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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46428Q109

Shares:1.3K

Value:$39.1K

% of Portfolio:0.0% ($39.1K/$418.0M)

CSX CORP

CSX|126408103

Shares:1.4K

Value:$39.0K

% of Portfolio:0.0% ($39.0K/$418.0M)

HEICO CORP

HEI|422806109

Shares:160

Value:$38.8K

% of Portfolio:0.0% ($38.8K/$418.0M)

46641Q654

Shares:764

Value:$38.7K

% of Portfolio:0.0% ($38.7K/$418.0M)

CITIGROUP INC

C|172967424

Shares:577

Value:$38.2K

% of Portfolio:0.0% ($38.2K/$418.0M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:72

Value:$38.0K

% of Portfolio:0.0% ($38.0K/$418.0M)

UNION PACIFIC CORP

UNP|907818108

Shares:167

Value:$36.7K

% of Portfolio:0.0% ($36.7K/$418.0M)

ROYAL CARIBBEAN CRUISES LTD

RCL|V7780T103

Shares:177

Value:$36.7K

% of Portfolio:0.0% ($36.7K/$418.0M)

RELX PLC

RELX|759530108

Shares:693

Value:$36.5K

% of Portfolio:0.0% ($36.5K/$418.0M)

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:92

Value:$36.4K

% of Portfolio:0.0% ($36.4K/$418.0M)

FIRSTENERGY CORP

FE|337932107

Shares:854

Value:$36.4K

% of Portfolio:0.0% ($36.4K/$418.0M)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:463

Value:$36.0K

% of Portfolio:0.0% ($36.0K/$418.0M)

37954Y632

Shares:1.0K

Value:$35.1K

% of Portfolio:0.0% ($35.1K/$418.0M)

CVS HEALTH Corp

CVS|126650100

Shares:532

Value:$34.9K

% of Portfolio:0.0% ($34.9K/$418.0M)

LAM RESEARCH CORP

LRCX|512807306

Shares:522

Value:$34.8K

% of Portfolio:0.0% ($34.8K/$418.0M)

Verisk Analytics, Inc.

VRSK|92345Y106

Shares:120

Value:$34.8K

% of Portfolio:0.0% ($34.8K/$418.0M)

33739Q408

Shares:580

Value:$34.8K

% of Portfolio:0.0% ($34.8K/$418.0M)

TYLER TECHNOLOGIES INC

TYL|902252105

Shares:61

Value:$34.7K

% of Portfolio:0.0% ($34.7K/$418.0M)

AGILENT TECHNOLOGIES, INC.

A|00846U101

Shares:330

Value:$34.7K

% of Portfolio:0.0% ($34.7K/$418.0M)

