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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 82 of 85  ·  1,694 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1621 RXST RXSIGHT INC COM Healthcare 3.0 $152.0 NEW $50.67 -87.8%
1622 FG F&G ANNUITIES & LIFE INC COMMON STOCK Financial Services 5.0 $147.0 NEW $29.40 -6.2%
1623 MED MEDIFAST INC COM Consumer Cyclical 12.0 $146.0 NEW $12.17 +3.8%
1624 LUMN LUMEN TECHNOLOGIES INC COM Communication Services 14.0 $145.0 NEW $10.36 -8.9%
1625 PSO PEARSON PLC SPONSORED ADR Communication Services 20.0 $145.0 NEW $7.25 +109.1%
1626 SMCI SUPER MICRO COMPUTER INC COM NEW Technology 16.0 $145.0 NEW $9.06 +269.2%
1627 INVA INNOVIVA INC COM Healthcare 8.0 $144.0 NEW $18.00 +23.3%
1628 GLBE GLOBAL E ONLINE LTD SHS Consumer Cyclical 4.0 $144.0 NEW $36.00 -16.3%
1629 USB US BANCORP DEL COM NEW Financial Services 7.0 $138.0 NEW $19.71 +176.4%
1630 IGEB ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF 3.0 $137.0 NEW $45.67 -1.9%
1631 FLS FLOWSERVE CORP COM Industrials 2.0 $135.0 NEW $67.50 +1.8%
1632 GAMESTOP CORP NEW CL A 6.0 $135.0 NEW $22.50
1633 VICI VICI PPTYS INC COM Real Estate 21.0 $134.0 NEW $6.38 +345.1%
1634 OMF ONEMAIN HLDGS INC COM Financial Services 2.0 $133.0 NEW $66.50 -19.2%
1635 BWA BORGWARNER INC COM Consumer Cyclical 3.0 $132.0 NEW $44.00 +44.4%
1636 AMTM AMENTUM HOLDINGS INC COM Industrials 6.0 $131.0 NEW $21.83 +6.1%
1637 TS TENARIS S A SPONSORED ADS Energy 6.0 $125.0 NEW $20.83 +191.3%
1638 CAN CANAAN INC SPONSORED ADS Technology 100.0 $124.0 NEW $1.24 -66.1%
1639 VIPS VIPSHOP HLDGS LTD SPONSORED ADS A Consumer Cyclical 31.0 $118.0 NEW $3.81 +273.6%
1640 CHARGEPOINT HOLDINGS INC COM SHS 11.0 $115.0 NEW $10.45
Page 82 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%