Cornerstone Planning Group LLC Incresed Positions in Q1 2025

Cornerstone Planning Group LLC

  • $418 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LSCC
Lattice Semiconductor Corp

Technology
8
+ 160.0%
$52.45 - $68.78 $420 - $550
13 $571K
PKI
Perkinelmer Inc

Healthcare
7
+ 58.33%
N/A
19 $1.78M
BIO
Bio Rad Laboratories, Inc.

Healthcare
10
+ 50.0%
$243.0 - $367.0 $2.43K - $3.67K
30 $7.47M
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
4
+ 57.14%
$120.07 - $144.17 $480 - $577
11 $1.15M
EXPD
Expeditors International Of Washington Inc

Industrials
3
+ 50.0%
$109.09 - $126.48 $327 - $379
9 $964K
ESS
Essex Property Trust, Inc.

Real Estate
1
+ 100.0%
N/A
2 $554K
FAF
First American Financial Corp

Financial Services
7
+ 19.44%
$57.7 - $66.47 $404 - $465
43 $2.57M
SKX
Skechers Usa Inc

Consumer Cyclical
8
+ 160.0%
$54.98 - $78.24 $440 - $626
13 $635K
ARES
Ares Management Corp

Financial Services
6
+ 42.86%
$140.19 - $198.28 $841 - $1.19K
20 $2.92M
SSNC
Ss&C Technologies Holdings Inc

Technology
4
+ 30.77%
$74.75 - $89.13 $299 - $357
17 $1.3M
SNY
Sanofi

Healthcare
6
+ 3.02%
$48.15 - $59.42 $289 - $357
205 $10.9M
RMBS
Rambus Inc

Technology
7
+ 116.67%
$51.55 - $68.59 $361 - $480
13 $597K
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
3
+ 100.0%
$96.88 - $148.78 $291 - $446
6 $605K
BURL
Burlington Stores, Inc.

Consumer Cyclical
2
+ 66.67%
$228.41 - $293.71 $457 - $587
5 $1.09M
F&G Annuities & Life Inc Common Stock
7
+ 700.0%
N/A
8 $276K
ELS
Equity Lifestyle Properties Inc

Real Estate
4
+ 100.0%
$64.36 - $69.32 $257 - $277
8 $502K
INSM
Insmed Inc

Healthcare
8
+ 16.0%
$65.25 - $83.83 $522 - $671
58 $4.11M
HEIA
Heico Crp Cl A
1
+ 25.0%
N/A
5 $975K
ALLE
Allegion PLC

Industrials
2
+ 50.0%
$123.79 - $135.5 $248 - $271
6 $759K
BBY
Best Buy CO Inc

Consumer Cyclical
5
+ 100.0%
$70.3 - $91.1 $352 - $456
10 $635K
NOV
Nov Inc.

Energy
22
+ 104.76%
$13.99 - $16.43 $308 - $361
43 $516K
AMH
American Homes 4 Rent

Real Estate
5
+ 62.5%
$34.43 - $37.81 $172 - $189
13 $481K
PCTY
Paylocity Holding Corp

Technology
3
+ 16.67%
$183.21 - $217.86 $550 - $654
21 $3.87M
DOW
Dow Inc.

Basic Materials
143
+ 46.73%
$34.36 - $41.92 $4.91K - $5.99K
449 $13M
MU
Micron Technology Inc

Technology
74
+ 25.61%
$86.89 - $109.38 $6.43K - $8.09K
363 $26.5M
ENPH
Enphase Energy, Inc.

Technology
7
+ 77.78%
$52.87 - $73.51 $370 - $515
16 $721K
GTES
Gates Industrial Corp PLC

Industrials
11
+ 61.11%
$18.41 - $23.51 $203 - $259
29 $504K
TM
Toyota Motor Corp

Consumer Cyclical
3
+ 3.75%
$176.53 - $195.35 $530 - $586
83 $15.1M
CVNA
Carvana Co.

Consumer Cyclical
3
+ 12.0%
$166.52 - $285.33 $500 - $856
28 $6.19M
IRM
Iron Mountain Inc

Real Estate
6
+ 31.58%
$82.79 - $111.31 $497 - $668
25 $2.11M
CLF
Cleveland Cliffs Inc.

Basic Materials
27
+ 79.41%
$8.22 - $12.02 $222 - $325
61 $460K
OSK
Oshkosh Corp

Industrials
2
+ 50.0%
$89.56 - $116.4 $179 - $233
6 $506K
BORR
Borr Drilling LTD

Energy
182
+ 131.88%
$2.13 - $4.06 $388 - $739
320 $579K
TAP
Molson Coors Beverage CO

Consumer Defensive
1
+ 2.27%
$52.44 - $62.91 $52.4 - $62.9
45 $2.62M
COHU
Cohu Inc

Technology
13
+ 92.86%
$14.71 - $27.44 $191 - $357
27 $421K
EXAS
Exact Sciences Corp

Healthcare
4
+ 66.67%
$43.04 - $58.51 $172 - $234
10 $441K
VECO
Veeco Instruments Inc

Technology
9
+ 75.0%
$20.08 - $28.72 $181 - $258
21 $382K
AWI
Armstrong World Industries Inc

Industrials
1
+ 33.33%
$136.0 - $154.19 $136 - $154
4 $536K
RGEN
Repligen Corp

Healthcare
1
+ 50.0%
$127.24 - $174.24 $127 - $174
3 $424K
LYFT
Lyft, Inc.

Technology
15
+ 40.54%
$11.27 - $15.12 $169 - $227
52 $595K
AFRM
Affirm Holdings, Inc.

Technology
4
+ 30.77%
$43.7 - $80.98 $175 - $324
17 $796K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
1
+ 0.84%
$69.15 - $74.69 $69.2 - $74.7
120 $8.73M
TFLO
Ishares Treasury Floating Rate

ETFs
2
+ 1.27%
$50.48 - $50.68 $101 - $101
159 $8.03M
DIOD
Diodes Inc

Technology
5
+ 100.0%
$43.17 - $65.74 $216 - $329
10 $361K
ARCB
Arcbest Corp

Industrials
4
+ 80.0%
$70.58 - $101.93 $282 - $408
9 $559K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
2
+ 0.51%
$22.46 - $23.26 $44.9 - $46.5
393 $8.99M
HST
Host Hotels & Resorts, Inc.

Real Estate
9
+ 39.13%
$14.21 - $17.45 $128 - $157
32 $441K
DSGX
Descartes Systems Group Inc

Technology
1
+ 20.0%
$96.4 - $122.5 $96.4 - $123
6 $619K
RHI
Robert Half International Inc.

Industrials
3
+ 60.0%
$51.96 - $71.3 $156 - $214
8 $372K
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
Track This Portfolio

Track Cornerstone Planning Group LLC Portfolio

Follow Cornerstone Planning Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cornerstone Planning Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Planning Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email