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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 13 of 86  ·  1,709 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 AEP AMERICAN ELEC PWR CO INC COM Utilities 682.0 $81K 0.01% -16.0 -2.3% $119.16 +8.8%
242 MNST MONSTER BEVERAGE CORP NEW COM Consumer Defensive 998.0 $81K 0.01% +23.0 +2.4% $80.92 +6.7%
243 PEP PEPSICO INC COM Consumer Defensive 544.0 $81K 0.01% +227.0 +71.6% $148.42 +0.3%
244 SHEL SHELL PLC SPON ADS Energy 1,065.0 $81K 0.01% +797.0 +297.4% $75.77 +14.5%
245 JNK STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF 820.0 $80K 0.01% -180.0 -18.0% $97.75 -1.6%
246 SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF 736.0 $80K 0.01% -521.0 -41.5% $108.77 +8.7%
247 CSX CSX CORP COM Industrials 2,134.0 $80K 0.01% -336.0 -13.6% $37.38 +22.8%
248 IUSG ISHARES CORE S&P U.S. GROWTH ETF 463.0 $79K 0.01% $171.59 +8.7%
249 NOW SERVICENOW INC COM Technology 610.0 $79K 0.01% +584.0 +2246.2% $129.62 -23.1%
250 EME EMCOR GROUP INC COM Industrials 108.0 $79K 0.01% -15.0 -12.2% $727.35 +16.8%
251 LRCX LAM RESEARCH CORP COM NEW Technology 328.0 $78K 0.01% -113.0 -25.6% $239.25 +26.3%
252 CMG CHIPOTLE MEXICAN GRILL INC COM Consumer Cyclical 1,975.0 $77K 0.01% +109.0 +5.8% $39.16 -16.2%
253 ICF ISHARES SELECT U.S. REIT ETF 1,281.0 $77K 0.01% +7.0 +0.6% $60.14 +13.4%
254 NEE NEXTERA ENERGY INC COM Utilities 867.0 $76K 0.01% +700.0 +419.2% $87.52 +2.5%
255 NVO NOVO-NORDISK A S ADR Healthcare 1,251.0 $75K 0.01% +1K +2133.9% $60.33 -26.4%
256 KMI KINDER MORGAN INC DEL COM Energy 2,505.0 $75K 0.01% -817.0 -24.6% $30.07 +11.4%
257 UTG REAVES UTIL INCOME FD COM SH BEN INT Financial Services 1,964.0 $75K 0.01% NEW $38.15 +10.3%
258 SCHW SCHWAB CHARLES CORP COM Financial Services 723.0 $75K 0.01% -327K -99.8% $103.50 -12.9%
259 VB VANGUARD SMALL-CAP ETF 272.0 $74K 0.01% -3K -90.4% $273.17 +4.9%
260 LMT LOCKHEED MARTIN CORP COM Industrials 124.0 $74K 0.01% -40.0 -24.4% $597.88 -12.6%
Page 13 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%