Cornerstone Investment Partners, LLC

13F filer · CIK 0001328062

Reported Aug 7, 2026

Net seller this quarter

13F portfolio value$2.99BU.S. long equity reported on 13F

Positions30889 new · 68 closed

Net flow last quarter-$139MBuys minus sells

Top 10 positions weight46.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 7, 2026308 positions
KLACKla Corp	$183M	6.13%	0.05%	-26.8%	Q1 2022
AMATApplied Materials Inc	$158M	5.29%	0.03%	-35.0%	Q4 2024
GOOGLAlphabet Inc.	$156M	5.22%	0.00%	-8.0%	Q3 2015
MUMicron Technology Inc	$156M	5.21%	0.01%	-53.1%	Q3 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$148M	4.93%	0.00%	+1.5%	Q1 2015
VVisa Inc.	$124M	4.16%	0.02%	+15.8%	Q4 2017
AVGOBroadcom Inc.	$122M	4.07%	0.01%	-0.4%	Q4 2018
AMZNAmazon Com Inc	$115M	3.84%	0.00%	+17.6%	Q4 2025
METAMeta Platforms, Inc.	$112M	3.75%	Not reported	+16.0%	Q1 2020
URIUnited Rentals, Inc.	$109M	3.65%	0.15%	+12.3%	Q2 2024
TTWOTake Two Interactive Software Inc	$97.4M	3.26%	0.21%	+16.7%	Q1 2023
WRBBerkley W R Corp	$94.2M	3.15%	0.36%	+27.0%	Q3 2023
CORCencora, Inc.	$86.3M	2.88%	0.16%	+12.1%	Q2 2020
APOApollo Global Management, Inc.	$80.2M	2.68%	0.12%	+10.1%	Q3 2024
MCKMckesson Corp	$80M	2.67%	0.09%	+13.2%	Q1 2016
TMOThermo Fisher Scientific Inc.	$79.5M	2.66%	0.04%	+71.8%	Q1 2017
CBChubb Ltd	$78.7M	2.63%	0.06%	+0.1%	Q4 2015
JPMJPMorgan Chase & Co	$75.6M	2.53%	0.01%	+36.8%	Q2 2013
AZOAutozone Inc	$72.7M	2.43%	0.14%	+49.7%	Q4 2020
AXPAmerican Express Co	$71.7M	2.40%	0.03%	+22.4%	Q1 2016
TRVTravelers Companies, Inc.	$65.9M	2.20%	0.10%	+0.9%	Q4 2022
MSFTMicrosoft Corp	$65.6M	2.19%	0.00%	-1.7%	Q2 2013
