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 8 of 78

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METLIFE INC

MET|59156R108

Shares:1.3K

Value:$98.3K

% of Portfolio:0.0% ($98.3K/$418.0M)

ServiceNow, Inc.

NOW|81762P102

Shares:120

Value:$97.5K

% of Portfolio:0.0% ($97.5K/$418.0M)

SHERWIN WILLIAMS CO

SHW|824348106

Shares:292

Value:$96.8K

% of Portfolio:0.0% ($96.8K/$418.0M)

92204A801

Shares:536

Value:$96.5K

% of Portfolio:0.0% ($96.5K/$418.0M)

KKR & Co. Inc.

KKR|48251W104

Shares:899

Value:$96.0K

% of Portfolio:0.0% ($96.0K/$418.0M)

ORACLE CORP

ORCL|68389X105

Shares:729

Value:$95.8K

% of Portfolio:0.0% ($95.8K/$418.0M)

PRUDENTIAL FINANCIAL INC

PRU|744320102

Shares:938

Value:$95.3K

% of Portfolio:0.0% ($95.3K/$418.0M)

QUALCOMM INC/DE

QCOM|747525103

Shares:672

Value:$94.4K

% of Portfolio:0.0% ($94.4K/$418.0M)

CHIPOTLE MEXICAN GRILL INC

CMG|169656105

Shares:1.9K

Value:$93.1K

% of Portfolio:0.0% ($93.1K/$418.0M)

Blackstone Inc.

BX|09260D107

Shares:730

Value:$92.7K

% of Portfolio:0.0% ($92.7K/$418.0M)

PEPSICO INC

PEP|713448108

Shares:649

Value:$92.3K

% of Portfolio:0.0% ($92.3K/$418.0M)

MICROSTRATEGY Inc

MSTR|594972408

Shares:266

Value:$92.0K

% of Portfolio:0.0% ($92.0K/$418.0M)

00039J509

Shares:1.3K

Value:$91.5K

% of Portfolio:0.0% ($91.5K/$418.0M)

808524755

FNDF|808524755

Shares:2.5K

Value:$90.8K

% of Portfolio:0.0% ($90.8K/$418.0M)

464288588

Shares:980

Value:$90.5K

% of Portfolio:0.0% ($90.5K/$418.0M)

Constellation Energy Corp

CEG|21037T109

Shares:429

Value:$90.1K

% of Portfolio:0.0% ($90.1K/$418.0M)

464287721

Shares:667

Value:$90.0K

% of Portfolio:0.0% ($90.0K/$418.0M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:1.6K

Value:$89.2K

% of Portfolio:0.0% ($89.2K/$418.0M)

GE Vernova Inc.

GEV|36828A101

Shares:260

Value:$87.4K

% of Portfolio:0.0% ($87.4K/$418.0M)

