Cornerstone Planning Group LLC Incresed Positions in Q3 2025

Cornerstone Planning Group LLC

  • $624 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
KO
Coca Cola CO

Consumer Defensive
339
+ 12.99%
$65.67 - $71.67 $22.3K - $24.3K
2.95K $203M
AMGN
Amgen Inc

Healthcare
82
+ 80.39%
$271.18 - $309.22 $22.2K - $25.4K
184 $53.7M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
156
+ 1733.33%
$90.62 - $107.71 $14.1K - $16.8K
165 $23.8M
EEMA
Ishares Msci Emerging Markets

ETFs
162
+ 27.46%
$81.98 - $92.25 $13.3K - $14.9K
752 $72.4M
XRAY
Dentsply Sirona Inc.

Healthcare
174
+ 181.25%
$12.37 - $16.85 $2.15K - $2.93K
270 $24.2M
HIG
Hartford Financial Services Group, Inc.

Financial Services
184
+ 707.69%
$119.73 - $134.7 $22K - $24.8K
210 $25.9M
SUI
Sun Communities Inc

Real Estate
378
+ 2907.69%
$116.6 - $131.28 $44.1K - $49.6K
391 $23.9M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
1.03K
+ 183.16%
$14.73 - $19.31 $15.2K - $19.9K
1.6K $31.8M
AMT
American Tower Corp

Real Estate
141
+ 128.18%
$192.32 - $232.35 $27.1K - $32.8K
251 $45M
YORW
York Water CO

Utilities
78
+ 1114.29%
$30.13 - $32.4 $2.35K - $2.53K
85 $22.2M
UL
Unilever PLC

Consumer Defensive
171
+ 95.53%
$58.43 - $65.01 $9.99K - $11.1K
350 $32.7M
AFRM
Affirm Holdings, Inc.

Technology
197
+ 820.83%
$64.05 - $92.18 $12.6K - $18.2K
221 $23.6M
THC
Tenet Healthcare Corp

Healthcare
377
+ 12566.67%
$148.38 - $203.04 $55.9K - $76.5K
380 $22.2M
IEF
Ishares Barclays

ETFs
222
+ 249.44%
$93.91 - $97.26 $20.8K - $21.6K
311 $30.1M
MAT
Mattel Inc

Consumer Cyclical
1.14K
+ 537.74%
$16.66 - $20.55 $19K - $23.4K
1.35K $25.1M
TSN
Tyson Foods, Inc.

Consumer Defensive
248
+ 8266.67%
$52.3 - $57.69 $13K - $14.3K
251 $21.7M
LFUS
Littelfuse Inc

Technology
88
+ 1466.67%
$228.23 - $271.17 $20.1K - $23.9K
94 $22.8M
BSX
Boston Scientific Corp

Healthcare
225
+ 71.2%
$97.03 - $108.14 $21.8K - $24.3K
541 $54.4M
TROW
Price T Rowe Group Inc

Financial Services
168
+ 560.0%
$98.67 - $111.52 $16.6K - $18.7K
198 $24.3M
RGR
Sturm Ruger & CO Inc

Industrials
1.37K
+ 2075.76%
N/A
1.44K $23.3M
FANG
Diamondback Energy, Inc.

Energy
91
+ 700.0%
$134.53 - $152.5 $12.2K - $13.9K
104 $23M
Ferguson Enterprises Inc Common Stock New
82
+ 178.26%
N/A
128 $31.5M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
291
+ 119.75%
$64.17 - $68.19 $18.7K - $19.8K
534 $36.8M
JBL
Jabil Inc

Technology
93
+ 581.25%
$202.08 - $234.45 $18.8K - $21.8K
109 $24.1M
MNST
Monster Beverage Corp

Consumer Defensive
224
+ 29.83%
$58.65 - $67.31 $13.1K - $15.1K
975 $64.9M
CRH.L
Crh PLC

Basic Materials
156
+ 139.29%
N/A
268 $31.4M
SWK
Stanley Black & Decker, Inc.

Industrials
165
+ 383.72%
$66.98 - $79.52 $11.1K - $13.1K
208 $23.3M
HXL
Hexcel Corp

Industrials
272
+ 286.32%
$57.15 - $64.88 $15.5K - $17.6K
367 $26M
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
212
+ 2355.56%
$29.52 - $34.78 $6.26K - $7.37K
221 $20.5M
CHK
Chesapeake Energy Corp

Energy
201
+ 1256.25%
N/A
217 $21.8M
FAST
Fastenal CO

Industrials
552
+ 75.62%
$42.47 - $50.39 $23.4K - $27.8K
1.28K $53.3M
DCI
Donaldson CO Inc

Industrials
67
+ 418.75%
$69.82 - $82.14 $4.68K - $5.5K
83 $21.1M
PFSI
Penny Mac Financial Services, Inc.

Financial Services
185
+ 2642.86%
$93.14 - $127.13 $17.2K - $23.5K
192 $20.6M
UMH
Umh Properties, Inc.

Real Estate
304
+ 1125.93%
$14.69 - $17.34 $4.47K - $5.27K
331 $20.1M
AEP
American Electric Power CO Inc

Utilities
119
+ 20.55%
$103.26 - $115.0 $12.3K - $13.7K
698 $85M
CHE
Chemed Corp

Healthcare
42
+ 840.0%
$412.3 - $483.92 $17.3K - $20.3K
47 $21.4M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
187
+ 15.45%
$67.91 - $74.71 $12.7K - $14K
1.4K $103M
HSY
Hershey CO

Consumer Defensive
114
+ 438.46%
$161.95 - $193.45 $18.5K - $22.1K
140 $24M
IBN
Icici Bank LTD

Financial Services
658
+ 97.63%
$30.23 - $34.41 $19.9K - $22.6K
1.33K $40.9M
PPG
Ppg Industries Inc

Basic Materials
550
+ 2500.0%
$103.65 - $119.07 $57K - $65.5K
572 $21.1M
ETN
Eaton Corp PLC

Industrials
28
+ 9.33%
$342.99 - $392.76 $9.6K - $11K
328 $126M
TTEK
Tetra Tech Inc

Industrials
64
+ 103.23%
$33.1 - $38.34 $2.12K - $2.45K
126 $20.8M
BC
Brunswick Corp

Consumer Cyclical
273
+ 1300.0%
$56.64 - $66.85 $15.5K - $18.3K
294 $19.8M
KHC
Kraft Heinz CO

Consumer Defensive
747
+ 1915.38%
$25.63 - $28.94 $19.1K - $21.6K
786 $19.3M
ITOT
Ishares Core S&P Total U.S. St

ETFs
118
+ 187.3%
$135.0 - $146.02 $15.9K - $17.2K
181 $26.9M
VCEL
Vericel Corp

Healthcare
61
+ 225.93%
$29.84 - $41.74 $1.82K - $2.55K
88 $19.1M
HALO
Halozyme Therapeutics, Inc.

Healthcare
280
+ 3500.0%
$52.92 - $78.28 $14.8K - $21.9K
288 $18.6M
ICE
Intercontinental Exchange, Inc.

Financial Services
153
+ 128.57%
$167.28 - $188.45 $25.6K - $28.8K
272 $40.4M
Kenvue Inc Com
1.36K
+ 705.18%
N/A
1.55K $22.1M
Activity Summary
Buys All Purchases 1058 New Holdings 251 Increased Positions 807 Sells All Sells 389 Reductions 389 Sold out 0 Options Calls 0 Puts 0
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