CORNERSTONE PLANNING GROUP LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LOGI | 58 | $7.00K |
 | SUN | 58 | $2.92K |
 | WFC-PL | 58 | $494 |
 | SEIC | 58 | $817 |
 | CNI | 58 | $5.41K |
 | WST | 57 | $601 |
 | LKQ | 57 | $1.76K |
 | CON | 57 | $1.15K |
 | TIGR | 57 | $1.10K |
 | UPS | 56 | $6.87K |
 | NVO | 56 | $9.73K |
 | BE | 56 | $7.16K |
 | EFC | 56 | $750 |
 | WCC | 55 | $15.32K |
 | COIN | 55 | $18.07K |
 | MPC | 55 | $10.76K |
 | CPA | 55 | $6.82K |
 | DX | 55 | $722 |
 | FAF | 55 | $3.39K |
 | CYBR | 54 | $27.89K |
Logitech International S.A.
LOGI
Shares Held
58
Value
$7.00K
Sunoco LP
SUN
Shares Held
58
Value
$2.92K
Wells Fargo & Company
WFC-PL
Shares Held
58
Value
$494
SEI Investments Company
SEIC
Shares Held
58
Value
$817
Canadian National Railway Company
CNI
Shares Held
58
Value
$5.41K
West Pharmaceutical Services, Inc.
WST
Shares Held
57
Value
$601
LKQ Corporation
LKQ
Shares Held
57
Value
$1.76K
Concentra Group Holdings Parent, Inc.
CON
Shares Held
57
Value
$1.15K
UP Fintech Holding Limited
TIGR
Shares Held
57
Value
$1.10K
United Parcel Service, Inc.
UPS
Shares Held
56
Value
$6.87K
Novo Nordisk A/S
NVO
Shares Held
56
Value
$9.73K
Bloom Energy Corporation
BE
Shares Held
56
Value
$7.16K
Ellington Financial Inc.
EFC
Shares Held
56
Value
$750
WESCO International, Inc.
WCC
Shares Held
55
Value
$15.32K
Coinbase Global, Inc.
COIN
Shares Held
55
Value
$18.07K
Marathon Petroleum Corporation
MPC
Shares Held
55
Value
$10.76K
Copa Holdings, S.A.
CPA
Shares Held
55
Value
$6.82K
Dynex Capital, Inc.
DX
Shares Held
55
Value
$722
First American Financial Corporation
FAF
Shares Held
55
Value
$3.39K
CyberArk Software Ltd.
CYBR
Shares Held
54
Value
$27.89K