CORNERSTONE INVESTMENT PARTNERS, LLC

PrivateCIK: 1328062

Location

ATLANTA, GA

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

% of voting shares96.3%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

483.25K

% 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

SOLE

COM

Shares474.68K

TypeSH

Market value$136.50M

5.73%

Sole

454.24K

Shared

0.00

None

20.44K

KLA Corporation

SOLE

COM

Shares82.95K

TypeSH

Market value$122.14M

5.13%

Sole

79.06K

Shared

0.00

None

3.89K

Applied Materials Inc.

SOLE

COM

Shares336.60K

TypeSH

Market value$115.05M

4.83%

Sole

319.40K

Shared

0.00

None

17.20K

Taiwan Semiconductor

SOLE

ADR

Shares304.58K

TypeSH

Market value$102.93M

4.32%

Sole

290.08K

Shared

0.00

None

14.50K

Broadcom Limited

SOLE

COM

Shares323.36K

TypeSH

Market value$100.08M

4.20%

Sole

309.21K

Shared

0.00

None

14.16K

Meta Platforms, Inc.

SOLE

COM

Shares171.68K

TypeSH

Market value$98.22M

4.13%

Sole

164.22K

Shared

0.00

None

7.45K

Micron Technology Inc

SOLE

COM

Shares287.56K

TypeSH

Market value$97.15M

4.08%

Sole

273.15K

Shared

0.00

None

14.41K

VISA Inc.

SOLE

COM

Shares313.11K

TypeSH

Market value$94.63M

3.98%

Sole

299.02K

Shared

0.00

None

14.09K

Cencora Inc.

SOLE

COM

Shares271.97K

TypeSH

Market value$85.44M

3.59%

Sole

259.59K

Shared

0.00

None

12.38K

Amazon.com, Inc.

SOLE

COM

Shares409.41K

TypeSH

Market value$85.27M

3.58%

Sole

390.30K

Shared

0.00

None

19.10K

McKesson Corp

SOLE

COM

Shares93.53K

TypeSH

Market value$80.94M

3.40%

Sole

88.75K

Shared

0.00

None

4.77K

Chubb Limited

SOLE

COM

Shares230.89K

TypeSH

Market value$75.25M

3.16%

Sole

220.37K

Shared

0.00

None

10.52K

IQVIA Holdings Inc

SOLE

COM

Shares433.48K

TypeSH

Market value$73.93M

3.11%

Sole

413.91K

Shared

0.00

None

19.56K

Diamondback Energy, Inc.

SOLE

COM

Shares355.81K

TypeSH

Market value$70.38M

2.96%

Sole

337.53K

Shared

0.00

None

18.28K

W. R. Berkley Corporation

SOLE

COM

Shares1.05M

TypeSH

Market value$69.76M

2.93%

Sole

998.45K

Shared

0.00

None

54.06K

Apollo Global Management, LLC

SOLE

COM

Shares615.50K

TypeSH

Market value$68.58M

2.88%

Sole

586.69K

Shared

0.00

None

28.81K

Microsoft Corporation

SOLE

COM

Shares178.74K

TypeSH

Market value$66.16M

2.78%

Sole

169.63K

Shared

0.00

None

9.11K

Take-Two Interactive Software

SOLE

COM

Shares334.06K

TypeSH

Market value$65.98M

2.77%

Sole

317.01K

Shared

0.00

None

17.05K

Dollar General Corp.

SOLE

COM

Shares554.58K

TypeSH

Market value$65.85M

2.77%

Sole

526.30K

Shared

0.00

None

28.28K

Vanguard Total Bd Mkt ETF

SOLE

COM

Shares883.15K

TypeSH

Market value$65.04M

2.73%

Sole

883.15K

Shared

0.00

None

0.00

United Rentals Inc.

SOLE

COM

Shares85.93K

TypeSH

Market value$62.60M

2.63%

Sole

81.59K

Shared

0.00

None

4.33K

The Travelers Companies

SOLE

COM

Shares197.87K

TypeSH

Market value$57.71M

2.42%

Sole

187.68K

Shared

0.00

None

10.19K

American Express Co.

SOLE

COM

Shares173.21K

TypeSH

Market value$52.39M

2.20%

Sole

165.55K

Shared

0.00

None

7.66K

Cummins Inc.

SOLE

COM

Shares96.26K

TypeSH

Market value$51.79M

2.18%

Sole

91.28K

Shared

0.00

None

4.97K

AutoZone Inc.

SOLE

COM

Shares15.21K

TypeSH

Market value$51.37M

2.16%

Sole

14.47K

Shared

0.00

None

735.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
Alphabet Inc. Class ASOLE	COM	474.68K	SH	$136.50M 5.73%	454.24K	20.44K
KLA CorporationSOLE	COM	82.95K	SH	$122.14M 5.13%	79.06K	3.89K
Applied Materials Inc.SOLE	COM	336.60K	SH	$115.05M 4.83%	319.40K	17.20K
Taiwan SemiconductorSOLE	ADR	304.58K	SH	$102.93M 4.32%	290.08K	14.50K
Broadcom LimitedSOLE	COM	323.36K	SH	$100.08M 4.20%	309.21K	14.16K
Meta Platforms, Inc.SOLE	COM	171.68K	SH	$98.22M 4.13%	164.22K	7.45K
Micron Technology IncSOLE	COM	287.56K	SH	$97.15M 4.08%	273.15K	14.41K
VISA Inc.SOLE	COM	313.11K	SH	$94.63M 3.98%	299.02K	14.09K
Cencora Inc.SOLE	COM	271.97K	SH	$85.44M 3.59%	259.59K	12.38K
Amazon.com, Inc.SOLE	COM	409.41K	SH	$85.27M 3.58%	390.30K	19.10K
McKesson CorpSOLE	COM	93.53K	SH	$80.94M 3.40%	88.75K	4.77K
Chubb LimitedSOLE	COM	230.89K	SH	$75.25M 3.16%	220.37K	10.52K
IQVIA Holdings IncSOLE	COM	433.48K	SH	$73.93M 3.11%	413.91K	19.56K
Diamondback Energy, Inc.SOLE	COM	355.81K	SH	$70.38M 2.96%	337.53K	18.28K
W. R. Berkley CorporationSOLE	COM	1.05M	SH	$69.76M 2.93%	998.45K	54.06K
Apollo Global Management, LLCSOLE	COM	615.50K	SH	$68.58M 2.88%	586.69K	28.81K
Microsoft CorporationSOLE	COM	178.74K	SH	$66.16M 2.78%	169.63K	9.11K
Take-Two Interactive SoftwareSOLE	COM	334.06K	SH	$65.98M 2.77%	317.01K	17.05K
Dollar General Corp.SOLE	COM	554.58K	SH	$65.85M 2.77%	526.30K	28.28K
Vanguard Total Bd Mkt ETFSOLE	COM	883.15K	SH	$65.04M 2.73%	883.15K	0.00
United Rentals Inc.SOLE	COM	85.93K	SH	$62.60M 2.63%	81.59K	4.33K
The Travelers CompaniesSOLE	COM	197.87K	SH	$57.71M 2.42%	187.68K	10.19K
American Express Co.SOLE	COM	173.21K	SH	$52.39M 2.20%	165.55K	7.66K
Cummins Inc.SOLE	COM	96.26K	SH	$51.79M 2.18%	91.28K	4.97K
AutoZone Inc.SOLE	COM	15.21K	SH	$51.37M 2.16%	14.47K	735.00

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