Stock Taper

CORNERSTONE PLANNING GROUP LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
McDonald's CorporationMCD485$127.96K
Perdoceo Education CorporationPRDO486$14.3K
Colgate-Palmolive CompanyCL490$44.91K
Constellation Energy CorporationCEG498$136.9K
CVS Health Corp.CVS499$53.89K
Richtech Robotics Inc. Class B Common StockRR500$840
Novartis AGNVS501$76.69K
QUALCOMM IncorporatedQCOM504$88.48K
Canadian Pacific Kansas City Ltd.CP506$46.21K
Halliburton CompanyHAL506$16.71K
The Williams Companies, Inc.WMB508$37.81K
Viking Holdings LtdVIK508$50.98K
Encompass Health CorporationEHC511$56.73K
Ameriprise Financial, Inc.AMP515$271.18K
Boston Scientific CorporationBSX518$22.26K
Manulife Financial CorporationMFC543$23.37K
CareTrust REIT, Inc.CTRE544$23.04K
KLA CorporationKLAC549$117.88K
Aegon Ltd.AEG550$5.04K
Woodside Energy Group LtdWDS555$12.45K