Cornerstone Investment Partners, LLC Top Holdings and 13F Report (2026) About Cornerstone Investment Partners, LLCInvestment ActivityCornerstone Investment Partners, LLC has $2.99 billion in total holdings as of June 30, 2026.Cornerstone Investment Partners, LLC owns shares of 312 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 17.46% of the portfolio was purchased this quarter.About 13.93% of the portfolio was sold this quarter.This quarter, Cornerstone Investment Partners, LLC has purchased 291 new stocks and bought additional shares in 64 stocks.Cornerstone Investment Partners, LLC sold shares of 153 stocks and completely divested from 69 stocks this quarter.Largest Holdings KLA $183,242,060Applied Materials $158,275,545Alphabet $156,092,426Micron Technology $155,784,133Taiwan Semiconductor Manufacturing $147,611,156 Largest New Holdings this Quarter 863667101 - Stryker $57,271,285 Holding09260D107 - Blackstone $50,403,474 Holding28618M106 - Element Solutions $1,099,778 Holding801056102 - Sanmina $1,053,825 Holding300426103 - Everus Construction Group $864,434 Holding Largest Purchases this Quarter KLA 524,394 shares (about $158.21M)Stryker 181,906 shares (about $57.27M)Blackstone 428,346 shares (about $50.40M)Thermo Fisher Scientific 66,303 shares (about $33.24M)AutoZone 7,555 shares (about $24.15M) Largest Sales this Quarter Micron Technology 152,598 shares (about $176.14M)Applied Materials 117,689 shares (about $85.09M)IQVIA 142,813 shares (about $27.59M)Alphabet 37,900 shares (about $13.54M)Cummins 16,032 shares (about $11.43M) 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 PortfolioSectorKLACKLA$183,242,060$158,214,914 â–²632.2%607,3456.1%TechnologyAMATApplied Materials$158,275,545$85,089,147 â–¼-35.0%218,9155.3%TechnologyGOOGLAlphabet$156,092,426$13,544,323 â–¼-8.0%436,7815.2%Communication ServicesMUMicron Technology$155,784,133$176,142,346 â–¼-53.1%134,9615.2%TechnologyTSMTaiwan Semiconductor Manufacturing$147,611,156$2,152,408 â–²1.5%309,0884.9%TechnologyVVisa$124,381,104$16,956,880 â–²15.8%362,5324.2%FinanceAVGOBroadcom$121,722,005$428,369 â–¼-0.4%322,2294.1%TechnologyAMZNAmazon.com$114,731,394$17,153,568 â–²17.6%481,3773.8%Consumer DiscretionaryMETAMeta Platforms$112,213,001$15,510,190 â–²16.0%199,2103.8%Communication ServicesURIUnited Rentals$109,314,822$11,967,850 â–²12.3%96,4923.7%IndustrialsTTWOTake-Two Interactive Software$97,449,953$13,942,134 â–²16.7%389,8313.3%Communication ServicesWRBW.R. Berkley$94,238,377$20,005,270 â–²26.9%1,336,1463.2%FinanceCORCencora$86,260,510$9,298,157 â–²12.1%304,8292.9%HealthcareAPOApollo Global Management$80,152,067$7,332,617 â–²10.1%677,4752.7%FinanceMCKMcKesson$80,024,085$9,353,572 â–²13.2%105,9082.7%HealthcareTMOThermo Fisher Scientific$79,523,718$33,241,672 â–²71.8%158,6162.7%HealthcareCBChubb$78,719,799$46,000 â–²0.1%231,0262.6%FinanceJPMJPMorgan Chase & Co.