Filed: 5/8/2026ACC: 0001328062-26-000003
📋 What this filing means
CORNERSTONE INVESTMENT PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 291 equity positions with a total reported market value of $2.38B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
291
Positions
$2.38B
Total AUM (reported)
13.17M
Total Shares
Allocation by class
COM$2.28B95.6%
ADR$104.66M4.4%
Portfolio Concentration
Top 3$373.69M15.7%
4–10$663.72M27.9%
11–25$977.72M41.1%
Rest$365.38M15.3%
Top 3 weight
15.7%
Top 10 weight
43.6%
Voting Authority Distribution
Total shares with voting rights: 13.17M
Sole
Full voting authority
12.69M
shares
% of voting shares96.3%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
483.25K
shares
% of voting shares3.7%
Investment Discretion (by position count)
Sole291
Shared0
Other0
Dominant voting typeSole · 96.3% of voting shares
Institutional Holdings291
Rows:
Alphabet Inc. Class A
SOLEShares474.68K
TypeSH
Market value$136.50M
5.73%
Sole
454.24K
Shared
0.00
None
20.44K
KLA Corporation
SOLEShares82.95K
TypeSH
Market value$122.14M
5.13%
Sole
79.06K
Shared
0.00
None
3.89K
Applied Materials Inc.
SOLEShares336.60K
TypeSH
Market value$115.05M
4.83%
Sole
319.40K
Shared
0.00
None
17.20K
Taiwan Semiconductor
SOLEShares304.58K
TypeSH
Market value$102.93M
4.32%
Sole
290.08K
Shared
0.00
None
14.50K
Broadcom Limited
SOLEShares323.36K
TypeSH
Market value$100.08M
4.20%
Sole
309.21K
Shared
0.00
None
14.16K
Meta Platforms, Inc.
SOLEShares171.68K
TypeSH
Market value$98.22M
4.13%
Sole
164.22K
Shared
0.00
None
7.45K
Micron Technology Inc
SOLEShares287.56K
TypeSH
Market value$97.15M
4.08%
Sole
273.15K
Shared
0.00
None
14.41K
VISA Inc.
SOLEShares313.11K
TypeSH
Market value$94.63M
3.98%
Sole
299.02K
Shared
0.00
None
14.09K
Cencora Inc.
SOLEShares271.97K
TypeSH
Market value$85.44M
3.59%
Sole
259.59K
Shared
0.00
None
12.38K
Amazon.com, Inc.
SOLEShares409.41K
TypeSH
Market value$85.27M
3.58%
Sole
390.30K
Shared
0.00
None
19.10K
McKesson Corp
SOLEShares93.53K
TypeSH
Market value$80.94M
3.40%
Sole
88.75K
Shared
0.00
None
4.77K
Chubb Limited
SOLEShares230.89K
TypeSH
Market value$75.25M
3.16%
Sole
220.37K
Shared
0.00
None
10.52K
IQVIA Holdings Inc
SOLEShares433.48K
TypeSH
Market value$73.93M
3.11%
Sole
413.91K
Shared
0.00
None
19.56K
Diamondback Energy, Inc.
SOLEShares355.81K
TypeSH
Market value$70.38M
2.96%
Sole
337.53K
Shared
0.00
None
18.28K
W. R. Berkley Corporation
SOLEShares1.05M
TypeSH
Market value$69.76M
2.93%
Sole
998.45K
Shared
0.00
None
54.06K
Apollo Global Management, LLC
SOLEShares615.50K
TypeSH
Market value$68.58M
2.88%
Sole
586.69K
Shared
0.00
None
28.81K
Microsoft Corporation
SOLEShares178.74K
TypeSH
Market value$66.16M
2.78%
Sole
169.63K
Shared
0.00
None
9.11K
Take-Two Interactive Software
SOLEShares334.06K
TypeSH
Market value$65.98M
2.77%
Sole
317.01K
Shared
0.00
None
17.05K
Dollar General Corp.
SOLEShares554.58K
TypeSH
Market value$65.85M
2.77%
Sole
526.30K
Shared
0.00
None
28.28K
Vanguard Total Bd Mkt ETF
SOLEShares883.15K
TypeSH
Market value$65.04M
2.73%
Sole
883.15K
Shared
0.00
None
0.00
United Rentals Inc.
