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

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VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

Shares:125

Value:$61.6K

% of Portfolio:0.0% ($61.6K/$418.0M)

92206C870

VCIT|92206C870

Shares:747

Value:$60.1K

% of Portfolio:0.0% ($60.1K/$418.0M)

46438R105

Shares:4.4K

Value:$60.0K

% of Portfolio:0.0% ($60.0K/$418.0M)

Mondelez International, Inc.

MDLZ|609207105

Shares:884

Value:$59.6K

% of Portfolio:0.0% ($59.6K/$418.0M)

SPDR GOLD TRUST

GLD|78463V107

Shares:195

Value:$59.2K

% of Portfolio:0.0% ($59.2K/$418.0M)

Arista Networks, Inc.

ANET|040413205

Shares:828

Value:$58.6K

% of Portfolio:0.0% ($58.6K/$418.0M)

EMERSON ELECTRIC CO

EMR|291011104

Shares:579

Value:$58.5K

% of Portfolio:0.0% ($58.5K/$418.0M)

Leidos Holdings, Inc.

LDOS|525327102

Shares:411

Value:$58.4K

% of Portfolio:0.0% ($58.4K/$418.0M)

CONSOLIDATED EDISON INC

ED|209115104

Shares:512

Value:$57.6K

% of Portfolio:0.0% ($57.6K/$418.0M)

464287671

IUSG|464287671

Shares:463

Value:$57.4K

% of Portfolio:0.0% ($57.4K/$418.0M)

GENERAL DYNAMICS CORP

GD|369550108

Shares:216

Value:$57.3K

% of Portfolio:0.0% ($57.3K/$418.0M)

PFIZER INC

PFE|717081103

Shares:2.5K

Value:$57.1K

% of Portfolio:0.0% ($57.1K/$418.0M)

Booking Holdings Inc.

BKNG|09857L108

Shares:12

Value:$56.8K

% of Portfolio:0.0% ($56.8K/$418.0M)

Medtronic plc

MDT|G5960L103

Shares:678

Value:$56.8K

% of Portfolio:0.0% ($56.8K/$418.0M)

Accenture plc

ACN|G1151C101

Shares:197

Value:$56.8K

% of Portfolio:0.0% ($56.8K/$418.0M)

46137V480

Shares:1.2K

Value:$56.8K

% of Portfolio:0.0% ($56.8K/$418.0M)

O REILLY AUTOMOTIVE INC

ORLY|67103H107

Shares:41

Value:$56.6K

% of Portfolio:0.0% ($56.6K/$418.0M)

LOWES COMPANIES INC

LOW|548661107

Shares:259

Value:$56.5K

% of Portfolio:0.0% ($56.5K/$418.0M)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:115

Value:$56.1K

% of Portfolio:0.0% ($56.1K/$418.0M)

