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 12 of 78

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RPM INTERNATIONAL INC/DE/

RPM|749685103

Shares:536

Value:$55.6K

% of Portfolio:0.0% ($55.6K/$418.0M)

72201R775

Shares:612

Value:$55.4K

% of Portfolio:0.0% ($55.4K/$418.0M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:1.1K

Value:$54.9K

% of Portfolio:0.0% ($54.9K/$418.0M)

78467V608

Shares:1.3K

Value:$54.5K

% of Portfolio:0.0% ($54.5K/$418.0M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:795

Value:$53.5K

% of Portfolio:0.0% ($53.5K/$418.0M)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:123

Value:$53.1K

% of Portfolio:0.0% ($53.1K/$418.0M)

Parker-Hannifin Corp

PH|701094104

Shares:91

Value:$52.9K

% of Portfolio:0.0% ($52.9K/$418.0M)

46140H700

Shares:2.9K

Value:$52.7K

% of Portfolio:0.0% ($52.7K/$418.0M)

SAP SE

SAP|803054204

Shares:194

Value:$52.7K

% of Portfolio:0.0% ($52.7K/$418.0M)

52468L505

Shares:1.7K

Value:$52.2K

% of Portfolio:0.0% ($52.2K/$418.0M)

922908611

VBR|922908611

Shares:295

Value:$51.9K

% of Portfolio:0.0% ($51.9K/$418.0M)

46429B267

Shares:2.3K

Value:$51.9K

% of Portfolio:0.0% ($51.9K/$418.0M)

NOVO NORDISK A S

NVO|670100205

Shares:842

Value:$51.6K

% of Portfolio:0.0% ($51.6K/$418.0M)

PULTEGROUP INC/MI/

PHM|745867101

Shares:509

Value:$51.4K

% of Portfolio:0.0% ($51.4K/$418.0M)

RTX Corp

RTX|75513E101

Shares:427

Value:$51.4K

% of Portfolio:0.0% ($51.4K/$418.0M)

33739N108

Shares:1.0K

Value:$50.9K

% of Portfolio:0.0% ($50.9K/$418.0M)

CORNING INC /NY

GLW|219350105

Shares:1.2K

Value:$50.7K

% of Portfolio:0.0% ($50.7K/$418.0M)

COPART INC

CPRT|217204106

Shares:829

Value:$50.6K

% of Portfolio:0.0% ($50.6K/$418.0M)

97717Y527

Shares:1.0K

Value:$50.5K

% of Portfolio:0.0% ($50.5K/$418.0M)

