Filed: 4/30/2025ACC: 0001328062-25-000003
📋 What this filing means
CORNERSTONE INVESTMENT PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 188 equity positions with a total reported market value of $2.07B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
188
Positions
$2.07B
Total AUM (reported)
12.25M
Total Shares
Allocation by class
COM$2.07B100.0%
ADR$201.2K0.0%
Portfolio Concentration
Top 3$294.15M14.2%
4–10$559.30M27.1%
11–25$922.22M44.6%
Rest$290.65M14.1%
Top 3 weight
14.2%
Top 10 weight
41.3%
Voting Authority Distribution
Total shares with voting rights: 12.25M
Sole
Full voting authority
12.06M
shares
% of voting shares98.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
196.61K
shares
% of voting shares1.6%
Investment Discretion (by position count)
Sole188
Shared0
Other0
Dominant voting typeSole · 98.4% of voting shares
Institutional Holdings188
Rows:
Meta Platforms, Inc.
SOLEShares177.92K
TypeSH
Market value$102.54M
4.96%
Sole
175.01K
Shared
0.00
None
2.91K
Cencora Inc.
SOLEShares346.33K
TypeSH
Market value$96.31M
4.66%
Sole
340.50K
Shared
0.00
None
5.83K
VISA Inc.
SOLEShares271.93K
TypeSH
Market value$95.30M
4.61%
Sole
267.22K
Shared
0.00
None
4.71K
Alphabet Inc. Class A
SOLEShares579.84K
TypeSH
Market value$89.67M
4.34%
Sole
570.10K
Shared
0.00
None
9.74K
Fiserv Inc.
SOLEShares392.49K
TypeSH
Market value$86.67M
4.19%
Sole
385.85K
Shared
0.00
None
6.64K
Chubb Limited
SOLEShares278.30K
TypeSH
Market value$84.04M
4.07%
Sole
273.53K
Shared
0.00
None
4.76K
Broadcom Limited
SOLEShares465.29K
TypeSH
Market value$77.90M
3.77%
Sole
457.22K
Shared
0.00
None
8.07K
Elevance Health, Inc.
SOLEShares177.95K
TypeSH
Market value$77.40M
3.75%
Sole
174.87K
Shared
0.00
None
3.07K
HCA Healthcare, Inc.
SOLEShares210.66K
TypeSH
Market value$72.79M
3.52%
Sole
206.95K
Shared
0.00
None
3.71K
Vanguard Total Bd Mkt ETF
SOLEShares964.27K
TypeSH
Market value$70.83M
3.43%
Sole
964.27K
Shared
0.00
None
0.00
UnitedHealth Group, Inc.
SOLEShares133.47K
TypeSH
Market value$69.90M
3.38%
Sole
131.11K
Shared
0.00
None
2.36K
Microsoft Corporation
SOLEShares185.58K
TypeSH
Market value$69.67M
3.37%
Sole
181.93K
Shared
0.00
None
3.65K
SS&C Technologies Hldgs Inc.
SOLEShares827.69K
TypeSH
Market value$69.14M
3.35%
Sole
811.67K
Shared
0.00
None
16.02K
Corpay Inc.
SOLEShares198.03K
TypeSH
Market value$69.06M
3.34%
Sole
194.61K
Shared
0.00
None
3.42K
KLA Corporation
SOLEShares97.50K
TypeSH
Market value$66.28M
3.21%
Sole
95.79K
Shared
0.00
None
1.71K
Micron Technology Inc
SOLEShares761.71K
TypeSH
Market value$66.18M
3.20%
Sole
746.55K
Shared
0.00
None
15.15K
McKesson Corp
SOLEShares97.27K
TypeSH
Market value$65.46M
3.17%
Sole
95.36K
Shared
0.00
None
1.91K
Diamondback Energy, Inc.
SOLEShares391.96K
TypeSH
Market value$62.67M
3.03%
Sole
385.02K
Shared
0.00
None
6.95K
Take-Two Interactive Software
SOLEShares292.62K
TypeSH
Market value$60.64M
2.93%
Sole
286.90K
Shared
0.00
None
5.72K
AutoZone Inc.
