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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 10 of 85  ·  1,694 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 IJH ISHARES CORE S&P MID-CAP ETF 2,116.0 $137K 0.02% NEW $64.52 +13.0%
182 PK PARK HOTELS & RESORTS INC COM Real Estate 175.0 $136K 0.02% NEW $774.79 -98.5%
183 EQH EQUITABLE HLDGS INC COM Financial Services 2,784.0 $135K 0.02% NEW $48.32 -12.0%
184 CVX CHEVRON CORP NEW COM Energy 871.0 $134K 0.02% NEW $153.43 +24.5%
185 PEN PENUMBRA INC COM Healthcare 904.0 $133K 0.02% NEW $147.58 +122.2%
186 AEIS ADVANCED ENERGY INDS COM Industrials 519.0 $132K 0.02% NEW $254.84 +27.1%
187 VWO VANGUARD FTSE EMERGING MARKETS ETF 1,430.0 $131K 0.02% NEW $91.37 -35.8%
188 KWR QUAKER HOUGHTON COM Basic Materials 733.0 $130K 0.02% NEW $177.19 -21.5%
189 ES EVERSOURCE ENERGY COM Utilities 1,749.0 $129K 0.02% NEW $73.80 -5.7%
190 ETN EATON CORP PLC SHS Industrials 328.0 $126K 0.02% NEW $383.09 -0.4%
191 CPB THE CAMPBELLS COMPANY COM Consumer Defensive 225.0 $125K 0.02% NEW $556.32 -96.4%
192 VAW VANGUARD MATERIALS ETF 298.0 $125K 0.02% NEW $419.54 -46.0%
193 NXST NEXSTAR MEDIA GROUP INC COMMON STOCK Communication Services 1,521.0 $124K 0.02% NEW $81.61 +132.1%
194 GILD GILEAD SCIENCES INC COM Healthcare 1,033.0 $122K 0.02% NEW $118.40 +10.2%
195 SCI SERVICE CORP INTL COM Consumer Cyclical 128.0 $120K 0.02% NEW $934.68 -91.7%
196 AJG GALLAGHER ARTHUR J & CO COM Financial Services 455.0 $119K 0.02% NEW $262.31 -20.9%
197 THOMSON REUTERS CORP COM 834.0 $119K 0.02% NEW $142.22
198 VNQ VANGUARD REAL ESTATE ETF 262.0 $117K 0.02% NEW $448.13 -78.4%
199 PB PROSPERITY BANCSHARES INC COM Financial Services 1,124.0 $116K 0.02% NEW $103.07 -32.9%
200 PETROLEO BRASILEIRO SA PETROBR SP ADR NON VTG 4,713.0 $114K 0.02% NEW $24.29
Page 10 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%