Cornerstone Planning Group LLC Q4 2025 Filing
Filed February 2, 2026
Portfolio Value
$641.3M
Holdings
1,709
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (1,709 positions)
| Stock | Value |
|---|---|
XELXCEL ENERGY INC COM | $6K |
USLMUNITED STS LIME & MINERALS INC COM | $6K |
CMSCMS ENERGY CORP COM | $6K |
DINOHF SINCLAIR CORP COM | $6K |
GPNGLOBAL PMTS INC COM | $6K |
QQQJINVESCO NASDAQ NEXT GEN 100 ETF | $6K |
GOLFACUSHNET HLDGS CORP COM | $6K |
NUENUCOR CORP COM | $6K |
DOWDOW INC COM | $6K |
ABCLABCELLERA BIOLOGICS INC COM | $6K |
POOLPOOL CORP COM | $6K |
TRPTC ENERGY CORP COM | $6K |
OTISOTIS WORLDWIDE CORP COM | $6K |
TSCOTRACTOR SUPPLY CO COM | $6K |
PRMBPRIMO BRANDS CORPORATION CLASS A COM SHS | $6K |
UHSUNIVERSAL HLTH SVCS INC CL B | $6K |
LNGCHENIERE ENERGY INC COM NEW | $6K |
ROFKFORCE INC COM | $6K |
ATOATMOS ENERGY CORP COM | $6K |
AMCRAMCOR PLC COM NEW | $6K |
SPSBSTATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $6K |
ACMAECOM COM | $6K |
AVYAVERY DENNISON CORP COM | $6K |
PPLPEMBINA PIPELINE CORP COM | $6K |
XBISTATE STREET SPDR S&P BIOTECH ETF | $6K |
NTRNUTRIEN LTD COM | $6K |
GLPIGAMING & LEISURE P COM | $6K |
NINISOURCE INC COM | $6K |
LABUUSDDIREXION DAILY S&P BIOTECH BULL 3X SHARES | $6K |
CTRACOTERRA ENERGY INC COM | $6K |
SILASILA REALTY TRUST INC COMMON STOCK | $6K |
PRVAPRIVIA HEALTH GROUP INC COM | $5K |
SLABSILICON LABORATORIES INC COM | $5K |
SUISUN CMNTYS INC COM | $5K |
T7DTRANSDIGM GROUP INC COM | $5K |
ILMNILLUMINA INC COM | $5K |
VDEVANGUARD ENERGY ETF | $5K |
PSTLPOSTAL REALTY TRUST INC CL A | $5K |
HYMBSTATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF | $5K |
HUBBHUBBELL INC COM | $5K |
TWLOTWILIO INC CL A | $5K |
VTIPVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $5K |
APDAIR PRODS & CHEMS INC COM | $5K |
EGPEASTGROUP PPTYS INC COM | $5K |
IHGINTERCONTINENTAL HOTELS GROUP SPONSORED ADS | $5K |
EQREQUITY RESIDENTIAL SH BEN INT | $5K |
FDSFACTSET RESH SYS INC COM | $5K |
BWXTBWX TECHNOLOGIES INC COM | $5K |
AVBAVALONBAY CMNTYS INC COM | $5K |
ADCAGREE RLTY CORP COM | $5K |
EENI S P A SPONSORED ADR | $5K |
GLREGREENLIGHT CAPITAL RE LTD CLASS A | $5K |
LOGILOGITECH INTL S A SHS | $5K |
RFREGIONS FINANCIAL CORP NEW COM | $5K |
CRSPCRISPR THERAPEUTICS AG NAMEN AKT | $5K |
ESSESSEX PPTY TR INC COM | $5K |
HPEHEWLETT PACKARD ENTERPRISE CO COM | $5K |
EOGEOG RES INC COM | $5K |
DKNGDRAFTKINGS INC NEW COM CL A | $5K |
SYFSYNCHRONY FINANCIAL COM | $5K |
NIONIO INC SPON ADS | $5K |
KODKODIAK SCIENCES INC COM | $5K |
NXPINXP SEMICONDUCTORS N V COM | $5K |
IM8NINSMED INC COM PAR $.01 | $5K |
URAGLOBAL X URANIUM ETF | $5K |
BAMBROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS | $5K |
JEFJEFFERIES FINL GROUP INC COM | $5K |
SMGSCOTTS MIRACLE-GRO CO CL A | $5K |
JEPIJPMORGAN EQUITY PREMIUM INCOME ETF | $5K |
SCHMSCHWAB U.S. MID-CAP ETF | $5K |
VICIVICI PPTYS INC COM | $5K |
LLOEWS CORP COM | $5K |
BAPCREDICORP LTD COM | $5K |
ARWARROW ELECTRS INC COM | $5K |
HSTHOST HOTELS & RESORTS INC COM | $5K |
EVREVERCORE INC CLASS A | $5K |
DLTRDOLLAR TREE INC COM | $5K |
QSQUANTUMSCAPE CORP COM CL A | $5K |
TEAMATLASSIAN CORPORATION CL A | $5K |
ESGEISHARES ESG AWARE MSCI EM ETF | $5K |
MDIVMULTI-ASSET DIVERSIFIED INCOME INDEX FUND | $5K |
KDPKEURIG DR PEPPER INC COM | $5K |
CLPRCLIPPER RLTY INC COM | $5K |
LIILENNOX INTL INC COM | $5K |
FNVFRANCO NEV CORP COM | $5K |
CPTCAMDEN PPTY TR SH BEN INT | $5K |
ULTYYIELDMAX ULTRA OPTION INCOME STRATEGY ETF | $4K |
SFBSSERVISFIRST BANCSHARES INC COM | $4K |
CLXCLOROX CO DEL COM | $4K |
OVVOVINTIV INC COM | $4K |
GOODGLADSTONE COMMERCIAL CORP COM | $4K |
IONQIONQ INC COM | $4K |
DEODIAGEO PLC SPON ADR NEW | $4K |
QSRRESTAURANT BRANDS INTL INC COM | $4K |
IYEISHARES U.S. ENERGY ETF | $4K |
INVHINVITATION HOMES INC COM | $4K |
PRFZINVESCO RAFI US 1500 SMALL-MID ETF | $4K |
6RJ0ROCKET LAB CORP COM | $4K |
OSISOSI SYSTEMS INC COM | $4K |
BUDANHEUSER BUSCH INBEV SA/NV SPONSORED ADR | $4K |