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 651–700 of 1,709
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MTDR | MATADOR RES CO COM | 355 | $15K–$50K | SH |
| ING | ING GROEP N.V. SPONSORED ADR | 525 | $15K–$50K | SH |
| UL | UNILEVER PLC SPON ADR NEW | 234 | $15K–$50K | SH |
| CRDO | CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | 120 | $15K–$50K | SH |
| SOFI | SOFI TECHNOLOGIES INC COM | 632 | $15K–$50K | SH |
| BCS | BARCLAYS PLC ADR | 585 | $15K–$50K | SH |
| HLN | HALEON PLC SPON ADS | 2K | $15K–$50K | SH |
| CFG | CITIZENS FINL GROUP INC COM | 246 | $15K–$50K | SH |
| CVS | CVS HEALTH CORP COM | 209 | $15K–$50K | SH |
| HIG | HARTFORD INSURANCE GROUP INC COM | 118 | $15K–$50K | SH |
| AEM | AGNICO EAGLE MINES LTD COM | 69 | $15K–$50K | SH |
| NICE | NICE LTD SPONSORED ADR | 138 | $15K–$50K | SH |
| TMUS | T-MOBILE US INC COM | 82 | $15K–$50K | SH |
| WTFC | WINTRUST FINL CORP COM | 105 | $15K–$50K | SH |
| NWG | NATWEST GROUP PLC SPONS ADR | 838 | $15K–$50K | SH |
| SPAB | STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF | 591 | $15K–$50K | SH |
| SONY | SONY GROUP CORP SPONSORED ADR | 683 | $15K–$50K | SH |
| POWI | POWER INTEGRATIONS INC COM | 325 | $15K–$50K | SH |
| LSTR | LANDSTAR SYS INC COM | 99 | $15K–$50K | SH |
| BMO | BANK MONTREAL MEDIUM COM | 109 | $15K–$50K | SH |
| WDAY | WORKDAY INC CL A | 80 | $15K–$50K | SH |
| IUSV | ISHARES CORE S&P US VALUE ETF | 144 | $15K–$50K | SH |
| IRMD | IRADIMED CORP COM | 153 | $1K–$15K | SH |
| RBA | RB GLOBAL INC COM | 129 | $1K–$15K | SH |
| FTNT | FORTINET INC COM | 182 | $1K–$15K | SH |
| UFPI | UFP INDUSTRIES INC COM | 145 | $1K–$15K | SH |
| TGT | TARGET CORP COM | 145 | $1K–$15K | SH |
| VLO | VALERO ENERGY CORP COM | 80 | $1K–$15K | SH |
| ARM | ARM HOLDINGS PLC SPONSORED ADS | 134 | $1K–$15K | SH |
| BNS | BANK NOVA SCOTIA B C COM | 195 | $1K–$15K | SH |
| COIN | COINBASE GLOBAL INC COM CL A | 70 | $1K–$15K | SH |
| DRI | DARDEN RESTAURANTS INC COM | 74 | $1K–$15K | SH |
| LKFN | LAKELAND FINL CORP COM | 251 | $1K–$15K | SH |
| BR | BROADRIDGE FINL SOLUTIONS INC COM | 71 | $1K–$15K | SH |
| JBL | JABIL INC COM | 59 | $1K–$15K | SH |
| SU | SUNCOR ENERGY INC NEW COM | 271 | $1K–$15K | SH |
| ALLE | ALLEGION PLC ORD SHS | 87 | $1K–$15K | SH |
| TER | TERADYNE INC COM | 57 | $1K–$15K | SH |
| DES | WISDOMTREE U.S. SMALLCAP DIVIDEND FUND | 404 | $1K–$15K | SH |
| CRAI | CRA INTL INC COM | 76 | $1K–$15K | SH |
| TLTE | FLEXSHARES MORNINGSTAR EMERGING MARKETS FACTOR TILT INDEX FUND | 200 | $1K–$15K | SH |
| NNI | NELNET INC CL A | 110 | $1K–$15K | SH |
| OLED | UNIVERSAL DISPLAY CORP COM | 120 | $1K–$15K | SH |
| IAI | ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF | 76 | $1K–$15K | SH |
| MSA | MSA SAFETY INC COM | 80 | $1K–$15K | SH |
| UTZ | UTZ BRANDS INC COM CL A | 1K | $1K–$15K | SH |
| FQAL | FIDELITY QUALITY FACTOR ETF | 182 | $1K–$15K | SH |
| VST | VISTRA CORP COM | 84 | $1K–$15K | SH |
| ITW | ILLINOIS TOOL WKS INC COM | 54 | $1K–$15K | SH |
| BN | BROOKFIELD CORP CL A LTD VT SH | 294 | $1K–$15K | SH |