The investment firm increased positions in major tech stocks while reducing exposure to energy sector equities in its latest 13F filing.
Cornerstone Planning Group LLC raised its holdings in several large-cap technology stocks during the first quarter, according to its latest 13F filing. The firm increased its stake in companies including AAPL and MSFT, reflecting a broader shift toward growth-oriented sectors amid market volatility.
The filing also showed a reduction in energy sector positions, including notable cuts to holdings in XOM and CVX. This follows a trend of investors rebalancing portfolios away from traditional energy as macroeconomic uncertainty persists.
The adjustments come as markets weigh inflation concerns against expectations for Federal Reserve policy shifts. Cornerstone Planning’s moves suggest confidence in tech resilience despite recent sector pullbacks.