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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 19 of 85  ·  1,694 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 PM PHILIP MORRIS INTL INC COM Consumer Defensive 339.0 $47K 0.01% NEW $137.19 +37.5%
362 BDVL ISHARES DISCIPLINED VOLATILITY EQUITY ACTIVE ETF TRUST UNIT 1,854.0 $46K 0.01% NEW $25.00 +4.3%
363 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 1,015.0 $46K 0.01% NEW $45.63 +30.5%
364 FELG FIDELITY ENHANCED LARGE CAP GROWTH ETF 1,082.0 $46K 0.01% NEW $42.43 +3.9%
365 JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 778.0 $46K 0.01% NEW $58.96 +2.0%
366 TMHC TAYLOR MORRISON HOME CORP COM Consumer Cyclical 188.0 $46K 0.01% NEW $243.45 -76.4%
367 TRU TRANSUNION COM Industrials 169.0 $46K 0.01% NEW $270.40 -74.5%
368 RY ROYAL BK CDA COM Financial Services 159.0 $45K 0.01% NEW $285.26 -34.4%
369 PLD PROLOGIS INC. COM Real Estate 1,402.0 $45K 0.01% NEW $32.35 +347.2%
370 AMT AMERICAN TOWER CORP NEW COM Real Estate 251.0 $45K 0.01% NEW $179.33 +2.5%
371 ALLY ALLY FINL INC COM Financial Services 100.0 $45K 0.01% NEW $449.56 -90.5%
372 MLM MARTIN MARIETTA MATLS INC COM Basic Materials 73.0 $45K 0.01% NEW $613.29 -12.3%
373 JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 786.0 $45K 0.01% NEW $56.91 -1.5%
374 CMI CUMMINS INC COM Industrials 102.0 $45K 0.01% NEW $438.09 +45.8%
375 CME CME GROUP INC COM Financial Services 169.0 $45K 0.01% NEW $263.47 +9.8%
376 AZO AUTOZONE INC COM Consumer Cyclical 12.0 $44K 0.01% NEW $3705.67 -7.2%
377 VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 750.0 $44K 0.01% NEW $58.83 +34.1%
378 UNH UNITEDHEALTH GROUP INC COM Healthcare 1,218.0 $44K 0.01% NEW $36.13 +960.9%
379 ED CONSOLIDATED EDISON INC COM Utilities 442.0 $43K 0.01% NEW $98.19 +9.4%
380 VRSK VERISK ANALYTICS INC COM Industrials 103.0 $43K 0.01% NEW $419.89 -59.4%
Page 19 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%