$75,637,452$20,337,995 â–²36.8%231,0742.5%FinanceAZOAutoZone$72,749,182$24,145,327 â–²49.7%22,7632.4%Consumer DiscretionaryAXPAmerican Express$71,707,985$13,120,717 â–²22.4%211,9972.4%FinanceTRVTravelers Companies$65,895,583$576,059 â–²0.9%199,6112.2%FinanceMSFTMicrosoft$65,559,011$1,113,465 â–¼-1.7%175,7522.2%TechnologyDGDollar General$64,433,513$595,464 â–²0.9%559,7562.2%Consumer StaplesBNDVanguard Total Bond Market ETF$64,191,686$640,649 â–¼-1.0%874,4272.1%ETFFANGDiamondback Energy$63,119,434$575,328 â–²0.9%359,0822.1%EnergyUNHUnitedHealth Group$58,094,683$10,488,839 â–¼-15.3%139,7751.9%HealthcareSYKStryker$57,271,285$57,271,285 â–²New Holding181,9061.9%HealthcareCMICummins$57,217,272$11,434,183 â–¼-16.7%80,2251.9%IndustrialsIQVIQVIA$56,162,291$27,594,328 â–¼-32.9%290,6651.9%HealthcareCBRECBRE Group$50,962,655$477,880 â–²0.9%378,3701.7%Real EstateBXBlackstone$50,403,474$50,403,474 â–²New Holding428,3461.7%FinanceBSVVanguard Short-Term Bond ETF$14,441,086$3,528,466 â–²32.3%185,3560.5%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$4,811,008$464,981 â–²10.7%52,4990.2%ETFMKSIMKS$2,669,690$1,517,213 â–¼-36.2%6,0020.1%TechnologyEMEEMCOR Group$1,800,8400.0%2,1700.1%IndustrialsACMRACM Research$1,782,678$971,724 â–²119.8%14,0490.1%TechnologyMUBiShares National Muni Bond ETF$1,772,501$17,004 â–¼-1.0%16,4700.1%ETFEVREvercore$1,608,182$3,756 â–²0.2%4,7100.1%FinanceONTOOnto Innovation$1,551,267$14,381 â–¼-0.9%4,0990.1%TechnologyAPGAPi Group$1,531,291$12,281 â–¼-0.8%36,1580.1%IndustrialsUSFDUS Foods$1,511,562$9,203 â–²0.6%14,7830.1%Consumer StaplesSNEXStoneX Group$1,429,110$468,786 â–¼-24.7%12,0600.0%FinanceCTOSCustom Truck One Source$1,348,265$286,097 â–²26.9%114,1630.0%IndustrialsCACICACI International$1,263,310$273,323 â–²27.6%2,7270.0%IndustrialsNXSTNexstar Media Group$1,197,446$469,692 â–²64.5%6,7050.0%Communication ServicesLTHLife Time Group$1,124,284$6,616 â–²0.6%27,5290.0%Consumer DiscretionaryESIElement Solutions$1,099,778$1,099,778 â–²New Holding23,0320.0%MaterialsWDWalker & Dunlop$1,080,434$33,859 â–²3.2%19,7520.0%FinanceSANMSanmina$1,053,825$1,053,825 â–²New Holding4,1640.0%TechnologyPermian Resources Corp.$974,533$221 â–²0.0%52,9350.0%COMBRKRBruker$942,539$227,661 â–²31.8%15,6620.0%HealthcareCSXCSX$915,808$7,938 â–¼-0.9%19,2680.0%IndustrialsMCMoelis & Company$898,478$4,121 â–²0.5%13,7340.0%FinanceEverus Construction Group$864,434$864,434 â–²New Holding5,2090.0%COMStandardAero, Inc.$861,139$861,139 â–²New Holding28,7910.0%COMEXTRExtreme Networks$848,126$848,126 â–²New Holding26,2010.0%TechnologySFStifel Financial$842,752$209 â–²0.0%12,0790.0%FinanceCRLCharles River Laboratories International$839,123$24,040 â–²2.9%3,7000.0%HealthcareCSW Industrials, Inc.