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 62 of 78

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Krystal Biotech, Inc.

KRYS|501147102

Shares:4

Value:$663

% of Portfolio:0.0% ($663/$418.0M)

TEXTRON INC

TXT|883203101

Shares:10

Value:$662

% of Portfolio:0.0% ($662/$418.0M)

Whitestone REIT

WSR|966084204

Shares:50

Value:$660

% of Portfolio:0.0% ($660/$418.0M)

OneMain Holdings, Inc.

OMF|68268W103

Shares:14

Value:$652

% of Portfolio:0.0% ($652/$418.0M)

Himalaya Shipping Ltd.

HSHP.OL|G4660A103

Shares:132

Value:$649

% of Portfolio:0.0% ($649/$418.0M)

Interactive Brokers Group, Inc.

IBKR|45841N107

Shares:4

Value:$647

% of Portfolio:0.0% ($647/$418.0M)

UNITIL CORP

UTL|913259107

Shares:11

Value:$646

% of Portfolio:0.0% ($646/$418.0M)

BRUKER CORP

BRKR|116794108

Shares:17

Value:$644

% of Portfolio:0.0% ($644/$418.0M)

BLUE RIDGE BANKSHARES, INC.

BRBS|095825105

Shares:192

Value:$643

% of Portfolio:0.0% ($643/$418.0M)

BEST BUY CO INC

BBY|086516101

Shares:10

Value:$635

% of Portfolio:0.0% ($635/$418.0M)

SKECHERS USA INC

SKX|830566105

Shares:13

Value:$635

% of Portfolio:0.0% ($635/$418.0M)

Wix.com Ltd.

WIX|M98068105

Shares:4

Value:$635

% of Portfolio:0.0% ($635/$418.0M)

Kinetik Holdings Inc.

KNTK|02215L209

Shares:15

Value:$628

% of Portfolio:0.0% ($628/$418.0M)

Walgreens Boots Alliance, Inc.

WBA|931427108

Shares:57

Value:$627

% of Portfolio:0.0% ($627/$418.0M)

Seagate Technology Holdings plc

STX|G7997R103

Shares:8

Value:$625

% of Portfolio:0.0% ($625/$418.0M)

Teladoc Health, Inc.

TDOC|87918A105

Shares:88

Value:$622

% of Portfolio:0.0% ($622/$418.0M)

DESCARTES SYSTEMS GROUP INC

DSGX|249906108

Shares:6

Value:$619

% of Portfolio:0.0% ($619/$418.0M)

FORMFACTOR INC

FORM|346375108

Shares:23

Value:$615

% of Portfolio:0.0% ($615/$418.0M)

ANI PHARMACEUTICALS INC

ANIP|00182C103

Shares:9

Value:$615

% of Portfolio:0.0% ($615/$418.0M)

Marcus & Millichap, Inc.

