Cornerstone-Planning-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "NECB",
  null,
  null,
  "PKST",
  "NWE",
  "MMSI",
  "AXSM",
  "PINS",
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
  null,
  null,
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  null,
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  null,
  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
  null,
  null,
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  null,
  null,
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  null,
  null,
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  null,
  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  "TDOC",
  "BPOP",
  "OKTA",
  "OTIS",
  "PB",
  "SLG",
  "SW",
  "PSX",
  null,
  "SSD",
  "ROL",
  "CRM",
  "RNR",
  "SWKS",
  "PENN",
  "RVTY",
  "STN",
  "RPRX",
  "RBLX",
  "SCI",
  "TDY",
  "SUI",
  "SLAB",
  "PSO",
  null,
  "SYY",
  "PTEN",
  "DIA",
  "OTEX",
  "TS",
  "SEE",
  null,
  "SPOT",
  "DINO",
  "MANH",
  "LYV",
  null,
  null,
  "TNL",
  "IXUS",
  "MTUM",
  "LYB",
  "ZION",
  "HALO",
  null,
  null,
  null,
  null,
  "GEV",
  "MELI",
  "TRI.TO",
  "OLED",
  "ZBH",
  "ZM",
  "DGRO",
  "MCK",
  "MTH",
  null,
  "NVT",
  null,
  "IRMD",
  "SPCE",
  "PAAS",
  "SPYV",
  "PCVX",
  "EXR",
  "GWW",
  null,
  "UPST",
  "ESGU",
  null,
  "NTAP",
  "PSA",
  "UDR",
  null,
  "SYF",
  "NUE",
  "NRG",
  "EG",
  "PAYC",
  "FDX",
  "AME",
  "ALLY",
  "STLA",
  "STM",
  null,
  "STE",
  "KMB",
  "LULU",
  "ADP",
  "AZO",
  "AVTR",
  "AXTA",
  "AVA",
  "AXS",
  "BALL",
  "BAC",
  null,
  "BANC",
  "OZK",
  "BBVA",
  "BNS",
  "BHC",
  "BMO",
  "BCS",
  "BK",
  "BRK-B",
  "BAX",
  "BDX",
  "BRBR",
  "BCBP",
  "BHP",
  "BKH",
  "BB",
  "BCRX",
  "BNTX",
  "BIO",
  "BBY",
  "BMRN",
  "TECH",
  null,
  null,
  null,
  "BXMT",
  "BPMC",
  "BA",
  "BAH",
  null,
  "OWL",
  "BHF",
  "EAT",
  "BWA",
  "BMY",
  "BHR",
  "BORR.OL",
  "BOX",
  "BRCC",
  "BTI",
  "BRT",
  "BC",
  "BLDR",
  "BAM.TO",
  "BRKR",
  "BR",
  "BG",
  "CHRW",
  "BUR",
  "CBT",
  "BWXT",
  "BXP",
  "BURL",
  "CZR",
  "CAE",
  "CCJ",
  "CMCL",
  "CM",
  "CPB",
  "CNI",
  "CDNS",
  "CPT",
  "CTLP",
  "CWST",
  "CG",
  "CVNA",
  "CRDF",
  "CARR",
  "CCL",
  "CSL",
  "CBOE",
  "CVCO",
  "CE",
  "CBRE",
  "CDW",
  "CAVA",
  "CASY",
  "CVE",
  "CNC",
  "CNP",
  "CELH",
  "CF",
  "CHX",
  "CC",
  "CPK",
  "CRL",
  "CHE",
  "CVX",
  "LNG",
  "CHTR",
  "CIEN",
  "CINF",
  "CB",
  "CHRD",
  "CHDN",
  "CMG",
  "CHD",
  "CTAS",
  "CSCO",
  "CIVI",
  "CFG",
  "NET",
  "C",
  "CLX",
  "CLPR",
  "CMTG",
  "YOU",
  "CNA",
  "CME",
  null,
  "KO",
  "CCEP",
  "CGNX",
  "COIN",
  "CHRS",
  "CNS",
  "FIX",
  "CMCSA",
  "COLB",
  "CTSH",
  "CL",
  "COHU",
  "COP",
  "CNMD",
  "CON",
  "CRK",
  "CNXC",
  "CCSI",
  "STZ",
  "COO",
  "CEG",
  "CPRT",
  "CSTM",
  "CORT",
  "ED",
  "CRSR",
  "CTRA",
  "COTY",
  "COST",
  "GLW",
  "CTVA",
  "CSGP",
  "CNM",
  "CPNG",
  "CRNX",
  "CRAI",
  "CROX",
  "CUZ",
  "CRH",
  "CR",
  "CRWD",
  "CVS",
  "CSX",
  "CCK",
  "CUBE",
  "CFR",
  "CYBR",
  "DHR",
  "DDOG",
  "DC",
  "DVA",
  "CYTK",
  "DELL",
  "DE",
  "DB",
  "DSGX",
  "DVN",
  "FANG",
  "XRAY",
  "DAL",
  "DXCM",
  null,
  null,
  "DFS",
  "DLB",
  "DIOD",
  "DLR",
  "DOCU",
  "DEC.L",
  "DCI",
  "DPZ",
  "DV",
  null,
  "IJT",
  null,
  "J",
  "ADI",
  "MCO",
  "VMC",
  "VOD",
  "TRNO",
  "TTEK",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  null,
  "IWM",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "MED",
  "NFLX",
  "PM",
  "PH",
  null,
  "AWK",
  null,
  null,
  "APO",
  "MO",
  "MLM",
  "XLK",
  "ITOT",
  "URI",
  "MCHP",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-30
Total Holdings: 1,553
Total Value: 418021097
Accession Number: 0001822587-25-000002
Form Type: 13F-HR
CIK: cornerstone-planning-group
Manager Name: Cornerstone-Planning-Group