ANALOG DEVICES INC

ADI|032654105

Shares:305

Value:$55.8K

% of Portfolio:0.0% ($55.8K/$418.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
VERTEX PHARMACEUTICALS INC / MA(VRTXcusip92532F100)	125	QoQ +111.86% (+66) YoY +37.36% (+34)	All Managers (Combined)	$61.6K	0.0% ($61.6K/$418.0M)	QoQ +135.03% (+$35.4K) YoY +68.64% (+$25.1K)
(VCITcusip92206C870)	747	QoQ +1187.93% (+689) YoY +23.26% (+141)	All Managers (Combined)	$60.1K	0.0% ($60.1K/$418.0M)	QoQ +1182.44% (+$55.4K) YoY +25.36% (+$12.2K)
(cusip46438R105)✕	4.4K	QoQ +31.10% (-1.1K) YoY NEW(+4.4K)	All Managers (Combined)	$60.0K	0.0% ($60.0K/$418.0M)	QoQ -25.32% (-$20.3K) YoY NEW(+$60.0K)
Mondelez International, Inc.(MDLZcusip609207105)	884	QoQ +70.32% (+365) YoY +44.68% (+273)	All Managers (Combined)	$59.6K	0.0% ($59.6K/$418.0M)	QoQ +96.83% (+$29.3K) YoY +39.75% (+$17.0K)
SPDR GOLD TRUST(GLDcusip78463V107)	195	QoQ 0.00% (+0) YoY NEW(+195)	All Managers (Combined)	$59.2K	0.0% ($59.2K/$418.0M)	QoQ +20.02% (+$9.9K) YoY NEW(+$59.2K)
Arista Networks, Inc.(ANETcusip040413205)	828	QoQ +407.97% (+665) YoY NEW(+828)	All Managers (Combined)	$58.6K	0.0% ($58.6K/$418.0M)	QoQ +258.36% (+$42.2K) YoY NEW(+$58.6K)
EMERSON ELECTRIC CO(EMRcusip291011104)	579	QoQ +1.93% (-11) YoY -1.69% (-10)	All Managers (Combined)	$58.5K	0.0% ($58.5K/$418.0M)	QoQ -20.12% (-$14.7K) YoY -6.69% (-$4.2K)
Leidos Holdings, Inc.(LDOScusip525327102)	411	QoQ -22.88% (-122) YoY NEW(+411)	All Managers (Combined)	$58.4K	0.0% ($58.4K/$418.0M)	QoQ -26.19% (-$20.7K) YoY NEW(+$58.4K)
CONSOLIDATED EDISON INC(EDcusip209115104)	512	QoQ +3.43% (+17) YoY -25.36% (-174)	All Managers (Combined)	$57.6K	0.0% ($57.6K/$418.0M)	QoQ +22.58% (+$10.6K) YoY -12.14% (-$8.0K)
(IUSGcusip464287671)	463	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$57.4K	0.0% ($57.4K/$418.0M)	QoQ -12.05% (-$7.9K) YoY +7.22% (+$3.9K)
GENERAL DYNAMICS CORP(GDcusip369550108)	216	QoQ +63.63% (+84) YoY +22.72% (+40)	All Managers (Combined)	$57.3K	0.0% ($57.3K/$418.0M)	QoQ +60.28% (+$21.5K) YoY +13.54% (+$6.8K)
PFIZER INC(PFEcusip717081103)	2.5K	QoQ +40.13% (+730) YoY +24.40% (+500)	All Managers (Combined)	$57.1K	0.0% ($57.1K/$418.0M)	QoQ +16.77% (+$8.2K) YoY +0.14% (+$84)
Booking Holdings Inc.(BKNGcusip09857L108)	12	QoQ +200.00% (+8) YoY +71.42% (+5)	All Managers (Combined)	$56.8K	0.0% ($56.8K/$418.0M)	QoQ +203.74% (+$38.1K) YoY +126.83% (+$31.8K)
Medtronic plc(MDTcusipG5960L103)	678	QoQ +205.40% (+456) YoY +157.79% (+415)	All Managers (Combined)	$56.8K	0.0% ($56.8K/$418.0M)	QoQ +176.60% (+$36.3K) YoY +165.27% (+$35.4K)
Accenture plc(ACNcusipG1151C101)	197	QoQ +18.67% (-31) YoY -17.57% (-42)	All Managers (Combined)	$56.8K	0.0% ($56.8K/$418.0M)	QoQ -8.35% (-$5.2K) YoY -21.79% (-$15.8K)
(cusip46137V480)✕	1.2K	QoQ +0.84% (-10) YoY -1.07% (-13)	All Managers (Combined)	$56.8K	0.0% ($56.8K/$418.0M)	QoQ -14.37% (-$9.5K) YoY -13.85% (-$9.1K)
O REILLY AUTOMOTIVE INC(ORLYcusip67103H107)	41	QoQ +127.77% (+23) YoY +115.78% (+22)	All Managers (Combined)	$56.6K	0.0% ($56.6K/$418.0M)	QoQ +145.17% (+$33.5K) YoY +194.07% (+$37.4K)
LOWES COMPANIES INC(LOWcusip548661107)	259	QoQ +10.21% (-24) YoY +153.92% (+157)	All Managers (Combined)	$56.5K	0.0% ($56.5K/$418.0M)	QoQ -10.64% (-$6.7K) YoY +138.49% (+$32.8K)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	115	QoQ +59.72% (+43) YoY +6.48% (+7)	All Managers (Combined)	$56.1K	0.0% ($56.1K/$418.0M)	QoQ +35.89% (+$14.8K) YoY +36.23% (+$14.9K)
ANALOG DEVICES INC(ADIcusip032654105)	305	QoQ +40.55% (+88) YoY +34.95% (+79)	All Managers (Combined)	$55.8K	0.0% ($55.8K/$418.0M)	QoQ +19.47% (+$9.1K) YoY +23.78% (+$10.7K)