CORNERSTONE PLANNING GROUP LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DEO | 80 | $560 |
 | VTR | 80 | $2.83K |
 | OLLI | 80 | $3.19K |
 | USFD | 79 | $4.47K |
 | IDXX | 79 | $49.66K |
 | UCTT | 79 | $12.36K |
 | SWBI | 78 | $2.81K |
 | CNP | 77 | $3.00K |
 | WDS | 77 | $17.93K |
 | DHR | 77 | $13.76K |
 | AEBI | 77 | $10.31K |
 | BSY | 77 | $3.88K |
 | MCHP | 77 | $4.78K |
 | TWO | 77 | $36.81K |
 | OSIS | 76 | $7.06K |
 | FWONK | 76 | $7.49K |
 | DECK | 76 | $35.38K |
 | CUBE | 76 | $2.96K |
 | NTAP | 75 | $10.43K |
 | ASPN | 75 | $565 |
Diageo plc
DEO
Shares Held
80
Value
$560
Ventas, Inc.
VTR
Shares Held
80
Value
$2.83K
Ollie's Bargain Outlet Holdings, Inc.
OLLI
Shares Held
80
Value
$3.19K
US Foods Holding Corp.
USFD
Shares Held
79
Value
$4.47K
IDEXX Laboratories, Inc.
IDXX
Shares Held
79
Value
$49.66K
Ultra Clean Holdings, Inc.
UCTT
Shares Held
79
Value
$12.36K
Smith & Wesson Brands, Inc.
SWBI
Shares Held
78
Value
$2.81K
CenterPoint Energy, Inc.
CNP
Shares Held
77
Value
$3.00K
Woodside Energy Group Ltd
WDS
Shares Held
77
Value
$17.93K
Danaher Corporation
DHR
Shares Held
77
Value
$13.76K
Aebi Schmidt Holding AG
AEBI
Shares Held
77
Value
$10.31K
Bentley Systems, Incorporated
BSY
Shares Held
77
Value
$3.88K
Microchip Technology Incorporated
MCHP
Shares Held
77
Value
$4.78K
Two Harbors Investment Corp.
TWO
Shares Held
77
Value
$36.81K
OSI Systems, Inc.
OSIS
Shares Held
76
Value
$7.06K
Formula One Group
FWONK
Shares Held
76
Value
$7.49K
Deckers Outdoor Corporation
DECK
Shares Held
76
Value
$35.38K
CubeSmart
CUBE
Shares Held
76
Value
$2.96K
NetApp, Inc.
NTAP
Shares Held
75
Value
$10.43K
Aspen Aerogels, Inc.
ASPN
Shares Held
75
Value
$565