Position in PSMT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$38,091
+$8,593 QoQ
Shares Held
195
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#309
of 386 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PSMT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Cornerstone Planning Group LLC holds $549,492 across 7 Discount Stores names. PSMT ranks #3 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMT |
Walmart Inc.
|
2,528 | $286,321 | |
| 2 | COST |
Costco Wholesale Corp /New
|
188 | $175,868 | |
| 3 | PSMT |
Pricesmart Inc
This page
|
195 | $38,091 | |
| 4 | TGT |
Target Corp
|
172 | $22,464 | |
| 5 | DG |
Dollar General Corp
|
102 | $11,741 | |
| 6 | DLTR |
Dollar Tree, Inc.
|
70 | $8,466 | |
| 7 | BJ |
BJ's Wholesale Club Holdings, Inc.
|
75 | $6,541 |
All Filings in PSMT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,091 | 195 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $29,498 | 196 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $24,288 | 198 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,211 | 10 | Shares | Sole | 2025-11-04 | |
| 2025-03-31 | $5,095 | 58 | Shares | Sole | 2025-04-30 | |
| No filing history on record for this holder in this stock. | ||||||