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 14 of 78

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IDEXX LABORATORIES INC /DE

IDXX|45168D104

Shares:104

Value:$44.4K

% of Portfolio:0.0% ($44.4K/$418.0M)

Sea Ltd

SE|81141R100

Shares:368

Value:$44.3K

% of Portfolio:0.0% ($44.3K/$418.0M)

AUTOZONE INC

AZO|053332102

Shares:12

Value:$43.8K

% of Portfolio:0.0% ($43.8K/$418.0M)

AGNICO EAGLE MINES LTD

AEM|008474108

Shares:368

Value:$43.5K

% of Portfolio:0.0% ($43.5K/$418.0M)

464289883

Shares:1.1K

Value:$41.9K

% of Portfolio:0.0% ($41.9K/$418.0M)

PayPal Holdings, Inc.

PYPL|70450Y103

Shares:666

Value:$41.6K

% of Portfolio:0.0% ($41.6K/$418.0M)

09290C509

Shares:715

Value:$41.6K

% of Portfolio:0.0% ($41.6K/$418.0M)

MORGAN STANLEY

MS|617446448

Shares:368

Value:$41.3K

% of Portfolio:0.0% ($41.3K/$418.0M)

AMEREN CORP

AEE|023608102

Shares:419

Value:$41.3K

% of Portfolio:0.0% ($41.3K/$418.0M)

464287606

IJK|464287606

Shares:509

Value:$41.0K

% of Portfolio:0.0% ($41.0K/$418.0M)

389638107

Shares:2.8K

Value:$40.9K

% of Portfolio:0.0% ($40.9K/$418.0M)

STARBUCKS CORP

SBUX|855244109

Shares:493

Value:$40.8K

% of Portfolio:0.0% ($40.8K/$418.0M)

464287796

Shares:945

Value:$40.6K

% of Portfolio:0.0% ($40.6K/$418.0M)

Nuveen Municipal Credit Income Fund

NZF|67070X101

Shares:3.4K

Value:$39.9K

% of Portfolio:0.0% ($39.9K/$418.0M)

Prologis, Inc.

PLD|74340W103

Shares:391

Value:$39.6K

% of Portfolio:0.0% ($39.6K/$418.0M)

Nuveen AMT-Free Quality Municipal Income Fund

NEA|670657105

Shares:3.7K

Value:$39.6K

% of Portfolio:0.0% ($39.6K/$418.0M)

ADOBE INC.

ADBE|00724F101

Shares:112

Value:$39.4K

% of Portfolio:0.0% ($39.4K/$418.0M)

L3HARRIS TECHNOLOGIES, INC. /DE/

LHX|502431109

Shares:182

Value:$39.4K

% of Portfolio:0.0% ($39.4K/$418.0M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:390

Value:$39.3K

% of Portfolio:0.0% ($39.3K/$418.0M)