Data Enrichment

84% identified

1,309 identified244 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,553 positions • $418.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 10 of 78

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81369Y308

Shares:884

Value:$72.3K

% of Portfolio:0.0% ($72.3K/$418.0M)

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:672

Value:$71.9K

% of Portfolio:0.0% ($71.9K/$418.0M)

886364181

Shares:2.4K

Value:$71.2K

% of Portfolio:0.0% ($71.2K/$418.0M)

78464A375

Shares:2.1K

Value:$70.0K

% of Portfolio:0.0% ($70.0K/$418.0M)

46435G425

ESGU|46435G425

Shares:596

Value:$69.5K

% of Portfolio:0.0% ($69.5K/$418.0M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:440

Value:$69.4K

% of Portfolio:0.0% ($69.4K/$418.0M)

886364199

Shares:2.0K

Value:$69.4K

% of Portfolio:0.0% ($69.4K/$418.0M)

025072802

Shares:967

Value:$68.4K

% of Portfolio:0.0% ($68.4K/$418.0M)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:310

Value:$67.9K

% of Portfolio:0.0% ($67.9K/$418.0M)

464288653

Shares:669

Value:$67.2K

% of Portfolio:0.0% ($67.2K/$418.0M)

MCKESSON CORP

MCK|58155Q103

Shares:97

Value:$67.2K

% of Portfolio:0.0% ($67.2K/$418.0M)

464287226

Shares:686

Value:$67.1K

% of Portfolio:0.0% ($67.1K/$418.0M)

FISERV INC

FI|337738108

Shares:308

Value:$66.9K

% of Portfolio:0.0% ($66.9K/$418.0M)

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:249

Value:$66.0K

% of Portfolio:0.0% ($66.0K/$418.0M)

78464A508

SPYV|78464A508

Shares:1.4K

Value:$65.0K

% of Portfolio:0.0% ($65.0K/$418.0M)

389637109

Shares:875

Value:$64.6K

% of Portfolio:0.0% ($64.6K/$418.0M)

FIRST ADVANTAGE CORP

FA|31846B108

Shares:4.6K

Value:$63.3K

% of Portfolio:0.0% ($63.3K/$418.0M)

GENERAL ELECTRIC CO

GE|369604301

Shares:326

Value:$63.1K

% of Portfolio:0.0% ($63.1K/$418.0M)

092528603

Shares:1.2K

Value:$62.9K

% of Portfolio:0.0% ($62.9K/$418.0M)

