Stock Taper

CORNERSTONE PLANNING, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Caterpillar Inc.CAT5.93K$6.31M
Truist Financial CorporationTFC5.78K$287.89K
Vistra Corp.VST5.75K$912.88K
Mastercard IncorporatedMA5.74K$2.95M
Enterprise Financial Services CorpEFSC5.18K$341.13K
Albemarle CorporationALB5.01K$676.31K
Thermo Fisher Scientific Inc.TMO4.7K$2.36M
Advanced Micro Devices, Inc.AMD4.45K$2.59M
The Sherwin-Williams CompanySHW4.43K$1.53M
The Goldman Sachs Group, Inc.GS4.3K$4.35M
Consolidated Edison, Inc.ED4.07K$450.71K
Shopify Inc.SHOP3.96K$451.92K
Eli Lilly and CompanyLLY3.86K$4.63M
Costco Wholesale CorporationCOST3.58K$3.35M
Constellation Energy CorporationCEG3.42K$849.97K
The Charles Schwab CorporationSCHW3.02K$279.02K
Target CorporationTGT2.91K$380.3K
American Express CompanyAXP2.88K$974.23K
The Boeing CompanyBA2.61K$564.75K
Delta Air Lines, Inc.DAL2.6K$243.98K