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 601–650 of 1,709
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CPK | CHESAPEAKE UTILS CORP COM | 150 | $15K–$50K | SH |
| GSG | ISHARES S&P GSCI COMMODITY INDEXED TRUST | 739 | $15K–$50K | SH |
| RGA | REINSURANCE GRP OF AMERICA INC COM NEW | 96 | $15K–$50K | SH |
| DASH | DOORDASH INC CL A | 91 | $15K–$50K | SH |
| FLDB | FIDELITY LOW DURATION BOND ETF | 372 | $15K–$50K | SH |
| DFAS | DIMENSIONAL U.S. SMALL CAP ETF | 253 | $15K–$50K | SH |
| CNS | COHEN & STEERS INC COM | 291 | $15K–$50K | SH |
| FLMI | FRANKLIN DYNAMIC MUNICIPAL BOND ETF | 739 | $15K–$50K | SH |
| CVNA | CARVANA CO CL A | 45 | $15K–$50K | SH |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | 83 | $15K–$50K | SH |
| HLT | HILTON WORLDWIDE HLDGS INC COM | 62 | $15K–$50K | SH |
| KRMN | KARMAN HLDGS INC COMMON STOCK | 159 | $15K–$50K | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | 53 | $15K–$50K | SH |
| HWM | HOWMET AEROSPACE INC COM | 86 | $15K–$50K | SH |
| WM | WASTE MGMT INC DEL COM | 78 | $15K–$50K | SH |
| LWLG | LIGHTWAVE LOGIC INC COM | 5K | $15K–$50K | SH |
| CLS | CELESTICA INC COM | 52 | $15K–$50K | SH |
| MSCI | MSCI INC COM | 29 | $15K–$50K | SH |
| CSRE | COHEN & STEERS REAL ESTATE ACTIVE ETF | 692 | $15K–$50K | SH |
| FESM | FIDELITY ENHANCED SMALL CAP ETF | 442 | $15K–$50K | SH |
| ADSK | AUTODESK INC COM | 66 | $15K–$50K | SH |
| J | JACOBS SOLUTIONS INC COM | 129 | $15K–$50K | SH |
| HBAN | HUNTINGTON BANCSHARES INC COM | 1K | $15K–$50K | SH |
| MFC | MANULIFE FINL CORP COM | 462 | $15K–$50K | SH |
| FSV | FIRSTSERVICE CORP NEW COM | 109 | $15K–$50K | SH |
| NOC | NORTHROP GRUMMAN CORP COM | 25 | $15K–$50K | SH |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | 208 | $15K–$50K | SH |
| GIL | GILDAN ACTIVEWEAR INC COM | 257 | $15K–$50K | SH |
| MFG | MIZUHO FINANCIAL GROUP INC SPONSORED ADR | 2K | $15K–$50K | SH |
| EE | EXCELERATE ENERGY INC CL A COM | 462 | $15K–$50K | SH |
| GM | GENERAL MTRS CO COM | 197 | $15K–$50K | SH |
| PNR | PENTAIR PLC SHS | 159 | $15K–$50K | SH |
| ECL | ECOLAB INC COM | 59 | $15K–$50K | SH |
| REGN | REGENERON PHARMACEUTICALS COM | 22 | $15K–$50K | SH |
| BHP | BHP GROUP LTD SPONSORED ADS | 232 | $15K–$50K | SH |
| UNF | UNIFIRST CORP MASS COM | 79 | $15K–$50K | SH |
| KBR | KBR INC COM | 377 | $15K–$50K | SH |
| CGNX | COGNEX CORP COM | 416 | $15K–$50K | SH |
| ALC | ALCON AG ORD SHS | 202 | $15K–$50K | SH |
| FMHI | FIRST TRUST MUNICIPAL HIGH INCOME ETF | 338 | $15K–$50K | SH |
| HCA | HCA HEALTHCARE INC COM | 33 | $15K–$50K | SH |
| KWR | QUAKER HOUGHTON COM | 107 | $15K–$50K | SH |
| LH | LABCORP HOLDINGS INC COM SHS | 60 | $15K–$50K | SH |
| JD | JD.COM INC SPON ADS CL A | 550 | $15K–$50K | SH |
| FLEX | FLEX LTD ORD | 241 | $15K–$50K | SH |
| CPAY | CORPAY INC COM SHS | 50 | $15K–$50K | SH |
| WMB | WILLIAMS COS INC COM | 237 | $15K–$50K | SH |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | 108 | $15K–$50K | SH |
| ZTS | ZOETIS INC CL A | 129 | $15K–$50K | SH |
| VRT | VERTIV HOLDINGS CO COM CL A | 81 | $15K–$50K | SH |