Holdings

Cornerstone Planning, LLC

As of Jun 30, 2026, Cornerstone Planning, LLC reported 86 positions worth US$218M. Largest: Nvidia Corporation, Micron Technology, Inc. and Broadcom Inc. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Nvidia Corporation68,417US$13.7M+197Jun 30, 2026
Micron Technology, Inc.7,686US$8.87M−177Jun 30, 2026
Broadcom Inc.17,964US$6.79M+148Jun 30, 2026
Alphabet Inc (google) Class C18,825US$6.73M+291Jun 30, 2026
Caterpillar, Inc.5,926US$6.31M−12Jun 30, 2026
Walmart Inc.51,407US$5.82M+884Jun 30, 2026
Microsoft Corp.15,405US$5.75M+828Jun 30, 2026
Lam Research Corporation12,988US$5.63M−179Jun 30, 2026
Cisco Systems, Inc.42,277US$4.97M−340Jun 30, 2026
Johnson & Johnson19,065US$4.84M+259Jun 30, 2026