Holders — by stockHoldings — by fund
Cornerstone Investment Partners, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001328062
$2.99B
disclosed book value
312
positions
6.1%
largest position share
Positions, as of 2026-06-30
top 100 of 312 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | KLACKLA Corporation | 607,345 | $183.2M | 6.1% |
| 2 | AMATApplied Materials Inc. | 218,915 | $158.3M | 5.3% |
| 3 | GOOGLAlphabet Inc. Class A | 436,781 | $156.1M | 5.2% |
| 4 | MUMicron Technology Inc | 134,961 | $155.8M | 5.2% |
| 5 | TSMTaiwan Semiconductor | 309,088 | $147.6M | 4.9% |
| 6 | VVisa Inc. | 362,532 | $124.4M | 4.2% |
| 7 | AVGOBroadcom Inc. | 322,229 | $121.7M | 4.1% |
| 8 | AMZNAmazon.com, Inc. | 481,377 | $114.7M | 3.8% |
| 9 | METAMeta Platforms, Inc. | 199,210 | $112.2M | 3.8% |
| 10 | URIUnited Rentals Inc. | 96,492 | $109.3M | 3.7% |
| 11 | TTWOTake-Two Interactive Software | 389,831 | $97.4M | 3.3% |
| 12 | WRBW. R. Berkley Corporation | 1.3M | $94.2M | 3.2% |
| 13 | CORCencora, Inc. | 304,829 | $86.3M | 2.9% |
| 14 | APOApollo Global Management, LLC | 677,475 | $80.2M | 2.7% |
| 15 | MCKMcKesson Corp | 105,908 | $80.0M | 2.7% |
| 16 | TMOThermo Fisher Scientific Inc. | 158,616 | $79.5M | 2.7% |
| 17 | Chubb Limited | 231,026 | $78.7M | 2.6% |
| 18 | JPMJPMorgan Chase & Co | 231,074 | $75.6M | 2.5% |
| 19 | AZOAutoZone, Inc. | 22,763 | $72.7M | 2.4% |
| 20 | AXPAmerican Express Co. | 211,997 | $71.7M | 2.4% |
| 21 | TRVThe Travelers Companies, Inc. | 199,611 | $65.9M | 2.2% |
| 22 | MSFTMicrosoft Corporation | 175,752 | $65.6M | 2.2% |
| 23 | DGDollar General Corp. | 559,756 | $64.4M | 2.2% |
| 24 | BNDVanguard Total Bd Mkt ETF | 874,427 | $64.2M | 2.1% |
| 25 | FANGDiamondback Energy, Inc. | 359,082 | $63.1M | 2.1% |
| 26 | UNHUnitedHealth Group, Inc. | 139,775 | $58.1M | 1.9% |
| 27 | SYKStryker Corporation | 181,906 | $57.3M | 1.9% |
| 28 | CMICummins Inc. | 80,225 | $57.2M | 1.9% |
| 29 | IQVIQVIA Holdings Inc | 290,665 | $56.2M | 1.9% |
| 30 | CBRECBRE Group, Inc. | 378,370 | $51.0M | 1.7% |
| 31 | BXBlackstone Inc. | 428,346 | $50.4M | 1.7% |
| 32 | BSVVanguard Short-Term Bond | 185,356 | $14.4M | 0.5% |
| 33 | BILSPDR Barclays 1-3 Month T-Bill | 52,499 | $4.8M | 0.2% |
| 34 | MKSIMKS Inc. | 6,002 | $2.7M | 0.1% |
| 35 | EMEEMCOR Group Inc. | 2,170 | $1.8M | 0.1% |
| 36 | ACMRACM Research, Inc. Class A | 14,049 | $1.8M | 0.1% |
| 37 | MUBiShares S&P Natl AMT-Fr Mun | 16,470 | $1.8M | 0.1% |
| 38 | EVREvercore Inc. | 4,710 | $1.6M | 0.1% |
| 39 | ONTOOnto Innovation Inc. | 4,099 | $1.6M | 0.1% |
| 40 | APGAPI Group Corp. | 36,158 | $1.5M | 0.1% |
| 41 | USFDUS Foods Holding | 14,783 | $1.5M | 0.1% |
| 42 | SNEXStoneX Group Inc. | 12,060 | $1.4M | 0% |
| 43 | CTOSCustom Truck One Source Inc | 114,163 | $1.3M | 0% |
| 44 | CACICACI International, Inc. | 2,727 | $1.3M | 0% |
| 45 | NXSTNexstar Media Group, Inc. Cl A | 6,705 | $1.2M | 0% |
| 46 | LTHLife Time Group Holdings, Inc. | 27,529 | $1.1M | 0% |
| 47 | ESIElement Solutions Inc | 23,032 | $1.1M | 0% |
| 48 | WDWalker & Dunlop, Inc. | 19,752 | $1.1M | 0% |
