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
HOMB
Home Bancshares Inc

Financial Services
774
New
$27.55 - $30.19 $21.3K - $23.4K
774 $20.7M
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
AMRK
A Mark Precious Metals, Inc.

Financial Services
201
New
$20.57 - $27.69 $4.13K - $5.57K
201 $20.2M
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
CRDO
Credo Technology Group Holding LTD

Technology
121
New
$87.59 - $172.31 $10.6K - $20.8K
121 $20.2M
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
SON
Sonoco Products CO

Consumer Cyclical
684
New
$42.77 - $48.68 $29.3K - $33.3K
684 $19M
CTRE
Care Trust Reit, Inc.

Real Estate
550
New
$30.29 - $34.8 $16.7K - $19.1K
550 $18.9M
IBN
Icici Bank LTD

Financial Services
658
+ 97.63%
$30.23 - $34.41 $19.9K - $22.6K
1.33K $40.9M
Fidelity Low Duration Bond ETF
372
New
N/A
372 $18.8M
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
TNDM
Tandem Diabetes Care Inc

Healthcare
123
New
$10.12 - $17.24 $1.24K - $2.12K
123 $18.7M
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
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
84
New
$20.56 - $31.65 $1.73K - $2.66K
84 $18.1M
ICE
Intercontinental Exchange, Inc.

Financial Services
153
+ 128.57%
$167.28 - $188.45 $25.6K - $28.8K
272 $40.4M
Brookfield Infrastructure Corp Com Sub Vtg A
414
New
N/A
414 $18M
RWK
Invesco Exchange Traded Fd Tr

ETFs
146
New
$116.93 - $128.98 $17.1K - $18.8K
146 $18M
Kenvue Inc Com
1.36K
+ 705.18%
N/A
1.55K $22.1M
NFBK
Northfield Bancorp, Inc.

Financial Services
31
New
$10.4 - $12.22 $322 - $379
31 $17.9M
CPK
Chesapeake Utilities Corp

Utilities
138
+ 1150.0%
$119.5 - $135.26 $16.5K - $18.7K
150 $19.3M
CNS
Cohen & Steers, Inc.

Financial Services
255
New
$65.61 - $78.01 $16.7K - $19.9K
255 $17.7M
Celestica Inc Com
52
New
N/A
52 $17.7M
SUB
Ishares Short Term National Mu

ETFs
166
+ 307.41%
$106.17 - $107.3 $17.6K - $17.8K
220 $23.4M
SLAB
Silicon Laboratories Inc.

Technology
92
+ 255.56%
$123.76 - $153.48 $11.4K - $14.1K
128 $22.2M
Cohen & Steers Real Estate Active ETF
692
New
N/A
692 $17.6M
KLIC
Kulicke & Soffa Industries Inc

Technology
439
+ 3135.71%
$32.11 - $43.03 $14.1K - $18.9K
453 $17.9M
VAL
Valaris LTD

Energy
96
+ 1371.43%
$43.9 - $52.99 $4.21K - $5.09K
103 $17.6M
CGNX
Cognex Corp

Technology
416
New
$31.85 - $46.54 $13.2K - $19.4K
416 $17.2M
BRO
Brown & Brown, Inc.

Financial Services
220
+ 423.08%
$90.88 - $108.93 $20K - $24K
272 $21.9M
VRSK
Verisk Analytics, Inc.

Industrials
4
+ 4.04%
$242.3 - $312.95 $969 - $1.25K
103 $43.2M
OOMA
Ooma Inc

Communication Services
449
New
$10.98 - $13.26 $4.93K - $5.95K
449 $17M
GLW
Corning Inc

Technology
124
+ 58.49%
$51.6 - $82.03 $6.4K - $10.2K
336 $30.3M
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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