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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 69 of 85  ·  1,694 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1361 ANIP ANI PHARMACEUTICALS INC COM Healthcare 9.0 $827.0 NEW $91.89 -10.0%
1362 SAM BOSTON BEER INC CL A Consumer Defensive 4.0 $824.0 NEW $206.00 -7.7%
1363 BUTTERFLY NETWORK INC WT EXP 021226 14,000.0 $820.0 NEW $0.06
1364 SEIC SEI INVTS CO COM Financial Services 58.0 $817.0 NEW $14.09 +542.7%
1365 ALGM ALLEGRO MICROSYSTEMS INC COM Technology 12.0 $809.0 NEW $67.42 -31.8%
1366 RGP RESOURCES CONNECTION INC COM Industrials 12.0 $804.0 NEW $67.00 -93.2%
1367 MKTX MARKETAXESS HLDGS INC COM Financial Services 5.0 $800.0 NEW $160.00 -14.3%
1368 AMKR AMKOR TECHNOLOGY INC COM Technology 25.0 $798.0 NEW $31.92 +106.0%
1369 TECH BIO-TECHNE CORP COM Healthcare 102.0 $788.0 NEW $7.73 +524.0%
1370 CNM CORE & MAIN INC CL A Industrials 15.0 $785.0 NEW $52.33 -9.7%
1371 STN STANTEC INC COM Industrials 106.0 $781.0 NEW $7.37 +938.8%
1372 TELEFONICA S A SPONSORED ADR 27.0 $779.0 NEW $28.85
1373 IVR INVESCO MORTGAGE CAPITAL INC COM Real Estate 108.0 $774.0 NEW $7.17 +9.8%
1374 VECO VEECO INSTRS INC DEL COM Technology 42.0 $772.0 NEW $18.38 +224.0%
1375 ITIC INVESTORS TITLE CO NC COM Financial Services 3.0 $770.0 NEW $256.67 -6.0%
1376 MKC MCCORMICK & CO INC COM NON VTG Consumer Defensive 12.0 $769.0 NEW $64.08 -25.4%
1377 TEL TE CONNECTIVITY PLC ORD SHS Technology 88.0 $769.0 NEW $8.74 +2220.5%
1378 DMAC DIAMEDICA THERAPEUTICS INC COM NEW Healthcare 6.0 $758.0 NEW $126.33 -95.3%
1379 TXT TEXTRON INC COM Industrials 25.0 $757.0 NEW $30.28 +203.3%
1380 EFC ELLINGTON FINANCIAL INC COM Real Estate 56.0 $750.0 NEW $13.39 +0.7%
Page 69 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%