Cornerstone Planning Group LLC Reduced Holdings in Q3 2025

Cornerstone Planning Group LLC

  • $624 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GATX
Gatx Corp

Industrials
-4
- 8.7%
$149.23 - $176.97 $597 - $708
42 $6.65M
TPB
Turning Point Brands, Inc.

Consumer Defensive
-5
- 62.5%
$71.37 - $102.95 $357 - $515
3 $339K
RIOT
Riot Blockchain, Inc.

Technology
-26
- 52.0%
$11.03 - $19.78 $287 - $514
24 $264K
BRKR
Bruker Corp

Healthcare
-10
- 58.82%
$29.35 - $43.93 $294 - $439
7 $255K
BAX
Baxter International Inc

Healthcare
-6
- 17.65%
$21.71 - $31.23 $130 - $187
28 $536K
CNM
Core & Main, Inc.

Industrials
-1
- 6.25%
$48.56 - $66.98 $48.6 - $67
15 $785K
TRIP
Trip Advisor, Inc.

Consumer Cyclical
-14
- 58.33%
$13.87 - $19.14 $194 - $268
10 $153K
OGE
Oge Energy Corp.

Utilities
-7
- 36.84%
$43.46 - $46.27 $304 - $324
12 $659K
NMR
Nomura Holdings Inc

Financial Services
-825
- 97.17%
$6.28 - $7.56 $5.18K - $6.24K
24 $5.57M
AL
Air Lease Corp

Industrials
-129
- 78.18%
$54.35 - $64.28 $7.01K - $8.29K
36 $8.89M
CMS
Cms Energy Corp

Utilities
-1
- 1.04%
$69.37 - $74.67 $69.4 - $74.7
95 $6.96M
DWAC
Digital World Acquisition Corp.

Financial Services
-9
- 90.0%
N/A
1 $5K
IONS
Ionis Pharmaceuticals Inc

Healthcare
-7
- 58.33%
$39.94 - $65.42 $280 - $458
5 $371K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-1
- 33.33%
$93.1 - $110.49 $93.1 - $110
2 $179K
STNE
Stone Co Ltd.

Technology
-46
- 88.46%
$12.57 - $19.46 $578 - $895
6 $561K
CTO
Cto Realty Growth, Inc.

Real Estate
-5
- 20.83%
$15.89 - $17.75 $79.5 - $88.8
19 $318K
IX
Orix Corp

Financial Services
-24
- 80.0%
$22.28 - $27.06 $535 - $649
6 $631K
AVTR
Avantor, Inc.

Basic Materials
-4
- 9.09%
$11.18 - $14.21 $44.7 - $56.8
40 $442K
VIR
Vir Biotechnology, Inc.

Healthcare
-87
- 87.0%
$4.28 - $5.93 $372 - $516
13 $450K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-1
- 2.04%
$57.1 - $70.52 $57.1 - $70.5
48 $2.88M
EQT
Eqt Corp

Energy
-2
- 1.57%
$49.19 - $59.19 $98.4 - $118
125 $6.57M
GWW
W.W. Grainger, Inc.

Industrials
-1
- 2.17%
$932.44 - $1059.49 $932 - $1.06K
45 $43.1M
NYT
New York Times CO

Communication Services
-135
- 34.53%
$51.43 - $61.95 $6.94K - $8.36K
256 $21.1M
MRVL
Marvell Technology, Inc.

Technology
-12
- 12.12%
$62.31 - $84.07 $748 - $1.01K
87 $7.71M
Onity Group Inc Com New
-17
- 68.0%
N/A
8 $1.1M
MSCI
Msci Inc.

Financial Services
-1
- 3.45%
$526.48 - $588.0 $526 - $588
28 $16.4M
NTAP
Net App, Inc.

Technology
-25
- 25.0%
$101.1 - $126.36 $2.53K - $3.16K
75 $10.4M
MUR
Murphy Oil Corp

Energy
-2
- 3.28%
$22.13 - $30.03 $44.3 - $60.1
59 $1.66M
ALGM
Allegro Microsystems, Inc.

Technology
-3
- 20.0%
$29.16 - $37.51 $87.5 - $113
12 $809K
ACHC
Acadia Healthcare Company, Inc.

Healthcare
-12
- 35.29%
$18.0 - $24.76 $216 - $297
22 $1.09M
DMAC
Dia Medica Therapeutics Inc.

Healthcare
-74
- 92.5%
$3.57 - $7.16 $264 - $530
6 $758K
AES
Aes Corp

Utilities
-73
- 75.26%
$10.77 - $13.94 $786 - $1.02K
24 $1.65M
OGN
Organon & Co.

Healthcare
-3
- 9.09%
$8.4 - $10.85 $25.2 - $32.6
30 $727K
Grayscale Ethereum Trust ETF
-50
- 1.82%
N/A
2.7K $81.7M
NIO
Nio Inc.

Consumer Cyclical
-827
- 87.79%
$3.41 - $7.62 $2.82K - $6.3K
115 $4.83M
KGC
Kinross Gold Corp

Basic Materials
-40
- 12.54%
$15.19 - $24.85 $608 - $994
279 $6.65M
VEL
Velocity Financial, Inc.

Financial Services
-8
- 19.05%
$16.33 - $19.19 $131 - $154
34 $1.62M
RDW
Redwire Corp

Industrials
-94
- 69.12%
$7.87 - $19.41 $740 - $1.82K
42 $2.93M
ALCO
Alico, Inc.

Consumer Defensive
-13
- 50.0%
$32.06 - $34.87 $417 - $453
13 $1.8M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-9
- 4.02%
$62.54 - $68.42 $563 - $616
215 $15.6M
TU
Telus Corp

Communication Services
-42
- 32.56%
$15.6 - $16.63 $655 - $698
87 $3.48M
SEER
Seer, Inc.

Healthcare
-417
- 93.29%
$2.01 - $2.3 $838 - $959
30 $2.42M
DOW
Dow Inc.

Basic Materials
-41
- 38.68%
$20.87 - $30.37 $856 - $1.25K
65 $4.28M
NOG
Northern Oil & Gas, Inc.

Energy
-15
- 39.47%
$23.13 - $31.07 $347 - $466
23 $2.92M
WPM
Wheaton Precious Metals Corp.

Basic Materials
-14
- 26.92%
$86.72 - $111.84 $1.21K - $1.57K
38 $7.56M
Aegon LTD Amer Reg 1 Cert
-497
- 90.36%
N/A
53 $6.91M
Diversified Energy Company PLC Shs New
-61
- 46.92%
N/A
69 $4.94M
Primo Brands Corporation Class A Com Shs
-144
- 52.94%
N/A
128 $10.6M
MEDP
Medpace Holdings, Inc.

Healthcare
-4
- 10.0%
$308.88 - $514.16 $1.24K - $2.06K
36 $20.9M
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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