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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 15 of 86  ·  1,709 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 ISHARES MSCI INTL QUALITY FACTOR ETF 1,405.0 $67K 0.01% -197.0 -12.3% $48.00
282 ADP AUTOMATIC DATA PROCESSING INC COM Industrials 269.0 $67K 0.01% -327.0 -54.9% $250.37 -12.1%
283 EXC EXELON CORP COM Utilities 1,493.0 $67K 0.01% -338.0 -18.5% $44.77 +1.3%
284 ETHE GRAYSCALE ETHEREUM STAKING ETF Financial Services 2,700.0 $66K 0.01% $24.59 -29.4%
285 TT TRANE TECHNOLOGIES PLC SHS Industrials 166.0 $65K 0.01% -812.0 -83.0% $394.20 +14.6%
286 PYPL PAYPAL HLDGS INC COM Financial Services 1,207.0 $65K 0.01% +1K +1815.9% $54.07 -17.9%
287 XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF 536.0 $65K 0.01% +47.0 +9.6% $121.72 -2.5%
288 SAP SAP SE SPON ADR Technology 276.0 $65K 0.01% +252.0 +1050.0% $236.11 -23.8%
289 ENSG ENSIGN GROUP INC COM Healthcare 378.0 $65K 0.01% $171.81 -0.1%
290 STIP ISHARES 0-5 YEAR TIPS BOND ETF 631.0 $65K 0.01% -5K -89.3% $102.77 +0.5%
291 LEIDOS HOLDINGS INC COM 342.0 $64K 0.01% $187.67
292 XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF 777.0 $64K 0.01% -54.0 -6.5% $82.34 +2.8%
293 ZECP ZACKS EARNINGS CONSISTENT PORTFOLIO ETF 1,791.0 $63K 0.01% NEW $35.37 +4.1%
294 BKEM BNY MELLON EMERGING MARKETS EQUITY ETF 760.0 $63K 0.01% NEW $83.27 +11.2%
295 HEI HEICO CORP NEW COM Industrials 190.0 $63K 0.01% -28.0 -12.8% $331.13 -9.0%
296 NVT NVENT ELECTRIC PLC SHS Industrials 546.0 $62K 0.01% -30K -98.2% $114.21 +43.2%
297 IFRA ISHARES U.S. INFRASTRUCTURE ETF 1,107.0 $62K 0.01% +6.0 +0.5% $56.31 +7.4%
298 INTC INTEL CORP COM Technology 1,275.0 $62K 0.01% $48.78 +142.9%
299 DFUS DIMENSIONAL U.S. EQUITY MARKET ETF 807.0 $61K 0.01% +555.0 +220.2% $75.82 +6.5%
300 ANET ARISTA NETWORKS INC COM SHS Technology 406.0 $61K 0.01% -17.0 -4.0% $150.15 -1.0%
Page 15 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%