DGDollar General Corp	$64.4M	2.15%	0.25%	+0.9%	Q3 2015
FANGDiamondback Energy, Inc.	$63.1M	2.11%	0.13%	+0.9%	Q3 2021
UNHUnitedhealth Group Inc	$58.1M	1.94%	0.02%	-15.3%	Q4 2021
SYKStryker Corp	$57.3M	1.91%	0.05%	Not reported	Q2 2013
CMICummins Inc	$57.2M	1.91%	0.06%	-16.7%	Q2 2013
IQVIqvia Holdings Inc.	$56.2M	1.88%	0.18%	-33.0%	Q2 2025
CBRECbre Group, Inc.	$51M	1.70%	0.13%	+1.0%	Q2 2019
BXBlackstone Inc.	$50.4M	1.68%	0.06%	New	Q2 2026
BSVNBank7 Corp.	$14.4M	0.48%	1.95%	+32.3%	Q3 2023
MKSIMKS Inc	$2.67M	0.09%	0.01%	-36.2%	Q3 2022
EMEEMCOR Group, Inc.	$1.8M	0.06%	0.00%	Not reported	Q3 2021
ACMRACM Research, Inc.	$1.78M	0.06%	0.03%	+119.8%	Q1 2023
EVREvercore Inc.	$1.61M	0.05%	Not reported	+0.2%	Q3 2021
ONTOOnto Innovation Inc.	$1.55M	0.05%	0.01%	-0.9%	Q4 2019
APGAPi Group Corp	$1.53M	0.05%	0.01%	-0.8%	Q3 2022
USFDUS Foods Holding Corp.	$1.51M	0.05%	0.01%	+0.6%	Q4 2021
SNEXStoneX Group Inc.	$1.43M	0.05%	0.01%	-24.7%	Q2 2021
CTOSCustom Truck One Source, Inc.	$1.35M	0.05%	0.05%	+26.9%	Q2 2025
CACICaci International Inc	$1.26M	0.04%	0.01%	+27.6%	Q3 2021
NXSTNexstar Media Group, Inc.	$1.2M	0.04%	0.02%	+64.5%	Q3 2021
LTHLife Time Group Holdings, Inc.	$1.12M	0.04%	0.01%	+0.6%	Q1 2023
ESIElement Solutions Inc	$1.1M	0.04%	0.01%	New	Q2 2026
WDWalker & Dunlop, Inc.	$1.08M	0.04%	0.06%	+3.2%	Q3 2021
SANMSanmina Corp	$1.05M	0.04%	0.01%	Not reported	Q1 2021
PRPermian Resources Corp	$975K	0.03%	0.01%	0.0%	Q3 2022
BRKRBruker Corp	$943K	0.03%	0.01%	+31.9%	Q3 2024
CSXCSX Corp	$916K	0.03%	0.00%	-0.9%	Q2 2024
MCMoelis & Co	$898K	0.03%	Not reported	+0.5%	Q4 2020

