Cornerstone Investment Partners, LLC Top Holdings and 13F Report (2025) About Cornerstone Investment Partners, LLCInvestment ActivityCornerstone Investment Partners, LLC has $2.27 billion in total holdings as of June 30, 2025.Cornerstone Investment Partners, LLC owns shares of 210 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 7.77% of the portfolio was purchased this quarter.About 7.04% of the portfolio was sold this quarter.This quarter, Cornerstone Investment Partners, LLC has purchased 188 new stocks and bought additional shares in 119 stocks.Cornerstone Investment Partners, LLC sold shares of 41 stocks and completely divested from 28 stocks this quarter.Largest Holdings Broadcom $135,025,499Meta Platforms $130,639,716Alphabet $100,823,650Visa $95,524,431Micron Technology $95,366,906 Largest New Holdings this Quarter 12504L109 - CBRE Group $48,383,296 Holding46266C105 - IQVIA $44,499,949 Holding78435P105 - Sezzle Inc $735,642 Holding63942X106 - Navitas Semiconductor $461,415 Holding87305R109 - TTM Technologies $391,096 Holding Largest Purchases this Quarter CBRE Group 345,299 shares (about $48.38M)IQVIA 282,378 shares (about $44.50M)Apollo Global Management 97,580 shares (about $13.84M)Applied Materials 45,474 shares (about $8.32M)Dollar General 66,864 shares (about $7.65M) Largest Sales this Quarter SS&C Technologies 222,211 shares (about $18.40M)AutoZone 4,579 shares (about $17.00M)Cencora 53,692 shares (about $16.10M)HCA Healthcare 29,559 shares (about $11.32M)American Express 23,282 shares (about $7.43M) Sector Allocation Over TimeMap of 500 Largest Holdings ofCornerstone Investment Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAVGOBroadcom$135,025,499$6,769,688 ▲5.3%489,8446.0%Computer and TechnologyMETAMeta Platforms$130,639,716$678,305 ▼-0.5%176,9975.8%Computer and TechnologyGOOGLAlphabet$100,823,650$1,361,905 ▼-1.3%572,1144.4%Computer and TechnologyVVisa$95,524,431$1,022,544 ▼-1.1%269,0454.2%Business ServicesMUMicron Technology$95,366,906$1,486,518 ▲1.6%773,7684.2%Computer and TechnologyMSFTMicrosoft$92,452,602$142,757 ▲0.2%185,8684.1%Computer and TechnologyCORCencora$87,747,218$16,099,549 ▼-15.5%292,6373.9%MedicalKLACKLA$86,559,835$773,024 ▼-0.9%96,6353.8%Computer and TechnologyCBChubb$79,696,190$931,740 ▼-1.2%275,0803.5%FinanceTTWOTake-Two Interactive Software$76,912,538$5,850,742 ▲8.2%316,7083.4%Consumer DiscretionaryELVElevance Health$75,469,520$6,254,866 ▲9.0%194,0293.3%MedicalFIFiserv$73,675,103$6,006,764 ▲8.9%427,3253.3%Business ServicesAPOApollo Global Management$72,348,309$13,843,675 ▲23.7%509,9623.2%FinanceMCKMcKesson$71,386,695$112,115 ▲0.2%97,4193.2%MedicalHCAHCA Healthcare$69,379,410$11,324,053 ▼-14.0%181,1003.1%MedicalBNDVanguard Total Bond Market ETF$65,922,853$5,076,641 ▼-7.2%895,3262.9%ETFCorpay Inc.