Cornerstone Planning Group LLC Purchases in Q3 2025

Cornerstone Planning Group LLC

  • $624 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ASGN
Asgn Inc

Technology
69
New
$47.05 - $55.65 $3.25K - $3.84K
69 $3.02M
VMD
Viemed Healthcare, Inc.

Healthcare
154
+ 733.33%
$5.93 - $7.44 $913 - $1.15K
175 $3.09M
NFG
National Fuel Gas CO

Energy
38
+ 380.0%
$82.19 - $93.72 $3.12K - $3.56K
48 $3.81M
GFL
Gfl Environmental Inc.

Industrials
69
+ 530.77%
$45.97 - $51.03 $3.17K - $3.52K
82 $3.59M
CHDN
Churchill Downs Inc

Consumer Cyclical
29
+ 725.0%
$95.3 - $113.75 $2.76K - $3.3K
33 $3.31M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
8
+ 0.67%
$51.33 - $58.15 $411 - $465
1.21K $66.2M
MGPI
Mgp Ingredients Inc

Consumer Defensive
122
+ 762.5%
$24.19 - $32.87 $2.95K - $4.01K
138 $3.34M
ZETA
Zeta Global Holdings Corp.

Technology
40
New
$14.0 - $22.08 $560 - $883
40 $2.87M
AIG
American International Group, Inc.

Financial Services
36
+ 52.94%
$76.34 - $85.87 $2.75K - $3.09K
104 $8.13M
MORN
Morningstar, Inc.

Financial Services
13
New
$231.72 - $311.89 $3.01K - $4.05K
13 $2.79M
KIM
Kimco Realty Corp

Real Estate
131
+ 192.65%
$20.74 - $22.79 $2.72K - $2.99K
199 $4.18M
Aptiv PLC Com Shs
10
+ 9.09%
N/A
120 $9.85M
AMH
American Homes 4 Rent

Real Estate
86
+ 661.54%
$32.47 - $36.74 $2.79K - $3.16K
99 $3.18M
HBI
Hanesbrands Inc.

Consumer Cyclical
400
New
$4.07 - $6.59 $1.63K - $2.64K
400 $2.66M
PBH
Prestige Consumer Healthcare Inc.

Healthcare
23
+ 230.0%
$61.95 - $80.32 $1.42K - $1.85K
33 $3.37M
PSMT
Pricesmart Inc

Consumer Defensive
10
New
$102.01 - $122.66 $1.02K - $1.23K
10 $2.62M
ALE
Allete Inc

Utilities
38
+ 542.86%
$62.45 - $66.45 $2.37K - $2.53K
45 $3.07M
Jacobs Solutions Inc Com
6
+ 4.92%
N/A
128 $20.3M
COIN
Coinbase Global, Inc.

Technology
3
+ 5.77%
$297.99 - $419.78 $894 - $1.26K
55 $18.1M
LNG
Cheniere Energy, Inc.

Energy
16
+ 55.17%
$222.68 - $244.28 $3.56K - $3.91K
45 $9.52M
EW
Edwards Lifesciences Corp

Healthcare
15
+ 4.89%
$73.75 - $81.83 $1.11K - $1.23K
322 $26.9M
PAAS
Pan American Silver Corp

Basic Materials
289
+ 206.43%
$27.02 - $38.81 $7.81K - $11.2K
429 $6.63M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
32
+ 1600.0%
$108.8 - $169.61 $3.48K - $5.43K
34 $2.84M
AME
Ametek Inc

Industrials
12
+ 100.0%
$176.44 - $192.03 $2.12K - $2.3K
24 $4.76M
JKHY
Henry Jack & Associates Inc

Technology
18
+ 180.0%
$148.45 - $182.09 $2.67K - $3.28K
28 $4.2M
SWBI
Smith & Wesson Brands, Inc.

Industrials
43
+ 122.86%
$7.74 - $9.83 $333 - $423
78 $2.81M
ETR
Entergy Corp

Utilities
20
+ 18.69%
$80.93 - $93.55 $1.62K - $1.87K
127 $12.2M
Healthcare Rlty Tr Cl A Com
139
+ 239.66%
N/A
197 $3.5M
FE
Firstenergy Corp

Utilities
3
+ 0.35%
$39.76 - $45.82 $119 - $137
872 $40.3M
CODI
Compass Diversified Holdings

Industrials
410
+ 187.21%
$6.04 - $7.69 $2.48K - $3.15K
629 $4M
Netskope Inc Cl A
131
New
N/A
131 $2.45M
HOLX
Hologic Inc

Healthcare
31
+ 140.91%
$63.26 - $68.98 $1.96K - $2.14K
53 $3.92M
BWXT
Bwx Technologies, Inc.

Industrials
8
+ 36.36%
$136.45 - $184.37 $1.09K - $1.47K
30 $6.43M
Virgin Galactic Holdings Inc Com New
72
+ 232.26%
N/A
103 $2.53M
SQ
Block, Inc.

Technology
35
+ 22.44%
N/A
191 $14.1M
G
Genpact LTD

Technology
127
+ 21.86%
$41.06 - $46.13 $5.21K - $5.86K
708 $27M
ATR
Aptargroup, Inc.

Healthcare
19
New
$130.82 - $161.82 $2.49K - $3.07K
19 $2.36M
DOCS
Doximity, Inc.

Healthcare
138
+ 212.31%
$57.33 - $75.12 $7.91K - $10.4K
203 $6.12M
MPC
Marathon Petroleum Corp

Energy
5
+ 10.0%
$158.59 - $198.69 $793 - $993
55 $10.8M
FDS
Factset Research Systems Inc

Financial Services
9
+ 900.0%
$283.86 - $450.3 $2.55K - $4.05K
10 $2.69M
EE
Excelerate Energy, Inc.

Utilities
88
New
$23.01 - $28.95 $2.02K - $2.55K
88 $2.29M
HAL
Halliburton CO

Energy
34
+ 13.65%
$20.5 - $25.11 $697 - $854
283 $7.63M
AHH
Armada Hoffler Properties, Inc.

Real Estate
342
New
$6.69 - $7.56 $2.29K - $2.59K
342 $2.21M
HPE
Hewlett Packard Enterprise CO

Technology
57
+ 32.2%
$19.81 - $25.24 $1.13K - $1.44K
234 $5.71M
UWMC
Uwm Holdings Corp

Financial Services
15
New
$3.99 - $6.91 $59.9 - $104
15 $2.18M
NRZ
New Residential Investment Corp.

Real Estate
162
+ 675.0%
N/A
186 $2.42M
JEF
Jefferies Financial Group Inc.

Financial Services
47
+ 64.38%
$54.67 - $70.36 $2.57K - $3.31K
120 $6.34M
ELS
Equity Lifestyle Properties Inc

Real Estate
35
+ 291.67%
$58.43 - $62.12 $2.05K - $2.17K
47 $2.86M
F
Ford Motor CO

Consumer Cyclical
35
+ 4.31%
$10.82 - $12.09 $379 - $423
848 $11.1M
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
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