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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 16 of 86  ·  1,709 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 APP APPLOVIN CORP COM CL A Technology 112.0 $61K 0.01% +4.0 +3.7% $542.36 -10.4%
302 BK BANK NEW YORK MELLON CORP COM Financial Services 507.0 $60K 0.01% -4.0 -0.8% $118.80 +17.0%
303 FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF 1,248.0 $60K 0.01% -1.6M -99.9% $48.06 +3.7%
304 AMGN AMGEN INC COM Healthcare 175.0 $60K 0.01% -9.0 -4.9% $342.38 -1.4%
305 HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 736.0 $60K 0.01% $81.04 -1.4%
306 IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 657.0 $60K 0.01% $90.65 +4.9%
307 EOS EATON VANCE ENHANCED EQUITY IN COM Financial Services 2,639.0 $60K 0.01% +51.0 +2.0% $22.55 +0.9%
308 VRTX VERTEX PHARMACEUTICALS INC COM Healthcare 124.0 $59K 0.01% +7.0 +6.0% $477.91 -9.9%
309 FA FIRST ADVANTAGE CORP NEW COM Industrials 4,566.0 $59K 0.01% $12.91 +16.5%
310 ABFL ABACUS FCF LEADERS ETF 799.0 $59K 0.01% -359.0 -31.0% $73.58 +9.8%
311 SCHP SCHWAB US TIPS ETF 2,202.0 $59K 0.01% +2K +1883.8% $26.63 -0.0%
312 APH AMPHENOL CORP NEW CL A Technology 400.0 $58K 0.01% +46.0 +13.0% $145.86 -14.4%
313 PGR PROGRESSIVE CORP COM Financial Services 271.0 $58K 0.01% -927.0 -77.4% $212.87 -4.8%
314 BOXX ALPHA ARCHITECT 1-3 MONTH BOX ETF 492.0 $57K 0.01% -4K -88.5% $115.44 +1.2%
315 SMMD ISHARES RUSSELL 2500 ETF 710.0 $57K 0.01% -687.0 -49.2% $79.80 +8.2%
316 CMI CUMMINS INC COM Industrials 98.0 $57K 0.01% -4.0 -3.9% $577.86 +10.5%
317 BKNG BOOKING HOLDINGS INC COM Consumer Cyclical 11.0 $56K 0.01% $5110.09 -96.9%
318 FAST FASTENAL CO COM Industrials 1,286.0 $56K 0.01% $43.62 -0.2%
319 BDYN ISHARES DYNAMIC EQUITY ACTIVE ETF 2,119.0 $56K 0.01% $26.47 +3.2%
320 FIVA FIDELITY INTERNATIONAL VALUE FACTOR ETF 1,526.0 $56K 0.01% $36.68 +3.4%
Page 16 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%