SOLEShares85.93K
TypeSH
Market value$62.60M
2.63%
Sole
81.59K
Shared
0.00
None
4.33K
The Travelers Companies
SOLEShares197.87K
TypeSH
Market value$57.71M
2.42%
Sole
187.68K
Shared
0.00
None
10.19K
American Express Co.
SOLEShares173.21K
TypeSH
Market value$52.39M
2.20%
Sole
165.55K
Shared
0.00
None
7.66K
Cummins Inc.
SOLEShares96.26K
TypeSH
Market value$51.79M
2.18%
Sole
91.28K
Shared
0.00
None
4.97K
AutoZone Inc.
SOLEShares15.21K
TypeSH
Market value$51.37M
2.16%
Sole
14.47K
Shared
0.00
None
735.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Alphabet Inc. Class ASOLE | COM | 474.68K | SH | $136.50M 5.73% | 454.24K | 0.00 | 20.44K |
KLA CorporationSOLE | COM | 82.95K | SH | $122.14M 5.13% | 79.06K | 0.00 | 3.89K |
Applied Materials Inc.SOLE | COM | 336.60K | SH | $115.05M 4.83% | 319.40K | 0.00 | 17.20K |
Taiwan SemiconductorSOLE | ADR | 304.58K | SH | $102.93M 4.32% | 290.08K | 0.00 | 14.50K |
Broadcom LimitedSOLE | COM | 323.36K | SH | $100.08M 4.20% | 309.21K | 0.00 | 14.16K |
Meta Platforms, Inc.SOLE | COM | 171.68K | SH | $98.22M 4.13% | 164.22K | 0.00 | 7.45K |
Micron Technology IncSOLE | COM | 287.56K | SH | $97.15M 4.08% | 273.15K | 0.00 | 14.41K |
VISA Inc.SOLE | COM | 313.11K | SH | $94.63M 3.98% | 299.02K | 0.00 | 14.09K |
Cencora Inc.SOLE | COM | 271.97K | SH | $85.44M 3.59% | 259.59K | 0.00 | 12.38K |
Amazon.com, Inc.SOLE | COM | 409.41K | SH | $85.27M 3.58% | 390.30K | 0.00 | 19.10K |
McKesson CorpSOLE | COM | 93.53K | SH | $80.94M 3.40% | 88.75K | 0.00 | 4.77K |
Chubb LimitedSOLE | COM | 230.89K | SH | $75.25M 3.16% | 220.37K | 0.00 | 10.52K |
IQVIA Holdings IncSOLE | COM | 433.48K | SH | $73.93M 3.11% | 413.91K | 0.00 | 19.56K |
Diamondback Energy, Inc.SOLE | COM | 355.81K | SH | $70.38M 2.96% | 337.53K | 0.00 | 18.28K |
W. R. Berkley CorporationSOLE | COM | 1.05M | SH | $69.76M 2.93% | 998.45K | 0.00 | 54.06K |
Apollo Global Management, LLCSOLE | COM | 615.50K | SH | $68.58M 2.88% | 586.69K | 0.00 | 28.81K |
Microsoft CorporationSOLE | COM | 178.74K | SH | $66.16M 2.78% | 169.63K | 0.00 | 9.11K |
Take-Two Interactive SoftwareSOLE | COM | 334.06K | SH | $65.98M 2.77% | 317.01K | 0.00 | 17.05K |
Dollar General Corp.SOLE | COM | 554.58K | SH | $65.85M 2.77% | 526.30K | 0.00 | 28.28K |
Vanguard Total Bd Mkt ETFSOLE | COM | 883.15K | SH | $65.04M 2.73% | 883.15K | 0.00 | 0.00 |
United Rentals Inc.SOLE | COM | 85.93K | SH | $62.60M 2.63% | 81.59K | 0.00 | 4.33K |
The Travelers CompaniesSOLE | COM | 197.87K | SH | $57.71M 2.42% | 187.68K | 0.00 | 10.19K |
American Express Co.SOLE | COM | 173.21K | SH | $52.39M 2.20% | 165.55K | 0.00 | 7.66K |
Cummins Inc.SOLE | COM | 96.26K | SH | $51.79M 2.18% | 91.28K | 0.00 | 4.97K |
AutoZone Inc.SOLE | COM | 15.21K | SH | $51.37M 2.16% | 14.47K | 0.00 | 735.00 |
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