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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Carlyle Group Inc.

CG|14316J108

Shares:533

Value:$19.5K

% of Portfolio:0.0% ($19.5K/$418.0M)

Fidelity National Financial, Inc.

FNF|31620R303

Shares:313

Value:$19.4K

% of Portfolio:0.0% ($19.4K/$418.0M)

46432F834

IXUS|46432F834

Shares:275

Value:$19.3K

% of Portfolio:0.0% ($19.3K/$418.0M)

33939L803

Shares:254

Value:$19.3K

% of Portfolio:0.0% ($19.3K/$418.0M)

Warner Bros. Discovery, Inc.

WBD|934423104

Shares:2.3K

Value:$19.3K

% of Portfolio:0.0% ($19.3K/$418.0M)

IQVIA HOLDINGS INC.

IQV|46266C105

Shares:131

Value:$19.3K

% of Portfolio:0.0% ($19.3K/$418.0M)

CUMMINS INC

CMI|231021106

Shares:67

Value:$19.0K

% of Portfolio:0.0% ($19.0K/$418.0M)

AIR LEASE CORP

AL|00912X302

Shares:430

Value:$19.0K

% of Portfolio:0.0% ($19.0K/$418.0M)

Gaming & Leisure Properties, Inc.

GLPI|36467J108

Shares:380

Value:$18.8K

% of Portfolio:0.0% ($18.8K/$418.0M)

DARDEN RESTAURANTS INC

DRI|237194105

Shares:92

Value:$18.6K

% of Portfolio:0.0% ($18.6K/$418.0M)

MARTIN MARIETTA MATERIALS INC

MLM|573284106

Shares:37

Value:$18.4K

% of Portfolio:0.0% ($18.4K/$418.0M)

DIGITAL REALTY TRUST, INC.

DLR|253868103

Shares:121

Value:$18.3K

% of Portfolio:0.0% ($18.3K/$418.0M)

464288737

Shares:277

Value:$18.3K

% of Portfolio:0.0% ($18.3K/$418.0M)

AFLAC INC

AFL|001055102

Shares:168

Value:$18.2K

% of Portfolio:0.0% ($18.2K/$418.0M)

25434V807

Shares:459

Value:$18.1K

% of Portfolio:0.0% ($18.1K/$418.0M)

DuPont de Nemours, Inc.

DD|26614N102

Shares:285

Value:$18.0K

% of Portfolio:0.0% ($18.0K/$418.0M)

Chubb Ltd

CB|H1467J104

Shares:63

Value:$17.9K

% of Portfolio:0.0% ($17.9K/$418.0M)

CINTAS CORP

CTAS|172908105

Shares:86

Value:$17.9K

% of Portfolio:0.0% ($17.9K/$418.0M)

W. P. Carey Inc.

WPC|92936U109

Shares:292

Value:$17.8K

% of Portfolio:0.0% ($17.8K/$418.0M)

