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 7 of 78

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464287507

IJH|464287507

Shares:2.3K

Value:$128.5K

% of Portfolio:0.0% ($128.5K/$418.0M)

922042775

VEU|922042775

Shares:2.1K

Value:$127.3K

% of Portfolio:0.0% ($127.3K/$418.0M)

CATERPILLAR INC

CAT|149123101

Shares:429

Value:$126.8K

% of Portfolio:0.0% ($126.8K/$418.0M)

INTUIT INC.

INTU|461202103

Shares:208

Value:$124.0K

% of Portfolio:0.0% ($124.0K/$418.0M)

921937793

BLV|921937793

Shares:1.8K

Value:$123.2K

% of Portfolio:0.0% ($123.2K/$418.0M)

464288877

Shares:2.1K

Value:$123.0K

% of Portfolio:0.0% ($123.0K/$418.0M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:961

Value:$120.7K

% of Portfolio:0.0% ($120.7K/$418.0M)

Expedia Group, Inc.

EXPE|30212P303

Shares:768

Value:$120.0K

% of Portfolio:0.0% ($120.0K/$418.0M)

Arthur J. Gallagher & Co.

AJG|363576109

Shares:360

Value:$119.5K

% of Portfolio:0.0% ($119.5K/$418.0M)

81369Y605

Shares:2.4K

Value:$116.9K

% of Portfolio:0.0% ($116.9K/$418.0M)

MCDONALDS CORP

MCD|580135101

Shares:367

Value:$116.8K

% of Portfolio:0.0% ($116.8K/$418.0M)

CONOCOPHILLIPS

COP|20825C104

Shares:1.3K

Value:$114.6K

% of Portfolio:0.0% ($114.6K/$418.0M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:2.8K

Value:$108.7K

% of Portfolio:0.0% ($108.7K/$418.0M)

BOEING CO

BA|097023105

Shares:628

Value:$108.2K

% of Portfolio:0.0% ($108.2K/$418.0M)

464287432

Shares:1.2K

Value:$106.5K

% of Portfolio:0.0% ($106.5K/$418.0M)

09290C103

Shares:2.3K

Value:$106.0K

% of Portfolio:0.0% ($106.0K/$418.0M)

922908652

VXF|922908652

Shares:635

Value:$105.1K

% of Portfolio:0.0% ($105.1K/$418.0M)

81369Y852

Shares:1.1K

Value:$103.9K

% of Portfolio:0.0% ($103.9K/$418.0M)

ASML HOLDING NV

ASML|N07059210

Shares:151

Value:$99.4K

% of Portfolio:0.0% ($99.4K/$418.0M)

