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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 23 of 86  ·  1,709 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 SMFG SUMITOMO MITSUI FINL GROUP INC SPONSORED ADR Financial Services 1,592.0 $33K 0.01% +2K +3149.0% $20.95 +9.0%
442 DUK DUKE ENERGY CORP NEW COM NEW Utilities 277.0 $33K 0.01% +275.0 +10000.0% $120.29 +3.6%
443 ALNY ALNYLAM PHARMACEUTICALS INC COM Healthcare 95.0 $33K 0.01% -397.0 -80.7% $349.58 -14.0%
444 MLM MARTIN MARIETTA MATLS INC COM Basic Materials 51.0 $33K 0.01% -22.0 -30.1% $650.51 -17.3%
445 CPRT COPART INC COM Industrials 813.0 $33K 0.01% +83.0 +11.4% $40.62 -15.3%
446 TLTD FLEXSHARES MORNINGSTAR DEVELOPED MARKETS EX-US FACTOR TILT INDEX FUND 336.0 $33K 0.01% +77.0 +29.7% $98.22 +2.5%
447 CG CARLYLE GROUP INC COM Financial Services 541.0 $33K 0.01% -48.0 -8.2% $60.50 -25.4%
448 MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 325.0 $33K 0.01% -4K -92.1% $100.67 -0.0%
449 AEIS ADVANCED ENERGY INDS COM Industrials 124.0 $33K 0.01% -395.0 -76.1% $263.76 +22.8%
450 VRSK VERISK ANALYTICS INC COM Industrials 149.0 $33K 0.01% +46.0 +44.7% $219.06 -22.1%
451 G GENPACT LIMITED SHS Technology 724.0 $32K 0.01% +16.0 +2.3% $44.78 -28.5%
452 IQVIA HLDGS INC COM 135.0 $32K 0.01% +17.0 +14.4% $239.76
453 NYT NEW YORK TIMES CO CL A Communication Services 446.0 $32K 0.01% +190.0 +74.2% $72.50 +2.4%
454 IEFA ISHARES CORE MSCI EAFE ETF 341.0 $32K 0.01% -63.0 -15.6% $94.40 +3.1%
455 ICSH ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF 633.0 $32K 0.01% +6.0 +1.0% $50.76 -0.4%
456 CDNS CADENCE DESIGN SYSTEM INC COM Technology 100.0 $32K 0.01% +7.0 +7.5% $320.49 +11.8%
457 EQIX EQUINIX INC COM Real Estate 39.0 $32K 0.01% -6.0 -13.3% $816.28 +32.1%
458 TRU TRANSUNION COM Industrials 389.0 $32K 0.01% +220.0 +130.2% $81.17 -15.1%
459 FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF 525.0 $32K 0.01% $60.12 -0.4%
460 D DOMINION ENERGY INC COM Utilities 518.0 $31K 0.01% +508.0 +5080.0% $60.70 +12.5%
Page 23 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%