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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 18 of 86  ·  1,709 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 FDRR FIDELITY DIVIDEND ETF FOR RISING RATES 820.0 $51K 0.01% $62.09 +4.9%
342 FCOR FIDELITY CORPORATE BOND ETF 1,047.0 $50K 0.01% $47.98 -2.0%
343 SNOW SNOWFLAKE INC COM SHS Technology 232.0 $50K 0.01% -344.0 -59.7% $216.00 -22.7%
344 RCL ROYAL CARIBBEAN GROUP COM Consumer Cyclical 172.0 $50K 0.01% +156.0 +975.0% $291.26 -12.8%
345 CME CME GROUP INC COM Financial Services 175.0 $50K 0.01% +6.0 +3.5% $285.38 +1.4%
346 AEE AMEREN CORP COM Utilities 482.0 $50K 0.01% $103.49 +6.1%
347 FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW Industrials 197.0 $50K 0.01% +69.0 +53.9% $251.73 -11.1%
348 IWP ISHARES RUSSELL MID-CAP GROWTH ETF 357.0 $50K 0.01% +233.0 +187.9% $138.77 -0.7%
349 MRSH MARSH COM Financial Services 277.0 $49K 0.01% -27.0 -8.9% $178.36 -7.4%
350 SPOT SPOTIFY TECHNOLOGY S A SHS Communication Services 97.0 $49K 0.01% -247.0 -71.8% $508.70 -14.8%
351 BP BP PLC SPONSORED ADR Energy 1,303.0 $49K 0.01% +74.0 +6.0% $37.70 +19.0%
352 EHC ENCOMPASS HEALTH CORP COM Healthcare 512.0 $49K 0.01% -46.0 -8.2% $95.76 +9.1%
353 FISV FISERV INC COM Technology 753.0 $49K 0.01% +281.0 +59.5% $64.95 -14.1%
354 U UNITY SOFTWARE INC COM Technology 1,216.0 $49K 0.01% +1K +3953.3% $40.16 -34.7%
355 CRWD CROWDSTRIKE HLDGS INC CL A Technology 104.0 $49K 0.01% +38.0 +57.6% $469.19 +38.2%
356 SBUX STARBUCKS CORP COM Consumer Cyclical 513.0 $49K 0.01% -234.0 -31.3% $95.09 +12.0%
357 CBOE CBOE GLOBAL MKTS INC COM Financial Services 183.0 $48K 0.01% +17.0 +10.2% $264.87 +32.9%
358 IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 897.0 $48K 0.01% $53.99 -2.1%
359 GWW WW GRAINGER INC COM Industrials 45.0 $48K 0.01% $1071.29 +15.7%
360 CENCORA INC COM 137.0 $48K 0.01% -40.0 -22.6% $351.09
Page 18 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%