MMI|566324109

Shares:20

Value:$614

% of Portfolio:0.0% ($614/$418.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Krystal Biotech, Inc.(KRYScusip501147102)	4	QoQ NEW(+4) YoY NEW(+4)	All Managers (Combined)	$663	0.0% ($663/$418.0M)	QoQ NEW(+$663) YoY NEW(+$663)
TEXTRON INC(TXTcusip883203101)	10	QoQ +400.00% (+8) YoY +400.00% (+8)	All Managers (Combined)	$662	0.0% ($662/$418.0M)	QoQ +318.98% (+$504) YoY +284.88% (+$490)
Whitestone REIT(WSRcusip966084204)	50	QoQ 0.00% (-0) YoY NEW(+50)	All Managers (Combined)	$660	0.0% ($660/$418.0M)	QoQ -2.36% (-$16) YoY NEW(+$660)
OneMain Holdings, Inc.(OMFcusip68268W103)	14	QoQ NEW(+14) YoY NEW(+14)	All Managers (Combined)	$652	0.0% ($652/$418.0M)	QoQ NEW(+$652) YoY NEW(+$652)
Himalaya Shipping Ltd.(HSHP.OLcusipG4660A103)	132	QoQ NEW(+132) YoY +100.00% (+66)	All Managers (Combined)	$649	0.0% ($649/$418.0M)	QoQ NEW(+$649) YoY +16.30% (+$91)
Interactive Brokers Group, Inc.(IBKRcusip45841N107)	4	QoQ NEW(+4) YoY NEW(+4)	All Managers (Combined)	$647	0.0% ($647/$418.0M)	QoQ NEW(+$647) YoY NEW(+$647)
UNITIL CORP(UTLcusip913259107)	11	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$646	0.0% ($646/$418.0M)	QoQ +10.42% (+$61) YoY +11.57% (+$67)
BRUKER CORP(BRKRcusip116794108)	17	QoQ -50.00% (-17) YoY NEW(+17)	All Managers (Combined)	$644	0.0% ($644/$418.0M)	QoQ -66.17% (-$1.3K) YoY NEW(+$644)
BLUE RIDGE BANKSHARES, INC.(BRBScusip095825105)	192	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$643	0.0% ($643/$418.0M)	QoQ -0.61% (-$4) YoY +26.32% (+$134)
BEST BUY CO INC(BBYcusip086516101)	10	QoQ +100.00% (+5) YoY NEW(+10)	All Managers (Combined)	$635	0.0% ($635/$418.0M)	QoQ +49.06% (+$209) YoY NEW(+$635)
SKECHERS USA INC(SKXcusip830566105)	13	QoQ +160.00% (+8) YoY NEW(+13)	All Managers (Combined)	$635	0.0% ($635/$418.0M)	QoQ +69.33% (+$260) YoY NEW(+$635)
Wix.com Ltd.(WIXcusipM98068105)	4	QoQ 0.00% (-0) YoY +33.33% (+1)	All Managers (Combined)	$635	0.0% ($635/$418.0M)	QoQ -32.30% (-$303) YoY +76.38% (+$275)
Kinetik Holdings Inc.(KNTKcusip02215L209)	15	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$628	0.0% ($628/$418.0M)	QoQ -31.66% (-$291) YoY +9.59% (+$55)
Walgreens Boots Alliance, Inc.(WBAcusip931427108)	57	QoQ -5.00% (-3) YoY +418.18% (+46)	All Managers (Combined)	$627	0.0% ($627/$418.0M)	QoQ -7.92% (-$54) YoY +240.76% (+$443)
Seagate Technology Holdings plc(STXcusipG7997R103)	8	QoQ NEW(+8) YoY -74.19% (-23)	All Managers (Combined)	$625	0.0% ($625/$418.0M)	QoQ NEW(+$625) YoY -76.96% (-$2.1K)
Teladoc Health, Inc.(TDOCcusip87918A105)	88	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$622	0.0% ($622/$418.0M)	QoQ -30.73% (-$276) YoY -44.71% (-$503)
DESCARTES SYSTEMS GROUP INC(DSGXcusip249906108)	6	QoQ +20.00% (+1) YoY NEW(+6)	All Managers (Combined)	$619	0.0% ($619/$418.0M)	QoQ +6.17% (+$36) YoY NEW(+$619)
FORMFACTOR INC(FORMcusip346375108)	23	QoQ +187.50% (+15) YoY NEW(+23)	All Managers (Combined)	$615	0.0% ($615/$418.0M)	QoQ +100.98% (+$309) YoY NEW(+$615)
ANI PHARMACEUTICALS INC(ANIPcusip00182C103)	9	QoQ 0.00% (+0) YoY NEW(+9)	All Managers (Combined)	$615	0.0% ($615/$418.0M)	QoQ +13.05% (+$71) YoY NEW(+$615)
Marcus & Millichap, Inc.(MMIcusip566324109)	20	QoQ -74.68% (-59) YoY NEW(+20)	All Managers (Combined)	$614	0.0% ($614/$418.0M)	QoQ -79.80% (-$2.4K) YoY NEW(+$614)