JONES LANG LASALLE INC COM Real Estate 2.0 $608.0 NEW $304.00 -3.6%
1432 QXO QXO INC COM NEW Industrials 18.0 $608.0 NEW $33.78 -49.0%
1433 CCS CENTURY CMNTYS INC COM Consumer Cyclical 10.0 $604.0 NEW $60.40 -13.2%
1434 MOH MOLINA HEALTHCARE INC COM Healthcare 4.0 $604.0 NEW $151.00 +20.0%
1435 WST WEST PHARMACEUTICAL SVSC INC COM Healthcare 57.0 $601.0 NEW $10.54 +2797.4%
1436 VRTX VERTEX PHARMACEUTICALS INC COM Healthcare 117.0 $599.0 NEW $5.12 +8307.6%
1437 VIKING HOLDINGS LTD ORD SHS 100.0 $593.0 NEW $5.93
1438 TPR TAPESTRY INC COM Consumer Cyclical 10.0 $591.0 NEW $59.10 +129.8%
1439 QSR RESTAURANT BRANDS INTL INC COM Consumer Cyclical 10.0 $589.0 NEW $58.90 +29.9%
1440 KMX CARMAX INC COM Consumer Cyclical 14.0 $586.0 NEW $41.86 -7.0%
Page 72 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%