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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 10 of 86  ·  1,709 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SLV ISHARES SILVER TRUST Financial Services 1,281.0 $135K 0.02% -76.0 -5.6% $105.60 -34.2%
182 MCD MCDONALDS CORP COM Consumer Cyclical 420.0 $131K 0.02% -33.0 -7.3% $312.92 -9.2%
183 VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 1,554.0 $130K 0.02% -3K -67.6% $83.91 -2.1%
184 VUG VANGUARD GROWTH ETF 264.0 $129K 0.02% +251.0 +1930.8% $489.63 -82.1%
185 ORCL ORACLE CORP COM Technology 730.0 $126K 0.02% +27.0 +3.8% $172.73 +9.9%
186 VAW VANGUARD MATERIALS ETF 542.0 $125K 0.02% +244.0 +81.9% $230.75 -1.8%
187 SPEU SPDR PORTFOLIO EUROPE ETF 2,262.0 $124K 0.02% NEW $54.76 +0.9%
188 XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF 1,060.0 $124K 0.02% -184.0 -14.8% $116.74 -0.6%
189 ETHA ISHARES ETHEREUM TRUST ETF Financial Services 5,431.0 $124K 0.02% +250.0 +4.8% $22.74 -29.0%
190 BBMC JPMORGAN BETABUILDERS U.S. MID CAP EQUITY ETF 1,083.0 $122K 0.02% NEW $112.91 +6.5%
191 ES EVERSOURCE ENERGY COM Utilities 1,742.0 $122K 0.02% $69.91 -0.4%
192 GILD GILEAD SCIENCES INC COM Healthcare 859.0 $120K 0.02% -174.0 -16.8% $139.73 -6.6%
193 IPAC ISHARES CORE MSCI PACIFIC ETF 1,543.0 $120K 0.02% NEW $77.72 +5.4%
194 TMO THERMO FISHER SCIENTIFIC INC COM Healthcare 195.0 $119K 0.02% +173.0 +786.4% $608.22 -25.7%
195 INTU INTUIT COM Technology 216.0 $116K 0.02% $537.66 -42.9%
196 ETN EATON CORP PLC SHS Industrials 334.0 $116K 0.02% +6.0 +1.8% $347.32 +9.8%
197 BA BOEING CO COM Industrials 477.0 $115K 0.02% +275.0 +136.1% $241.59 -9.1%
198 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 730.0 $115K 0.02% -94.0 -11.4% $157.35 -12.8%
199 PRU PRUDENTIAL FINL INC COM Financial Services 1,065.0 $115K 0.02% +771.0 +262.2% $107.73 -4.2%
200 MGK VANGUARD MEGA CAP GROWTH ETF 278.0 $115K 0.02% +112.0 +67.5% $412.49 -78.5%
Page 10 of 86  ·  1,709 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%