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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VISA INC.

V|92826C839

Shares:1.0K

Value:$343.1K

% of Portfolio:0.1% ($343.1K/$418.0M)

464289867

Shares:5.9K

Value:$335.2K

% of Portfolio:0.1% ($335.2K/$418.0M)

NETFLIX INC

NFLX|64110L106

Shares:314

Value:$329.6K

% of Portfolio:0.1% ($329.6K/$418.0M)

AT&T INC.

T|00206R102

Shares:11.1K

Value:$302.1K

% of Portfolio:0.1% ($302.1K/$418.0M)

COGNIZANT TECHNOLOGY SOLUTIONS CORP

CTSH|192446102

Shares:4.2K

Value:$300.7K

% of Portfolio:0.1% ($300.7K/$418.0M)

921937827

BSV|921937827

Shares:3.8K

Value:$299.9K

% of Portfolio:0.1% ($299.9K/$418.0M)

PROCTER & GAMBLE Co

PG|742718109

Shares:1.8K

Value:$291.8K

% of Portfolio:0.1% ($291.8K/$418.0M)

922908512

VOE|922908512

Shares:1.9K

Value:$290.5K

% of Portfolio:0.1% ($290.5K/$418.0M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:1.2K

Value:$289.1K

% of Portfolio:0.1% ($289.1K/$418.0M)

SEMPRA

SRE|816851109

Shares:3.9K

Value:$288.9K

% of Portfolio:0.1% ($288.9K/$418.0M)

46438F101

Shares:5.4K

Value:$288.0K

% of Portfolio:0.1% ($288.0K/$418.0M)

92206C409

Shares:3.7K

Value:$287.1K

% of Portfolio:0.1% ($287.1K/$418.0M)

46138E842

Shares:3.8K

Value:$281.4K

% of Portfolio:0.1% ($281.4K/$418.0M)

67092P201

Shares:3.6K

Value:$275.1K

% of Portfolio:0.1% ($275.1K/$418.0M)

78468R770

Shares:2.6K

Value:$269.7K

% of Portfolio:0.1% ($269.7K/$418.0M)

THOMSON REUTERS CORP /CAN/

TRI.TO|884903808

Shares:1.5K

Value:$268.8K

% of Portfolio:0.1% ($268.8K/$418.0M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:247

Value:$241.4K

% of Portfolio:0.1% ($241.4K/$418.0M)

AMERIPRISE FINANCIAL INC

AMP|03076C106

Shares:505

Value:$238.4K

% of Portfolio:0.1% ($238.4K/$418.0M)

FIFTH THIRD BANCORP

FITB|316773100

Shares:6.7K

Value:$236.0K

% of Portfolio:0.1% ($236.0K/$418.0M)

Merck & Co., Inc.

