Cornerstone Planning Group LLC Reduced Holdings in Q2 2025

Cornerstone Planning Group LLC

  • $490 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NSC
Norfolk Southern Corp

Industrials
-31
- 39.74%
$206.34 - $257.46 $6.4K - $7.98K
47 $13.2M
EHC
Encompass Health Corp

Healthcare
-49
- 44.14%
$96.12 - $122.63 $4.71K - $6.01K
62 $7.07M
CTVA
Corteva, Inc.

Basic Materials
-142
- 25.91%
$55.52 - $74.53 $7.88K - $10.6K
406 $29.4M
USPH
U S Physical Therapy Inc

Healthcare
-59
- 86.76%
$65.08 - $79.84 $3.84K - $4.71K
9 $660K
SONY
Sony Group Corp

Technology
-160
- 65.31%
$21.24 - $26.88 $3.4K - $4.3K
85 $2.09M
TNL
Travel & Leisure Co.

Consumer Cyclical
-97
- 89.81%
$38.78 - $51.89 $3.76K - $5.03K
11 $653K
IBN
Icici Bank LTD

Financial Services
-111
- 14.14%
$30.16 - $34.39 $3.35K - $3.82K
674 $22.1M
MMM
3 M CO

Industrials
-49
- 19.76%
$126.09 - $154.15 $6.18K - $7.55K
199 $29.9M
STZ
Constellation Brands, Inc.

Consumer Defensive
-17
- 26.15%
$160.0 - $195.62 $2.72K - $3.33K
48 $8.22M
TDY
Teledyne Technologies Inc

Technology
-9
- 90.0%
$435.54 - $512.31 $3.92K - $4.61K
1 $552K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-79
- 27.53%
$48.13 - $49.85 $3.8K - $3.94K
208 $10.2M
UFPI
Ufp Industries Inc

Basic Materials
-35
- 77.78%
$94.93 - $109.1 $3.32K - $3.82K
10 $996K
LNG
Cheniere Energy, Inc.

Energy
-18
- 38.3%
$197.25 - $244.33 $3.55K - $4.4K
29 $6.95M
AXTA
Axalta Coating Systems Ltd.

Basic Materials
-117
- 84.78%
$28.49 - $33.82 $3.33K - $3.96K
21 $602K
MDB
Mongo Db, Inc.

Technology
-25
- 83.33%
$145.85 - $225.38 $3.65K - $5.63K
5 $1.14M
NOG
Northern Oil & Gas, Inc.

Energy
-163
- 81.09%
$20.6 - $32.16 $3.36K - $5.24K
38 $976K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-46
- 6.88%
$97.29 - $105.63 $4.48K - $4.86K
623 $63.4M
GATX
Gatx Corp

Industrials
-29
- 38.67%
$141.27 - $159.24 $4.1K - $4.62K
46 $6.96M
ENSG
Ensign Group, Inc

Healthcare
-63
- 33.51%
$119.93 - $156.36 $7.56K - $9.85K
125 $19.7M
GWW
W.W. Grainger, Inc.

Industrials
-1
- 2.13%
$919.93 - $1101.66 $920 - $1.1K
46 $43.1M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-59
- 10.17%
$59.8 - $60.07 $3.53K - $3.54K
521 $31.2M
LFUS
Littelfuse Inc

Technology
-25
- 80.65%
$149.72 - $227.31 $3.74K - $5.68K
6 $1.52M
ROL
Rollins Inc

Consumer Cyclical
-89
- 17.05%
$50.65 - $58.58 $4.51K - $5.21K
433 $25.2M
AGM
Federal Agricultural Mortgage Corp

Financial Services
-19
- 28.79%
$165.45 - $198.11 $3.14K - $3.76K
47 $8.17M
OVV
Ovintiv Inc.

Energy
-108
- 75.0%
$31.18 - $44.14 $3.37K - $4.77K
36 $1.44M
BIO
Bio Rad Laboratories, Inc.

Healthcare
-15
- 50.0%
$216.56 - $256.68 $3.25K - $3.85K
15 $4.08M
MTRN
Materion Corp

Basic Materials
-48
- 71.64%
$72.15 - $84.25 $3.46K - $4.04K
19 $2.07M
PEY
Invesco Exchange Traded Fd Tr

ETFs
-674
- 6.62%
$18.68 - $21.54 $12.6K - $14.5K
9.51K $197M
OLED
Universal Display Corp Pa

Technology
-28
- 93.33%
$106.6 - $161.02 $2.98K - $4.51K
2 $280K
SUB
Ishares Short Term National Mu

ETFs
-32
- 37.21%
$104.77 - $106.34 $3.35K - $3.4K
54 $5.79M
CVS
Cvs Health Corp

Healthcare
-33
- 6.2%
$60.04 - $70.18 $1.98K - $2.32K
499 $31.7M
CRAI
Cra International, Inc.

Industrials
-21
- 63.64%
$160.48 - $195.43 $3.37K - $4.1K
12 $2.24M
ADP
Automatic Data Processing Inc

Industrials
-21
- 3.73%
$276.76 - $326.81 $5.81K - $6.86K
542 $162M
CFG
Citizens Financial Group Inc

Financial Services
-121
- 51.27%
$34.27 - $44.75 $4.15K - $5.41K
115 $5.44M
RELX
Relx PLC

Communication Services
-33
- 4.76%
$45.31 - $55.66 $1.5K - $1.84K
660 $33.4M
WST
West Pharmaceutical Services Inc

Healthcare
-22
- 21.36%
$190.39 - $227.7 $4.19K - $5.01K
81 $19.3M
VTR
Ventas, Inc.

Real Estate
-45
- 33.83%
$62.45 - $70.08 $2.81K - $3.15K
88 $6.03M
CASY
Caseys General Stores Inc

Consumer Cyclical
-8
- 42.11%
$415.82 - $510.91 $3.33K - $4.09K
11 $5.66M
VLO
Valero Energy Corp

Energy
-44
- 31.65%
$104.69 - $141.77 $4.61K - $6.24K
95 $13M
HLI
Houlihan Lokey, Inc.

Financial Services
-36
- 33.33%
$141.59 - $182.75 $5.1K - $6.58K
72 $13.9M
INVH
Invitation Homes Inc.

Real Estate
-82
- 82.0%
$30.53 - $35.47 $2.5K - $2.91K
18 $548K
SF
Stifel Financial Corp

Financial Services
-65
- 43.05%
$76.49 - $103.78 $4.97K - $6.75K
86 $9.65M
KLIC
Kulicke & Soffa Industries Inc

Technology
-93
- 86.92%
$27.65 - $35.38 $2.57K - $3.29K
14 $453K
POWI
Power Integrations Inc

Technology
-60
- 75.95%
$42.13 - $59.01 $2.53K - $3.54K
19 $918K
ADC
Agree Realty Corp

Real Estate
-35
- 53.85%
$70.68 - $79.12 $2.47K - $2.77K
30 $2.24M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-271
- 25.35%
$19.6 - $24.44 $5.31K - $6.62K
798 $19.9M
AGCO
Agco Corp

Industrials
-34
- 91.89%
$75.77 - $108.43 $2.58K - $3.69K
3 $341K
SBAC
Sba Communications Corp

Real Estate
-11
- 18.33%
$208.57 - $243.4 $2.29K - $2.68K
49 $10.7M
AOM
Ishares Tr Core Moderate Alloc

ETFs
-346
- 7.82%
$41.55 - $46.04 $14.4K - $15.9K
4.08K $188M
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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