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 551–600 of 1,709
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PATK | PATRICK INDS INC COM | 177 | $15K–$50K | SH |
| WING | WINGSTOP INC COM | 84 | $15K–$50K | SH |
| TFI | STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF | 498 | $15K–$50K | SH |
| STPZ | PIMCO 1-5 YEAR US TIPS INDEX EXCHANGE-TRADED FUND | 421 | $15K–$50K | SH |
| SPG | SIMON PPTY GROUP INC NEW COM | 123 | $15K–$50K | SH |
| PSX | PHILLIPS 66 COM | 159 | $15K–$50K | SH |
| TRNO | TERRENO RLTY CORP COM | 376 | $15K–$50K | SH |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | 235 | $15K–$50K | SH |
| YOU | CLEAR SECURE INC COM CL A | 668 | $15K–$50K | SH |
| TXRH | TEXAS ROADHOUSE INC COM | 122 | $15K–$50K | SH |
| TNL | TRAVEL PLUS LEISURE CO COM | 318 | $15K–$50K | SH |
| NSSC | NAPCO SEC TECHNOLOGIES INC COM | 571 | $15K–$50K | SH |
| DT | DYNATRACE INC COM NEW | 540 | $15K–$50K | SH |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 205 | $15K–$50K | SH |
| CNQ | CANADIAN NAT RES LTD COM | 591 | $15K–$50K | SH |
| HOMB | HOME BANCSHARES INC COM | 774 | $15K–$50K | SH |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM | 90 | $15K–$50K | SH |
| CHRW | C H ROBINSON WORLDWIDE INC COM NEW | 117 | $15K–$50K | SH |
| MEDP | MEDPACE HLDGS INC COM | 36 | $15K–$50K | SH |
| FNF | FIDELITY NATIONAL FINANCIAL IN COM SHS | 396 | $15K–$50K | SH |
| VOT | VANGUARD MID-CAP GROWTH ETF | 76 | $15K–$50K | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TRUST | 33 | $15K–$50K | SH |
| CTVA | CORTEVA INC COM | 288 | $15K–$50K | SH |
| PINS | PINTEREST INC CL A | 933 | $15K–$50K | SH |
| WCN | WASTE CONNECTIONS INC COM | 124 | $15K–$50K | SH |
| HALO | HALOZYME THERAPEUTICS INC COM | 287 | $15K–$50K | SH |
| AAON | AAON INC COM PAR $0.004 | 229 | $15K–$50K | SH |
| VNO | VORNADO RLTY TR SH BEN INT | 669 | $15K–$50K | SH |
| KMB | KIMBERLY-CLARK CORP COM | 209 | $15K–$50K | SH |
| CCJ | CAMECO CORP COM | 155 | $15K–$50K | SH |
| PPL | PPL CORP COM | 565 | $15K–$50K | SH |
| RPV | INVESCO S&P 500 PURE VALUE ETF | 195 | $15K–$50K | SH |
| USPH | U S PHYSICAL THERAPY COM | 251 | $15K–$50K | SH |
| WWD | WOODWARD INC COM | 63 | $15K–$50K | SH |
| LAMR | LAMAR ADVERTISING CO CL A | 161 | $15K–$50K | SH |
| CHE | CHEMED CORP NEW COM | 47 | $15K–$50K | SH |
| BX | BLACKSTONE INC COM | 138 | $15K–$50K | SH |
| EG | EVEREST GROUP LTD COM | 62 | $15K–$50K | SH |
| MTRN | MATERION CORP COM | 148 | $15K–$50K | SH |
| AON | AON PLC SHS CL A | 60 | $15K–$50K | SH |
| MTB | M & T BK CORP COM | 92 | $15K–$50K | SH |
| STN | STANTEC INC COM | 197 | $15K–$50K | SH |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 370 | $15K–$50K | SH |
| CCL | CARNIVAL CORP PAIRED CTF | 683 | $15K–$50K | SH |
| CTRE | CARETRUST REIT INC COM | 536 | $15K–$50K | SH |
| KNSL | KINSALE CAP GROUP INC COM | 50 | $15K–$50K | SH |
| BIPC | BROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A | 414 | $15K–$50K | SH |
| AFL | AFLAC INC COM | 176 | $15K–$50K | SH |
| KXI | ISHARES GLOBAL CONSUMER STAPLES ETF | 283 | $15K–$50K | SH |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | 323 | $15K–$50K | SH |