Q1 2026Reported May 8, 2026287 positions
GOOGLAlphabet Inc.	$136M	5.73%	0.00%	-4.2%	Q3 2015
KLACKla Corp	$122M	5.13%	0.06%	-14.4%	Q1 2022
AMATApplied Materials Inc	$115M	4.83%	0.04%	-16.2%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$103M	4.32%	0.00%	+26.6%	Q1 2015
AVGOBroadcom Inc.	$100M	4.20%	0.01%	-14.2%	Q4 2018
METAMeta Platforms, Inc.	$98.2M	4.13%	Not reported	-4.2%	Q1 2020
MUMicron Technology Inc	$97.1M	4.08%	0.03%	-39.8%	Q3 2021
VVisa Inc.	$94.6M	3.98%	0.02%	+5.2%	Q4 2017
CORCencora, Inc.	$85.4M	3.59%	0.14%	-4.2%	Q2 2020
AMZNAmazon Com Inc	$85.3M	3.58%	0.00%	+102.2%	Q4 2025
MCKMckesson Corp	$80.9M	3.40%	0.08%	-5.0%	Q1 2016
CBChubb Ltd	$75.3M	3.16%	0.06%	-4.4%	Q4 2015
IQVIqvia Holdings Inc.	$73.9M	3.11%	0.26%	-4.5%	Q2 2025
FANGDiamondback Energy, Inc.	$70.4M	2.96%	0.13%	-10.9%	Q3 2021
WRBBerkley W R Corp	$69.8M	2.93%	0.28%	-4.3%	Q3 2023
APOApollo Global Management, Inc.	$68.6M	2.88%	0.11%	-2.7%	Q3 2024
MSFTMicrosoft Corp	$66.2M	2.78%	0.00%	-4.8%	Q2 2013
TTWOTake Two Interactive Software Inc	$66M	2.77%	0.18%	-4.9%	Q1 2023
DGDollar General Corp	$65.8M	2.77%	0.25%	-4.9%	Q3 2015
URIUnited Rentals, Inc.	$62.6M	2.63%	0.14%	-4.8%	Q2 2024
TRVTravelers Companies, Inc.	$57.7M	2.42%	0.09%	-4.9%	Q4 2022
AXPAmerican Express Co	$52.4M	2.20%	0.03%	-1.4%	Q1 2016
CMICummins Inc	$51.8M	2.18%	0.07%	-4.9%	Q2 2013
AZOAutozone Inc	$51.4M	2.16%	0.09%	+14.4%	Q4 2020
CBRECbre Group, Inc.	$50.8M	2.13%	0.13%	-5.0%	Q2 2019
JPMJPMorgan Chase & Co	$49.7M	2.09%	0.01%	+12.7%	Q2 2013
TMOThermo Fisher Scientific Inc.	$45.4M	1.91%	0.02%	-5.1%	Q1 2017
UNHUnitedhealth Group Inc	$44.7M	1.88%	0.02%	+0.7%	Q4 2021
ELVElevance Health, Inc.	$41.8M	1.75%	0.07%	-14.6%	Q1 2022
FISVFiserv Inc	$20M	0.84%	0.07%	-2.8%	Q2 2021
BSVNBank7 Corp.	$11M	0.46%	1.47%	-0.1%	Q3 2023
MKSIMKS Inc	$2.16M	0.09%	0.01%	+4.2%	Q3 2022
FIXComfort Systems USA Inc	$2.12M	0.09%	0.00%	-19.1%	Q3 2021
LITELumentum Holdings Inc.	$2.11M	0.09%	0.00%	-42.9%	Q3 2021
CIENCiena Corp	$2.03M	0.09%	0.00%	-15.7%	Q3 2021
EMEEMCOR Group, Inc.	$1.6M	0.07%	0.00%	+4.2%	Q3 2021
APGAPi Group Corp	$1.48M	0.06%	0.01%	+3.7%	Q3 2022
EVREvercore Inc.	$1.4M	0.06%	Not reported	+6.8%	Q3 2021
USFDUS Foods Holding Corp.	$1.35M	0.06%	0.01%	+3.9%	Q4 2021
SNEXStoneX Group Inc.	$1.29M	0.05%	0.02%	+8.6%	Q2 2021
CACICaci International Inc	$1.16M	0.05%	0.01%	+3.8%	Q3 2021
PRIMPrimoris Services Corp	$1.15M	0.05%	0.01%	+4.1%	Q1 2021
PRPermian Resources Corp	$1.13M	0.05%	0.01%	+3.7%	Q3 2022
TERTeradyne, Inc	$1.11M	0.05%	0.00%	+4.4%	Q1 2024
SFStifel Financial Corp	$893K	0.04%	0.01%	+6.2%	Q3 2021
WDWalker & Dunlop, Inc.	$849K	0.04%	0.06%	+75.8%	Q3 2021
ONTOOnto Innovation Inc.	$848K	0.04%	0.01%	-1.1%	Q4 2019
CSXCSX Corp	$798K	0.03%	0.00%	-0.3%	Q2 2024
MCMoelis & Co	$779K	0.03%	Not reported	+29.9%	Q4 2020
LTHLife Time Group Holdings, Inc.	$737K	0.03%	0.01%	+5.0%	Q1 2023

