Cornerstone Planning, LLC

Cornerstone Planning, LLC reported 136 holdings worth US$432M as of Jun 30, 2026 (Form 13F)

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

Cornerstone Planning, LLC reported 136 holdings worth US$432M as of Jun 30, 2026. Largest: Nvidia Corporation, Micron Technology, Inc. and Broadcom Inc. Filed Jul 30, 2026 (Form 13F).

Holdings
136
Value as reported
US$432M

The filing in full

CompanySharesValue as reported% of portfolio
Nvidia Corporation68,417US$13.7M3.2%
Micron Technology, Inc.7,686US$8.87M2.1%
Broadcom Inc.17,964US$6.79M1.6%
Alphabet Inc (google) Class C18,825US$6.73M1.6%
Caterpillar, Inc.5,926US$6.31M1.5%
Walmart Inc.51,407US$5.82M1.3%
Microsoft Corp.15,405US$5.75M1.3%
Lam Research Corporation12,988US$5.63M1.3%
Cisco Systems, Inc.42,277US$4.97M1.1%
Johnson & Johnson19,065US$4.84M1.1%
Meta Platforms, Inc.8,322US$4.69M1.1%
Eli Lilly And Company3,861US$4.63M1.1%
Jp Morgan Chase & Co.13,666US$4.47M1.0%
Goldman Sachs Group, Inc. (the)4,296US$4.35M1.0%
Nucor Corporation17,177US$3.83M0.88%
International Business Machines Corporation13,573US$3.82M0.88%
Unitedhealth Group Incorporated8,989US$3.74M0.86%
Coca-cola Company (the)45,939US$3.73M0.86%
Procter & Gamble Company (the)25,077US$3.68M0.85%
Qualcomm Incorporated19,767US$3.65M0.84%
Merck & Company, Inc.28,026US$3.6M0.83%
Visa Inc.10,452US$3.59M0.83%
Abbvie Inc.14,208US$3.58M0.83%
Morgan Stanley17,029US$3.56M0.82%
Chevron Corporation20,822US$3.45M0.80%
Costco Wholesale Corporation3,576US$3.35M0.77%
Taiwan Semiconductor Manufacturing Co., Ltd.6,802US$3.25M0.75%
Home Depot, Inc. (the)8,954US$3.16M0.73%
Verizon Communications Inc.74,220US$3.15M0.73%
Apple Inc10,726US$3.1M0.72%
General Dynamics Corporation8,734US$3.09M0.72%
Mastercard Incorporated5,744US$2.95M0.68%
Lowe's Companies, Inc.13,156US$2.9M0.67%
Netflix, Inc.39,955US$2.85M0.66%
Pepsico, Inc.20,791US$2.82M0.65%
Palo Alto Networks, Inc.8,242US$2.81M0.65%
Palantir Technologies Inc.23,026US$2.69M0.62%
Walt Disney Company (the)27,047US$2.61M0.60%
Advanced Micro Devices Inc4,450US$2.59M0.60%
Duke Energy Corporation (holding Company)18,807US$2.38M0.55%
Thermo Fisher Scientific Inc4,697US$2.36M0.55%
Hsbc Holdings Plc22,281US$2.12M0.49%
Salesforce, Inc.13,254US$2.08M0.48%
Exxon Mobil Corporation14,884US$2.04M0.47%
Novartis Ag12,843US$2.01M0.47%
Mcdonald's Corporation7,105US$1.92M0.44%
T-mobile Us, Inc.11,046US$1.85M0.43%
Amazon.com, Inc.7,726US$1.84M0.43%
Oracle Corporation11,968US$1.76M0.41%
Illinois Tool Works Inc.6,243US$1.69M0.39%
Colgate-palmolive Company18,415US$1.69M0.39%
Nextera Energy, Inc.18,135US$1.59M0.37%
3m Company9,541US$1.54M0.36%
Sherwin-williams Company (the)4,435US$1.53M0.35%
Blackstone Inc.10,756US$1.27M0.29%
Sap Se8,189US$1.26M0.29%
Dominion Energy, Inc.17,280US$1.18M0.27%
Southern Company (the)11,645US$1.11M0.26%
Berkshire Hathaway Inc.2,185US$1.09M0.25%
Crowdstrike Holdings, Inc.1,359US$1.04M0.24%
Bank Of America Corporation18,018US$1.03M0.24%
American Express Company2,880US$974K0.23%
Vistra Corp.5,755US$913K0.21%
Constellation Energy Corporation3,422US$850K0.20%
O'reilly Automotive, Inc.9,000US$829K0.19%
The Travelers Companies, Inc.2,275US$751K0.17%
Abbott Laboratories7,594US$689K0.16%
Albemarle Corporation5,009US$676K0.16%
Nike, Inc.16,062US$662K0.15%
Amgen Inc.1,784US$646K0.15%
Csx Corporation12,236US$582K0.13%
Boeing Company (the)2,609US$565K0.13%
Tesla, Inc.1,306US$549K0.13%
Shopify Inc.3,958US$452K0.10%
Consolidated Edison, Inc.4,074US$451K0.10%
Booking Holdings Inc. Common Stock2,500US$446K0.10%
Target Corporation2,912US$380K0.09%
Texas Instruments Incorporated1,236US$368K0.09%
Enterprise Financial Services Corporation5,178US$341K0.08%
Truist Financial Corporation5,779US$288K0.07%
Charles Schwab Corporation (the)3,024US$279K0.06%
Kinder Morgan, Inc.8,500US$272K0.06%
Delta Air Lines, Inc.2,605US$244K0.06%
Mercadolibre, Inc.135US$229K0.05%
Vertex Pharmaceuticals Incorporated450US$224K0.05%
Lockheed Martin Corporation412US$210K0.05%
Air Lease Corporation Class A0US$00.00%
Arista Networks, Inc.0US$00.00%
Automatic Data Processing, Inc.0US$00.00%
Honeywell International Inc.0US$00.00%
Mckesson Corporation0US$00.00%

Source

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