Cornerstone Planning Group LLC Q4 2025 Filing
Filed February 2, 2026
Portfolio Value
$641.3B
Holdings
1,709
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (1,709 positions)
| Stock | Value |
|---|---|
XELXCEL ENERGY INC COM | $6.0M |
USLMUNITED STS LIME & MINERALS INC COM | $6.0M |
CMSCMS ENERGY CORP COM | $6.0M |
DINOHF SINCLAIR CORP COM | $6.0M |
GPNGLOBAL PMTS INC COM | $6.0M |
QQQJINVESCO NASDAQ NEXT GEN 100 ETF | $6.0M |
GOLFACUSHNET HLDGS CORP COM | $6.0M |
NUENUCOR CORP COM | $6.0M |
DOWDOW INC COM | $6.0M |
ABCLABCELLERA BIOLOGICS INC COM | $6.0M |
POOLPOOL CORP COM | $6.0M |
TRPTC ENERGY CORP COM | $6.0M |
OTISOTIS WORLDWIDE CORP COM | $6.0M |
TSCOTRACTOR SUPPLY CO COM | $6.0M |
PRMBPRIMO BRANDS CORPORATION CLASS A COM SHS | $6.0M |
UHSUNIVERSAL HLTH SVCS INC CL B | $6.0M |
LNGCHENIERE ENERGY INC COM NEW | $6.0M |
ROFKFORCE INC COM | $6.0M |
ATOATMOS ENERGY CORP COM | $6.0M |
AMCRAMCOR PLC COM NEW | $6.0M |
SPSBSTATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $6.0M |
ACMAECOM COM | $6.0M |
AVYAVERY DENNISON CORP COM | $6.0M |
PPLPEMBINA PIPELINE CORP COM | $6.0M |
XBISTATE STREET SPDR S&P BIOTECH ETF | $6.0M |
NTRNUTRIEN LTD COM | $6.0M |
GLPIGAMING & LEISURE P COM | $6.0M |
NINISOURCE INC COM | $6.0M |
LABUUSDDIREXION DAILY S&P BIOTECH BULL 3X SHARES | $6.0M |
CTRACOTERRA ENERGY INC COM | $6.0M |
SILASILA REALTY TRUST INC COMMON STOCK | $6.0M |
PRVAPRIVIA HEALTH GROUP INC COM | $5.0M |
SLABSILICON LABORATORIES INC COM | $5.0M |
SUISUN CMNTYS INC COM | $5.0M |
T7DTRANSDIGM GROUP INC COM | $5.0M |
ILMNILLUMINA INC COM | $5.0M |
VDEVANGUARD ENERGY ETF | $5.0M |
PSTLPOSTAL REALTY TRUST INC CL A | $5.0M |
HYMBSTATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF | $5.0M |
HUBBHUBBELL INC COM | $5.0M |
TWLOTWILIO INC CL A | $5.0M |
VTIPVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $5.0M |
APDAIR PRODS & CHEMS INC COM | $5.0M |
EQREQUITY RESIDENTIAL SH BEN INT | $5.0M |
EGPEASTGROUP PPTYS INC COM | $5.0M |
IHGINTERCONTINENTAL HOTELS GROUP SPONSORED ADS | $5.0M |
FDSFACTSET RESH SYS INC COM | $5.0M |
BWXTBWX TECHNOLOGIES INC COM | $5.0M |
AVBAVALONBAY CMNTYS INC COM | $5.0M |
GLREGREENLIGHT CAPITAL RE LTD CLASS A | $5.0M |
ESSESSEX PPTY TR INC COM | $5.0M |
LOGILOGITECH INTL S A SHS | $5.0M |
CRSPCRISPR THERAPEUTICS AG NAMEN AKT | $5.0M |
IM8NINSMED INC COM PAR $.01 | $5.0M |
HPEHEWLETT PACKARD ENTERPRISE CO COM | $5.0M |
HSTHOST HOTELS & RESORTS INC COM | $5.0M |
EOGEOG RES INC COM | $5.0M |
DKNGDRAFTKINGS INC NEW COM CL A | $5.0M |
RFREGIONS FINANCIAL CORP NEW COM | $5.0M |
SYFSYNCHRONY FINANCIAL COM | $5.0M |
NIONIO INC SPON ADS | $5.0M |
JEPIJPMORGAN EQUITY PREMIUM INCOME ETF | $5.0M |
KODKODIAK SCIENCES INC COM | $5.0M |
EENI S P A SPONSORED ADR | $5.0M |
URAGLOBAL X URANIUM ETF | $5.0M |
BAMBROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS | $5.0M |
NXPINXP SEMICONDUCTORS N V COM | $5.0M |
JEFJEFFERIES FINL GROUP INC COM | $5.0M |
SMGSCOTTS MIRACLE-GRO CO CL A | $5.0M |
SCHMSCHWAB U.S. MID-CAP ETF | $5.0M |
VICIVICI PPTYS INC COM | $5.0M |
LLOEWS CORP COM | $5.0M |
BAPCREDICORP LTD COM | $5.0M |
ARWARROW ELECTRS INC COM | $5.0M |
EVREVERCORE INC CLASS A | $5.0M |
ADCAGREE RLTY CORP COM | $5.0M |
DLTRDOLLAR TREE INC COM | $5.0M |
TEAMATLASSIAN CORPORATION CL A | $5.0M |
QSQUANTUMSCAPE CORP COM CL A | $5.0M |
ESGEISHARES ESG AWARE MSCI EM ETF | $5.0M |
MDIVMULTI-ASSET DIVERSIFIED INCOME INDEX FUND | $5.0M |
KDPKEURIG DR PEPPER INC COM | $5.0M |
CLPRCLIPPER RLTY INC COM | $5.0M |
LIILENNOX INTL INC COM | $5.0M |
FNVFRANCO NEV CORP COM | $5.0M |
CPTCAMDEN PPTY TR SH BEN INT | $5.0M |
DOCHEALTHPEAK PROPERTIES INC COM | $4.0M |
SFBSSERVISFIRST BANCSHARES INC COM | $4.0M |
CLXCLOROX CO DEL COM | $4.0M |
OVVOVINTIV INC COM | $4.0M |
GOODGLADSTONE COMMERCIAL CORP COM | $4.0M |
IONQIONQ INC COM | $4.0M |
DEODIAGEO PLC SPON ADR NEW | $4.0M |
QSRRESTAURANT BRANDS INTL INC COM | $4.0M |
IYEISHARES U.S. ENERGY ETF | $4.0M |
INVHINVITATION HOMES INC COM | $4.0M |
6RJ0ROCKET LAB CORP COM | $4.0M |
PRFZINVESCO RAFI US 1500 SMALL-MID ETF | $4.0M |
OSISOSI SYSTEMS INC COM | $4.0M |
BUDANHEUSER BUSCH INBEV SA/NV SPONSORED ADR | $4.0M |