Q4 2025Reported Jan 29, 2026214 positions
GOOGLAlphabet Inc.	$155M	6.01%	0.00%	-13.0%	Q3 2015
MUMicron Technology Inc	$136M	5.28%	0.04%	-27.8%	Q3 2021
AVGOBroadcom Inc.	$130M	5.06%	0.01%	+0.4%	Q4 2018
METAMeta Platforms, Inc.	$118M	4.58%	Not reported	+1.6%	Q1 2020
KLACKla Corp	$118M	4.56%	0.07%	+0.4%	Q1 2022
VVisa Inc.	$104M	4.05%	0.02%	+10.9%	Q4 2017
AMATApplied Materials Inc	$103M	4.00%	0.05%	+5.6%	Q4 2024
IQVIqvia Holdings Inc.	$102M	3.97%	0.27%	+31.9%	Q2 2025
CORCencora, Inc.	$95.9M	3.72%	0.15%	-2.5%	Q2 2020
APOApollo Global Management, Inc.	$91.6M	3.55%	0.11%	+0.4%	Q3 2024
MSFTMicrosoft Corp	$90.8M	3.52%	0.00%	+0.4%	Q2 2013
TTWOTake Two Interactive Software Inc	$89.9M	3.49%	0.19%	+0.4%	Q1 2023
MCKMckesson Corp	$80.7M	3.13%	0.08%	+0.4%	Q1 2016
DGDollar General Corp	$77.4M	3.00%	0.26%	+0.5%	Q3 2015
WRBBerkley W R Corp	$77.1M	2.99%	0.29%	+13.9%	Q3 2023
CBChubb Ltd	$75.4M	2.92%	0.06%	-11.9%	Q4 2015
TSMTaiwan Semiconductor Manufacturing Co Ltd	$73.1M	2.83%	0.00%	Not reported	Q1 2015
URIUnited Rentals, Inc.	$73M	2.83%	0.14%	+12.7%	Q2 2024
AXPAmerican Express Co	$65M	2.52%	0.03%	+0.4%	Q1 2016
CBRECbre Group, Inc.	$63.4M	2.46%	0.13%	+0.5%	Q2 2019
TRVTravelers Companies, Inc.	$60.3M	2.34%	0.10%	+0.5%	Q4 2022
FANGDiamondback Energy, Inc.	$60M	2.33%	0.14%	+0.8%	Q3 2021
ELVElevance Health, Inc.	$58.6M	2.27%	0.08%	-1.3%	Q1 2022
TMOThermo Fisher Scientific Inc.	$56.4M	2.19%	0.03%	+14.0%	Q1 2017
UNHUnitedhealth Group Inc	$54.1M	2.10%	0.02%	-1.4%	Q4 2021
CMICummins Inc	$51.7M	2.00%	0.07%	Not reported	Q2 2013
JPMJPMorgan Chase & Co	$48.3M	1.87%	0.01%	+0.5%	Q2 2013
AMZNAmazon Com Inc	$46.7M	1.81%	0.00%	New	Q4 2025
AZOAutozone Inc	$45.1M	1.75%	0.08%	+26.9%	Q4 2020
FISVFiserv Inc	$24.8M	0.96%	0.07%	-14.1%	Q2 2021
BSVNBank7 Corp.	$11M	0.43%	1.48%	-1.3%	Q3 2023
SPYSPDR S&P 500 ETF Trust	$3.78M	0.15%	Not reported	+581.1%	Q3 2015
LITELumentum Holdings Inc.	$1.94M	0.08%	0.01%	-19.5%	Q3 2021
FIXComfort Systems USA Inc	$1.78M	0.07%	0.01%	-0.6%	Q3 2021
EVREvercore Inc.	$1.5M	0.06%	Not reported	-0.2%	Q3 2021
CIENCiena Corp	$1.45M	0.06%	0.00%	-1.7%	Q3 2021
MKSIMKS Inc	$1.44M	0.06%	0.01%	0.0%	Q3 2022
APGAPi Group Corp	$1.34M	0.05%	0.01%	+0.6%	Q3 2022
EMEEMCOR Group, Inc.	$1.27M	0.05%	0.00%	+7.4%	Q3 2021
CACICaci International Inc	$1.1M	0.04%	0.01%	-1.3%	Q3 2021
USFDUS Foods Holding Corp.	$1.07M	0.04%	0.01%	+0.2%	Q4 2021
PRIMPrimoris Services Corp	$961K	0.04%	0.01%	0.0%	Q1 2021
SFStifel Financial Corp	$949K	0.04%	0.01%	+10.3%	Q3 2021
SNEXStoneX Group Inc.	$935K	0.04%	0.02%	+0.5%	Q2 2021
VRRMVERRA MOBILITY Corp	$832K	0.03%	0.02%	+48.5%	Q3 2022
NXSTNexstar Media Group, Inc.	$797K	0.03%	0.01%	-1.2%	Q3 2021
MCMoelis & Co	$723K	0.03%	Not reported	+1.0%	Q4 2020
PRPermian Resources Corp	$716K	0.03%	0.01%	-0.4%	Q3 2022
CSXCSX Corp	$707K	0.03%	0.00%	-24.7%	Q2 2024
CRLCharles River Laboratories International, Inc.	$700K	0.03%	0.01%	+24.4%	Q4 2023

