Cornerstone Planning Group LLC New Holdings in Q3 2025

Cornerstone Planning Group LLC

  • $624 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HPP
Hudson Pacific Properties, Inc.

Real Estate
295
New
$2.41 - $3.07 $711 - $906
295 $717K
Datavault Ai Inc Com Shs
6
New
N/A
6 $713K
RKT
Rocket Companies, Inc.

Financial Services
11
New
$13.31 - $21.16 $146 - $233
11 $670K
TENB
Tenable Holdings, Inc.

Technology
3
New
$28.58 - $35.46 $85.7 - $106
3 $626K
Qxo Inc Com New
18
New
N/A
18 $608K
CCS
Century Communities, Inc.

Consumer Cyclical
10
New
$56.29 - $69.8 $563 - $698
10 $604K
MOH
Molina Healthcare, Inc.

Healthcare
4
New
$152.31 - $306.29 $609 - $1.23K
4 $604K
ASPN
Aspen Aerogels Inc

Industrials
75
New
$6.0 - $8.26 $450 - $620
75 $565K
Howard Hughes Holdings Inc Com
7
New
N/A
7 $551K
Dimensional Ultrashort Fixed Income ETF
10
New
N/A
10 $529K
KROS
Keros Therapeutics, Inc.

Healthcare
34
New
$13.34 - $16.05 $454 - $546
34 $511K
HCKT
Hackett Group, Inc.

Technology
27
New
$19.01 - $25.92 $513 - $700
27 $487K
BYD
Boyd Gaming Corp

Consumer Cyclical
6
New
$79.66 - $87.38 $478 - $524
6 $464K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
48
New
$9.11 - $10.03 $437 - $481
48 $420K
VFC
V F Corp

Consumer Cyclical
7
New
$11.66 - $15.56 $81.6 - $109
7 $404K
Curbline Pptys Corp Com
17
New
N/A
17 $401K
ENPH
Enphase Energy, Inc.

Technology
13
New
$30.11 - $42.97 $391 - $559
13 $392K
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
24
New
$30.8 - $37.14 $739 - $891
24 $389K
DV
Double Verify Holdings, Inc.

Technology
157
New
$11.86 - $16.27 $1.86K - $2.55K
157 $388K
LAND
Gladstone Land Corp

Real Estate
42
New
$8.65 - $10.8 $363 - $454
42 $377K
Kindercare Learning Companies Com
67
New
N/A
67 $377K
MUSA
Murphy Usa Inc.

Consumer Cyclical
1
New
$361.83 - $435.43 $362 - $435
1 $363K
ICFI
Icf International, Inc.

Industrials
4
New
$82.78 - $100.58 $331 - $402
4 $342K
Easterly Govt Pptys Inc Com Shs
15
New
N/A
15 $323K
BYND
Beyond Meat, Inc.

Consumer Defensive
183
New
$1.82 - $4.28 $333 - $783
183 $302K
FLO
Flowers Foods Inc

Consumer Defensive
24
New
$12.68 - $16.76 $304 - $402
24 $290K
AWR
American States Water CO

Utilities
4
New
$71.48 - $77.99 $286 - $312
4 $286K
NANR
Spdr Index Shs Fds S&P North A

ETFs
5
New
$56.69 - $65.0 $283 - $325
5 $274K
JBGS
Jbg Smith Properties

Real Estate
10
New
$16.91 - $24.23 $169 - $242
10 $194K
Global Med Reit Inc Com New
6
New
N/A
6 $186K
APG
A Pi Group Corp

Industrials
5
New
$33.09 - $36.34 $165 - $182
5 $175K
RXST
Rx Sight, Inc.

Healthcare
3
New
$6.65 - $13.14 $20 - $39.4
3 $152K
FLS
Flowserve Corp

Industrials
2
New
$51.98 - $57.7 $104 - $115
2 $135K
VIPS
Vipshop Holdings LTD

Consumer Cyclical
31
New
$14.96 - $19.64 $464 - $609
31 $118K
FHN
First Horizon Corp

Financial Services
5
New
$21.16 - $23.23 $106 - $116
5 $105K
ATI
Allegheny Technologies Inc

Industrials
1
New
$71.34 - $95.52 $71.3 - $95.5
1 $101K
CHH
Choice Hotels International Inc

Consumer Cyclical
1
New
$106.91 - $135.29 $107 - $135
1 $93K
DORM
Dorman Products, Inc.

Consumer Cyclical
8
New
$119.13 - $166.34 $953 - $1.33K
8 $90K
SG
Sweetgreen, Inc.

Consumer Cyclical
2
New
$7.98 - $16.26 $16 - $32.5
2 $84K
LNC
Lincoln National Corp

Financial Services
2
New
$33.37 - $43.29 $66.7 - $86.6
2 $81K
ESI
Element Solutions Inc

Basic Materials
3
New
$23.13 - $26.99 $69.4 - $81
3 $78K
CRBG
Corebridge Financial, Inc.

Financial Services
2
New
$31.36 - $35.94 $62.7 - $71.9
2 $64K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
4
New
$19.08 - $23.53 $76.3 - $94.1
4 $64K
Annaly Capital Management Inc Com New
3
New
N/A
3 $62K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
2
New
$25.09 - $33.65 $50.2 - $67.3
2 $48K
KMPH
Kempharm, Inc

Healthcare
3
New
N/A
3 $44K
SAIC
Science Applications International Corp

Technology
1
New
$97.2 - $120.6 $97.2 - $121
1 $18K
PINE
Alpine Income Property Trust, Inc.

Real Estate
1
New
$13.96 - $15.47 $14 - $15.5
1 $4K
CTA
Simplify Exch Traded Fds Simpl

ETFs
1
New
$26.46 - $28.43 $26.5 - $28.4
1 $3K
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
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