Cornerstone Planning Group LLC
Position in ORC — Orchid Island Capital, Inc.
CIK 1822587
FAIRFIELD, NJ
Position in ORC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,895
+$1,629 QoQ
Shares Held
272
+635.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#183
of 202 holders
Holding Since
Sep 2024
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ORC Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Cornerstone Planning Group LLC holds $26,405 across 10 REIT - Mortgage names. ORC ranks #5 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STWD |
Starwood Property Trust, Inc.
|
734 | $12,022 | |
| 2 | DX |
Dynex Capital Inc
|
300 | $3,933 | |
| 3 | IVR |
Invesco Mortgage Capital Inc.
|
323 | $2,551 | |
| 4 | AGNC |
AGNC Investment Corp.
|
216 | $2,354 | |
| 5 | ORC |
Orchid Island Capital, Inc.
This page
|
272 | $1,895 | |
| 6 | NLY |
Annaly Capital Management Inc
|
58 | $1,296 | |
| 7 | EFC |
Ellington Financial Inc.
|
56 | $762 | |
| 8 | BXMT |
Blackstone Mortgage Trust, Inc.
|
41 | $694 |
All Filings in ORC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,895 | 272 | Shares | Sole | 2026-07-29 | |
| 2025-12-31 | $266 | 37 | Shares | Sole | 2026-02-02 | |
| 2025-03-31 | $616 | 82 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $637 | 82 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $460 | 56 | Shares | Sole | 2024-11-05 | |
| No filing history on record for this holder in this stock. | ||||||