Q3 2025Reported Nov 6, 2025206 positions
GOOGLAlphabet Inc.	$138M	5.78%	0.00%	-0.5%	Q3 2015
METAMeta Platforms, Inc.	$129M	5.41%	Not reported	-0.4%	Q1 2020
AVGOBroadcom Inc.	$124M	5.18%	0.01%	-23.4%	Q4 2018
MUMicron Technology Inc	$111M	4.62%	0.06%	-14.5%	Q3 2021
KLACKla Corp	$104M	4.35%	0.07%	-0.2%	Q1 2022
MSFTMicrosoft Corp	$96.8M	4.05%	0.00%	+0.6%	Q2 2013
VVisa Inc.	$91.6M	3.83%	0.01%	-0.3%	Q4 2017
CORCencora, Inc.	$91M	3.80%	0.15%	-0.5%	Q2 2020
TTWOTake Two Interactive Software Inc	$90.3M	3.77%	0.19%	+10.4%	Q1 2023
APOApollo Global Management, Inc.	$84M	3.51%	0.11%	+23.6%	Q3 2024
AMATApplied Materials Inc	$77.9M	3.26%	0.05%	+10.1%	Q4 2024
CBChubb Ltd	$77.4M	3.23%	0.07%	-0.4%	Q4 2015
URIUnited Rentals, Inc.	$76.4M	3.19%	0.13%	+0.6%	Q2 2024
MCKMckesson Corp	$75.7M	3.16%	0.08%	+0.6%	Q1 2016
WRBBerkley W R Corp	$74M	3.09%	0.25%	+27.3%	Q3 2023
IQVIqvia Holdings Inc.	$65.4M	2.73%	0.20%	+21.9%	Q2 2025
CBRECbre Group, Inc.	$61.9M	2.59%	0.13%	+13.7%	Q2 2019
DGDollar General Corp	$60M	2.51%	0.26%	+14.3%	Q3 2015
AXPAmerican Express Co	$58.1M	2.43%	0.03%	-0.2%	Q1 2016
TRVTravelers Companies, Inc.	$57.8M	2.42%	0.09%	+0.6%	Q4 2022
UNHUnitedhealth Group Inc	$57.4M	2.40%	0.02%	+11.8%	Q4 2021
FANGDiamondback Energy, Inc.	$56.7M	2.37%	0.14%	-1.6%	Q3 2021
FISVFiserv Inc	$55.4M	2.32%	0.08%	+0.6%	Q2 2021
ELVElevance Health, Inc.	$54.7M	2.29%	0.08%	-12.8%	Q1 2022
SSNCSS&C Technologies Holdings Inc	$54.1M	2.26%	0.25%	+0.6%	Q2 2020
CPAYCorpay, Inc.	$48.2M	2.02%	0.24%	-14.8%	Q1 2024
JPMJPMorgan Chase & Co	$47M	1.97%	0.01%	+0.6%	Q2 2013
AZOAutozone Inc	$44.9M	1.88%	0.06%	+0.6%	Q4 2020
QCOMQualcomm Inc	$42.8M	1.79%	0.02%	+0.3%	Q2 2013
TMOThermo Fisher Scientific Inc.	$41.4M	1.73%	0.02%	Not reported	Q1 2017
BSVNBank7 Corp.	$11.2M	0.47%	1.50%	-0.4%	Q3 2023
FIXComfort Systems USA Inc	$1.58M	0.07%	0.01%	+0.2%	Q3 2021
EVREvercore Inc.	$1.49M	0.06%	Not reported	+0.8%	Q3 2021
EMEEMCOR Group, Inc.	$1.26M	0.05%	0.00%	+0.9%	Q3 2021
APGAPi Group Corp	$1.2M	0.05%	0.01%	+1.6%	Q3 2022
MKSIMKS Inc	$1.12M	0.05%	0.01%	+0.2%	Q3 2022
USFDUS Foods Holding Corp.	$1.08M	0.05%	0.01%	+2.0%	Q4 2021
LITELumentum Holdings Inc.	$1.07M	0.04%	0.01%	-1.5%	Q3 2021
PRIMPrimoris Services Corp	$1.06M	0.04%	0.01%	-24.3%	Q1 2021
CACICaci International Inc	$1.04M	0.04%	0.01%	+1.6%	Q3 2021
SNEXStoneX Group Inc.	$987K	0.04%	0.01%	+10.5%	Q2 2021
CIENCiena Corp	$920K	0.04%	0.00%	-31.4%	Q3 2021
CSXCSX Corp	$919K	0.04%	0.00%	-64.6%	Q2 2024
TRUTransUnion	$860K	0.04%	0.01%	+1.7%	Q2 2023
NXSTNexstar Media Group, Inc.	$785K	0.03%	0.01%	+23.6%	Q3 2021
SFStifel Financial Corp	$780K	0.03%	0.01%	+0.7%	Q3 2021
MCMoelis & Co	$743K	0.03%	Not reported	+0.6%	Q4 2020
WDWalker & Dunlop, Inc.	$726K	0.03%	0.03%	+8.6%	Q3 2021
DORMDorman Products, Inc.	$692K	0.03%	0.01%	-17.9%	Q2 2021
PRPermian Resources Corp	$655K	0.03%	0.01%	+0.7%	Q3 2022

Premium opens every quarter this fund has filed