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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 27 of 85  ·  1,694 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 HSY HERSHEY CO COM Consumer Defensive 140.0 $24K 0.00% NEW $171.16 +13.8%
522 BAH BOOZ ALLEN HAMILTON HLDG CORP CL A Industrials 289.0 $24K 0.00% NEW $82.76 -4.9%
523 KMB KIMBERLY-CLARK CORP COM Consumer Defensive 199.0 $24K 0.00% NEW $120.13 -17.5%
524 SUI SUN CMNTYS INC COM Real Estate 391.0 $24K 0.00% NEW $61.09 +109.1%
525 AGM FEDERAL AGRIC MTG CORP CL C Financial Services 153.0 $24K 0.00% NEW $155.84 +14.0%
526 ZBH ZIMMER BIOMET HOLDINGS INC COM Healthcare 165.0 $24K 0.00% NEW $144.36 -40.8%
527 ROKU ROKU INC COM CL A Communication Services 411.0 $24K 0.00% NEW $57.79 +117.2%
528 AFRM AFFIRM HLDGS INC COM CL A Technology 221.0 $24K 0.00% NEW $106.97 -39.0%
529 ULTY YIELDMAX ULTRA OPTION INCOME STRATEGY ETF 169.0 $24K 0.00% NEW $139.18 -77.6%
530 SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 220.0 $23K 0.00% NEW $106.59 -0.3%
531 RGR STURM RUGER & CO INC COM Industrials 1,436.0 $23K 0.00% NEW $16.21 +147.0%
532 SWK STANLEY BLACK & DECKER INC COM Industrials 208.0 $23K 0.00% NEW $111.87 -31.7%
533 TLTD FLEXSHARES MORNINGSTAR DEVELOPED MARKETS EX-US FACTOR TILT INDEX FUND 259.0 $23K 0.00% NEW $89.43 +12.3%
534 VXF VANGUARD EXTENDED MARKET ETF 162.0 $23K 0.00% NEW $142.41 +62.1%
535 FMDE FIDELITY ENHANCED MID CAP ETF 648.0 $23K 0.00% NEW $35.44 +10.6%
536 FANG DIAMONDBACK ENERGY INC COM Energy 104.0 $23K 0.00% NEW $220.76 -9.1%
537 FLMI FRANKLIN DYNAMIC MUNICIPAL BOND ETF 916.0 $23K 0.00% NEW $24.96 -0.6%
538 CTVA CORTEVA INC COM Basic Materials 370.0 $23K 0.00% NEW $61.73 +28.9%
539 LFUS LITTELFUSE INC COM Technology 94.0 $23K 0.00% NEW $242.93 +89.6%
540 HYMB SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF 498.0 $23K 0.00% NEW $45.83 -45.5%
Page 27 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%