CORNERSTONE PLANNING GROUP LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DBX | 30 | $3.29K |
 | SEER | 30 | $2.42K |
 | SLM | 29 | $1.04K |
 | HTH | 29 | $941 |
 | ASC | 29 | $361 |
 | PVH | 29 | $617 |
 | NU | 29 | $308 |
 | UTHR | 28 | $1.37K |
 | PAYX | 28 | $5.19K |
 | BAX | 28 | $536 |
 | ADM | 28 | $1.70K |
 | POWI | 28 | $2.73K |
 | ODFL | 28 | $1.10K |
 | EVRG | 28 | $2.18K |
 | NCLH | 28 | $423 |
 | REZI | 28 | $7.06K |
 | MSCI | 28 | $16.40K |
 | JKHY | 28 | $4.20K |
 | SOFI | 27 | $1.87K |
 | MELI | 27 | $63.74K |
Dropbox, Inc.
DBX
Shares Held
30
Value
$3.29K
Seer, Inc.
SEER
Shares Held
30
Value
$2.42K
SLM Corporation
SLM
Shares Held
29
Value
$1.04K
Hilltop Holdings Inc.
HTH
Shares Held
29
Value
$941
Ardmore Shipping Corporation
ASC
Shares Held
29
Value
$361
PVH Corp.
PVH
Shares Held
29
Value
$617
Nu Holdings Ltd.
NU
Shares Held
29
Value
$308
United Therapeutics Corporation
UTHR
Shares Held
28
Value
$1.37K
Paychex, Inc.
PAYX
Shares Held
28
Value
$5.19K
Baxter International Inc.
BAX
Shares Held
28
Value
$536
Archer-Daniels-Midland Company
ADM
Shares Held
28
Value
$1.70K
Power Integrations, Inc.
POWI
Shares Held
28
Value
$2.73K
Old Dominion Freight Line, Inc.
ODFL
Shares Held
28
Value
$1.10K
Evergy, Inc.
EVRG
Shares Held
28
Value
$2.18K
Norwegian Cruise Line Holdings Ltd.
NCLH
Shares Held
28
Value
$423
Resideo Technologies, Inc.
REZI
Shares Held
28
Value
$7.06K
MSCI Inc.
MSCI
Shares Held
28
Value
$16.40K
Jack Henry & Associates, Inc.
JKHY
Shares Held
28
Value
$4.20K
SoFi Technologies, Inc.
SOFI
Shares Held
27
Value
$1.87K
MercadoLibre, Inc.
MELI
Shares Held
27
Value
$63.74K