| 49 | SANMSanmina Corporation | 4,164 | $1.1M | 0% |
| 50 | PRPermian Resources Corp. | 52,935 | $974,533 | 0% |
| 51 | BRKRBruker Corporation | 15,662 | $942,539 | 0% |
| 52 | CSXCSX Corporation | 19,268 | $915,808 | 0% |
| 53 | MCMoelis & Company | 13,734 | $898,478 | 0% |
| 54 | ECGEverus Construction Group | 5,209 | $864,434 | 0% |
| 55 | SAROStandardAero, Inc. | 28,791 | $861,139 | 0% |
| 56 | EXTRExtreme Networks Inc. | 26,201 | $848,126 | 0% |
| 57 | SFStifel Financial Corp | 12,079 | $842,752 | 0% |
| 58 | CRLCharles River Laboratories International, Inc. | 3,700 | $839,123 | 0% |
| 59 | CSWCSW Industrials, Inc. | 2,986 | $831,004 | 0% |
| 60 | SEZLSezzle Inc | 4,730 | $811,810 | 0% |
| 61 | SOLSSolstice Advanced Materials, Inc. | 9,128 | $808,741 | 0% |
| 62 | PRMPerimeter Solutions | 22,451 | $800,378 | 0% |
| 63 | AAMIAcadian Asset Management Inc. | 11,117 | $795,088 | 0% |
| 64 | PRIMPrimoris Services Corporation | 7,956 | $788,599 | 0% |
| 65 | VMIValmont Industries, Inc. | 1,356 | $783,226 | 0% |
| 66 | NWPXNWPX Infrastructure Inc | 5,012 | $751,499 | 0% |
| 67 | DORMDorman Products, Inc. | 5,120 | $698,624 | 0% |
| 68 | TXRHTexas Roadhouse Inc. | 3,594 | $694,469 | 0% |
| 69 | TPGTPG Inc Class A | 16,842 | $682,943 | 0% |
| 70 | BJBJ'S WHOLESALE CLUB HOLDINGS | 7,694 | $671,071 | 0% |
| 71 | CSLCarlisle Companies Incorporated | 1,846 | $669,637 | 0% |
| 72 | KNSLKinsale Capital Group, Inc. | 2,029 | $669,184 | 0% |
| 73 | LGNDLigand Pharmaceuticals | 2,105 | $665,369 | 0% |
| 74 | RYANRyan Specialty Holdings, Inc | 17,615 | $665,142 | 0% |
| 75 | STERIS plc | 3,071 | $646,660 | 0% |
| 76 | MWAMueller Water Products, Inc. Class A | 24,545 | $633,997 | 0% |
| 77 | GHMGraham Corporation | 4,987 | $617,341 | 0% |
| 78 | HRIHerc Holdings, Inc. | 4,300 | $616,362 | 0% |
| 79 | POWLPowell Industries Inc. | 2,120 | $607,083 | 0% |
| 80 | UCTTUltra Clean Holdings, Inc. | 4,224 | $602,300 | 0% |
| 81 | Ichor Holdings, Ltd. | 5,294 | $594,410 | 0% |
| 82 | AXGNAxogen, Inc. | 12,620 | $582,918 | 0% |
| 83 | CHDNChurchill Downs Incorporated | 6,461 | $579,164 | 0% |
| 84 | CHEChemed Corporation | 1,206 | $561,682 | 0% |
| 85 | ADEAAdeia Inc. | 16,957 | $558,394 | 0% |
| 86 | KNKnowles Corporation | 13,378 | $554,919 | 0% |
| 87 | TRUTransUnion | 7,660 | $552,592 | 0% |
| 88 | SharkNinja, Inc. | 3,613 | $550,152 | 0% |
| 89 | KNFKnife River Corp | 6,427 | $537,619 | 0% |
| 90 | IESCIES Holdings, Inc. | 730 | $536,302 | 0% |
| 91 | MTRNMaterion Corporation | 1,791 | $532,625 | 0% |
| 92 | KLICKulicke & Soffa Industries | 3,958 | $529,422 | 0% |
| 93 | LASRNLIGHT, INC | 7,566 | $526,745 | 0% |
| 94 | GRBKGreen Brick Partners, Inc. | 6,493 | $519,700 | 0% |
| 95 | BLZEBackblaze, Inc. A | 32,677 | $518,257 | 0% |
| 96 | AMGAffiliated Managers Group | 1,523 | $515,383 | 0% |
| 97 | SKYWSkyWest, Inc. | 5,081 | $504,696 | 0% |
| 98 | PKGPackaging Corp of America | 2,108 | $502,294 | 0% |
| 99 | ATEXAnterix Inc. | 4,866 | $500,906 | 0% |
| 100 | GCMGGCM Grosvenor, Inc. Class A | 39,870 | $490,401 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.