$65,263,353$447,293 ▼-0.7%196,6832.9%COMAMATApplied Materials$63,249,587$8,324,925 ▲15.2%345,4942.8%Computer and TechnologyURIUnited Rentals$59,954,819$1,066,814 ▲1.8%79,5792.6%ConstructionDGDollar General$58,089,484$7,647,904 ▲15.2%507,8642.6%Retail/WholesaleAXPAmerican Express$55,958,342$7,426,492 ▼-11.7%175,4292.5%FinanceWRBW.R. Berkley$55,755,061$1,055,470 ▲1.9%758,8822.5%FinanceFANGDiamondback Energy$55,282,089$1,426,625 ▲2.6%402,3442.4%EnergyTRVTravelers Companies$55,088,359$304,728 ▲0.6%205,9072.4%FinanceSSNCSS&C Technologies$50,133,910$18,399,071 ▼-26.8%605,4822.2%Computer and TechnologyCBRECBRE Group$48,383,296$48,383,296 ▲New Holding345,2992.1%FinanceUNHUnitedHealth Group$46,391,499$4,754,111 ▲11.4%148,7052.0%MedicalIQVIQVIA$44,499,949$44,499,949 ▲New Holding282,3782.0%MedicalJPMJPMorgan Chase & Co.$42,979,158$82,045 ▲0.2%148,2501.9%FinanceQCOMQUALCOMM$40,805,756$6,196,329 ▲17.9%256,2211.8%Computer and TechnologyAZOAutoZone$38,662,875$16,998,301 ▼-30.5%10,4151.7%Retail/WholesaleBSVVanguard Short-Term Bond ETF$11,227,263$411,837 ▼-3.5%142,6590.5%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$3,321,910$34,307 ▼-1.0%36,2140.1%ETFCSXCSX$2,387,080$57,037 ▼-2.3%73,1560.1%TransportationMUBiShares National Muni Bond ETF$1,785,041$181,168 ▼-9.2%17,0850.1%ETFEVREvercore$1,181,608$14,311 ▲1.2%4,3760.1%FinanceUSFDUS Foods$1,066,589$4,698 ▼-0.4%13,8500.0%Consumer StaplesEMEEMCOR Group$1,026,989$62,047 ▲6.4%1,9200.0%ConstructionFIXComfort Systems USA$1,024,161$1,072 ▼-0.1%1,9100.0%ConstructionCACICACI International$978,665$4,290 ▲0.4%2,0530.0%Computer and TechnologyMKSIMKS$896,227$249,692 ▲38.6%9,0200.0%Computer and TechnologyTRUTransUnion$888,624$4,664 ▲0.5%10,0980.0%Business ServicesSNEXStoneX Group$806,771$10,025 ▼-1.2%8,8520.0%FinancePRIMPrimoris Services$796,235$2,884 ▲0.4%10,2160.0%ConstructionAPGAPi Group$780,554$100,126 ▼-11.4%22,9350.0%Business ServicesCIENCiena$748,561$8,214 ▼-1.1%9,2040.0%Computer and TechnologySezzle Inc$735,642$735,642 ▲New Holding4,1040.0%COMSFStifel Financial$708,299$7,887 ▲1.1%6,8250.0%FinanceWEXWEX$694,937$3,819 ▲0.6%4,7310.0%Business ServicesPermian Resources Corp.$692,809$1,907 ▲0.3%50,8670.0%COMDORMDorman Products$663,031$2,208 ▲0.3%5,4050.0%Auto/Tires/TrucksMCMoelis & Company$645,199$5,048 ▲0.8%10,3530.0%FinanceRYANRyan Specialty$633,327$2,788 ▲0.4%9,3150.0%FinanceLITELumentum$631,674$2,091 ▼-0.3%6,6450.0%Computer and TechnologyVRRMVerra Mobility$630,586$101,331 ▲19.1%24,8360.0%Computer and TechnologyEEFTEuronet Worldwide$597,432$2,737 ▲0.5%5,8930.0%FinanceWDWalker & Dunlop$563,840$3,031 ▲0.5%8,0000.0%FinanceNXSTNexstar Media Group$555,861$2,594 ▲0.5%3,2140.0%Consumer DiscretionaryHRIHerc$554,810$251,001 ▲82.6%4,2130.0%TransportationALGAlamo