Cornerstone Investment Partners, LLC Top Holdings and 13F Report (2025) About Cornerstone Investment Partners, LLCInvestment ActivityCornerstone Investment Partners, LLC has $2.07 billion in total holdings as of March 31, 2025.Cornerstone Investment Partners, LLC owns shares of 188 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 11.45% of the portfolio was purchased this quarter.About 10.04% of the portfolio was sold this quarter.This quarter, Cornerstone Investment Partners, LLC has purchased 245 new stocks and bought additional shares in 63 stocks.Cornerstone Investment Partners, LLC sold shares of 96 stocks and completely divested from 86 stocks this quarter.Largest Holdings Meta Platforms $102,543,666Cencora $96,310,644Visa $95,298,839Alphabet $89,666,767Fiserv $86,672,463 Largest New Holdings this Quarter 237266101 - Darling Ingredients $254,512 Holding04911A107 - Atlantic Union Bankshares $251,860 Holding498894104 - Knife River $249,701 Holding30041R108 - EverQuote $225,234 Holding464288356 - iShares California Muni Bond ETF $220,786 Holding Largest Purchases this Quarter W. R. Berkley 734,474 shares (about $52.27M)QUALCOMM 212,368 shares (about $32.62M)Vanguard Total Bond Market ETF 426,323 shares (about $31.31M)KLA 29,951 shares (about $20.36M)Diamondback Energy 122,105 shares (about $19.52M) Largest Sales this Quarter Fiserv 108,710 shares (about $24.01M)AutoZone 4,409 shares (about $16.81M)SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 157,536 shares (about $14.45M)Vanguard Short-Term Bond ETF 177,917 shares (about $13.93M)Corpay Inc. 37,482 shares (about $13.07M) 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 PortfolioSectorMETAMeta Platforms$102,543,666$4,730,187 ▼-4.4%177,9165.0%Computer and TechnologyCORCencora$96,310,644$644,613 ▲0.7%346,3294.7%MedicalVVisa$95,298,839$2,642,468 ▼-2.7%271,9254.6%Business ServicesGOOGLAlphabet$89,666,767$1,547,792 ▲1.8%579,8424.3%Computer and TechnologyFIFiserv$86,672,463$24,006,429 ▼-21.7%392,4854.2%Business ServicesCBChubb$84,042,622$232,834 ▼-0.3%278,2964.1%FinanceAVGOBroadcom$77,902,668$10,619,583 ▼-12.0%465,2853.8%Computer and TechnologyELVElevance Health$77,400,262$11,195,000 ▲16.9%177,9483.7%MedicalHCAHCA Healthcare$72,793,217$10,540,657 ▼-12.6%210,6593.5%MedicalBNDVanguard Total Bond Market ETF$70,825,925$31,313,424 ▲79.2%964,2743.4%ETFUNHUnitedHealth Group$69,902,818$97,418 ▼-0.1%133,4663.4%MedicalMSFTMicrosoft$69,665,252$7,812,992 ▲12.6%185,5813.4%Computer and TechnologySSNCSS&C Technologies$69,137,196$10,005,390 ▼-12.6%827,6933.3%Computer and TechnologyCorpay Inc.