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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 68 of 85  ·  1,694 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 MTSI MACOM TECH SOLUTIONS HLDGS INC COM Technology 6.0 $904.0 NEW $150.67 +156.2%
1342 PHM PULTE GROUP INC COM Consumer Cyclical 82.0 $903.0 NEW $11.01 +957.3%
1343 MGNX MACROGENICS INC COM Healthcare 560.0 $893.0 NEW $1.59 +184.1%
1344 PSKY PARAMOUNT SKYDANCE CORP COM CL B Communication Services 83.0 $891.0 NEW $10.73 -2.6%
1345 BROWN FORMAN CORP CL B 33.0 $880.0 NEW $26.67
1346 MSTR STRATEGY INC CL A NEW Technology 39.0 $878.0 NEW $22.51 +610.2%
1347 LCID LUCID GROUP INC COM NEW Consumer Cyclical 50.0 $877.0 NEW $17.54 -66.7%
1348 PENN PENN ENTERTAINMENT INC COM Consumer Cyclical 7.0 $877.0 NEW $125.29 -86.5%
1349 PFG PRINCIPAL FINANCIAL GROUP INC COM Financial Services 128.0 $876.0 NEW $6.84 +1417.4%
1350 BHF BRIGHTHOUSE FINL INC COM Financial Services 19.0 $868.0 NEW $45.68 +36.7%
1351 PYPL PAYPAL HLDGS INC COM Financial Services 63.0 $861.0 NEW $13.67 +223.6%
1352 BRBS BLUE RIDGE BANKSHARES INC VA COM Financial Services 192.0 $860.0 NEW $4.48 -26.8%
1353 AYI ACUITY INC COM Industrials 167.0 $852.0 NEW $5.10 +5537.0%
1354 AMLP ALERIAN MLP ETF 15.0 $846.0 NEW $56.40 -3.3%
1355 OCCIDENTAL PETE CORP WT EXP 080327 19.0 $845.0 NEW $44.47
1356 AVA AVISTA CORP COM Utilities 22.0 $842.0 NEW $38.27 +8.4%
1357 RBB RBB BANCORP COM Financial Services 288.0 $841.0 NEW $2.92 +713.7%
1358 NOC NORTHROP GRUMMAN CORP COM Industrials 14.0 $840.0 NEW $60.00 +826.0%
1359 SPTI SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF 36.0 $836.0 NEW $23.22 +21.7%
1360 PCAR PACCAR INC COM Industrials 22.0 $833.0 NEW $37.86 +188.8%
Page 68 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%