CORNERSTONE PLANNING GROUP LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PB | 1K | $115.85K |
 | OPCH | 1K | $277.81K |
 | HBAN | 1K | $16.42K |
 | PCTY | 1K | $72.28K |
 | UPST | 1K | $49.23K |
 | SFL | 1K | $78.30K |
 | GILD | 1K | $122.31K |
 | XYL | 1K | $4.99K |
 | BMY | 1K | $46.31K |
 | TJX | 1K | $34.87K |
 | TFII | 1K | $249.35K |
 | ASRV | 1K | $3.15K |
 | LUNR | 1K | $11.37K |
 | BRCC | 1K | $1.26K |
 | TT | 978 | $3.82K |
 | MNST | 975 | $64.91K |
 | FMNB | 961 | $12.55K |
 | KKR | 940 | $111.07K |
 | ABUS | 924 | $4.47K |
 | PEN | 904 | $133.41K |
Prosperity Bancshares, Inc.
PB
Shares Held
1K
Value
$115.85K
Option Care Health, Inc.
OPCH
Shares Held
1K
Value
$277.81K
Huntington Bancshares Incorporated
HBAN
Shares Held
1K
Value
$16.42K
Paylocity Holding Corporation
PCTY
Shares Held
1K
Value
$72.28K
Upstart Holdings, Inc.
UPST
Shares Held
1K
Value
$49.23K
SFL Corporation Ltd.
SFL
Shares Held
1K
Value
$78.30K
Gilead Sciences, Inc.
GILD
Shares Held
1K
Value
$122.31K
Xylem Inc.
XYL
Shares Held
1K
Value
$4.99K
Bristol-Myers Squibb Company
BMY
Shares Held
1K
Value
$46.31K
The TJX Companies, Inc.
TJX
Shares Held
1K
Value
$34.87K
TFI International Inc.
TFII
Shares Held
1K
Value
$249.35K
AmeriServ Financial, Inc.
ASRV
Shares Held
1K
Value
$3.15K
Intuitive Machines, Inc.
LUNR
Shares Held
1K
Value
$11.37K
BRC Inc.
BRCC
Shares Held
1K
Value
$1.26K
Trane Technologies plc
TT
Shares Held
978
Value
$3.82K
Monster Beverage Corporation
MNST
Shares Held
975
Value
$64.91K
Farmers National Banc Corp.
FMNB
Shares Held
961
Value
$12.55K
KKR & Co. Inc.
KKR
Shares Held
940
Value
$111.07K
Arbutus Biopharma Corporation
ABUS
Shares Held
924
Value
$4.47K
Penumbra, Inc.
PEN
Shares Held
904
Value
$133.41K