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)

StockValue
ELLAUDER ESTEE COS INC CL A
$10.0M
MATMATTEL INC COM
$10.0M
NMRNOMURA HLDGS INC SPONSORED ADR
$10.0M
ALBALBEMARLE CORP COM
$9.0M
ROKROCKWELL AUTOMATION INC COM
$9.0M
MASMASCO CORP COM
$9.0M
VSSVANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF
$9.0M
TPBTURNING PT BRANDS INC COM
$9.0M
STRLSTERLING INFRASTRUCTURE INC COM
$9.0M
STTSTATE STR CORP COM
$9.0M
AIZASSURANT INC COM
$9.0M
RYAAYRYANAIR HOLDINGS PLC SPONSORED ADR
$9.0M
TXTTEXTRON INC COM
$9.0M
NRANRG ENERGY INC COM NEW
$9.0M
SNYSANOFI SA SPONSORED ADR
$9.0M
AWMSKYWORKS SOLUTIONS INC COM
$9.0M
FRFIRST INDL RLTY TR INC COM
$9.0M
MNDYMONDAY COM LTD SHS
$9.0M
DXYZDESTINY TECH100 INC COM SHS
$9.0M
UMHUMH PPTYS INC COM
$9.0M
ALSALLSTATE CORP COM
$9.0M
WINAWINMARK CORP COM
$9.0M
URIUNITED RENTALS INC COM
$9.0M
NXRTNEXPOINT RESIDENTIAL TR INC COM
$9.0M
FLUTFLUTTER ENTMT PLC SHS
$9.0M
XLISTATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF
$9.0M
SFSTIFEL FINL CORP COM
$9.0M
MPCMARATHON PETE CORP COM
$9.0M
ULTAULTA BEAUTY INC COM
$9.0M
VODVODAFONE GROUP PLC SPONSORED ADR
$8.0M
OMCOMNICOM GROUP INC COM
$8.0M
CHPSXTRACKERS SEMICONDUCTOR SELECT EQUITY ETF
$8.0M
AERAERCAP HOLDINGS NV SHS
$8.0M
ENQENTEGRIS INC COM
$8.0M
CHDCHURCH & DWIGHT CO INC COM
$8.0M
JETSU.S. GLOBAL JETS ETF
$8.0M
LENLENNAR CORP CL A
$8.0M
BABAALIBABA GROUP HLDG LTD SPONSORED ADS
$8.0M
SNDKSANDISK CORP COM
$8.0M
FMXFOMENTO ECONOMICO MEXICANO S A SPON ADR UNITS
$8.0M
ALGALAMO GROUP INC COM
$8.0M
SBACSBA COMMUNICATIONS CORP CL A
$8.0M
COOCOOPER COS INC COM
$8.0M
KHCKRAFT HEINZ CO COM
$8.0M
BXPBXP INC COM
$8.0M
SPHYSTATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF
$8.0M
GKDGRAND CANYON ED INC COM
$8.0M
APTVAPTIV PLC COM SHS
$7.0M
SCHRSCHWAB INTERMEDIATE-TERM US TREASURY ETF
$7.0M
CARRCARRIER GLOBAL CORPORATION COM
$7.0M
NTRANATERA INC COM
$7.0M
BIIBBIOGEN INC COM
$7.0M
OXYOCCIDENTAL PETE CORP COM
$7.0M
RNRRENAISSANCERE HLDGS LTD COM
$7.0M
EMNEASTMAN CHEM CO COM
$7.0M
YORWYORK WTR CO COM
$7.0M
IRMIRON MTN INC DEL COM
$7.0M
PCARPACCAR INC COM
$7.0M
CPACOPA HOLDINGS SA CL A
$7.0M
DPZDOMINOS PIZZA INC COM
$7.0M
HSTMHEALTHSTREAM INC COM
$7.0M
GATXGATX CORP COM
$7.0M
NFRAFLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUND
$7.0M
CAHCARDINAL HEALTH INC COM
$7.0M
TAKTAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS
$7.0M
VONVVANGUARD RUSSELL 1000 VALUE ETF
$7.0M
JHGJANUS HENDERSON GROUP PLC ORD SHS
$7.0M
ITGARTNER INC COM
$7.0M
EEMVISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF
$7.0M
RMERESMED INC COM
$7.0M
GMABGENMAB A/S SPONSORED ADS
$7.0M
MKSIMKS INC. COM
$7.0M
WOPWOODSIDE ENERGY GROUP LTD SPONSORED ADR
$7.0M
MRVLMARVELL TECHNOLOGY INC COM
$7.0M
VENVENTAS INC COM
$7.0M
RINGISHARES MSCI GLOBAL GOLD MINERS ETF
$7.0M
GLDMSPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST
$7.0M
WSMWILLIAMS SONOMA INC COM
$7.0M
VYMIVANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
$7.0M
BBEUJPMORGAN BETABUILDERS EUROPE ETF
$7.0M
RLRALPH LAUREN CORP CL A
$7.0M
XHBSTATE STREET SPDR S&P HOMEBUILDERS ETF
$7.0M
GRMNGARMIN LTD SHS
$7.0M
CHKPCHECK POINT SOFTWARE TECH LTD ORD
$6.0M
GPCGENUINE PARTS CO COM
$6.0M
EQTEQT CORP COM
$6.0M
TFLOISHARES TREASURY FLOATING RATE BOND ETF
$6.0M
SCHZSCHWAB US AGGREGATE BOND ETF
$6.0M
AXONAXON ENTERPRISE INC COM
$6.0M
HMCHONDA MOTOR LTD ADR ECH CNV IN 3
$6.0M
ZVRAZEVRA THERAPEUTICS INC COM NEW
$6.0M
RGLDROYAL GOLD INC COM
$6.0M
DTEDTE ENERGY CO COM
$6.0M
BTCGRAYSCALE BITCOIN MINI TRUST ETF
$6.0M
WABWABTEC COM
$6.0M
NDSNNORDSON CORP COM
$6.0M
SUSCISHARES ESG AWARE USD CORPORATE BOND ETF
$6.0M
SPLVINVESCO S&P 500 LOW VOLATILITY ETF
$6.0M
FTSFORTIS INC COM
$6.0M
KRKROGER CO COM
$6.0M
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