STERIS plc

STE|G8473T100

Shares:79

Value:$17.7K

% of Portfolio:0.0% ($17.7K/$418.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Carlyle Group Inc.(CGcusip14316J108)	533	QoQ +13.88% (-65) YoY +14.62% (+68)	All Managers (Combined)	$19.5K	0.0% ($19.5K/$418.0M)	QoQ -25.20% (-$6.6K) YoY +2.14% (+$410)
Fidelity National Financial, Inc.(FNFcusip31620R303)	313	QoQ +209.90% (+212) YoY +140.76% (+183)	All Managers (Combined)	$19.4K	0.0% ($19.4K/$418.0M)	QoQ +223.48% (+$13.4K) YoY +189.72% (+$12.7K)
(IXUScusip46432F834)	275	QoQ NEW(+275) YoY NEW(+275)	All Managers (Combined)	$19.3K	0.0% ($19.3K/$418.0M)	QoQ NEW(+$19.3K) YoY NEW(+$19.3K)
(cusip33939L803)✕	254	QoQ +100.00% (+127) YoY NEW(+254)	All Managers (Combined)	$19.3K	0.0% ($19.3K/$418.0M)	QoQ +112.31% (+$10.2K) YoY NEW(+$19.3K)
Warner Bros. Discovery, Inc.(WBDcusip934423104)	2.3K	QoQ +93.88% (+1.1K) YoY +98.20% (+1.1K)	All Managers (Combined)	$19.3K	0.0% ($19.3K/$418.0M)	QoQ +53.96% (+$6.8K) YoY +107.15% (+$10.0K)
IQVIA HOLDINGS INC.(IQVcusip46266C105)	131	QoQ +133.92% (+75) YoY +1771.42% (+124)	All Managers (Combined)	$19.3K	0.0% ($19.3K/$418.0M)	QoQ +66.19% (+$7.7K) YoY +1131.77% (+$17.7K)
CUMMINS INC(CMIcusip231021106)	67	QoQ +76.31% (+29) YoY +31.37% (+16)	All Managers (Combined)	$19.0K	0.0% ($19.0K/$418.0M)	QoQ +43.37% (+$5.8K) YoY +32.74% (+$4.7K)
AIR LEASE CORP(ALcusip00912X302)	430	QoQ +122.79% (+237) YoY +62.26% (+165)	All Managers (Combined)	$19.0K	0.0% ($19.0K/$418.0M)	QoQ +113.00% (+$10.1K) YoY +39.34% (+$5.4K)
Gaming & Leisure Properties, Inc.(GLPIcusip36467J108)	380	QoQ +45.59% (+119) YoY +39.70% (+108)	All Managers (Combined)	$18.8K	0.0% ($18.8K/$418.0M)	QoQ +45.46% (+$5.9K) YoY +60.35% (+$7.1K)
DARDEN RESTAURANTS INC(DRIcusip237194105)	92	QoQ +58.62% (+34) YoY 0.00% (+0)	All Managers (Combined)	$18.6K	0.0% ($18.6K/$418.0M)	QoQ +66.15% (+$7.4K) YoY +35.19% (+$4.8K)
MARTIN MARIETTA MATERIALS INC(MLMcusip573284106)	37	QoQ +27.58% (+8) YoY +2.77% (-1)	All Managers (Combined)	$18.4K	0.0% ($18.4K/$418.0M)	QoQ +16.45% (+$2.6K) YoY -13.30% (-$2.8K)
DIGITAL REALTY TRUST, INC.(DLRcusip253868103)	121	QoQ +31.52% (+29) YoY +1916.66% (+115)	All Managers (Combined)	$18.3K	0.0% ($18.3K/$418.0M)	QoQ +20.66% (+$3.1K) YoY +1975.17% (+$17.4K)
(cusip464288737)✕	277	QoQ 0.00% (+0) YoY +2.59% (+7)	All Managers (Combined)	$18.3K	0.0% ($18.3K/$418.0M)	QoQ +6.66% (+$1.1K) YoY +11.78% (+$1.9K)
AFLAC INC(AFLcusip001055102)	168	QoQ +6.32% (+10) YoY -16.41% (-33)	All Managers (Combined)	$18.2K	0.0% ($18.2K/$418.0M)	QoQ +6.84% (+$1.2K) YoY +9.06% (-$1.5K)
(cusip25434V807)✕	459	QoQ NEW(+459) YoY NEW(+459)	All Managers (Combined)	$18.1K	0.0% ($18.1K/$418.0M)	QoQ NEW(+$18.1K) YoY NEW(+$18.1K)
DuPont de Nemours, Inc.(DDcusip26614N102)	285	QoQ -3.38% (-10) YoY +7.95% (-21)	All Managers (Combined)	$18.0K	0.0% ($18.0K/$418.0M)	QoQ -20.45% (-$4.6K) YoY -12.22% (-$2.5K)
Chubb Ltd(CBcusipH1467J104)	63	QoQ +40.00% (+18) YoY +65.78% (+25)	All Managers (Combined)	$17.9K	0.0% ($17.9K/$418.0M)	QoQ +44.05% (+$5.5K) YoY +89.76% (+$8.5K)
CINTAS CORP(CTAScusip172908105)	86	QoQ +65.38% (+34) YoY +1333.33% (+80)	All Managers (Combined)	$17.9K	0.0% ($17.9K/$418.0M)	QoQ +69.57% (+$7.3K) YoY +341.55% (+$13.8K)
W. P. Carey Inc.(WPCcusip92936U109)	292	QoQ +84.81% (+134) YoY +54.49% (+103)	All Managers (Combined)	$17.8K	0.0% ($17.8K/$418.0M)	QoQ +97.70% (+$8.8K) YoY +66.57% (+$7.1K)
STERIS plc(STEcusipG8473T100)	79	QoQ +315.78% (+60) YoY +364.70% (+62)	All Managers (Combined)	$17.7K	0.0% ($17.7K/$418.0M)	QoQ +319.59% (+$13.5K) YoY +400.59% (+$14.2K)