464287408

IVE|464287408

Shares:484

Value:$86.9K

% of Portfolio:0.0% ($86.9K/$418.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
METLIFE INC(METcusip59156R108)	1.3K	QoQ -4.12% (-57) YoY -24.12% (-421)	All Managers (Combined)	$98.3K	0.0% ($98.3K/$418.0M)	QoQ -18.18% (-$21.9K) YoY -20.13% (-$24.8K)
ServiceNow, Inc.(NOWcusip81762P102)	120	QoQ +81.81% (+54) YoY +15.38% (+16)	All Managers (Combined)	$97.5K	0.0% ($97.5K/$418.0M)	QoQ +29.54% (+$22.2K) YoY +30.84% (+$23.0K)
SHERWIN WILLIAMS CO(SHWcusip824348106)	292	QoQ +48.97% (+96) YoY +30.94% (+69)	All Managers (Combined)	$96.8K	0.0% ($96.8K/$418.0M)	QoQ +35.66% (+$25.4K) YoY +39.99% (+$27.7K)
(cusip92204A801)✕	536	QoQ +0.37% (-2) YoY +1.70% (-9)	All Managers (Combined)	$96.5K	0.0% ($96.5K/$418.0M)	QoQ -8.67% (-$9.2K) YoY -7.05% (-$7.3K)
KKR & Co. Inc.(KKRcusip48251W104)	899	QoQ +4.29% (-37) YoY +6815.38% (+886)	All Managers (Combined)	$96.0K	0.0% ($96.0K/$418.0M)	QoQ -30.89% (-$42.9K) YoY +7668.93% (+$94.8K)
ORACLE CORP(ORCLcusip68389X105)	729	QoQ +75.24% (+313) YoY +107.10% (+377)	All Managers (Combined)	$95.8K	0.0% ($95.8K/$418.0M)	QoQ +45.42% (+$29.9K) YoY +135.70% (+$55.2K)
PRUDENTIAL FINANCIAL INC(PRUcusip744320102)	938	QoQ +83.56% (+427) YoY +97.89% (+464)	All Managers (Combined)	$95.3K	0.0% ($95.3K/$418.0M)	QoQ +54.63% (+$33.7K) YoY +79.08% (+$42.1K)
QUALCOMM INC/DE(QCOMcusip747525103)	672	QoQ +34.13% (+171) YoY +37.14% (+182)	All Managers (Combined)	$94.4K	0.0% ($94.4K/$418.0M)	QoQ +10.10% (+$8.7K) YoY +7.22% (+$6.4K)
CHIPOTLE MEXICAN GRILL INC(CMGcusip169656105)	1.9K	QoQ +197.35% (+1.3K) YoY +17254.54% (+1.9K)	All Managers (Combined)	$93.1K	0.0% ($93.1K/$418.0M)	QoQ +148.69% (+$55.7K) YoY +168.17% (+$58.4K)
Blackstone Inc.(BXcusip09260D107)	730	QoQ +1137.28% (+671) YoY +2181.25% (+698)	All Managers (Combined)	$92.7K	0.0% ($92.7K/$418.0M)	QoQ +760.89% (+$81.9K) YoY +2355.24% (+$88.9K)
PEPSICO INC(PEPcusip713448108)	649	QoQ +28.26% (+143) YoY +10.00% (-59)	All Managers (Combined)	$92.3K	0.0% ($92.3K/$418.0M)	QoQ +17.83% (+$14.0K) YoY -11.19% (-$11.6K)
MICROSTRATEGY Inc(MSTRcusip594972408)	266	QoQ +1.52% (+4) YoY NEW(+266)	All Managers (Combined)	$92.0K	0.0% ($92.0K/$418.0M)	QoQ +0.88% (+$809) YoY NEW(+$92.0K)
(cusip00039J509)✕	1.3K	QoQ NEW(+1.3K) YoY NEW(+1.3K)	All Managers (Combined)	$91.5K	0.0% ($91.5K/$418.0M)	QoQ NEW(+$91.5K) YoY NEW(+$91.5K)
(FNDFcusip808524755)	2.5K	QoQ +7.23% (+168) YoY NEW(+2.5K)	All Managers (Combined)	$90.8K	0.0% ($90.8K/$418.0M)	QoQ +13.12% (+$10.5K) YoY NEW(+$90.8K)
(cusip464288588)✕	980	QoQ +2.08% (+20) YoY -57.74% (-1.3K)	All Managers (Combined)	$90.5K	0.0% ($90.5K/$418.0M)	QoQ +2.34% (+$2.1K) YoY -56.94% (-$119.7K)
Constellation Energy Corp(CEGcusip21037T109)	429	QoQ -9.87% (-47) YoY +3800.00% (+418)	All Managers (Combined)	$90.1K	0.0% ($90.1K/$418.0M)	QoQ -31.14% (-$40.7K) YoY +4100.60% (+$87.9K)
(cusip464287721)✕	667	QoQ +32.34% (+163) YoY -30.88% (-298)	All Managers (Combined)	$90.0K	0.0% ($90.0K/$418.0M)	QoQ +13.77% (+$10.9K) YoY -29.34% (-$37.4K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	1.6K	QoQ +50.94% (+541) YoY +47.33% (+515)	All Managers (Combined)	$89.2K	0.0% ($89.2K/$418.0M)	QoQ +42.17% (+$26.5K) YoY +74.07% (+$38.0K)
GE Vernova Inc.(GEVcusip36828A101)	260	QoQ +312.69% (+197) YoY +534.14% (+219)	All Managers (Combined)	$87.4K	0.0% ($87.4K/$418.0M)	QoQ +320.34% (+$66.6K) YoY +1181.92% (+$80.6K)
(IVEcusip464287408)	484	QoQ +222.66% (+334) YoY -5.28% (-27)	All Managers (Combined)	$86.9K	0.0% ($86.9K/$418.0M)	QoQ +191.51% (+$57.1K) YoY -5.68% (-$5.2K)