MRK|58933Y105

Shares:2.9K

Value:$230.1K

% of Portfolio:0.1% ($230.1K/$418.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
VISA INC.(Vcusip92826C839)	1.0K	QoQ +103.57% (+522) YoY +110.24% (+538)	All Managers (Combined)	$343.1K	0.1% ($343.1K/$418.0M)	QoQ +103.47% (+$174.5K) YoY +161.83% (+$212.0K)
(cusip464289867)✕	5.9K	QoQ -12.78% (-872) YoY +16.81% (+856)	All Managers (Combined)	$335.2K	0.1% ($335.2K/$418.0M)	QoQ -15.69% (-$62.4K) YoY +20.29% (+$56.6K)
NETFLIX INC(NFLXcusip64110L106)	314	QoQ +151.20% (+189) YoY +166.10% (+196)	All Managers (Combined)	$329.6K	0.1% ($329.6K/$418.0M)	QoQ +171.28% (+$208.1K) YoY +382.08% (+$261.2K)
AT&T INC.(Tcusip00206R102)	11.1K	QoQ +100.37% (+5.6K) YoY +93.70% (+5.4K)	All Managers (Combined)	$302.1K	0.1% ($302.1K/$418.0M)	QoQ +125.69% (+$168.2K) YoY +212.57% (+$205.4K)
COGNIZANT TECHNOLOGY SOLUTIONS CORP(CTSHcusip192446102)	4.2K	QoQ +0.54% (-23) YoY -33.11% (-2.1K)	All Managers (Combined)	$300.7K	0.1% ($300.7K/$418.0M)	QoQ -11.95% (-$40.8K) YoY -28.29% (-$118.6K)
(BSVcusip921937827)	3.8K	QoQ +37.71% (+1.1K) YoY -35.93% (-2.2K)	All Managers (Combined)	$299.9K	0.1% ($299.9K/$418.0M)	QoQ +38.73% (+$83.7K) YoY -34.33% (-$156.8K)
PROCTER & GAMBLE Co(PGcusip742718109)	1.8K	QoQ +124.20% (+975) YoY +127.97% (+988)	All Managers (Combined)	$291.8K	0.1% ($291.8K/$418.0M)	QoQ +118.94% (+$158.5K) YoY +130.09% (+$165.0K)
(VOEcusip922908512)	1.9K	QoQ +1.82% (-34) YoY -96.72% (-56.0K)	All Managers (Combined)	$290.5K	0.1% ($290.5K/$418.0M)	QoQ -6.86% (-$21.4K) YoY -96.66% (-$8.4M)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	1.2K	QoQ +8.88% (+96) YoY +178.25% (+754)	All Managers (Combined)	$289.1K	0.1% ($289.1K/$418.0M)	QoQ +19.26% (+$46.7K) YoY +313.24% (+$219.1K)
SEMPRA(SREcusip816851109)	3.9K	QoQ +1.86% (-72) YoY +2.36% (+91)	All Managers (Combined)	$288.9K	0.1% ($288.9K/$418.0M)	QoQ -9.09% (-$28.9K) YoY +2.91% (+$8.2K)
(cusip46438F101)✕	5.4K	QoQ +15.12% (+711) YoY +10726.00% (+5.4K)	All Managers (Combined)	$288.0K	0.1% ($288.0K/$418.0M)	QoQ +6.19% (+$16.8K) YoY +16169.60% (+$286.2K)
(cusip92206C409)✕	3.7K	QoQ +61.57% (+1.4K) YoY +9.03% (+303)	All Managers (Combined)	$287.1K	0.1% ($287.1K/$418.0M)	QoQ +61.63% (+$109.5K) YoY +11.25% (+$29.0K)
(cusip46138E842)✕	3.8K	QoQ +0.85% (-32) YoY +12.17% (-408)	All Managers (Combined)	$281.4K	0.1% ($281.4K/$418.0M)	QoQ -17.04% (-$57.8K) YoY -3.55% (-$10.4K)
(cusip67092P201)✕	3.6K	QoQ 0.00% (-0) YoY +0.13% (+5)	All Managers (Combined)	$275.1K	0.1% ($275.1K/$418.0M)	QoQ -11.39% (-$35.4K) YoY +3.43% (+$9.1K)
(cusip78468R770)✕	2.6K	QoQ +1.62% (-42) YoY +17.11% (+384)	All Managers (Combined)	$269.7K	0.1% ($269.7K/$418.0M)	QoQ -7.81% (-$22.9K) YoY +14.80% (+$34.8K)
THOMSON REUTERS CORP /CAN/(TRI.TOcusip884903808)	1.5K	QoQ -33.73% (-752) YoY -35.01% (-796)	All Managers (Combined)	$268.8K	0.1% ($268.8K/$418.0M)	QoQ -26.72% (-$98.1K) YoY -28.20% (-$105.6K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	247	QoQ +126.60% (+138) YoY +111.11% (+130)	All Managers (Combined)	$241.4K	0.1% ($241.4K/$418.0M)	QoQ +128.81% (+$135.9K) YoY +179.44% (+$155.0K)
AMERIPRISE FINANCIAL INC(AMPcusip03076C106)	505	QoQ +2.02% (-10) YoY +1.20% (+6)	All Managers (Combined)	$238.4K	0.1% ($238.4K/$418.0M)	QoQ -14.18% (-$39.4K) YoY +14.20% (+$29.7K)
FIFTH THIRD BANCORP(FITBcusip316773100)	6.7K	QoQ +7.35% (-461) YoY +2070.00% (+6.4K)	All Managers (Combined)	$236.0K	0.1% ($236.0K/$418.0M)	QoQ -16.20% (-$45.7K) YoY +1929.46% (+$224.4K)
Merck & Co., Inc.(MRKcusip58933Y105)	2.9K	QoQ +37.76% (+801) YoY +94.28% (+1.4K)	All Managers (Combined)	$230.1K	0.1% ($230.1K/$418.0M)	QoQ +10.74% (+$22.3K) YoY +19.97% (+$38.3K)