$831,004$483,129 â–²138.9%2,9860.0%COMSezzle Inc$811,810$39,303 â–¼-4.6%4,7300.0%COMSolstice Advanced Materials, Inc.$808,741$808,741 â–²New Holding9,1280.0%COMPerimeter Solutions$800,378$38,466 â–¼-4.6%22,4510.0%COMAcadian Asset Management Inc.$795,088$795,088 â–²New Holding11,1170.0%COMPrimoris Services Corporation$788,599$9,615 â–¼-1.2%7,9560.0%COMVMIValmont Industries$783,226$783,226 â–²New Holding1,3560.0%IndustrialsNWPXNWPX Infrastructure$751,499$35,836 â–¼-4.6%5,0120.0%IndustrialsDORMDorman Products$698,624$7,368 â–²1.1%5,1200.0%Consumer DiscretionaryTXRHTexas Roadhouse$694,469$254,291 â–²57.8%3,5940.0%Consumer DiscretionaryTPGTPG$682,943$435,345 â–²175.8%16,8420.0%FinanceBJBJ's Wholesale Club$671,071$234,535 â–²53.7%7,6940.0%Consumer StaplesCSLCarlisle Companies$669,637$201,326 â–²43.0%1,8460.0%IndustrialsKNSLKinsale Capital Group$669,184$366,089 â–²120.8%2,0290.0%FinanceLGNDLigand Pharmaceuticals$665,369$31,609 â–¼-4.5%2,1050.0%HealthcareRYANRyan Specialty$665,1420.0%17,6150.0%FinanceSTESTERIS$646,660$646,660 â–²New Holding3,0710.0%HealthcareMWAMueller Water Products$633,997$8,679 â–²1.4%24,5450.0%IndustrialsGHMGraham$617,341$29,586 â–¼-4.6%4,9870.0%IndustrialsHRIHerc$616,362$33,828 â–¼-5.2%4,3000.0%IndustrialsPOWLPowell Industries$607,083$404,913 â–²200.3%2,1200.0%IndustrialsUCTTUltra Clean$602,300$29,088 â–¼-4.6%4,2240.0%TechnologyICHRIchor$594,410$28,519 â–¼-4.6%5,2940.0%TechnologyAXGNAxoGen$582,918$27,991 â–¼-4.6%12,6200.0%HealthcareCHDNChurchill Downs$579,164$90 â–²0.0%6,4610.0%Consumer DiscretionaryCHEChemed$561,682$167,201 â–²42.4%1,2060.0%HealthcareADEAAdeia$558,394$558,394 â–²New Holding16,9570.0%TechnologyKNKnowles$554,919$554,919 â–²New Holding13,3780.0%TechnologyTRUTransUnion$552,592$144 â–²0.0%7,6600.0%IndustrialsSNSharkNinja$550,152$550,152 â–²New Holding3,6130.0%Consumer DiscretionaryKNFKnife River$537,619$266,425 â–²98.2%6,4270.0%MaterialsIESCIES$536,302$536,302 â–²New Holding7300.0%IndustrialsMTRNMaterion$532,625$24,981 â–¼-4.5%1,7910.0%MaterialsKLICKulicke and Soffa Industries$529,422$25,147 â–¼-4.5%3,9580.0%TechnologyLASRnLight$526,745$25,202 â–¼-4.6%7,5660.0%TechnologyGRBKGreen Brick Partners$519,700$25,053 â–¼-4.6%6,4930.0%Consumer DiscretionaryBLZEBackblaze$518,257$518,257 â–²New Holding32,6770.0%TechnologyAMGAffiliated Managers Group$515,383$338 â–²0.1%1,5230.0%FinanceSKYWSkyWest$504,696$24,237 â–¼-4.6%5,0810.0%IndustrialsPKGPackaging Corporation of America$502,294$153,452 â–²44.0%2,1080.0%MaterialsATEXAnterix$500,906$500,906 â–²New Holding4,8660.0%Communication ServicesGCMGGCM Grosvenor$490,401$3,260 â–¼-0.7%39,8700.0%FinanceShowing largest 100 holdings. 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