Filed: 8/7/2026ACC: 0001328062-26-000004
📋 What this filing means
CORNERSTONE INVESTMENT PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 312 equity positions with a total reported market value of $2.99B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
312
Positions
$2.99B
Total AUM (reported)
14.37M
Total Shares
Allocation by class
COM$2.84B95.0%
ADR$148.60M5.0%
Portfolio Concentration
Top 3$497.61M16.6%
4–10$885.76M29.6%
11–25$1.14B38.1%
Rest$468.56M15.7%
Top 3 weight
16.6%
Top 10 weight
46.2%
Voting Authority Distribution
Total shares with voting rights: 14.37M
Sole
Full voting authority
13.75M
shares
% of voting shares95.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
623.22K
shares
% of voting shares4.3%
Investment Discretion (by position count)
Sole312
Shared0
Other0
Dominant voting typeSole · 95.7% of voting shares
Institutional Holdings312
Rows:
KLA Corporation
SOLEShares607.35K
TypeSH
Market value$183.24M
6.13%
Sole
574.51K
Shared
0.00
None
32.83K
Applied Materials Inc.
SOLEShares218.91K
TypeSH
Market value$158.28M
5.29%
Sole
205.51K
Shared
0.00
None
13.41K
Alphabet Inc. Class A
SOLEShares436.78K
TypeSH
Market value$156.09M
5.22%
Sole
414.43K
Shared
0.00
None
22.35K
Micron Technology Inc
SOLEShares134.96K
TypeSH
Market value$155.78M
5.21%
Sole
126.73K
Shared
0.00
None
8.23K
Taiwan Semiconductor
SOLEShares309.09K
TypeSH
Market value$147.61M
4.93%
Sole
291.83K
Shared
0.00
None
17.25K
Visa Inc.
SOLEShares362.53K
TypeSH
Market value$124.38M
4.16%
Sole
342.61K
Shared
0.00
None
19.92K
Broadcom Inc.
SOLEShares322.23K
TypeSH
Market value$121.72M
4.07%
Sole
305.29K
Shared
0.00
None
16.94K
Amazon.com, Inc.
SOLEShares481.38K
TypeSH
Market value$114.73M
3.84%
Sole
454.49K
Shared
0.00
None
26.89K
Meta Platforms, Inc.
SOLEShares199.21K
TypeSH
Market value$112.21M
3.75%
Sole
188.59K
Shared
0.00
None
10.62K
United Rentals Inc.
SOLEShares96.49K
TypeSH
Market value$109.31M
3.65%
Sole
90.70K
Shared
0.00
None
5.79K
Take-Two Interactive Software
SOLEShares389.83K
TypeSH
Market value$97.45M
3.26%
Sole
367.17K
Shared
0.00
None
22.67K
W. R. Berkley Corporation
SOLEShares1.34M
TypeSH
Market value$94.24M
3.15%
Sole
1.26M
Shared
0.00
None
80.58K
Cencora, Inc.
SOLEShares304.83K
TypeSH
Market value$86.26M
2.88%
Sole
288.52K
Shared
0.00
None
16.31K
Apollo Global Management, LLC
SOLEShares677.48K
TypeSH
Market value$80.15M
2.68%
Sole
639.90K
Shared
0.00
None
37.58K
McKesson Corp
SOLEShares105.91K
TypeSH
Market value$80.02M
2.67%
Sole
99.58K
Shared
0.00
None
6.33K
Thermo Fisher Scientific Inc.
SOLEShares158.62K
TypeSH
Market value$79.52M
2.66%
Sole
149.55K
Shared
0.00
None
9.07K
Chubb Limited
SOLEShares231.03K
TypeSH
Market value$78.72M
2.63%
Sole
218.53K
Shared
0.00
None
12.49K
JPMorgan Chase & Co
SOLEShares231.07K
TypeSH
Market value$75.64M
2.53%
Sole
217.24K
Shared
0.00
None
13.84K
AutoZone, Inc.
SOLEShares22.76K
TypeSH
Market value$72.75M
2.43%
Sole
21.58K
Shared
0.00
None
1.18K
American Express Co.
SOLEShares212K
TypeSH
Market value$71.71M
2.40%
Sole
200.44K
Shared
0.00
None
11.55K
The Travelers Companies, Inc.