922908629

VO|922908629

Shares:158

Value:$39.3K

% of Portfolio:0.0% ($39.3K/$418.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
IDEXX LABORATORIES INC /DE(IDXXcusip45168D104)	104	QoQ +108.00% (+54) YoY +126.08% (+58)	All Managers (Combined)	$44.4K	0.0% ($44.4K/$418.0M)	QoQ +107.56% (+$23.0K) YoY +100.69% (+$22.3K)
Sea Ltd(SEcusip81141R100)	368	QoQ +755.81% (+325) YoY +1126.66% (+338)	All Managers (Combined)	$44.3K	0.0% ($44.3K/$418.0M)	QoQ +802.40% (+$39.4K) YoY +2116.30% (+$42.3K)
AUTOZONE INC(AZOcusip053332102)	12	QoQ NEW(+12) YoY NEW(+12)	All Managers (Combined)	$43.8K	0.0% ($43.8K/$418.0M)	QoQ NEW(+$43.8K) YoY NEW(+$43.8K)
AGNICO EAGLE MINES LTD(AEMcusip008474108)	368	QoQ 0.00% (+0) YoY +15.36% (+49)	All Managers (Combined)	$43.5K	0.0% ($43.5K/$418.0M)	QoQ +32.15% (+$10.6K) YoY +109.71% (+$22.8K)
(cusip464289883)✕	1.1K	QoQ -10.03% (-126) YoY -0.44% (-5)	All Managers (Combined)	$41.9K	0.0% ($41.9K/$418.0M)	QoQ -11.54% (-$5.5K) YoY +1.92% (-$792)
PayPal Holdings, Inc.(PYPLcusip70450Y103)	666	QoQ +41.70% (-196) YoY +52.40% (+229)	All Managers (Combined)	$41.6K	0.0% ($41.6K/$418.0M)	QoQ -1.92% (-$815) YoY +44.88% (+$12.9K)
(cusip09290C509)✕	715	QoQ NEW(+715) YoY NEW(+715)	All Managers (Combined)	$41.6K	0.0% ($41.6K/$418.0M)	QoQ NEW(+$41.6K) YoY NEW(+$41.6K)
MORGAN STANLEY(MScusip617446448)	368	QoQ +185.27% (+239) YoY +360.00% (+288)	All Managers (Combined)	$41.3K	0.0% ($41.3K/$418.0M)	QoQ +134.45% (+$23.7K) YoY +451.65% (+$33.8K)
AMEREN CORP(AEEcusip023608102)	419	QoQ +586.88% (+358) YoY +852.27% (+375)	All Managers (Combined)	$41.3K	0.0% ($41.3K/$418.0M)	QoQ +619.71% (+$35.6K) YoY +1167.66% (+$38.1K)
(IJKcusip464287606)	509	QoQ +6.70% (-32) YoY +7.15% (-34)	All Managers (Combined)	$41.0K	0.0% ($41.0K/$418.0M)	QoQ -8.65% (-$3.9K) YoY -1.81% (-$757)
(cusip389638107)✕	2.8K	QoQ +5400.00% (+2.7K) YoY NEW(+2.8K)	All Managers (Combined)	$40.9K	0.0% ($40.9K/$418.0M)	QoQ +3011.78% (+$39.6K) YoY NEW(+$40.9K)
STARBUCKS CORP(SBUXcusip855244109)	493	QoQ +97.20% (+243) YoY -72.19% (-1.3K)	All Managers (Combined)	$40.8K	0.0% ($40.8K/$418.0M)	QoQ +63.26% (+$15.8K) YoY -68.50% (-$88.8K)
(cusip464287796)✕	945	QoQ +632.55% (+816) YoY +31.79% (+228)	All Managers (Combined)	$40.6K	0.0% ($40.6K/$418.0M)	QoQ +556.06% (+$34.4K) YoY +16.95% (+$5.9K)
Nuveen Municipal Credit Income Fund(NZFcusip67070X101)	3.4K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$39.9K	0.0% ($39.9K/$418.0M)	QoQ -6.68% (-$2.9K) YoY -2.44% (-$999)
Prologis, Inc.(PLDcusip74340W103)	391	QoQ +63.59% (+152) YoY +57.02% (+142)	All Managers (Combined)	$39.6K	0.0% ($39.6K/$418.0M)	QoQ +36.72% (+$10.6K) YoY +50.73% (+$13.3K)
Nuveen AMT-Free Quality Municipal Income Fund(NEAcusip670657105)	3.7K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$39.6K	0.0% ($39.6K/$418.0M)	QoQ -5.84% (-$2.5K) YoY -1.02% (-$411)
ADOBE INC.(ADBEcusip00724F101)	112	QoQ +128.57% (+63) YoY +111.32% (+59)	All Managers (Combined)	$39.4K	0.0% ($39.4K/$418.0M)	QoQ +83.42% (+$17.9K) YoY +52.98% (+$13.7K)
L3HARRIS TECHNOLOGIES, INC. /DE/(LHXcusip502431109)	182	QoQ +323.25% (+139) YoY +420.00% (+147)	All Managers (Combined)	$39.4K	0.0% ($39.4K/$418.0M)	QoQ +311.88% (+$29.8K) YoY +429.92% (+$31.9K)
Palantir Technologies Inc.(PLTRcusip69608A108)	390	QoQ +90.24% (+185) YoY NEW(+390)	All Managers (Combined)	$39.3K	0.0% ($39.3K/$418.0M)	QoQ +154.25% (+$23.9K) YoY NEW(+$39.3K)
(VOcusip922908629)	158	QoQ +22.48% (+29) YoY -74.63% (-465)	All Managers (Combined)	$39.3K	0.0% ($39.3K/$418.0M)	QoQ +10.73% (+$3.8K) YoY -73.82% (-$110.8K)