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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 62 of 85  ·  1,694 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 CUZ COUSINS PPTYS INC COM NEW Real Estate 58.0 $1K NEW $25.74 +2.9%
1222 CF CF INDS HLDGS INC COM Basic Materials 18.0 $1K NEW $82.83 +46.9%
1223 LXP LXP INDUSTRIAL TRUST COM Real Estate 153.0 $1K NEW $9.74 +436.4%
1224 NATH NATHANS FAMOUS INC NEW COM Consumer Cyclical 14.0 $1K NEW $106.00 -4.7%
1225 ANGL VANECK FALLEN ANGEL HIGH YIELD BOND ETF 58.0 $1K NEW $25.48 +13.9%
1226 LVS LAS VEGAS SANDS CORP COM Consumer Cyclical 25.0 $1K NEW $58.96 -16.2%
1227 HIW HIGHWOODS PPTYS INC COM Real Estate 51.0 $1K NEW $28.65 -10.5%
1228 A AGILENT TECHNOLOGIES INC COM Healthcare 146.0 $1K NEW $9.97 +1052.8%
1229 IPAR INTERPARFUMS INC COM Consumer Defensive 16.0 $1K NEW $89.44 +3.6%
1230 MTCH MATCH GROUP INC NEW COM Communication Services 44.0 $1K NEW $32.30 +10.9%
1231 PHG KONINKLIJKE PHILIPS N V NY REGIS SHS NEW Healthcare 52.0 $1K NEW $27.27 -1.2%
1232 LQDB ISHARES BBB RATED CORPORATE BOND ETF 16.0 $1K NEW $88.06 -2.4%
1233 PKG PACKAGING CORP AMER COM Consumer Cyclical 115.0 $1K NEW $12.24 +1663.5%
1234 GRAB GRAB HOLDINGS LIMITED CLASS A ORD Technology 235.0 $1K NEW $5.98 -41.3%
1235 RL RALPH LAUREN CORP CL A Consumer Cyclical 13.0 $1K NEW $107.77 +250.5%
1236 PBA PEMBINA PIPELINE CORP COM Energy 83.0 $1K NEW $16.59 +198.8%
1237 DVA DAVITA INC COM Healthcare 17.0 $1K NEW $80.88 +145.4%
1238 LCII LCI INDS COM Consumer Cyclical 14.0 $1K NEW $97.93 +14.0%
1239 UTHR UNITED THERAPEUTICS CORP DEL COM Healthcare 28.0 $1K NEW $48.86 +1063.5%
1240 BURL BURLINGTON STORES INC COM Consumer Cyclical 5.0 $1K NEW $273.40 +18.7%
Page 62 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%