SOLEShares199.61K
TypeSH
Market value$65.90M
2.20%
Sole
187.49K
Shared
0.00
None
12.12K
Microsoft Corporation
SOLEShares175.75K
TypeSH
Market value$65.56M
2.19%
Sole
165.10K
Shared
0.00
None
10.66K
Dollar General Corp.
SOLEShares559.76K
TypeSH
Market value$64.43M
2.15%
Sole
526.11K
Shared
0.00
None
33.65K
Vanguard Total Bd Mkt ETF
SOLEShares874.43K
TypeSH
Market value$64.19M
2.15%
Sole
874.43K
Shared
0.00
None
0.00
Diamondback Energy, Inc.
SOLEShares359.08K
TypeSH
Market value$63.12M
2.11%
Sole
337.29K
Shared
0.00
None
21.79K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
KLA CorporationSOLE | COM | 607.35K | SH | $183.24M 6.13% | 574.51K | 0.00 | 32.83K |
Applied Materials Inc.SOLE | COM | 218.91K | SH | $158.28M 5.29% | 205.51K | 0.00 | 13.41K |
Alphabet Inc. Class ASOLE | COM | 436.78K | SH | $156.09M 5.22% | 414.43K | 0.00 | 22.35K |
Micron Technology IncSOLE | COM | 134.96K | SH | $155.78M 5.21% | 126.73K | 0.00 | 8.23K |
Taiwan SemiconductorSOLE | ADR | 309.09K | SH | $147.61M 4.93% | 291.83K | 0.00 | 17.25K |
Visa Inc.SOLE | COM | 362.53K | SH | $124.38M 4.16% | 342.61K | 0.00 | 19.92K |
Broadcom Inc.SOLE | COM | 322.23K | SH | $121.72M 4.07% | 305.29K | 0.00 | 16.94K |
Amazon.com, Inc.SOLE | COM | 481.38K | SH | $114.73M 3.84% | 454.49K | 0.00 | 26.89K |
Meta Platforms, Inc.SOLE | COM | 199.21K | SH | $112.21M 3.75% | 188.59K | 0.00 | 10.62K |
United Rentals Inc.SOLE | COM | 96.49K | SH | $109.31M 3.65% | 90.70K | 0.00 | 5.79K |
Take-Two Interactive SoftwareSOLE | COM | 389.83K | SH | $97.45M 3.26% | 367.17K | 0.00 | 22.67K |
W. R. Berkley CorporationSOLE | COM | 1.34M | SH | $94.24M 3.15% | 1.26M | 0.00 | 80.58K |
Cencora, Inc.SOLE | COM | 304.83K | SH | $86.26M 2.88% | 288.52K | 0.00 | 16.31K |
Apollo Global Management, LLCSOLE | COM | 677.48K | SH | $80.15M 2.68% | 639.90K | 0.00 | 37.58K |
McKesson CorpSOLE | COM | 105.91K | SH | $80.02M 2.67% | 99.58K | 0.00 | 6.33K |
Thermo Fisher Scientific Inc.SOLE | COM | 158.62K | SH | $79.52M 2.66% | 149.55K | 0.00 | 9.07K |
Chubb LimitedSOLE | COM | 231.03K | SH | $78.72M 2.63% | 218.53K | 0.00 | 12.49K |
JPMorgan Chase & CoSOLE | COM | 231.07K | SH | $75.64M 2.53% | 217.24K | 0.00 | 13.84K |
AutoZone, Inc.SOLE | COM | 22.76K | SH | $72.75M 2.43% | 21.58K | 0.00 | 1.18K |
American Express Co.SOLE | COM | 212K | SH | $71.71M 2.40% | 200.44K | 0.00 | 11.55K |
The Travelers Companies, Inc.SOLE | COM | 199.61K | SH | $65.90M 2.20% | 187.49K | 0.00 | 12.12K |
Microsoft CorporationSOLE | COM | 175.75K | SH | $65.56M 2.19% | 165.10K | 0.00 | 10.66K |
Dollar General Corp.SOLE | COM | 559.76K | SH | $64.43M 2.15% | 526.11K | 0.00 | 33.65K |
Vanguard Total Bd Mkt ETFSOLE | COM | 874.43K | SH | $64.19M 2.15% | 874.43K | 0.00 | 0.00 |
Diamondback Energy, Inc.SOLE | COM | 359.08K | SH | $63.12M 2.11% | 337.29K | 0.00 | 21.79K |
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