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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 8 of 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CG CARLYLE GROUP INC COM Financial Services 541.0 $33K 0.01% -48.0 -8.2% $60.50 -25.4%
142 MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 325.0 $33K 0.01% -4K -92.1% $100.67 -0.0%
143 AEIS ADVANCED ENERGY INDS COM Industrials 124.0 $33K 0.01% -395.0 -76.1% $263.76 +22.8%
144 IEFA ISHARES CORE MSCI EAFE ETF 341.0 $32K 0.01% -63.0 -15.6% $94.40 +3.1%
145 EQIX EQUINIX INC COM Real Estate 39.0 $32K 0.01% -6.0 -13.3% $816.28 +32.1%
146 CPNG COUPANG INC CL A Consumer Cyclical 1,546.0 $31K 0.01% -8.0 -0.5% $20.33 -22.6%
147 CR CRANE COMPANY COMMON STOCK Industrials 172.0 $31K 0.01% -1.0 -0.6% $182.31 -3.8%
148 SNPS SYNOPSYS INC COM Technology 59.0 $30K 0.01% -65.0 -52.4% $511.36 -2.4%
149 HON HONEYWELL INTL INC COM Industrials 138.0 $30K 0.01% -6.0 -4.2% $215.86 +3.7%
150 BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND 318.0 $30K 0.01% -7.0 -2.1% $93.60 -2.4%
151 NXST NEXSTAR MEDIA GROUP INC COMMON STOCK Communication Services 143.0 $30K 0.01% -1K -90.6% $207.31 -8.6%
152 EMR EMERSON ELEC CO COM Industrials 199.0 $30K 0.01% -433.0 -68.5% $148.42 -9.1%
153 TLT ISHARES 20 YEAR TREASURY BOND ETF 334.0 $29K 0.01% -109.0 -24.6% $87.57 -3.8%
154 WTW WILLIS TOWERS WATSON PLC LTD SHS Financial Services 91.0 $29K 0.00% -84.0 -48.0% $314.33 -19.2%
155 IGM ISHARES EXPANDED TECH SECTOR ETF 211.0 $28K 0.00% -296.0 -58.4% $132.95 +17.2%
156 VMI VALMONT INDS INC COM Industrials 63.0 $28K 0.00% -15K -99.6% $445.03 +13.1%
157 WDC WESTERN DIGITAL CORP COM Technology 99.0 $28K 0.00% -165.0 -62.5% $279.71 +64.3%
158 BDX BECTON DICKINSON & CO COM Healthcare 136.0 $27K 0.00% -33.0 -19.5% $202.12 -27.6%
159 PSA PUBLIC STORAGE OPER CO COM Real Estate 99.0 $27K 0.00% -12K -99.2% $273.20 +10.9%
160 DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 297.0 $27K 0.00% -205.0 -40.8% $90.45 +5.7%
Page 8 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%