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Portfolio (Quarterly) Guide ↗

Cornerstone Planning Group LLC

· CIK 0001822587
13F Portfolio $641M AUM 1,709 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 187 New 663 Added 606 Reduced 172 Exited
Page 16 of 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 RGLD ROYAL GOLD INC COM Basic Materials 21.0 $6K 0.00% -329.0 -94.0% $301.19 -26.9%
302 UHS UNIVERSAL HLTH SVCS INC CL B Healthcare 31.0 $6K 0.00% -2K -98.4% $203.03 -22.3%
303 AVY AVERY DENNISON CORP COM Industrials 33.0 $6K 0.00% -1.0 -2.9% $185.03 -13.7%
304 DIREXION DAILY S&P BIOTECH BULL 3X SHARES 36.0 $6K 0.00% -2K -98.0% $168.81
305 OTIS OTIS WORLDWIDE CORP COM Industrials 69.0 $6K 0.00% -117.0 -62.9% $88.04 -17.3%
306 SCHZ SCHWAB US AGGREGATE BOND ETF 257.0 $6K 0.00% -223K -99.9% $23.45 -1.9%
307 GPC GENUINE PARTS CO COM Consumer Cyclical 43.0 $6K 0.00% -18.0 -29.5% $140.09 -30.1%
308 VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 121.0 $6K 0.00% -383.0 -76.0% $49.43 +1.6%
309 JEF JEFFERIES FINL GROUP INC COM Financial Services 96.0 $6K 0.00% -24.0 -20.0% $61.81 -15.9%
310 JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 101.0 $6K 0.00% -685.0 -87.2% $58.42 -3.6%
311 BWXT BWX TECHNOLOGIES INC COM Industrials 27.0 $6K 0.00% -3.0 -10.0% $217.04 -6.5%
312 ADC AGREE RLTY CORP COM Real Estate 82.0 $6K 0.00% -402.0 -83.1% $70.96 +6.3%
313 NXPI NXP SEMICONDUCTORS N V COM Technology 24.0 $6K 0.00% -143.0 -85.6% $240.04 +31.8%
314 AVB AVALONBAY CMNTYS INC COM Real Estate 33.0 $6K 0.00% -9.0 -21.4% $172.97 +7.3%
315 CPT CAMDEN PPTY TR SH BEN INT Real Estate 53.0 $6K 0.00% -6.0 -10.2% $107.26 +0.2%
316 TEAM ATLASSIAN CORPORATION CL A Technology 42.0 $6K 0.00% -2.0 -4.5% $134.76 -36.6%
317 TDG TRANSDIGM GROUP INC COM Industrials 4.0 $6K 0.00% -379.0 -99.0% $1412.25 -14.1%
318 APD AIR PRODS & CHEMS INC COM Basic Materials 22.0 $6K 0.00% -641.0 -96.7% $255.91 +13.1%
319 HYMB STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF 221.0 $6K 0.00% -277.0 -55.6% $25.09 -0.5%
320 ESS ESSEX PPTY TR INC COM Real Estate 22.0 $5K 0.00% -2.0 -8.3% $245.50 +12.7%
Page 16 of 31  ·  606 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 39.9%
Technology 25.9%
Consumer Cyclical 8.3%
Communication Services 5.9%
Healthcare 5.3%
Industrials 4.8%
Utilities 3.1%
Consumer Defensive 2.5%
Energy 2.0%
Basic Materials 1.4%