SOLEShares14.99K
TypeSH
Market value$57.17M
2.77%
Sole
14.73K
Shared
0.00
None
266.00
Apollo Global Management, LLC
SOLEShares412.38K
TypeSH
Market value$56.47M
2.73%
Sole
404.45K
Shared
0.00
None
7.93K
The Travelers Companies
SOLEShares204.77K
TypeSH
Market value$54.15M
2.62%
Sole
200.75K
Shared
0.00
None
4.02K
American Express Co.
SOLEShares198.71K
TypeSH
Market value$53.46M
2.59%
Sole
195.24K
Shared
0.00
None
3.47K
W. R. Berkley Corporation
SOLEShares744.52K
TypeSH
Market value$52.98M
2.56%
Sole
729.56K
Shared
0.00
None
14.96K
United Rentals Inc.
SOLEShares78.16K
TypeSH
Market value$48.98M
2.37%
Sole
76.66K
Shared
0.00
None
1.50K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Meta Platforms, Inc.SOLE | COM | 177.92K | SH | $102.54M 4.96% | 175.01K | 0.00 | 2.91K |
Cencora Inc.SOLE | COM | 346.33K | SH | $96.31M 4.66% | 340.50K | 0.00 | 5.83K |
VISA Inc.SOLE | COM | 271.93K | SH | $95.30M 4.61% | 267.22K | 0.00 | 4.71K |
Alphabet Inc. Class ASOLE | COM | 579.84K | SH | $89.67M 4.34% | 570.10K | 0.00 | 9.74K |
Fiserv Inc.SOLE | COM | 392.49K | SH | $86.67M 4.19% | 385.85K | 0.00 | 6.64K |
Chubb LimitedSOLE | COM | 278.30K | SH | $84.04M 4.07% | 273.53K | 0.00 | 4.76K |
Broadcom LimitedSOLE | COM | 465.29K | SH | $77.90M 3.77% | 457.22K | 0.00 | 8.07K |
Elevance Health, Inc.SOLE | COM | 177.95K | SH | $77.40M 3.75% | 174.87K | 0.00 | 3.07K |
HCA Healthcare, Inc.SOLE | COM | 210.66K | SH | $72.79M 3.52% | 206.95K | 0.00 | 3.71K |
Vanguard Total Bd Mkt ETFSOLE | COM | 964.27K | SH | $70.83M 3.43% | 964.27K | 0.00 | 0.00 |
UnitedHealth Group, Inc.SOLE | COM | 133.47K | SH | $69.90M 3.38% | 131.11K | 0.00 | 2.36K |
Microsoft CorporationSOLE | COM | 185.58K | SH | $69.67M 3.37% | 181.93K | 0.00 | 3.65K |
SS&C Technologies Hldgs Inc.SOLE | COM | 827.69K | SH | $69.14M 3.35% | 811.67K | 0.00 | 16.02K |
Corpay Inc.SOLE | COM | 198.03K | SH | $69.06M 3.34% | 194.61K | 0.00 | 3.42K |
KLA CorporationSOLE | COM | 97.50K | SH | $66.28M 3.21% | 95.79K | 0.00 | 1.71K |
Micron Technology IncSOLE | COM | 761.71K | SH | $66.18M 3.20% | 746.55K | 0.00 | 15.15K |
McKesson CorpSOLE | COM | 97.27K | SH | $65.46M 3.17% | 95.36K | 0.00 | 1.91K |
Diamondback Energy, Inc.SOLE | COM | 391.96K | SH | $62.67M 3.03% | 385.02K | 0.00 | 6.95K |
Take-Two Interactive SoftwareSOLE | COM | 292.62K | SH | $60.64M 2.93% | 286.90K | 0.00 | 5.72K |
AutoZone Inc.SOLE | COM | 14.99K | SH | $57.17M 2.77% | 14.73K | 0.00 | 266.00 |
Apollo Global Management, LLCSOLE | COM | 412.38K | SH | $56.47M 2.73% | 404.45K | 0.00 | 7.93K |
The Travelers CompaniesSOLE | COM | 204.77K | SH | $54.15M 2.62% | 200.75K | 0.00 | 4.02K |
American Express Co.SOLE | COM | 198.71K | SH | $53.46M 2.59% | 195.24K | 0.00 | 3.47K |
W. R. Berkley CorporationSOLE | COM | 744.52K | SH | $52.98M 2.56% | 729.56K | 0.00 | 14.96K |
United Rentals Inc.SOLE | COM | 78.16K | SH | $48.98M 2.37% | 76.66K | 0.00 | 1.50K |
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