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 701–750 of 1,709
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AL | AIR LEASE CORP CL A | 214 | $1K–$15K | SH |
| CSGP | COSTAR GROUP INC COM | 211 | $1K–$15K | SH |
| PKG | PACKAGING CORP AMER COM | 63 | $1K–$15K | SH |
| CWB | STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | 144 | $1K–$15K | SH |
| BAB | INVESCO TAXABLE MUNICIPAL BOND ETF | 503 | $1K–$15K | SH |
| PBE | INVESCO BIOTECHNOLOGY & GENOME ETF | 166 | $1K–$15K | SH |
| VLTO | VERALTO CORP COM SHS | 138 | $1K–$15K | SH |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | 385 | $1K–$15K | SH |
| OLP | ONE LIBERTY PPTYS INC COM | 654 | $1K–$15K | SH |
| NGG | NATIONAL GRID PLC SPONSORED ADR NE | 159 | $1K–$15K | SH |
| WFC-PL | WELLS FARGO & CO PERP PFD CNV A | 11 | $1K–$15K | SH |
| ISCV | ISHARES MORNINGSTAR SMALL CAP VALUE ETF | 187 | $1K–$15K | SH |
| IR | INGERSOLL RAND INC COM | 156 | $1K–$15K | SH |
| LPLA | LPL FINL HLDGS INC COM | 36 | $1K–$15K | SH |
| NDAQ | NASDAQ INC COM | 133 | $1K–$15K | SH |
| WPC | WP CAREY INC COM | 192 | $1K–$15K | SH |
| GSK | GSK PLC SPONSORED ADR | 259 | $1K–$15K | SH |
| WST | WEST PHARMACEUTICAL SVSC INC COM | 55 | $1K–$15K | SH |
| PRDO | PERDOCEO ED CORP COM | 407 | $1K–$15K | SH |
| LYG | LLOYDS BANKING GROUP PLC SPONSORED ADR | 2K | $1K–$15K | SH |
| AZZ | AZZ INC COM | 104 | $1K–$15K | SH |
| VIOO | VANGUARD S&P SMALL-CAP 600 ETF | 109 | $1K–$15K | SH |
| JKHY | HENRY JACK & ASSOC INC COM | 71 | $1K–$15K | SH |
| DC | DAKOTA GOLD CORP COM | 2K | $1K–$15K | SH |
| GFI | GOLD FIELDS LTD SPONSORED ADR | 207 | $1K–$15K | SH |
| STZ | CONSTELLATION BRANDS INC CL A | 81 | $1K–$15K | SH |
| ARGX | ARGENX SE SPONSORED ADR | 15 | $1K–$15K | SH |
| OWL | BLUE OWL CAPITAL INC COM CL A | 875 | $1K–$15K | SH |
| STWD | STARWOOD PPTY TR INC COM | 696 | $1K–$15K | SH |
| AMPG | AMPLITECH GROUP INC COM NEW | 4K | $1K–$15K | SH |
| FN | FABRINET SHS | 25 | $1K–$15K | SH |
| O | REALTY INCOME CORP COM | 207 | $1K–$15K | SH |
| PUK | PRUDENTIAL PLC ADR | 375 | $1K–$15K | SH |
| IWR | ISHARES RUSSELL MIDCAP ETF | 124 | $1K–$15K | SH |
| FMNB | FARMERS NATIONAL BANC CORP COM | 973 | $1K–$15K | SH |
| LYV | LIVE NATION ENTERTAINMENT INC COM | 84 | $1K–$15K | SH |
| SSRM | SSR MINING IN COM | 438 | $1K–$15K | SH |
| KGC | KINROSS GOLD CORP COM | 323 | $1K–$15K | SH |
| F | FORD MTR CO COM | 889 | $1K–$15K | SH |
| DGX | QUEST DIAGNOSTICS INC COM | 67 | $1K–$15K | SH |
| ENB | ENBRIDGE INC COM | 252 | $1K–$15K | SH |
| MT | ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH | 217 | $1K–$15K | SH |
| BAH | BOOZ ALLEN HAMILTON HLDG CORP CL A | 133 | $1K–$15K | SH |
| SPHD | INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF | 246 | $1K–$15K | SH |
| CM | CANADIAN IMPERIAL BANK OF COMM COM | 130 | $1K–$15K | SH |
| GEN | GEN DIGITAL INC COM | 485 | $1K–$15K | SH |
| MTG | MGIC INVT CORP WIS COM | 454 | $1K–$15K | SH |
| RPRX | ROYALTY PHARMA PLC SHS CLASS A | 296 | $1K–$15K | SH |
| B | BARRICK MNG CORP COM SHS | 225 | $1K–$15K | SH |
| SAIC | SCIENCE APPLICATIONS INTL CORP COM | 115 | $1K–$15K | SH |