Group$551,191$6,770 ▲1.2%2,5240.0%IndustrialsTNETTriNet Group$537,067$2,414 ▲0.5%7,3430.0%Business ServicesONTOOnto Innovation$517,771$56,622 ▲12.3%5,1300.0%Computer and TechnologyFIVEFive Below$498,222$120,817 ▼-19.5%3,7980.0%Retail/WholesaleBJBJ's Wholesale Club$492,891$68,149 ▼-12.1%4,5710.0%Consumer StaplesCHDNChurchill Downs$486,719$7,070 ▲1.5%4,8190.0%Consumer DiscretionarySCIService Corporation International$476,516$6,105 ▲1.3%5,8540.0%Consumer StaplesHASHasbro$470,972$2,731 ▼-0.6%6,3800.0%Consumer DiscretionaryOPFIOppFi$461,838$2,574 ▲0.6%33,0120.0%Business ServicesNVTSNavitas Semiconductor$461,415$461,415 ▲New Holding70,4450.0%Computer and TechnologySKYWSkyWest$454,201$206 ▲0.0%4,4110.0%TransportationGCMGGCM Grosvenor$448,170$9,375 ▲2.1%38,7690.0%FinanceLKQLKQ$429,094$29,275 ▼-6.4%11,5940.0%Auto/Tires/TrucksPOWLPowell Industries$425,530$210 ▲0.0%2,0220.0%IndustrialsKNSLKinsale Capital Group$423,896$1,936 ▲0.5%8760.0%FinanceSUBiShares Short-Term National Muni Bond ETF$410,579$45,088 ▼-9.9%3,8610.0%ETFTXRHTexas Roadhouse$407,055$2,062 ▲0.5%2,1720.0%Retail/WholesaleWHDCactus$402,399$1,749 ▼-0.4%9,2040.0%EnergyACIAlbertsons Companies$400,366$1,699 ▲0.4%18,6130.0%Consumer StaplesAMGAffiliated Managers Group$397,279$1,968 ▲0.5%2,0190.0%FinanceTTMITTM Technologies$391,096$391,096 ▲New Holding9,5810.0%Computer and TechnologyARLOArlo Technologies$382,736$170 ▲0.0%22,5670.0%Computer and TechnologyALITAlight$377,811$1,732 ▲0.5%66,7510.0%Computer and TechnologyMOHMolina Healthcare$376,248$81,923 ▼-17.9%1,2630.0%MedicalBBWIBath & Body Works$363,894$1,798 ▼-0.5%12,1460.0%Retail/WholesaleGRBKGreen Brick Partners$354,392$189 ▲0.1%5,6360.0%FinanceNiagen Bioscience, Inc.$352,930$144 ▲0.0%24,4920.0%COMHCCWarrior Met Coal$351,333$183 ▲0.1%7,6660.0%EnergyHWKNHawkins$342,319$142 ▲0.0%2,4090.0%Basic MaterialsNVGSNavigator$338,878$15,735 ▼-4.4%23,9490.0%TransportationUTIUniversal Technical Institute$337,883$3,863 ▼-1.1%9,9700.0%Consumer DiscretionaryOLLIOllie's Bargain Outlet$336,830$1,581 ▲0.5%2,5560.0%Consumer StaplesSPNSSapiens International$332,982$118,082 ▼-26.2%11,3840.0%Computer and TechnologyCSLCarlisle Companies$328,592$105,299 ▲47.2%8800.0%Multi-Sector ConglomeratesSHAKShake Shack$326,333$141 ▲0.0%2,3210.0%Retail/WholesaleTERTeradyne$319,935$1,439 ▲0.5%3,5580.0%Computer and TechnologyDARDarling Ingredients$319,075$9,978 ▲3.2%8,4100.0%Consumer StaplesBRKRBruker$315,139$315,139 ▲New Holding7,6490.0%Computer and TechnologyULTAUlta Beauty$312,504$468 ▼-0.1%6680.0%Retail/WholesaleCRLCharles River Laboratories International$311,805$18,359 ▲6.3%2,0550.0%MedicalWLDNWilldan Group$310,737$125 ▲0.0%4,9710.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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