Eaton Vance Enhanced Equity Income Fund II

EOS|278277108

Shares:2.5K

Value:$50.4K

% of Portfolio:0.0% ($50.4K/$418.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
RPM INTERNATIONAL INC/DE/(RPMcusip749685103)	536	QoQ +5.30% (-27) YoY +3.67% (-19)	All Managers (Combined)	$55.6K	0.0% ($55.6K/$418.0M)	QoQ -14.60% (-$9.5K) YoY -1.28% (-$726)
(cusip72201R775)✕	612	QoQ -11.04% (-76) YoY -63.22% (-1.1K)	All Managers (Combined)	$55.4K	0.0% ($55.4K/$418.0M)	QoQ -11.52% (-$7.2K) YoY -63.00% (-$94.4K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	1.1K	QoQ +43.71% (+344) YoY +79.80% (+502)	All Managers (Combined)	$54.9K	0.0% ($54.9K/$418.0M)	QoQ +15.07% (+$7.2K) YoY +98.43% (+$27.2K)
(cusip78467V608)✕	1.3K	QoQ -2.96% (-41) YoY NEW(+1.3K)	All Managers (Combined)	$54.5K	0.0% ($54.5K/$418.0M)	QoQ -6.02% (-$3.5K) YoY NEW(+$54.5K)
NEXTERA ENERGY INC(NEEcusip65339F101)	795	QoQ -14.51% (-135) YoY -12.82% (-117)	All Managers (Combined)	$53.5K	0.0% ($53.5K/$418.0M)	QoQ -22.09% (-$15.2K) YoY -16.41% (-$10.5K)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	123	QoQ +105.00% (+63) YoY +51.85% (+42)	All Managers (Combined)	$53.1K	0.0% ($53.1K/$418.0M)	QoQ +51.61% (+$18.1K) YoY +14.51% (+$6.7K)
Parker-Hannifin Corp(PHcusip701094104)	91	QoQ +116.66% (+49) YoY +264.00% (+66)	All Managers (Combined)	$52.9K	0.0% ($52.9K/$418.0M)	QoQ +89.91% (+$25.0K) YoY +294.36% (+$39.5K)
(cusip46140H700)✕	2.9K	QoQ 0.00% (-0) YoY +4.68% (-129)	All Managers (Combined)	$52.7K	0.0% ($52.7K/$418.0M)	QoQ -3.38% (-$1.8K) YoY -5.80% (-$3.2K)
SAP SE(SAPcusip803054204)	194	QoQ +108.60% (+101) YoY +438.88% (+158)	All Managers (Combined)	$52.7K	0.0% ($52.7K/$418.0M)	QoQ +105.48% (+$27.0K) YoY +697.38% (+$46.1K)
(cusip52468L505)✕	1.7K	QoQ NEW(+1.7K) YoY NEW(+1.7K)	All Managers (Combined)	$52.2K	0.0% ($52.2K/$418.0M)	QoQ NEW(+$52.2K) YoY NEW(+$52.2K)
(VBRcusip922908611)	295	QoQ +10.48% (-28) YoY -73.77% (-830)	All Managers (Combined)	$51.9K	0.0% ($51.9K/$418.0M)	QoQ -5.70% (-$3.1K) YoY -74.95% (-$155.3K)
(cusip46429B267)✕	2.3K	QoQ -4.28% (-102) YoY -74.09% (-6.5K)	All Managers (Combined)	$51.9K	0.0% ($51.9K/$418.0M)	QoQ -3.50% (-$1.9K) YoY -73.57% (-$144.5K)
NOVO NORDISK A S(NVOcusip670100205)	842	QoQ +172.49% (+533) YoY +136.51% (+486)	All Managers (Combined)	$51.6K	0.0% ($51.6K/$418.0M)	QoQ +90.87% (+$24.6K) YoY +17.82% (+$7.8K)
PULTEGROUP INC/MI/(PHMcusip745867101)	509	QoQ +2.62% (-13) YoY +5555.55% (+500)	All Managers (Combined)	$51.4K	0.0% ($51.4K/$418.0M)	QoQ -12.14% (-$7.1K) YoY +4795.61% (+$50.4K)
RTX Corp(RTXcusip75513E101)	427	QoQ +35.55% (+112) YoY +8.10% (+32)	All Managers (Combined)	$51.4K	0.0% ($51.4K/$418.0M)	QoQ +30.38% (+$12.0K) YoY +28.23% (+$11.3K)
(cusip33739N108)✕	1.0K	QoQ -30.28% (-447) YoY NEW(+1.0K)	All Managers (Combined)	$50.9K	0.0% ($50.9K/$418.0M)	QoQ -32.50% (-$24.5K) YoY NEW(+$50.9K)
CORNING INC /NY(GLWcusip219350105)	1.2K	QoQ +742.85% (+1.0K) YoY +829.13% (+1.1K)	All Managers (Combined)	$50.7K	0.0% ($50.7K/$418.0M)	QoQ +631.25% (+$43.8K) YoY +1083.86% (+$46.4K)
COPART INC(CPRTcusip217204106)	829	QoQ +51.27% (+281) YoY +46.46% (+263)	All Managers (Combined)	$50.6K	0.0% ($50.6K/$418.0M)	QoQ +60.24% (+$19.0K) YoY +61.97% (+$19.4K)
(cusip97717Y527)✕	1.0K	QoQ -12.42% (-142) YoY NEW(+1.0K)	All Managers (Combined)	$50.5K	0.0% ($50.5K/$418.0M)	QoQ -12.54% (-$7.2K) YoY NEW(+$50.5K)
Eaton Vance Enhanced Equity Income Fund II(EOScusip278277108)	2.5K	QoQ -1.38% (-35) YoY NEW(+2.5K)	All Managers (Combined)	$50.4K	0.0% ($50.4K/$418.0M)	QoQ -17.05% (-$10.4K) YoY NEW(+$50.4K)