Cornerstone Planning Group LLC

Cornerstone Planning Group LLC reported 1,867 holdings worth US$794M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 29, 2026

Cornerstone Planning Group LLC reported 1,867 holdings worth US$794M as of Jun 30, 2026. Largest: Apple Inc, Nvidia Corporation and Amazon.com, Inc. Filed Jul 29, 2026 (Form 13F).

Holdings
1,867
Value as reported
US$794M

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc29,132US$9.49M1.2%
Nvidia Corporation34,580US$7.33M0.92%
Amazon.com, Inc.14,306US$3.5M0.44%
Alphabet Inc (google) Class C8,531US$2.93M0.37%
Jp Morgan Chase & Co.7,337US$2.55M0.32%
Dell Technologies Inc.5,532US$2.44M0.31%
Microsoft Corp.5,285US$2.06M0.26%
American Express Company5,454US$1.9M0.24%
Broadcom Inc.2,987US$1.19M0.15%
Meta Platforms, Inc.1,872US$1.17M0.15%
Tesla, Inc.3,083US$1.15M0.15%
Public Service Enterprise Group Incorporated12,998US$1.03M0.13%
Johnson & Johnson3,637US$930K0.12%
Moody's Corporation1,806US$885K0.11%
Metlife, Inc.8,761US$817K0.10%
Berkshire Hathaway Inc.1,231US$602K0.08%
Micron Technology, Inc.557US$534K0.07%
Eli Lilly And Company450US$523K0.07%
Philip Morris International Inc2,440US$474K0.06%
Advanced Micro Devices Inc836US$462K0.06%
Parsons Corporation7,788US$448K0.06%
Space Exploration Technologies Corp3,837US$442K0.06%
Visa Inc.1,237US$437K0.06%
International Business Machines Corporation2,111US$434K0.05%
Abbvie Inc.1,687US$427K0.05%
United Parcel Service, Inc.3,518US$407K0.05%
Procter & Gamble Company (the)2,677US$399K0.05%
Merck & Company, Inc.3,033US$387K0.05%
Dba Sempra4,027US$375K0.05%
Sunoco Lp4,816US$366K0.05%
At&t Inc.14,906US$343K0.04%
Intel Corporation3,331US$342K0.04%
Asml Holding Nv178US$321K0.04%
Home Depot, Inc. (the)939US$311K0.04%
Taiwan Semiconductor Manufacturing Co., Ltd.705US$297K0.04%
The Cigna Group1,034US$294K0.04%
Unitedhealth Group Incorporated663US$286K0.04%
Caterpillar, Inc.311US$277K0.03%
Walmart Inc.2,528US$276K0.03%
Palo Alto Networks, Inc.817US$274K0.03%
Fifth Third Bancorp4,748US$274K0.03%
Ameriprise Financial, Inc.515US$271K0.03%
Cisco Systems, Inc.2,314US$260K0.03%
Textron Inc.2,810US$258K0.03%
Southern Company (the)2,509US$240K0.03%
Mastercard Incorporated436US$232K0.03%
Applied Materials, Inc.418US$232K0.03%
Expedia Group, Inc.877US$229K0.03%
Ge Vernova Inc.228US$225K0.03%
Ge Aerospace639US$218K0.03%
F.n.b. Corporation11,469US$216K0.03%
Verizon Communications Inc.4,850US$215K0.03%
Coca-cola Company (the)2,533US$208K0.03%
Bank Of America Corporation3,143US$194K0.02%
Altria Group, Inc.2,640US$191K0.02%
Chevron Corporation987US$190K0.02%
Cognizant Technology Solutions Corporation4,243US$183K0.02%
Costco Wholesale Corporation188US$174K0.02%
Prologis, Inc.1,194US$173K0.02%
Walt Disney Company (the)1,778US$170K0.02%
Goldman Sachs Group, Inc. (the)155US$170K0.02%
Netflix, Inc.2,371US$162K0.02%
Wells Fargo & Company1,850US$160K0.02%
Morgan Stanley704US$154K0.02%
Blackrock, Inc.132US$139K0.02%
Parker-hannifin Corporation142US$138K0.02%
Lam Research Corporation433US$138K0.02%
Constellation Energy Corporation498US$137K0.02%
Eversource Energy (d/b/a)1,771US$132K0.02%
Citigroup, Inc.988US$131K0.02%
Rtx Corporation662US$129K0.02%
Tjx Companies, Inc. (the)828US$129K0.02%
Mcdonald's Corporation485US$128K0.02%
Analog Devices, Inc.329US$127K0.02%
S&p Global Inc.296US$127K0.02%
Prudential Financial, Inc.1,047US$124K0.02%
Crowdstrike Holdings, Inc.642US$121K0.02%
Amphenol Corporation756US$119K0.01%
Servicenow, Inc.1,244US$119K0.01%
Texas Instruments Incorporated403US$119K0.01%
Kla Corporation549US$118K0.01%
Gilead Sciences, Inc.883US$115K0.01%
Uber Technologies, Inc.1,624US$114K0.01%
Pfizer, Inc.4,546US$113K0.01%
General Dynamics Corporation299US$112K0.01%
Csx Corporation2,231US$111K0.01%
Conocophillips932US$111K0.01%
Thermo Fisher Scientific Inc207US$109K0.01%
Automatic Data Processing, Inc.447US$109K0.01%
Cummins Inc.163US$108K0.01%
Shell Plc1,222US$107K0.01%
Thomson Reuters Corporation1,207US$105K0.01%
Kkr & Co. Inc.1,032US$98,6020.01%
Comcast Corporation4,172US$98,1330.01%
Oracle Corporation771US$97,0760.01%
Airbnb, Inc.686US$96,0740.01%
American Electric Power Company, Inc.718US$95,4950.01%
Kinder Morgan, Inc.2,926US$95,0770.01%
Pepsico, Inc.689US$93,4840.01%
First Advantage Corporation4,566US$91,1370.01%

Every holding of Cornerstone Planning Group LLC

Source

View original at SEC

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