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
HAS
Hasbro, Inc.

Consumer Cyclical
6
+ 200.0%
$50.71 - $73.82 $304 - $443
9 $693K
Solventum Corp Com Shs
5
+ 19.23%
N/A
31 $2.25M
CLX
Clorox CO

Consumer Defensive
6
+ 37.5%
$118.01 - $148.69 $708 - $892
22 $2.76M
PSO
Pearson PLC

Communication Services
37
+ 82.22%
$14.41 - $16.64 $533 - $616
82 $1.23M
PPG
Ppg Industries Inc

Basic Materials
4
+ 22.22%
$91.66 - $115.04 $367 - $460
22 $2.33M
XPO
Xpo Logistics, Inc.

Industrials
3
+ 50.0%
$91.46 - $128.1 $274 - $384
9 $1.08M
Corpay Inc Com Shs
1
+ 2.44%
N/A
42 $13.4M
MTH
Meritage Homes Corp

Consumer Cyclical
6
+ 75.0%
$62.44 - $71.44 $375 - $429
14 $1.03M
NFG
National Fuel Gas CO

Energy
5
+ 100.0%
$73.0 - $86.01 $365 - $430
10 $868K
VIRT
Virtu Financial, Inc.

Financial Services
10
+ 76.92%
$32.82 - $44.79 $328 - $448
23 $986K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
9
+ 1.52%
$50.36 - $50.68 $453 - $456
602 $30.4M
ESS
Essex Property Trust, Inc.

Real Estate
2
+ 100.0%
N/A
4 $1.03M
PBD
Invesco ETF Tr Ii Global Clean

ETFs
1
+ 0.65%
$9.21 - $12.6 $9.21 - $12.6
154 $2.08M
OMF
One Main Holdings, Inc.

Financial Services
6
+ 42.86%
$40.42 - $57.0 $243 - $342
20 $1.12M
AXS
Axis Capital Holdings LTD

Financial Services
5
+ 125.0%
$87.23 - $106.93 $436 - $535
9 $849K
HOLX
Hologic Inc

Healthcare
4
+ 22.22%
$52.73 - $65.22 $211 - $261
22 $1.49M
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
4
+ 36.36%
N/A
15 $1.12M
RHP
Ryman Hospitality Properties, Inc.

Real Estate
4
+ 50.0%
$78.85 - $101.3 $315 - $405
12 $1.13M
CF
Cf Industries Holdings, Inc.

Basic Materials
2
+ 13.33%
$68.47 - $102.48 $137 - $205
17 $1.58M
PKI
Perkinelmer Inc

Healthcare
6
+ 31.58%
N/A
25 $2.22M
Atlas Energy Solutions Inc Com New
58
+ 23.77%
N/A
302 $3.8M
DVA
Davita Inc.

Healthcare
3
+ 150.0%
$133.5 - $155.51 $401 - $467
5 $703K
IDT
Idt Corp

Communication Services
3
+ 13.04%
$46.41 - $68.62 $139 - $206
26 $1.54M
MRNA
Moderna, Inc.

Healthcare
14
+ 60.87%
$23.65 - $28.54 $331 - $400
37 $1.02M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
3
+ 1.27%
$44.37 - $50.04 $133 - $150
240 $11.6M
FLMI
Franklin Dynamic Municipal Bon

ETFs
10
+ 1.11%
$23.57 - $24.6 $236 - $246
907 $21.9M
HST
Host Hotels & Resorts, Inc.

Real Estate
21
+ 65.63%
$12.7 - $16.07 $267 - $337
53 $816K
VPU
Vanguard Utilities ETF

ETFs
1
+ 5.0%
$158.36 - $178.82 $158 - $179
21 $3.85M
OHI
Omega Healthcare Investors Inc

Real Estate
9
+ 180.0%
$35.55 - $39.05 $320 - $351
14 $560K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1
+ 2.63%
$71.28 - $83.74 $71.3 - $83.7
39 $3.28M
ERIC
Ericsson Lm Telephone CO

Technology
75
+ 37.69%
$6.77 - $8.86 $508 - $665
274 $2.02M
FNV
Franco Nevada Corp

Basic Materials
2
+ 16.67%
$143.04 - $178.17 $286 - $356
14 $2.4M
ICSH
Blackrock Ultra Short Term Bon

ETFs
7
+ 1.14%
$50.48 - $50.71 $353 - $355
619 $31.3M
DSGX
Descartes Systems Group Inc

Technology
3
+ 50.0%
$94.15 - $116.93 $282 - $351
9 $969K
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
12
+ 17.14%
$22.56 - $29.85 $271 - $358
82 $2M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
1
+ 1.41%
$37.51 - $45.52 $37.5 - $45.5
72 $3.27M
Noble Corp PLC Ord Shs A
11
+ 157.14%
N/A
18 $484K
PBH
Prestige Consumer Healthcare Inc.

Healthcare
5
+ 100.0%
$78.57 - $89.09 $393 - $445
10 $740K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
4
+ 1.22%
$45.9 - $48.26 $184 - $193
332 $15.4M
NTNX
Nutanix, Inc.

Technology
4
+ 100.0%
$58.17 - $83.07 $233 - $332
8 $586K
SNEX
Stone X Group Inc.

Financial Services
3
+ 100.0%
$69.59 - $94.15 $209 - $282
6 $582K
PNW
Pinnacle West Capital Corp

Utilities
4
+ 20.0%
$88.3 - $95.43 $353 - $382
24 $2.22M
UGI
Ugi Corp

Utilities
8
+ 114.29%
$30.18 - $36.59 $241 - $293
15 $545K
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
15
+ 125.0%
$21.06 - $24.14 $316 - $362
27 $599K
FR
First Industrial Realty Trust Inc

Real Estate
1
+ 0.66%
$43.07 - $54.05 $43.1 - $54.1
152 $7.43M
BCE
Bce Inc

Communication Services
12
+ 66.67%
$20.87 - $22.95 $250 - $275
30 $707K
PBA
Pembina Pipeline Corp

Energy
10
+ 11.49%
$35.16 - $40.88 $352 - $409
97 $3.62M
FMNB
Farmers National Banc Corp

Financial Services
12
+ 1.28%
$11.92 - $13.89 $143 - $167
950 $12.8M
RLI
Rli Corp

Financial Services
5
+ 166.67%
$71.27 - $80.82 $356 - $404
8 $537K
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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