CORNERSTONE CAPITAL, INC.

PrivateCIK: 819535
Location

PALO ALTO, CA

120
Positions
$1.12B
Total AUM (reported)
8.66M
Total Shares

Allocation by class

TOTAL AUM$1.12B120 positions
COM$761.45M68.0%
CL A$79.76M7.1%
COM CL A$67.54M6.0%
CAP STK CL A$60.29M5.4%
CL A SUB VTG SHS$30.83M2.8%
TR UNIT$26.10M2.3%
ST STR UTIL ETF$18.27M1.6%

Portfolio Concentration

Top 316.4%4–1024.2%11–2533.8%Rest25.6%TOP 1040.6%0%100%
Top 3$183.26M16.4%
4–10$271.14M24.2%
11–25$378.14M33.8%
Rest$286.83M25.6%

Top 3 weight

16.4%

Top 10 weight

40.6%

Voting Authority Distribution

Total shares with voting rights: 8.66M

Sole

Full voting authority

8.66M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole120
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings120
Rows:

CORNING INC

SOLE
COM
Shares302.25K
TypeSH
Market value$77.20M
6.90%
Sole
302.25K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares168.70K
TypeSH
Market value$60.29M
5.39%
Sole
168.70K
Shared
0.00
None
0.00

VISA INC

SOLE
COM CL A
Shares133.40K
TypeSH
Market value$45.77M
4.09%
Sole
133.40K
Shared
0.00
None
0.00

AMPHENOL CORP

SOLE
CL A
Shares256.08K
TypeSH
Market value$45.15M
4.03%
Sole
256.08K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares119.53K
TypeSH
Market value$44.59M
3.98%
Sole
119.53K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares181.13K
TypeSH
Market value$43.17M
3.86%
Sole
181.13K
Shared
0.00
None
0.00

ABBVIE INC

SOLE
COM
Shares154.76K
TypeSH
Market value$38.94M
3.48%
Sole
154.76K
Shared
0.00
None
0.00

CISCO SYS INC

SOLE
COM
Shares289.53K
TypeSH
Market value$34.01M
3.04%
Sole
289.53K
Shared
0.00
None
0.00

AMGEN INC

SOLE
COM
Shares90.92K
TypeSH
Market value$32.93M
2.94%
Sole
90.92K
Shared
0.00
None
0.00

AMETEK INC

SOLE
COM
Shares133.73K
TypeSH
Market value$32.35M
2.89%
Sole
133.73K
Shared
0.00
None
0.00

GOLDMAN SACHS GROUP INC

SOLE
COM
Shares31.73K
TypeSH
Market value$32.09M
2.87%
Sole
31.73K
Shared
0.00
None
0.00

SHOPIFY INC

SOLE
CL A SUB VTG SHS
Shares270.04K
TypeSH
Market value$30.83M
2.75%
Sole
270.04K
Shared
0.00
None
0.00

SIMPSON MFG INC

SOLE
COM
Shares143.05K
TypeSH
Market value$29.95M
2.68%
Sole
143.05K
Shared
0.00
None
0.00

JOHNSON & JOHNSON

SOLE
COM
Shares115.04K
TypeSH
Market value$29.22M
2.61%
Sole
115.04K
Shared
0.00
None
0.00

HOME DEPOT INC

SOLE
COM
Shares81.33K
TypeSH
Market value$28.68M
2.56%
Sole
81.33K
Shared
0.00
None
0.00

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares34.95K
TypeSH
Market value$26.10M
2.33%
Sole
34.95K
Shared
0.00
None
0.00

PROCTER & GAMBLE CO

SOLE
COM
Shares172.58K
TypeSH
Market value$25.31M
2.26%
Sole
172.58K
Shared
0.00
None
0.00

APTARGROUP INC

SOLE
COM
Shares198.78K
TypeSH
Market value$24.89M
2.22%
Sole
198.78K
Shared
0.00
None
0.00

THERMO FISHER SCIENTIFIC INC

SOLE
COM
Shares49.01K
TypeSH
Market value$24.57M
2.20%
Sole
49.01K
Shared
0.00
None
0.00

RELIANCE INC

SOLE
COM
Shares63.51K
TypeSH
Market value$23.73M
2.12%
Sole
63.51K
Shared
0.00
None
0.00

GALLAGHER ARTHUR J & CO

SOLE
COM
Shares103.18K
TypeSH
Market value$23.69M
2.12%
Sole
103.18K
Shared
0.00
None
0.00

UBER TECHNOLOGIES INC

SOLE
COM
Shares301.35K
TypeSH
Market value$21.75M
1.94%
Sole
301.35K
Shared
0.00
None
0.00

VERTIV HOLDINGS CO

SOLE
COM CL A
Shares63.39K
TypeSH
Market value$21.23M
1.90%
Sole
63.39K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
ST STR UTIL ETF
Shares402.90K
TypeSH
Market value$18.27M
1.63%
Sole
402.90K
Shared
0.00
None
0.00

NIKE INC

SOLE
CL B
Shares435.07K
TypeSH
Market value$17.86M
1.60%
Sole
435.07K
Shared
0.00
None
0.00
Page 1 of 5