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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 27 of 86  ·  1,709 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 AGM FEDERAL AGRIC MTG CORP CL C Financial Services 156.0 $26K 0.00% +3.0 +2.0% $167.10 +5.9%
522 SLB SLB LIMITED COM STK Energy 533.0 $26K 0.00% +526.0 +7514.3% $48.88 +17.2%
523 RIO RIO TINTO PLC SPONSORED ADR Basic Materials 278.0 $26K 0.00% +228.0 +456.0% $93.48 +10.5%
524 SLF SUN LIFE FINANCIAL INC. COM Financial Services 411.0 $26K 0.00% +167.0 +68.4% $63.05 +15.8%
525 WDIV SPDR S&P GLOBAL DIVIDEND ETF 322.0 $25K 0.00% NEW $78.93 +3.4%
526 HSY HERSHEY CO COM Consumer Defensive 132.0 $25K 0.00% -8.0 -5.7% $192.05 -0.9%
527 ROP ROPER TECHNOLOGIES INC COM Industrials 70.0 $25K 0.00% -23.0 -24.7% $360.37 -8.7%
528 MAR MARRIOTT INTL INC NEW CL A Consumer Cyclical 81.0 $25K 0.00% +16.0 +24.6% $310.94 +19.2%
529 DFIV DIMENSIONAL INTERNATIONAL VALUE ETF 473.0 $25K 0.00% -332.0 -41.2% $52.87 +5.5%
530 PSK STATE STREET SPDR ICE PREFERRED SECURITIES ETF 771.0 $25K 0.00% +701.0 +1001.4% $32.40 -4.6%
531 KVUE KENVUE INC COM Consumer Defensive 1,436.0 $25K 0.00% -118.0 -7.6% $17.34 +0.7%
532 YUM YUM BRANDS INC COM Consumer Cyclical 162.0 $25K 0.00% -388.0 -70.5% $153.63 -0.6%
533 TRGP TARGA RES CORP COM Energy 123.0 $25K 0.00% +50.0 +68.5% $201.70 +34.2%
534 DSI ISHARES ESG MSCI KLD 400 ETF 187.0 $25K 0.00% +55.0 +41.7% $132.44 +6.4%
535 IWX ISHARES RUSSELL TOP 200 VALUE ETF 258.0 $25K 0.00% NEW $95.52 +7.2%
536 NSC NORFOLK SOUTHN CORP COM Industrials 86.0 $24K 0.00% +22.0 +34.4% $284.72 +9.4%
537 RWK INVESCO S&P MIDCAP 400 REVENUE ETF 184.0 $24K 0.00% +38.0 +26.0% $132.33 +3.9%
538 FMDE FIDELITY ENHANCED MID CAP ETF 648.0 $24K 0.00% $37.40 +3.6%
539 CTAS CINTAS CORP COM Industrials 126.0 $24K 0.00% +19.0 +17.8% $189.17 -8.9%
540 TTEK TETRA TECH INC NEW COM Industrials 641.0 $24K 0.00% +515.0 +408.7% $37.10 -26.1%
Page 27 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%