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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 6 of 85  ·  1,694 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SEM SELECT MED HLDGS CORP COM Healthcare 3,972.0 $367K 0.06% NEW $92.43 -82.1%
102 NEA NUVEEN AMT FREE QLTY MUN INCME COM Financial Services 3,589.0 $365K 0.06% NEW $101.57 -88.9%
103 T AT&T INC COM Communication Services 14,257.0 $352K 0.06% NEW $24.68 +1.0%
104 VIG VANGUARD DIVIDEND APPRECIATION ETF 1,671.0 $350K 0.06% NEW $209.45 +10.3%
105 PCG PG&E CORP COM Utilities 2,372.0 $346K 0.06% NEW $145.74 -88.7%
106 VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 4,800.0 $343K 0.06% NEW $71.49 +14.9%
107 WAB WABTEC COM Industrials 3,353.0 $343K 0.06% NEW $102.22 +153.5%
108 SPSB SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 2,830.0 $315K 0.05% NEW $111.46 -73.1%
109 DGRO ISHARES CORE DIVIDEND GROWTH ETF 4,521.0 $309K 0.05% NEW $68.25 +8.6%
110 CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A Technology 4,258.0 $307K 0.05% NEW $72.19 -27.5%
111 BND VANGUARD TOTAL BOND MARKET ETF 885.0 $296K 0.05% NEW $334.20 -78.2%
112 MRK MERCK & CO INC COM Healthcare 3,322.0 $287K 0.05% NEW $86.28 +34.3%
113 TCTM KIDS IT EDUCATION INC. SPONSORED ADS 927.0 $278K 0.04% NEW $300.39
114 OPCH OPTION CARE HEALTH INC COM NEW Healthcare 1,081.0 $278K 0.04% NEW $256.99 -91.6%
115 DSGX DESCARTES SYS GROUP INC COM Technology 7,680.0 $276K 0.04% NEW $35.96 +96.7%
116 LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 2,363.0 $264K 0.04% NEW $111.68 -3.1%
117 SU SUNCOR ENERGY INC NEW COM Energy 4,925.0 $262K 0.04% NEW $53.18 +27.5%
118 MA MASTERCARD INCORPORATED CL A Financial Services 469.0 $260K 0.04% NEW $553.94 -9.8%
119 AMP AMERIPRISE FINL INC COM Financial Services 551.0 $250K 0.04% NEW $454.40 -0.8%
120 TFII TFI INTL INC COM Industrials 1,009.0 $249K 0.04% NEW $247.12 -40.6%
Page 6 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%