$69,057,370$13,070,723 ▼-15.9%198,0313.3%COMKLACKLA$66,279,140$20,360,690 ▲44.3%97,4983.2%Computer and TechnologyMUMicron Technology$66,184,721$57,521 ▲0.1%761,7073.2%Computer and TechnologyMCKMcKesson$65,459,045$6,377,253 ▲10.8%97,2663.2%MedicalFANGDiamondback Energy$62,666,752$19,522,156 ▲45.2%391,9613.0%EnergyTTWOTake-Two Interactive Software$60,644,666$7,484,212 ▲14.1%292,6162.9%Consumer DiscretionaryAZOAutoZone$57,168,823$16,810,547 ▼-22.7%14,9942.8%Retail/WholesaleAPOApollo Global Management$56,471,591$12,294,199 ▲27.8%412,3822.7%FinanceTRVTravelers Companies$54,152,945$10,691,324 ▼-16.5%204,7682.6%FinanceAXPAmerican Express$53,463,195$8,138,494 ▼-13.2%198,7112.6%FinanceWRBW. R. Berkley$52,979,759$52,265,170 ▲7,314.0%744,5162.6%FinanceURIUnited Rentals$48,984,752$10,970,383 ▲28.9%78,1632.4%ConstructionAMATApplied Materials$43,538,902$12,340,569 ▲39.6%300,0202.1%Computer and TechnologyNSCNorfolk Southern$42,659,054$39,554 ▲0.1%180,1102.1%TransportationDGDollar General$38,777,130$1,109,413 ▲2.9%441,0001.9%Retail/WholesaleJPMJPMorgan Chase & Co.$36,296,305$8,021,801 ▼-18.1%147,9671.8%FinanceQCOMQUALCOMM$33,381,604$32,621,849 ▲4,293.7%217,3141.6%Computer and TechnologyUPSUnited Parcel Service$29,764,284$736,273 ▲2.5%270,6091.4%TransportationBSVVanguard Short-Term Bond ETF$11,576,986$13,927,343 ▼-54.6%147,8920.6%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$3,356,217$14,450,776 ▼-81.2%36,5880.2%ETFCSXCSX$2,204,425$322,641 ▲17.1%74,9040.1%TransportationMUBiShares National Muni Bond ETF$1,984,275$869,774 ▲78.0%18,8190.1%ETFAPGAPi Group$925,362$1,967 ▲0.2%25,8770.0%Business ServicesUSFDUS Foods$910,614$5,760 ▲0.6%13,9110.0%Consumer StaplesEVREvercore$863,390$100,659 ▲13.2%4,3230.0%FinanceTRUTransUnion$833,635$3,320 ▲0.4%10,0450.0%Business ServicesCACICACI International$749,984$9,907 ▲1.3%2,0440.0%Computer and TechnologyWEXWEX$738,779$20,884 ▲2.9%4,7050.0%Business ServicesPermian Resources Corp.$702,569$2,992 ▼-0.4%50,7270.0%COMRYANRyan Specialty$685,070$2,733 ▼-0.4%9,2740.0%FinanceSNEXStoneX Group$684,518$336,225 ▲96.5%8,9620.0%FinanceWDWalker & Dunlop$679,210$83,141 ▲13.9%7,9570.0%FinanceEMEEMCOR Group$666,813$1,848 ▼-0.3%1,8040.0%ConstructionDORMDorman Products$649,349$96,914 ▲17.5%5,3870.0%Auto/Tires/TrucksSFStifel Financial$636,161$660 ▲0.1%6,7490.0%FinanceEEFTEuronet Worldwide$626,782$214 ▼0.0%5,8660.0%FinanceFIXComfort Systems USA$616,295$322 ▲0.1%1,9120.0%ConstructionMCMoelis & Company$599,474$6,886 ▲1.2%10,2720.0%FinanceBJBJ's Wholesale Club$593,662$6,732 ▼-1.1%5,2030.0%Consumer DiscretionaryPRIMPrimoris Services$584,376$140,138 ▲31.5%10,1790.0%ConstructionTNETTriNet Group$579,244$1,347 ▼-0.2%7,3100.0%Business ServicesSKXSkechers U.S.A.