46435G672

Shares:681

Value:$34.4K

% of Portfolio:0.0% ($34.4K/$418.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46428Q109)✕	1.3K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$39.1K	0.0% ($39.1K/$418.0M)	QoQ +11.28% (+$4.0K) YoY +26.17% (+$8.1K)
CSX CORP(CSXcusip126408103)	1.4K	QoQ +45.77% (+444) YoY +48.84% (+464)	All Managers (Combined)	$39.0K	0.0% ($39.0K/$418.0M)	QoQ +19.55% (+$6.4K) YoY +21.31% (+$6.9K)
HEICO CORP(HEIcusip422806109)	160	QoQ +8.10% (+12) YoY -39.39% (-104)	All Managers (Combined)	$38.8K	0.0% ($38.8K/$418.0M)	QoQ +11.44% (+$4.0K) YoY -30.40% (-$17.0K)
(cusip46641Q654)✕	764	QoQ -22.43% (-221) YoY NEW(+764)	All Managers (Combined)	$38.7K	0.0% ($38.7K/$418.0M)	QoQ -22.77% (-$11.4K) YoY NEW(+$38.7K)
CITIGROUP INC(Ccusip172967424)	577	QoQ +68.22% (+234) YoY +29.37% (+131)	All Managers (Combined)	$38.2K	0.0% ($38.2K/$418.0M)	QoQ +37.38% (+$10.4K) YoY +39.62% (+$10.9K)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	72	QoQ +46.93% (+23) YoY +125.00% (+40)	All Managers (Combined)	$38.0K	0.0% ($38.0K/$418.0M)	QoQ +23.30% (+$7.2K) YoY +177.89% (+$24.4K)
UNION PACIFIC CORP(UNPcusip907818108)	167	QoQ +50.45% (+56) YoY +122.66% (+92)	All Managers (Combined)	$36.7K	0.0% ($36.7K/$418.0M)	QoQ +30.01% (+$8.5K) YoY +103.68% (+$18.7K)
ROYAL CARIBBEAN CRUISES LTD(RCLcusipV7780T103)	177	QoQ +12.73% (-20) YoY -26.55% (-64)	All Managers (Combined)	$36.7K	0.0% ($36.7K/$418.0M)	QoQ -1.57% (-$586) YoY +10.17% (-$3.4K)
RELX PLC(RELXcusip759530108)	693	QoQ +325.15% (+530) YoY +535.77% (+584)	All Managers (Combined)	$36.5K	0.0% ($36.5K/$418.0M)	QoQ +356.11% (+$28.5K) YoY +694.62% (+$31.9K)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIAcusip78467X109)	92	QoQ NEW(+92) YoY NEW(+92)	All Managers (Combined)	$36.4K	0.0% ($36.4K/$418.0M)	QoQ NEW(+$36.4K) YoY NEW(+$36.4K)
FIRSTENERGY CORP(FEcusip337932107)	854	QoQ -1.27% (-11) YoY +20.11% (+143)	All Managers (Combined)	$36.4K	0.0% ($36.4K/$418.0M)	QoQ +2.89% (-$1.0K) YoY +30.33% (+$8.5K)
SCHWAB CHARLES CORP(SCHWcusip808513105)	463	QoQ +90.53% (+220) YoY +153.00% (+280)	All Managers (Combined)	$36.0K	0.0% ($36.0K/$418.0M)	QoQ +79.73% (+$16.0K) YoY +159.01% (+$22.1K)
(cusip37954Y632)✕	1.0K	QoQ NEW(+1.0K) YoY NEW(+1.0K)	All Managers (Combined)	$35.1K	0.0% ($35.1K/$418.0M)	QoQ NEW(+$35.1K) YoY NEW(+$35.1K)
CVS HEALTH Corp(CVScusip126650100)	532	QoQ +17.69% (+80) YoY +19.01% (+85)	All Managers (Combined)	$34.9K	0.0% ($34.9K/$418.0M)	QoQ +37.48% (+$9.5K) YoY +39.85% (+$9.9K)
LAM RESEARCH CORP(LRCXcusip512807306)	522	QoQ +24.28% (+102) YoY NEW(+522)	All Managers (Combined)	$34.8K	0.0% ($34.8K/$418.0M)	QoQ +9.67% (+$3.1K) YoY NEW(+$34.8K)
Verisk Analytics, Inc.(VRSKcusip92345Y106)	120	QoQ +16.50% (+17) YoY -33.70% (-61)	All Managers (Combined)	$34.8K	0.0% ($34.8K/$418.0M)	QoQ +18.37% (+$5.4K) YoY -18.97% (-$8.2K)
(cusip33739Q408)✕	580	QoQ -1.86% (-11) YoY NEW(+580)	All Managers (Combined)	$34.8K	0.0% ($34.8K/$418.0M)	QoQ -1.84% (-$654) YoY NEW(+$34.8K)
TYLER TECHNOLOGIES INC(TYLcusip902252105)	61	QoQ +221.05% (+42) YoY +5.17% (+3)	All Managers (Combined)	$34.7K	0.0% ($34.7K/$418.0M)	QoQ +200.90% (+$23.2K) YoY +27.65% (+$7.5K)
AGILENT TECHNOLOGIES, INC.(Acusip00846U101)	330	QoQ +37.50% (-90) YoY +60.19% (+124)	All Managers (Combined)	$34.7K	0.0% ($34.7K/$418.0M)	QoQ -4.35% (-$1.6K) YoY +20.64% (+$5.9K)
(cusip46435G672)✕	681	QoQ -26.21% (-242) YoY -69.17% (-1.5K)	All Managers (Combined)	$34.4K	0.0% ($34.4K/$418.0M)	QoQ -25.41% (-$11.7K) YoY -68.62% (-$75.3K)