74347X831

Shares:2.1K

Value:$98.5K

% of Portfolio:0.0% ($98.5K/$418.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IJHcusip464287507)	2.3K	QoQ +0.26% (-6) YoY -25.20% (-778)	All Managers (Combined)	$128.5K	0.0% ($128.5K/$418.0M)	QoQ -13.76% (-$20.5K) YoY -28.86% (-$52.1K)
(VEUcusip922042775)	2.1K	QoQ +246.51% (+1.5K) YoY -35.43% (-1.1K)	All Managers (Combined)	$127.3K	0.0% ($127.3K/$418.0M)	QoQ +257.34% (+$91.7K) YoY -32.80% (-$62.1K)
CATERPILLAR INC(CATcusip149123101)	429	QoQ +102.35% (+217) YoY +76.54% (+186)	All Managers (Combined)	$126.8K	0.0% ($126.8K/$418.0M)	QoQ +51.75% (+$43.2K) YoY +54.91% (+$44.9K)
INTUIT INC.(INTUcusip461202103)	208	QoQ +177.33% (+133) YoY +150.60% (+125)	All Managers (Combined)	$124.0K	0.0% ($124.0K/$418.0M)	QoQ +172.48% (+$78.5K) YoY +137.38% (+$71.8K)
(BLVcusip921937793)	1.8K	QoQ +37.73% (+497) YoY -37.12% (-1.1K)	All Managers (Combined)	$123.2K	0.0% ($123.2K/$418.0M)	QoQ +35.17% (+$32.1K) YoY -38.44% (-$77.0K)
(cusip464288877)✕	2.1K	QoQ +42.56% (+615) YoY -59.46% (-3.0K)	All Managers (Combined)	$123.0K	0.0% ($123.0K/$418.0M)	QoQ +54.93% (+$43.6K) YoY -55.65% (-$154.3K)
TJX COMPANIES INC /DE/(TJXcusip872540109)	961	QoQ +85.16% (+442) YoY +101.89% (+485)	All Managers (Combined)	$120.7K	0.0% ($120.7K/$418.0M)	QoQ +86.27% (+$55.9K) YoY +167.06% (+$75.5K)
Expedia Group, Inc.(EXPEcusip30212P303)	768	QoQ +25500.00% (+765) YoY +76700.00% (+767)	All Managers (Combined)	$120.0K	0.0% ($120.0K/$418.0M)	QoQ +23571.59% (+$119.5K) YoY +103361.20% (+$119.9K)
Arthur J. Gallagher & Co.(AJGcusip363576109)	360	QoQ +61.43% (+137) YoY +25.43% (+73)	All Managers (Combined)	$119.5K	0.0% ($119.5K/$418.0M)	QoQ +80.89% (+$53.5K) YoY +74.51% (+$51.0K)
(cusip81369Y605)✕	2.4K	QoQ +197.56% (+1.6K) YoY +1268.15% (+2.3K)	All Managers (Combined)	$116.9K	0.0% ($116.9K/$418.0M)	QoQ +176.22% (+$74.6K) YoY +1510.01% (+$109.6K)
MCDONALDS CORP(MCDcusip580135101)	367	QoQ +29.68% (+84) YoY -24.17% (-117)	All Managers (Combined)	$116.8K	0.0% ($116.8K/$418.0M)	QoQ +40.80% (+$33.8K) YoY -10.72% (-$14.0K)
CONOCOPHILLIPS(COPcusip20825C104)	1.3K	QoQ +25.64% (+260) YoY +20.07% (-213)	All Managers (Combined)	$114.6K	0.0% ($114.6K/$418.0M)	QoQ +10.01% (+$10.4K) YoY -11.63% (-$15.1K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	2.8K	QoQ +55.74% (+1.0K) YoY +248.44% (+2.0K)	All Managers (Combined)	$108.7K	0.0% ($108.7K/$418.0M)	QoQ +28.16% (+$23.9K) YoY +262.47% (+$78.7K)
BOEING CO(BAcusip097023105)	628	QoQ +115.06% (+336) YoY +1644.44% (+592)	All Managers (Combined)	$108.2K	0.0% ($108.2K/$418.0M)	QoQ +111.64% (+$57.1K) YoY +1572.30% (+$101.8K)
(cusip464287432)✕	1.2K	QoQ +104.01% (+622) YoY -15.39% (-222)	All Managers (Combined)	$106.5K	0.0% ($106.5K/$418.0M)	QoQ +101.64% (+$53.7K) YoY -17.76% (-$23.0K)
(cusip09290C103)✕	2.3K	QoQ +121.44% (+1.2K) YoY -37.91% (-1.4K)	All Managers (Combined)	$106.0K	0.0% ($106.0K/$418.0M)	QoQ +98.20% (+$52.5K) YoY -32.95% (-$52.1K)
(VXFcusip922908652)	635	QoQ +67.98% (+257) YoY -16.11% (-122)	All Managers (Combined)	$105.1K	0.0% ($105.1K/$418.0M)	QoQ +40.64% (+$30.4K) YoY -17.61% (-$22.5K)
(cusip81369Y852)✕	1.1K	QoQ +137.39% (+654) YoY +40.89% (+328)	All Managers (Combined)	$103.9K	0.0% ($103.9K/$418.0M)	QoQ +116.19% (+$55.8K) YoY +61.64% (+$39.6K)
ASML HOLDING NV(ASMLcusipN07059210)	151	QoQ +132.30% (+86) YoY +179.62% (+97)	All Managers (Combined)	$99.4K	0.0% ($99.4K/$418.0M)	QoQ +121.47% (+$54.5K) YoY +104.06% (+$50.7K)
(cusip74347X831)✕	2.1K	QoQ 0.00% (-0) YoY +0.68% (-14)	All Managers (Combined)	$98.5K	0.0% ($98.5K/$418.0M)	QoQ -39.28% (-$63.8K) YoY -14.67% (-$16.9K)