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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 11 of 85  ·  1,694 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 489.0 $114K 0.02% NEW $233.85 -49.2%
202 BLV VANGUARD LONG-TERM BOND ETF 568.0 $112K 0.02% NEW $196.49 -65.6%
203 KKR KKR & CO INC COM Financial Services 940.0 $111K 0.02% NEW $118.16 -19.8%
204 USPH U S PHYSICAL THERAPY COM Healthcare 1,137.0 $110K 0.02% NEW $96.49 -35.5%
205 GS GOLDMAN SACHS GROUP INC COM Financial Services 138.0 $109K 0.02% NEW $791.64 +24.8%
206 PACS PACS GROUP INC COM SHS Financial Services 538.0 $105K 0.02% NEW $194.55 -80.6%
207 VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 504.0 $104K 0.02% NEW $205.54 -75.5%
208 SMMD ISHARES RUSSELL 2500 ETF 1,397.0 $103K 0.02% NEW $73.65 +17.3%
209 DFAS DIMENSIONAL U.S. SMALL CAP ETF 2,010.0 $102K 0.02% NEW $50.75 +51.5%
210 MET METLIFE INC COM Financial Services 1,288.0 $102K 0.02% NEW $79.13 +6.5%
211 SCYNEXIS INC COM NEW 647.0 $101K 0.02% NEW $155.93
212 MTB M & T BK CORP COM Financial Services 541.0 $99K 0.02% NEW $182.79 +16.2%
213 XLV HEALTH CARE SELECT SECTOR SPDR FUND 677.0 $98K 0.02% NEW $144.25 +2.7%
214 SCHX SCHWAB U.S. LARGE-CAP ETF 2,931.0 $97K 0.02% NEW $33.18 -12.0%
215 SNY SANOFI SA SPONSORED ADR Healthcare 373.0 $97K 0.01% NEW $259.19 -82.8%
216 ISRG INTUITIVE SURGICAL INC COM NEW Healthcare 182.0 $96K 0.01% NEW $530.02 -17.0%
217 LOW LOWES COS INC COM Consumer Cyclical 401.0 $96K 0.01% NEW $240.02 -9.4%
218 CWB SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 973.0 $95K 0.01% NEW $97.38 +8.2%
219 SPYM SPDR PORTFOLIO S&P 500 ETF 878.0 $95K 0.01% NEW $107.70 -18.8%
220 SHEL SHELL PLC SPON ADS Energy 268.0 $93K 0.01% NEW $347.93 -75.1%
Page 11 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%