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 58 of 78

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SWK Holdings Corp

SWKH|78501P203

Shares:50

Value:$961

% of Portfolio:0.0% ($961/$418.0M)

EQUINOR ASA

EQNR|29446M102

Shares:42

Value:$960

% of Portfolio:0.0% ($960/$418.0M)

MACROGENICS INC

MGNX|556099109

Shares:560

Value:$958

% of Portfolio:0.0% ($958/$418.0M)

Avantor, Inc.

AVTR|05352A100

Shares:61

Value:$944

% of Portfolio:0.0% ($944/$418.0M)

Dolby Laboratories, Inc.

DLB|25659T107

Shares:13

Value:$939

% of Portfolio:0.0% ($939/$418.0M)

46435U853

Shares:26

Value:$939

% of Portfolio:0.0% ($939/$418.0M)

ZEBRA TECHNOLOGIES CORP

ZBRA|989207105

Shares:4

Value:$938

% of Portfolio:0.0% ($938/$418.0M)

H2O AMERICA

SJW|784305104

Shares:17

Value:$931

% of Portfolio:0.0% ($931/$418.0M)

Elanco Animal Health Inc

ELAN|28414H103

Shares:101

Value:$928

% of Portfolio:0.0% ($928/$418.0M)

POOL CORP

POOL|73278L105

Shares:3

Value:$928

% of Portfolio:0.0% ($928/$418.0M)

Sotera Health Co

SHC|83601L102

Shares:85

Value:$924

% of Portfolio:0.0% ($924/$418.0M)

78464A672

Shares:32

Value:$919

% of Portfolio:0.0% ($919/$418.0M)

MCCORMICK & CO INC

MKC|579780206

Shares:12

Value:$919

% of Portfolio:0.0% ($919/$418.0M)

BAXTER INTERNATIONAL INC

BAX|071813109

Shares:31

Value:$918

% of Portfolio:0.0% ($918/$418.0M)

FIRST SOLAR, INC.

FSLR|336433107

Shares:7

Value:$918

% of Portfolio:0.0% ($918/$418.0M)

Priority Technology Holdings, Inc.

PRTH|74275G107

Shares:128

Value:$915

% of Portfolio:0.0% ($915/$418.0M)

AVISTA CORP

AVA|05379B107

Shares:22

Value:$913

% of Portfolio:0.0% ($913/$418.0M)

Seer, Inc.

SEER|81578P106

Shares:447

Value:$912

% of Portfolio:0.0% ($912/$418.0M)

Healthcare Realty Trust Inc

HR|42226K105

Shares:58

Value:$912

% of Portfolio:0.0% ($912/$418.0M)

GOLAR LNG LTD

GLNG|G9456A100

Shares:23

Value:$909

% of Portfolio:0.0% ($909/$418.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
SWK Holdings Corp(SWKHcusip78501P203)	50	QoQ 0.00% (+0) YoY NEW(+50)	All Managers (Combined)	$961	0.0% ($961/$418.0M)	QoQ +15.50% (+$129) YoY NEW(+$961)
EQUINOR ASA(EQNRcusip29446M102)	42	QoQ +68.00% (+17) YoY NEW(+42)	All Managers (Combined)	$960	0.0% ($960/$418.0M)	QoQ +62.98% (+$371) YoY NEW(+$960)
MACROGENICS INC(MGNXcusip556099109)	560	QoQ 0.00% (-0) YoY NEW(+560)	All Managers (Combined)	$958	0.0% ($958/$418.0M)	QoQ -46.36% (-$828) YoY NEW(+$958)
Avantor, Inc.(AVTRcusip05352A100)	61	QoQ +35.55% (-16) YoY NEW(+61)	All Managers (Combined)	$944	0.0% ($944/$418.0M)	QoQ -6.71% (-$68) YoY NEW(+$944)
Dolby Laboratories, Inc.(DLBcusip25659T107)	13	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$939	0.0% ($939/$418.0M)	QoQ -8.65% (-$89) YoY -8.65% (-$89)
(cusip46435U853)✕	26	QoQ +4.00% (-1) YoY -91.06% (-265)	All Managers (Combined)	$939	0.0% ($939/$418.0M)	QoQ -1.05% (-$10) YoY -91.06% (-$9.6K)
ZEBRA TECHNOLOGIES CORP(ZBRAcusip989207105)	4	QoQ NEW(+4) YoY NEW(+4)	All Managers (Combined)	$938	0.0% ($938/$418.0M)	QoQ NEW(+$938) YoY NEW(+$938)
H2O AMERICA(SJWcusip784305104)	17	QoQ 0.00% (+0) YoY NEW(+17)	All Managers (Combined)	$931	0.0% ($931/$418.0M)	QoQ +11.63% (+$97) YoY NEW(+$931)
Elanco Animal Health Inc(ELANcusip28414H103)	101	QoQ +134.88% (+58) YoY NEW(+101)	All Managers (Combined)	$928	0.0% ($928/$418.0M)	QoQ +78.80% (+$409) YoY NEW(+$928)
POOL CORP(POOLcusip73278L105)	3	QoQ +200.00% (+2) YoY NEW(+3)	All Managers (Combined)	$928	0.0% ($928/$418.0M)	QoQ +157.77% (+$568) YoY NEW(+$928)
Sotera Health Co(SHCcusip83601L102)	85	QoQ 0.00% (-0) YoY NEW(+85)	All Managers (Combined)	$924	0.0% ($924/$418.0M)	QoQ -22.09% (-$262) YoY NEW(+$924)
(cusip78464A672)✕	32	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$919	0.0% ($919/$418.0M)	QoQ +2.45% (+$22) YoY +6.48% (+$56)
MCCORMICK & CO INC(MKCcusip579780206)	12	QoQ +50.00% (+4) YoY NEW(+12)	All Managers (Combined)	$919	0.0% ($919/$418.0M)	QoQ +49.18% (+$303) YoY NEW(+$919)
BAXTER INTERNATIONAL INC(BAXcusip071813109)	31	QoQ +158.33% (+19) YoY NEW(+31)	All Managers (Combined)	$918	0.0% ($918/$418.0M)	QoQ +128.35% (+$516) YoY NEW(+$918)
FIRST SOLAR, INC.(FSLRcusip336433107)	7	QoQ +250.00% (+5) YoY NEW(+7)	All Managers (Combined)	$918	0.0% ($918/$418.0M)	QoQ +179.02% (+$589) YoY NEW(+$918)
Priority Technology Holdings, Inc.(PRTHcusip74275G107)	128	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$915	0.0% ($915/$418.0M)	QoQ -22.65% (-$268) YoY +123.71% (+$506)
AVISTA CORP(AVAcusip05379B107)	22	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$913	0.0% ($913/$418.0M)	QoQ +12.57% (+$102) YoY +11.20% (+$92)
Seer, Inc.(SEERcusip81578P106)	447	QoQ 0.00% (-0) YoY NEW(+447)	All Managers (Combined)	$912	0.0% ($912/$418.0M)	QoQ -14.60% (-$156) YoY NEW(+$912)
Healthcare Realty Trust Inc(HRcusip42226K105)	58	QoQ -45.28% (-48) YoY 0.00% (+0)	All Managers (Combined)	$912	0.0% ($912/$418.0M)	QoQ -49.75% (-$903) YoY +5.55% (+$48)
GOLAR LNG LTD(GLNGcusipG9456A100)	23	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$909	0.0% ($909/$418.0M)	QoQ +1.22% (+$11) YoY +58.36% (+$335)