Cornerstone Planning Group LLC Purchases in Q1 2025

Cornerstone Planning Group LLC

  • $418 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VEEV
Veeva Systems Inc

Healthcare
29
+ 28.16%
$210.58 - $246.8 $6.11K - $7.16K
132 $29.1M
PSMT
Pricesmart Inc

Consumer Defensive
58
New
$82.4 - $94.86 $4.78K - $5.5K
58 $5.82M
FCX
Freeport Mcmoran Inc

Basic Materials
176
+ 67.43%
$34.5 - $43.01 $6.07K - $7.57K
437 $15.4M
F
Ford Motor CO

Consumer Cyclical
622
+ 118.93%
$9.12 - $10.43 $5.67K - $6.49K
1.15K $11.2M
ANSS
Ansys Inc

Technology
25
+ 46.3%
$316.56 - $360.36 $7.91K - $9.01K
79 $24.4M
CMI
Cummins Inc

Industrials
29
+ 76.32%
$312.92 - $386.07 $9.07K - $11.2K
67 $19M
CASY
Caseys General Stores Inc

Consumer Cyclical
12
+ 171.43%
$378.71 - $442.54 $4.54K - $5.31K
19 $8.65M
Ishares Aaa Clo Active ETF
110
New
N/A
110 $5.67M
UMH
Umh Properties, Inc.

Real Estate
323
New
$17.49 - $19.0 $5.65K - $6.14K
323 $5.64M
CB
Chubb LTD

Financial Services
18
+ 40.0%
$257.71 - $301.99 $4.64K - $5.44K
63 $17.9M
Brookfield Infrastructure Corp Com Sub Vtg A
151
New
N/A
151 $5.42M
COF
Capital One Financial Corp

Financial Services
33
+ 206.25%
$163.87 - $209.82 $5.41K - $6.92K
49 $8.65M
VRSK
Verisk Analytics, Inc.

Industrials
17
+ 16.5%
$268.63 - $301.33 $4.57K - $5.12K
120 $34.8M
BWXT
Bwx Technologies, Inc.

Industrials
55
+ 72.37%
$96.59 - $128.46 $5.31K - $7.07K
131 $13.7M
HXL
Hexcel Corp

Industrials
137
+ 155.68%
$54.76 - $70.69 $7.5K - $9.68K
225 $11.1M
CNS
Cohen & Steers, Inc.

Financial Services
70
New
$75.52 - $92.6 $5.29K - $6.48K
70 $5.2M
Atlassian Corporation Cl A
37
+ 88.1%
N/A
79 $16.5M
CPK
Chesapeake Utilities Corp

Utilities
38
+ 316.67%
$116.55 - $130.37 $4.43K - $4.95K
50 $6.64M
CNXC
Concentrix Corp

Technology
107
New
$42.45 - $65.04 $4.54K - $6.96K
107 $5.15M
SBAC
Sba Communications Corp

Real Estate
20
+ 50.0%
$192.76 - $224.91 $3.86K - $4.5K
60 $13.4M
NI
Nisource Inc.

Utilities
128
+ 609.52%
$35.57 - $41.23 $4.55K - $5.28K
149 $5.86M
SHV
Ishares Tr

ETFs
46
New
$110.11 - $110.51 $5.07K - $5.08K
46 $5.08M
UTZ
Utz Brands, Inc.

Consumer Defensive
378
New
$13.18 - $15.15 $4.98K - $5.73K
378 $5.06M
HLI
Houlihan Lokey, Inc.

Financial Services
43
+ 66.15%
$154.43 - $187.4 $6.64K - $8.06K
108 $16.8M
LFUS
Littelfuse Inc

Technology
31
New
$196.74 - $255.16 $6.1K - $7.91K
31 $5.05M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
55
New
$91.45 - $91.75 $5.03K - $5.05K
55 $5.04M
AMAT
Applied Materials Inc

Technology
64
+ 47.76%
$145.06 - $195.51 $9.28K - $12.5K
198 $28.4M
BXP
Boston Properties Inc

Real Estate
91
+ 91.92%
$63.97 - $74.91 $5.82K - $6.82K
190 $12.4M
ADC
Agree Realty Corp

Real Estate
65
New
$68.36 - $77.19 $4.44K - $5.02K
65 $5.02M
INGR
Ingredion Inc

Consumer Defensive
38
New
$125.6 - $137.36 $4.77K - $5.22K
38 $4.95M
JNK
Spdr Bloomberg High Yield Bond

ETFs
76
+ 9.88%
$94.86 - $97.12 $7.21K - $7.38K
845 $79.4M
NVS
Novartis Ag

Healthcare
40
+ 50.63%
$97.14 - $115.57 $3.89K - $4.62K
119 $13.1M
VMI
Valmont Industries Inc

Industrials
17
New
$285.37 - $376.98 $4.85K - $6.41K
17 $4.88M
OVV
Ovintiv Inc.

Energy
144
New
$37.84 - $45.91 $5.45K - $6.61K
144 $4.85M
UNF
Unifirst Corp

Industrials
28
New
$169.33 - $230.5 $4.74K - $6.45K
28 $4.82M
TTWO
Take Two Interactive Software Inc

Communication Services
22
+ 440.0%
$178.61 - $217.95 $3.93K - $4.79K
27 $5.76M
ROL
Rollins Inc

Consumer Cyclical
40
+ 8.3%
$45.65 - $54.03 $1.83K - $2.16K
522 $28.7M
BC
Brunswick Corp

Consumer Cyclical
118
+ 561.9%
$53.49 - $70.51 $6.31K - $8.32K
139 $6.29M
YOU
Clear Secure, Inc.

Technology
186
New
$22.12 - $27.62 $4.11K - $5.14K
186 $4.79M
TTEK
Tetra Tech Inc

Industrials
165
+ 366.67%
$28.26 - $42.58 $4.66K - $7.03K
210 $6.49M
LKFN
Lakeland Financial Corp

Financial Services
86
New
$59.44 - $69.54 $5.11K - $5.98K
86 $4.69M
USPH
U S Physical Therapy Inc

Healthcare
68
New
$71.93 - $90.88 $4.89K - $6.18K
68 $4.68M
VTV
Vanguard Value ETF

ETFs
30
+ 176.47%
$167.73 - $179.21 $5.03K - $5.38K
47 $7.74M
CNC
Centene Corp

Healthcare
85
+ 52.15%
$55.93 - $65.89 $4.75K - $5.6K
248 $15.4M
TNL
Travel & Leisure Co.

Consumer Cyclical
108
New
$46.29 - $57.86 $5K - $6.25K
108 $4.65M
CBT
Cabot Corp

Basic Materials
60
+ 1000.0%
$81.12 - $92.51 $4.87K - $5.55K
66 $5.17M
LYV
Live Nation Entertainment, Inc.

Communication Services
44
+ 34.11%
$115.79 - $154.66 $5.09K - $6.81K
173 $22.7M
GIL
Gildan Activewear Inc.

Consumer Cyclical
136
+ 97.14%
$44.19 - $55.09 $6.01K - $7.49K
276 $11.8M
PKG
Packaging Corp Of America

Consumer Cyclical
39
+ 81.25%
$192.03 - $242.13 $7.49K - $9.44K
87 $16.1M
Activity Summary
Buys All Purchases 1108 New Holdings 312 Increased Positions 796 Sells All Sells 144 Reductions 144 Sold out 0 Options Calls 0 Puts 0
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