$573,648$4,542 ▲0.8%10,1030.0%Consumer DiscretionaryNXSTNexstar Media Group$573,325$5,018 ▲0.9%3,1990.0%Consumer DiscretionaryCIENCiena$562,301$221,657 ▼-28.3%9,3050.0%Computer and TechnologyONTOOnto Innovation$554,402$109,934 ▲24.7%4,5690.0%Computer and TechnologyCHDNChurchill Downs$527,471$124,398 ▲30.9%4,7490.0%Consumer DiscretionaryLKQLKQ$526,858$723 ▲0.1%12,3850.0%Auto/Tires/TrucksMKSIMKS Instruments$521,536$124,473 ▲31.3%6,5070.0%Computer and TechnologyMOHMolina Healthcare$506,602$132,415 ▼-20.7%1,5380.0%MedicalGCMGGCM Grosvenor$502,184$181,330 ▲56.5%37,9580.0%FinanceVRRMVerra Mobility$469,221$608 ▲0.1%20,8450.0%IndustrialsSCIService Co. International$463,476$175,798 ▲61.1%5,7790.0%Consumer StaplesSUBiShares Short-Term National Muni Bond ETF$452,496$15,206 ▼-3.3%4,2850.0%ETFALGAlamo Group$444,278$20,138 ▼-4.3%2,4930.0%IndustrialsKNSLKinsale Capital Group$424,411$487 ▲0.1%8720.0%FinanceWHDCactus$423,653$412 ▲0.1%9,2440.0%EnergySPNSSapiens International$417,755$488 ▲0.1%15,4210.0%Computer and TechnologyLITELumentum$415,621$12,530 ▼-2.9%6,6670.0%Computer and TechnologyACIAlbertsons Companies$407,563$2,749 ▲0.7%18,5340.0%Consumer StaplesHASHasbro$394,581$158,706 ▼-28.7%6,4170.0%Consumer DiscretionaryALITAlight$394,019$7,282 ▼-1.8%66,4450.0%Computer and TechnologySKYWSkyWest$385,214$33,900 ▼-8.1%4,4090.0%TransportationBBWIBath & Body Works$370,086$1,273 ▼-0.3%12,2060.0%Retail/WholesaleHCCWarrior Met Coal$365,631$32,116 ▼-8.1%7,6620.0%EnergyTXRHTexas Roadhouse$360,087$333 ▲0.1%2,1610.0%Retail/WholesaleNSANational Storage Affiliates Trust$357,240$355 ▲0.1%9,0670.0%FinanceFIVEFive Below$353,571$974 ▼-0.3%4,7190.0%Retail/WholesalePOWLPowell Industries$344,237$30,489 ▼-8.1%2,0210.0%IndustrialsAMGAffiliated Managers Group$337,572$185,169 ▼-35.4%2,0090.0%FinanceNVGSNavigator$333,562$346 ▲0.1%25,0610.0%TransportationGRBKGreen Brick Partners$328,460$28,747 ▼-8.0%5,6330.0%FinanceOPCHOption Care Health$327,132$6,431 ▼-1.9%9,3600.0%MedicalHRIHerc$309,761$133,599 ▲75.8%2,3070.0%TransportationORIOld Republic International$307,328$235 ▲0.1%7,8360.0%FinanceOPFIOppFi$305,300$26,719 ▼-8.0%32,8280.0%Business ServicesOLLIOllie's Bargain Outlet$296,020$465 ▲0.2%2,5440.0%Consumer StaplesUNFIUnited Natural Foods$295,648$30,403 ▼-9.3%10,7940.0%Consumer StaplesCHEChemed$294,123$4,923 ▲1.7%4780.0%MedicalTERTeradyne$292,569$1,322 ▼-0.4%3,5420.0%Computer and TechnologyCRLCharles River Laboratories International$291,106$903 ▼-0.3%1,9340.0%MedicalVECOVeeco Instruments$290,317$341 ▲0.1%14,4580.0%Computer and TechnologyCWCurtiss-Wright$287,129$4,125 ▼-1.4%9050.0%AerospaceEXPEExpedia Group$287,115$168 ▲0.1%1,7080.0%Retail/WholesaleDRVNDriven Brands$276,811$360 ▲0.1%16,1500.0%Retail/WholesaleTPHTri Pointe Homes$269,692$23,685 ▼-8.1%8,4490.0%ConstructionRSIRush Street Interactive$266,692$23,048 ▼-8.0%24,8780.0%Consumer DiscretionaryUTIUniversal Technical Institute$258,957$22,367 ▼-8.0%10,0840.0%Consumer DiscretionaryShowing 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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