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 901–950 of 1,709
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DOW | DOW INC COM | 234 | $1K–$15K | SH |
| GLPI | GAMING & LEISURE P COM | 145 | $1K–$15K | SH |
| KR | KROGER CO COM | 105 | $1K–$15K | SH |
| ATO | ATMOS ENERGY CORP COM | 39 | $1K–$15K | SH |
| POOL | POOL CORP COM | 25 | $1K–$15K | SH |
| FTS | FORTIS INC COM | 121 | $1K–$15K | SH |
| LNG | CHENIERE ENERGY INC COM NEW | 31 | $1K–$15K | SH |
| WAB | WABTEC COM | 28 | $1K–$15K | SH |
| GOLF | ACUSHNET HLDGS CORP COM | 68 | $1K–$15K | SH |
| TRP | TC ENERGY CORP COM | 110 | $1K–$15K | SH |
| TSCO | TRACTOR SUPPLY CO COM | 116 | $1K–$15K | SH |
| XEL | XCEL ENERGY INC COM | 84 | $1K–$15K | SH |
| NTR | NUTRIEN LTD COM | 89 | $1K–$15K | SH |
| CTRA | COTERRA ENERGY INC COM | 228 | $1K–$15K | SH |
| PBA | PEMBINA PIPELINE CORP COM | 152 | $1K–$15K | SH |
| RGLD | ROYAL GOLD INC COM | 21 | $1K–$15K | SH |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | 160 | $1K–$15K | SH |
| UHS | UNIVERSAL HLTH SVCS INC CL B | 31 | $1K–$15K | SH |
| GPN | GLOBAL PMTS INC COM | 87 | $1K–$15K | SH |
| SUSC | ISHARES ESG AWARE USD CORPORATE BOND ETF | 266 | $1K–$15K | SH |
| PRMB | PRIMO BRANDS CORPORATION CLASS A COM SHS | 332 | $1K–$15K | SH |
| XBI | STATE STREET SPDR S&P BIOTECH ETF | 49 | $1K–$15K | SH |
| QQQJ | INVESCO NASDAQ NEXT GEN 100 ETF | 156 | $1K–$15K | SH |
| AVY | AVERY DENNISON CORP COM | 33 | $1K–$15K | SH |
| LABU | DIREXION DAILY S&P BIOTECH BULL 3X SHARES | 36 | $1K–$15K | SH |
| OTIS | OTIS WORLDWIDE CORP COM | 69 | $1K–$15K | SH |
| ZVRA | ZEVRA THERAPEUTICS INC COM NEW | 700 | $1K–$15K | SH |
| SCHZ | SCHWAB US AGGREGATE BOND ETF | 257 | $1K–$15K | SH |
| GPC | GENUINE PARTS CO COM | 43 | $1K–$15K | SH |
| SILA | SILA REALTY TRUST INC COMMON STOCK | 250 | $1K–$15K | SH |
| DTE | DTE ENERGY CO COM | 44 | $1K–$15K | SH |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | 121 | $1K–$15K | SH |
| RF | REGIONS FINANCIAL CORP NEW COM | 214 | $1K–$15K | SH |
| QS | QUANTUMSCAPE CORP COM CL A | 600 | $1K–$15K | SH |
| SYF | SYNCHRONY FINANCIAL COM | 81 | $1K–$15K | SH |
| JEF | JEFFERIES FINL GROUP INC COM | 96 | $1K–$15K | SH |
| INSM | INSMED INC COM PAR $.01 | 38 | $1K–$15K | SH |
| BAM | BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS | 115 | $1K–$15K | SH |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | 101 | $1K–$15K | SH |
| FNV | FRANCO NEV CORP COM | 22 | $1K–$15K | SH |
| BWXT | BWX TECHNOLOGIES INC COM | 27 | $1K–$15K | SH |
| LII | LENNOX INTL INC COM | 12 | $1K–$15K | SH |
| E | ENI S P A SPONSORED ADR | 143 | $1K–$15K | SH |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | 269 | $1K–$15K | SH |
| TWLO | TWILIO INC CL A | 43 | $1K–$15K | SH |
| ADC | AGREE RLTY CORP COM | 82 | $1K–$15K | SH |
| NXPI | NXP SEMICONDUCTORS N V COM | 24 | $1K–$15K | SH |
| URA | GLOBAL X URANIUM ETF | 93 | $1K–$15K | SH |
| BAP | CREDICORP LTD COM | 16 | $1K–$15K | SH |
| AVB | AVALONBAY CMNTYS INC COM | 33 | $1K–$15K | SH |