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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 25 of 86  ·  1,709 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 HLNE HAMILTON LANE INC CL A Financial Services 198.0 $29K 0.01% +1.0 +0.5% $148.33 -40.3%
482 MLN VANECK LONG MUNI ETF 1,674.0 $29K 0.01% +652.0 +63.8% $17.54 -1.2%
483 TLT ISHARES 20 YEAR TREASURY BOND ETF 334.0 $29K 0.01% -109.0 -24.6% $87.57 -3.8%
484 HTGC HERCULES CAPITAL INC COM Financial Services 1,578.0 $29K 0.01% NEW $18.53 -16.5%
485 MUFG MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS Financial Services 1,615.0 $29K 0.01% +341.0 +26.8% $17.95 +8.0%
486 FICO FAIR ISAAC CORP COM Technology 19.0 $29K 0.01% $1525.68 -19.5%
487 EVN EATON VANCE MUN INCOME TR SH BEN INT Financial Services 2,700.0 $29K 0.01% $10.73 -1.7%
488 VIKING HOLDINGS LTD ORD SHS 416.0 $29K 0.01% +316.0 +316.0% $69.63
489 PSTG PURE STORAGE INC CL A Technology 388.0 $29K 0.00% +375.0 +2884.6% $74.29 +12.8%
490 BC BRUNSWICK CORP COM Consumer Cyclical 342.0 $29K 0.00% +48.0 +16.3% $84.22 -6.5%
491 QUIZ ZACKS QUALITY INTERNATIONAL ETF 1,024.0 $29K 0.00% NEW $28.09 +2.1%
492 CAVA CAVA GROUP INC COM Consumer Cyclical 457.0 $29K 0.00% +7.0 +1.6% $62.70 +29.6%
493 WTW WILLIS TOWERS WATSON PLC LTD SHS Financial Services 91.0 $29K 0.00% -84.0 -48.0% $314.33 -19.2%
494 LMAT LEMAITRE VASCULAR INC COM Healthcare 336.0 $29K 0.00% $85.10 +16.9%
495 MSI MOTOROLA SOLUTIONS INC COM NEW Technology 70.0 $28K 0.00% +8.0 +12.9% $405.09 -1.2%
496 SPHB INVESCO S&P 500 HIGH BETA ETF 228.0 $28K 0.00% NEW $123.53 +13.3%
497 PSMT PRICESMART INC COM Consumer Defensive 198.0 $28K 0.00% +188.0 +1880.0% $142.00 +16.9%
498 IGM ISHARES EXPANDED TECH SECTOR ETF 211.0 $28K 0.00% -296.0 -58.4% $132.95 +17.2%
499 VMI VALMONT INDS INC COM Industrials 63.0 $28K 0.00% -15K -99.6% $445.03 +13.1%
500 ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 184.0 $28K 0.00% +3.0 +1.7% $152.26 +6.5%
Page 25 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%