CIK 1822587
Cornerstone Planning Group LLC
Institutional 13F holdings & portfolio
Holdings
1,709
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 451–500 of 1,709
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| G | GENPACT LIMITED SHS | 724 | $15K–$50K | SH |
| IQV | IQVIA HLDGS INC COM | 135 | $15K–$50K | SH |
| NYT | NEW YORK TIMES CO CL A | 446 | $15K–$50K | SH |
| IEFA | ISHARES CORE MSCI EAFE ETF | 341 | $15K–$50K | SH |
| ICSH | ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | 633 | $15K–$50K | SH |
| CDNS | CADENCE DESIGN SYSTEM INC COM | 100 | $15K–$50K | SH |
| EQIX | EQUINIX INC COM | 39 | $15K–$50K | SH |
| TRU | TRANSUNION COM | 389 | $15K–$50K | SH |
| FTSM | FIRST TRUST ENHANCED SHORT MATURITY ETF | 525 | $15K–$50K | SH |
| D | DOMINION ENERGY INC COM | 518 | $15K–$50K | SH |
| CPNG | COUPANG INC CL A | 2K | $15K–$50K | SH |
| CR | CRANE COMPANY COMMON STOCK | 172 | $15K–$50K | SH |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | 616 | $15K–$50K | SH |
| CL | COLGATE PALMOLIVE CO COM | 366 | $15K–$50K | SH |
| PHK | PIMCO HIGH INCOME FD COM SHS | 6K | $15K–$50K | SH |
| APG | API GROUP CORP COM STK | 741 | $15K–$50K | SH |
| WCC | WESCO INTL INC COM | 106 | $15K–$50K | SH |
| FLRN | STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF | 1K | $15K–$50K | SH |
| PAYX | PAYCHEX INC COM | 296 | $15K–$50K | SH |
| WEC | WEC ENERGY GROUP INC COM | 275 | $15K–$50K | SH |
| NU | NU HLDGS LTD ORD SHS CL A | 2K | $15K–$50K | SH |
| SNPS | SYNOPSYS INC COM | 59 | $15K–$50K | SH |
| TXN | TEXAS INSTRS INC COM | 139 | $15K–$50K | SH |
| STE | STERIS PLC SHS USD | 115 | $15K–$50K | SH |
| HON | HONEYWELL INTL INC COM | 138 | $15K–$50K | SH |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | 318 | $15K–$50K | SH |
| NXST | NEXSTAR MEDIA GROUP INC COMMON STOCK | 143 | $15K–$50K | SH |
| LFUS | LITTELFUSE INC COM | 94 | $15K–$50K | SH |
| EMR | EMERSON ELEC CO COM | 199 | $15K–$50K | SH |
| HXL | HEXCEL CORP NEW COM | 368 | $15K–$50K | SH |
| HLNE | HAMILTON LANE INC CL A | 198 | $15K–$50K | SH |
| MLN | VANECK LONG MUNI ETF | 2K | $15K–$50K | SH |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | 334 | $15K–$50K | SH |
| HTGC | HERCULES CAPITAL INC COM | 2K | $15K–$50K | SH |
| MUFG | MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS | 2K | $15K–$50K | SH |
| FICO | FAIR ISAAC CORP COM | 19 | $15K–$50K | SH |
| EVN | EATON VANCE MUN INCOME TR SH BEN INT | 3K | $15K–$50K | SH |
| VIK | VIKING HOLDINGS LTD ORD SHS | 416 | $15K–$50K | SH |
| PSTG | PURE STORAGE INC CL A | 388 | $15K–$50K | SH |
| BC | BRUNSWICK CORP COM | 342 | $15K–$50K | SH |
| QUIZ | ZACKS QUALITY INTERNATIONAL ETF | 1K | $15K–$50K | SH |
| CAVA | CAVA GROUP INC COM | 457 | $15K–$50K | SH |
| WTW | WILLIS TOWERS WATSON PLC LTD SHS | 91 | $15K–$50K | SH |
| LMAT | LEMAITRE VASCULAR INC COM | 336 | $15K–$50K | SH |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | 70 | $15K–$50K | SH |
| SPHB | INVESCO S&P 500 HIGH BETA ETF | 228 | $15K–$50K | SH |
| PSMT | PRICESMART INC COM | 198 | $15K–$50K | SH |
| IGM | ISHARES EXPANDED TECH SECTOR ETF | 211 | $15K–$50K | SH |
| VMI | VALMONT INDS INC COM | 63 | $15K–$50K | SH |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 184 | $15K–$50K | SH |