Cornerstone Planning Group LLC Incresed Positions in Q2 2025

Cornerstone Planning Group LLC

  • $490 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ABC
Amerisourcebergen Corp

Healthcare
2
+ 2.15%
N/A
95 $27.8M
JKHY
Henry Jack & Associates Inc

Technology
8
+ 400.0%
$163.54 - $186.02 $1.31K - $1.49K
10 $1.66M
NYT
New York Times CO

Communication Services
1
+ 0.26%
$45.37 - $57.12 $45.4 - $57.1
391 $21M
MTG
Mgic Investment Corp

Financial Services
2
+ 0.45%
$22.43 - $28.1 $44.9 - $56.2
449 $12.1M
VOD
Vodafone Group Public LTD CO

Communication Services
72
+ 26.47%
$8.19 - $10.66 $590 - $768
344 $3.82M
REXR
Rexford Industrial Realty, Inc.

Real Estate
34
+ 425.0%
$31.57 - $39.41 $1.07K - $1.34K
42 $1.55M
NTRS
Northern Trust Corp

Financial Services
6
+ 40.0%
$84.45 - $126.79 $507 - $761
21 $2.64M
VICI
Vici Properties Inc.

Real Estate
36
+ 39.56%
$29.41 - $32.97 $1.06K - $1.19K
127 $4.26M
OXY
Occidental Petroleum Corp

Energy
20
+ 15.04%
$36.11 - $49.33 $722 - $987
153 $6.59M
MSCI
Msci Inc.

Financial Services
1
+ 3.57%
$506.56 - $576.74 $507 - $577
29 $16.2M
ITT
Itt Inc.

Industrials
7
+ 233.33%
$112.67 - $157.95 $789 - $1.11K
10 $1.66M
L
Loews Corp

Financial Services
11
+ 33.33%
$80.89 - $92.09 $890 - $1.01K
44 $4.11M
AIG
American International Group, Inc.

Financial Services
18
+ 36.0%
$77.56 - $87.72 $1.4K - $1.58K
68 $5.33M
VNQ
Vanguard Specialized Funds Van

ETFs
3
+ 1.0%
$79.79 - $91.42 $239 - $274
302 $27.2M
HEIA
Heico Crp Cl A
4
+ 80.0%
N/A
9 $2.22M
K
Kellogg CO

Consumer Defensive
17
+ 43.59%
$77.85 - $82.88 $1.32K - $1.41K
56 $4.47M
NTR
Nutrien Ltd.

Basic Materials
16
+ 33.33%
$46.88 - $62.89 $750 - $1.01K
64 $3.78M
TAP
Molson Coors Beverage CO

Consumer Defensive
33
+ 73.33%
$47.24 - $62.46 $1.56K - $2.06K
78 $3.85M
BRO
Brown & Brown, Inc.

Financial Services
22
+ 73.33%
$104.48 - $124.43 $2.3K - $2.74K
52 $4.77M
IBKR
Interactive Brokers Group, Inc.

Financial Services
25
+ 625.0%
$50.53 - $212.53 $1.26K - $5.31K
29 $1.85M
TIP
Ishares Tr Tips Bd ETF

ETFs
2
+ 0.27%
$107.93 - $110.97 $216 - $222
752 $83.1M
EXR
Extra Space Storage Inc.

Real Estate
9
+ 45.0%
$126.61 - $152.99 $1.14K - $1.38K
29 $4.02M
BGS
B&G Foods, Inc.

Consumer Defensive
460
+ 213.95%
$4.02 - $7.07 $1.85K - $3.25K
675 $2.7M
EQR
Equity Residential

Real Estate
20
+ 142.86%
$61.82 - $71.72 $1.24K - $1.43K
34 $2.16M
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
17
+ 1.72%
$31.07 - $32.25 $528 - $548
1.01K $32.6M
STM
St Microelectronics N.V.

Technology
37
+ 52.11%
$17.78 - $30.41 $658 - $1.13K
108 $2.69M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
4
+ 0.81%
$28.02 - $32.37 $112 - $129
499 $15.9M
NXPI
Nxp Semiconductors N.V.

Technology
4
+ 40.0%
$153.5 - $218.72 $614 - $875
14 $2.92M
TEF
Telefonica S A

Communication Services
173
+ 32.64%
$4.37 - $5.39 $756 - $932
703 $3.7M
WTRG
Essential Utilities, Inc.

Utilities
30
+ 200.0%
$36.92 - $41.39 $1.11K - $1.24K
45 $1.71M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
3
+ 1.01%
$107.61 - $119.09 $323 - $357
300 $35.3M
PHG
Koninklijke Philips Nv

Healthcare
39
+ 300.0%
$21.67 - $25.64 $845 - $1K
52 $1.37M
VRSN
Verisign Inc

Technology
3
+ 23.08%
$234.49 - $288.8 $703 - $866
16 $4.29M
WSBF
Waterstone Financial, Inc.

Financial Services
70
+ 111.11%
$11.86 - $13.94 $830 - $976
133 $1.79M
Smurfit Westrock PLC Shs
21
+ 52.5%
N/A
61 $2.69M
ZS
Zscaler, Inc.

Technology
1
+ 11.11%
$174.67 - $315.32 $175 - $315
10 $2.82M
GRMN
Garmin LTD

Technology
2
+ 12.5%
$173.63 - $218.07 $347 - $436
18 $4.11M
VMC
Vulcan Materials CO

Basic Materials
3
+ 75.0%
$226.49 - $276.01 $679 - $828
7 $1.98M
AFRM
Affirm Holdings, Inc.

Technology
7
+ 41.18%
$35.75 - $69.14 $250 - $484
24 $1.8M
SU
Suncor Energy Inc

Energy
10
+ 7.04%
$31.54 - $41.04 $315 - $410
152 $5.97M
UHT
Universal Health Realty Income Trust

Real Estate
24
+ 80.0%
$36.71 - $41.51 $881 - $996
54 $2.13M
FMB
First Tr Exchange Traded Fd Ii

ETFs
12
+ 1.17%
$49.12 - $50.93 $589 - $611
1.04K $51.8M
PNR
Pentair PLC

Industrials
8
+ 114.29%
$76.17 - $103.58 $609 - $829
15 $1.56M
CCK
Crown Holdings Inc

Consumer Cyclical
8
+ 57.14%
$78.47 - $104.45 $628 - $836
22 $2.16M
NWSA
News Corp

Communication Services
29
+ 87.88%
$23.97 - $29.72 $695 - $862
62 $1.82M
LOGI
Logitech International S.A.

Technology
9
+ 225.0%
$65.57 - $90.16 $590 - $811
13 $1.24M
TU
Telus Corp

Communication Services
56
+ 76.71%
$13.82 - $16.49 $774 - $923
129 $2.04M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
6
+ 75.0%
$86.97 - $102.82 $522 - $617
14 $1.63M
QRVO
Qorvo, Inc.

Technology
9
+ 180.0%
$50.81 - $84.91 $457 - $764
14 $1.19M
Activity Summary
Buys All Purchases 663 New Holdings 168 Increased Positions 495 Sells All Sells 514 Reductions 514 Sold out 0 Options Calls 0 Puts 0
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