EXELON CORP

EXC|30161N101

Shares:1.3K

Value:$62.2K

% of Portfolio:0.0% ($62.2K/$418.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip81369Y308)✕	884	QoQ +211.26% (+600) YoY +108.49% (+460)	All Managers (Combined)	$72.3K	0.0% ($72.3K/$418.0M)	QoQ +218.07% (+$49.6K) YoY +125.08% (+$40.2K)
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	672	QoQ +328.02% (+515) YoY +363.44% (+527)	All Managers (Combined)	$71.9K	0.0% ($71.9K/$418.0M)	QoQ +347.04% (+$55.8K) YoY +459.94% (+$59.1K)
(cusip886364181)✕	2.4K	QoQ +44.94% (+751) YoY NEW(+2.4K)	All Managers (Combined)	$71.2K	0.0% ($71.2K/$418.0M)	QoQ +31.66% (+$17.1K) YoY NEW(+$71.2K)
(cusip78464A375)✕	2.1K	QoQ -3.27% (-72) YoY +1452.55% (+2.0K)	All Managers (Combined)	$70.0K	0.0% ($70.0K/$418.0M)	QoQ -3.45% (-$2.5K) YoY +1480.44% (+$65.6K)
(ESGUcusip46435G425)	596	QoQ +45.72% (+187) YoY -81.15% (-2.6K)	All Managers (Combined)	$69.5K	0.0% ($69.5K/$418.0M)	QoQ +28.84% (+$15.6K) YoY -80.45% (-$286.0K)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	440	QoQ +436.58% (+358) YoY +93.83% (+213)	All Managers (Combined)	$69.4K	0.0% ($69.4K/$418.0M)	QoQ +340.33% (+$53.7K) YoY +116.07% (+$37.3K)
(cusip886364199)✕	2.0K	QoQ +44.71% (+613) YoY NEW(+2.0K)	All Managers (Combined)	$69.4K	0.0% ($69.4K/$418.0M)	QoQ +27.38% (+$14.9K) YoY NEW(+$69.4K)
(cusip025072802)✕	967	QoQ NEW(+967) YoY NEW(+967)	All Managers (Combined)	$68.4K	0.0% ($68.4K/$418.0M)	QoQ NEW(+$68.4K) YoY NEW(+$68.4K)
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	310	QoQ +124.63% (+172) YoY +110.88% (+163)	All Managers (Combined)	$67.9K	0.0% ($67.9K/$418.0M)	QoQ +119.81% (+$37.0K) YoY +131.80% (+$38.6K)
(cusip464288653)✕	669	QoQ +2687.50% (+645) YoY +236.18% (+470)	All Managers (Combined)	$67.2K	0.0% ($67.2K/$418.0M)	QoQ +2680.29% (+$64.8K) YoY +236.71% (+$47.2K)
MCKESSON CORP(MCKcusip58155Q103)	97	QoQ +1840.00% (+92) YoY +4750.00% (+95)	All Managers (Combined)	$67.2K	0.0% ($67.2K/$418.0M)	QoQ +2122.03% (+$64.1K) YoY +6246.88% (+$66.1K)
(cusip464287226)✕	686	QoQ +19.93% (+114) YoY -33.59% (-347)	All Managers (Combined)	$67.1K	0.0% ($67.1K/$418.0M)	QoQ +20.21% (+$11.3K) YoY -32.47% (-$32.3K)
FISERV INC(FIcusip337738108)	308	QoQ +926.66% (+278) YoY +3322.22% (+299)	All Managers (Combined)	$66.9K	0.0% ($66.9K/$418.0M)	QoQ +945.77% (+$60.5K) YoY +4878.92% (+$65.5K)
PROGRESSIVE CORP/OH/(PGRcusip743315103)	249	QoQ +186.20% (+162) YoY +189.53% (+163)	All Managers (Combined)	$66.0K	0.0% ($66.0K/$418.0M)	QoQ +207.20% (+$44.5K) YoY +267.66% (+$48.0K)
(SPYVcusip78464A508)	1.4K	QoQ -3.08% (-43) YoY NEW(+1.4K)	All Managers (Combined)	$65.0K	0.0% ($65.0K/$418.0M)	QoQ -12.13% (-$9.0K) YoY NEW(+$65.0K)
(cusip389637109)✕	875	QoQ +600.00% (+750) YoY -25.21% (-295)	All Managers (Combined)	$64.6K	0.0% ($64.6K/$418.0M)	QoQ +544.10% (+$54.6K) YoY -0.17% (-$115)
FIRST ADVANTAGE CORP(FAcusip31846B108)	4.6K	QoQ NEW(+4.6K) YoY NEW(+4.6K)	All Managers (Combined)	$63.3K	0.0% ($63.3K/$418.0M)	QoQ NEW(+$63.3K) YoY NEW(+$63.3K)
GENERAL ELECTRIC CO(GEcusip369604301)	326	QoQ +46.84% (+104) YoY +90.64% (+155)	All Managers (Combined)	$63.1K	0.0% ($63.1K/$418.0M)	QoQ +46.33% (+$20.0K) YoY +125.83% (+$35.1K)
(cusip092528603)✕	1.2K	QoQ +41.09% (+353) YoY +0.08% (-1)	All Managers (Combined)	$62.9K	0.0% ($62.9K/$418.0M)	QoQ +39.54% (+$17.8K) YoY -0.05% (-$32)
EXELON CORP(EXCcusip30161N101)	1.3K	QoQ +10.75% (+129) YoY NEW(+1.3K)	All Managers (Combined)	$62.2K	0.0% ($62.2K/$418.0M)	QoQ +27.40% (+$13.4K) YoY NEW(+$62.2K)