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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 64 of 86  ·  1,709 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 JLL JONES LANG LASALLE INC COM Real Estate 4.0 $1K +2.0 +100.0% $356.25 -17.8%
1262 NATH NATHANS FAMOUS INC COM Consumer Cyclical 14.0 $1K $101.21 -0.1%
1263 BHF BRIGHTHOUSE FINL INC COM Financial Services 22.0 $1K +3.0 +15.8% $64.36 -2.6%
1264 GNE GENIE ENERGY LTD CL B Utilities 103.0 $1K NEW $13.69 +1.2%
1265 AVUV AVANTIS U.S. SMALL CAP VALUE ETF 13.0 $1K $108.31 +10.1%
1266 UTHR UNITED THERAPEUTICS CORP DEL COM Healthcare 3.0 $1K -25.0 -89.3% $467.33 +20.7%
1267 LGIH LGI HOMES INC COM Consumer Cyclical 28.0 $1K NEW $49.89 -7.3%
1268 BEN FRANKLIN RESOURCES INC COM Financial Services 54.0 $1K -55.0 -50.5% $25.85 +19.4%
1269 TDC TERADATA CORP DEL COM Technology 47.0 $1K -3K -98.3% $29.68 +11.5%
1270 IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF 16.0 $1K NEW $87.12 +3.0%
1271 JSMD JANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF 16.0 $1K $86.88 +6.1%
1272 LMB LIMBACH HLDGS INC COM Industrials 17.0 $1K $81.71 -12.5%
1273 BKSY BLACKSKY TECHNOLOGY INC CL A NEW Technology 50.0 $1K $27.74 +61.0%
1274 TAP MOLSON COORS BEVERAGE CO CL B Consumer Defensive 29.0 $1K -58.0 -66.7% $47.79 -10.5%
1275 AR ANTERO RESOURCES CORP COM Energy 40.0 $1K -2.0 -4.8% $34.45 +7.5%
1276 WFRD WEATHERFORD INTL PLC ORD SHS Energy 15.0 $1K -2K -99.2% $91.47 +21.8%
1277 CAE CAE INC COM Industrials 41.0 $1K $33.44 -19.4%
1278 GWRS GLOBAL WTR RES INC COM Utilities 160.0 $1K NEW $8.57 -18.4%
1279 RLI RLI CORP COM Financial Services 24.0 $1K -217.0 -90.0% $57.04 -7.7%
1280 CRY ARTIVION INC COM 33.0 $1K $41.30 -56.7%
Page 64 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%