Cornerstone Planning Group LLC Q2 2025 Filing
Filed August 11, 2025
Portfolio Value
$489.9M
Holdings
1,529
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (1,529 positions)
| Stock | Value |
|---|---|
RSRELIANCE INC COM | $2K |
XLBMATERIALS SELECT SECTOR SPDR FUND | $2K |
INGRINGREDION INC COM | $2K |
LMBLIMBACH HLDGS INC COM | $2K |
CFRCULLEN FROST BANKERS INC COM | $2K |
MRTNMARTEN TRANS LTD COM | $2K |
UTMUTAH MED PRODS INC COM | $2K |
FULFULLER H B CO COM | $2K |
LABUUSDDIREXION DAILY S&P BIOTECH BULL 3X SHARES | $2K |
SOLVSOLVENTUM CORP COM SHS | $2K |
ADCAGREE RLTY CORP COM | $2K |
CRAICRA INTL INC COM | $2K |
DPZDOMINOS PIZZA INC COM | $2K |
MTNVAIL RESORTS INC COM | $2K |
AMEAMETEK INC COM | $2K |
WYWEYERHAEUSER CO MTN BE COM NEW | $2K |
PKNREVVITY INC COM | $2K |
PNWPINNACLE WEST CAP CORP COM | $2K |
HEIHEICO CORP NEW CL A | $2K |
BOXBOX INC CL A | $2K |
RGRSTURM RUGER & CO INC COM | $2K |
NMAXNEWSMAX INC COM SHS CLASS B | $2K |
HIIHUNTINGTON INGALLS INDS INC COM | $2K |
CCKCROWN HLDGS INC COM | $2K |
EQREQUITY RESIDENTIAL SH BEN INT | $2K |
CRCRANE COMPANY COMMON STOCK | $2K |
GMABGENMAB A/S SPONSORED ADS | $2K |
CHECHEMED CORP NEW COM | $2K |
UHTUNIVERSAL HEALTH RLTY INCOME T SH BEN INT | $2K |
SPSMSPDR PORTFOLIO S&P 600 SMALL CAP ETF | $2K |
LKQ1LKQ CORP COM | $2K |
AGXARGAN INC COM | $2K |
0VVBPARAMOUNT GLOBAL CLASS B COM | $2K |
SONYSONY GROUP CORP SPONSORED ADR | $2K |
MANMANPOWERGROUP INC WIS COM | $2K |
PBDINVESCO GLOBAL CLEAN ENERGY ETF | $2K |
CVECENOVUS ENERGY INC COM | $2K |
VGTVANGUARD INFORMATION TECHNOLOGY ETF | $2K |
MTRNMATERION CORP COM | $2K |
BSJSINVESCO BULLETSHARES 2028 HIGH YIELD CORPORATE BOND ETF | $2K |
SFBSSERVISFIRST BANCSHARES INC COM | $2K |
TTELUS CORPORATION COM | $2K |
WINGWINGSTOP INC COM | $2K |
BSJQINVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF | $2K |
IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $2K |
ERICTELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 | $2K |
FLOTISHARES FLOATING RATE BOND ETF | $2K |
IDAIDACORP INC COM | $2K |
WAFDWAFD INC COM | $2K |
RTORENTOKIL INITIAL PLC SPONSORED ADR | $2K |
FMSFRESENIUS MEDICAL CARE AG SPONSORED ADR | $2K |
VCYTVERACYTE INC COM | $2K |
RDWREDWIRE CORPORATION COM | $2K |
VMCVULCAN MATLS CO COM | $2K |
STXSEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $2K |
OZKBANK OZK LITTLE ROCK ARK COM | $2K |
FYBRFRONTIER COMMUNICATIONS PARENT COM | $2K |
LYBLYONDELLBASELL INDUSTRIES N V SHS - A - | $2K |
IONQIONQ INC COM | $2K |
IVZINVESCO LTD SHS | $2K |
IXNISHARES GLOBAL TECH ETF | $2K |
IPARINTERPARFUMS INC COM | $2K |
FANGDIAMONDBACK ENERGY INC COM | $2K |
DECDIVERSIFIED ENERGY COMPANY PLC SHS NEW | $2K |
SSNCSS&C TECHNOLOGIES HLDGS INC COM | $2K |
NXSTNEXSTAR MEDIA GROUP INC COMMON STOCK | $2K |
IBKRINTERACTIVE BROKERS GROUP INC COM CL A | $2K |
DOCUDOCUSIGN INC COM | $2K |
CRLCHARLES RIV LABS INTL INC COM | $2K |
BLOKAMPLIFY TRANSFORMATIONAL DATA SHARING ETF | $2K |
NTRANATERA INC COM | $2K |
NWSANEWS CORP NEW CL A | $2K |
MSAMSA SAFETY INC COM | $2K |
DECKDECKERS OUTDOOR CORP COM | $2K |
AFRMAFFIRM HLDGS INC COM CL A | $2K |
WSBFWATERSTONE FINL INC MD COM | $2K |
CVCOCAVCO INDS INC DEL COM | $2K |
FOXAFOX CORP CL A COM | $2K |
EXPDEXPEDITORS INTL WASH INC COM | $2K |
VLUEISHARES MSCI USA VALUE FACTOR ETF | $2K |
ORRFORRSTOWN FINL SVCS INC COM | $2K |
CTLPCANTALOUPE INC COM | $2K |
WTRGESSENTIAL UTILS INC COM | $2K |
IXGISHARES GLOBAL FINANCIALS ETF | $2K |
KODKODIAK SCIENCES INC COM | $2K |
BENFRANKLIN RESOURCES INC COM | $2K |
WATWATERS CORP COM | $2K |
DOCHEALTHPEAK PROPERTIES INC COM | $2K |
PSTGPURE STORAGE INC CL A | $2K |
CNACNA FINL CORP COM | $2K |
IFSINTERCORP FINL SVCS INC SHS | $2K |
ITTITT INC COM | $2K |
JKHYHENRY JACK & ASSOC INC COM | $2K |
VEONVEON LTD SPONSORED ADS | $2K |
SUISUN CMNTYS INC COM | $2K |
TKRTIMKEN CO COM | $2K |
CHRWC H ROBINSON WORLDWIDE INC COM NEW | $2K |
EXEEXPAND ENERGY CORPORATION COM | $2K |
BKHBLACK HILLS CORP COM | $2K |
CMCLCALEDONIA MNG CORP PLC SHS NEW | $2K |