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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 80 of 85  ·  1,694 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1581 SBAC SBA COMMUNICATIONS CORP NEW CL A Real Estate 13.0 $296.0 NEW $22.77 +812.4%
1582 HAIN HAIN CELESTIAL GROUP INC COM Consumer Defensive 227.0 $293.0 NEW $1.29 -43.1%
1583 TTWO TAKE-TWO INTERACTIVE SOFTWARE COM Communication Services 9.0 $291.0 NEW $32.33 +631.8%
1584 FLO FLOWERS FOODS INC COM Consumer Defensive 24.0 $290.0 NEW $12.08 -42.0%
1585 SFBS SERVISFIRST BANCSHARES INC COM Financial Services 40.0 $290.0 NEW $7.25 +964.8%
1586 AWR AMER STATES WTR CO COM Utilities 4.0 $286.0 NEW $71.50 +6.7%
1587 AKARI THERAPEUTICS PLC SPONSORED ADR 7.0 $285.0 NEW $40.71
1588 OXY OCCIDENTAL PETE CORP COM Energy 15.0 $284.0 NEW $18.93 +210.7%
1589 VALE VALE S A SPONSORED ADS Basic Materials 20.0 $281.0 NEW $14.05 +16.4%
1590 ATMU ATMUS FILTRATION TECHNOLOGIES COM Industrials 6.0 $280.0 NEW $46.67 +3.8%
1591 NANR SPDR S&P NORTH AMERICAN NATURAL RESOURCES ETF 5.0 $274.0 NEW $54.80 +50.2%
1592 CWT CALIFORNIA WTR SVC GROUP COM Utilities 6.0 $271.0 NEW $45.17 -4.3%
1593 PINS PINTEREST INC CL A Communication Services 100.0 $265.0 NEW $2.65 +609.8%
1594 RIOT RIOT PLATFORMS INC COM Financial Services 24.0 $264.0 NEW $11.00 +115.2%
1595 BRKR BRUKER CORP COM Healthcare 7.0 $255.0 NEW $36.43 +23.5%
1596 JBT MAREL CORPORATION COM 2.0 $248.0 NEW $124.00
1597 WERN WERNER ENTERPRISES INC COM Industrials 4.0 $247.0 NEW $61.75 -35.3%
1598 MIDD MIDDLEBY CORP COM Industrials 2.0 $246.0 NEW $123.00 +18.0%
1599 BIRKENSTOCK HOLDING PLC COM SHS 6.0 $241.0 NEW $40.17
1600 IRT INDEPENDENCE RLTY TR INC COM Real Estate 15.0 $237.0 NEW $15.80 +6.3%
Page 80 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%