Cornerstone Investment Partners, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on January 29, 2026, for the 2025 Q4 period, Cornerstone Investment Partners, LLC held in its portfolio 219 assets valued at $2,579,207,111 (i.e. $2.58B).

The most valuable assets in the portfolio included: Alphabet Inc. Class A ($155.09M), Micron Technology Inc ($136.31M), and Broadcom Limited ($130.45M).

The chart below shows the top 10 valuable assets, and the table below shows the top 219 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in Cornerstone Investment Partners, LLC Portfolio
Alphabet Inc. Class A
Micron Technology Inc
Broadcom Limited
Meta Platforms, Inc.
KLA Corporation
VISA Inc.
Applied Materials Inc.
IQVIA Holdings Inc
Cencora Inc.
Apollo Global Management, LLC
Cornerstone Investment Partners, LLC - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
Alphabet Inc. Class A 495493 155089309 COM
Micron Technology Inc 477587 136308106 COM
Broadcom Limited 376918 130451320 COM
Meta Platforms, Inc. 179103 118224099 COM
KLA Corporation 96846 117675638 COM
VISA Inc. 297678 104398655 COM
Applied Materials Inc. 401889 103281454 COM
IQVIA Holdings Inc 453850 102302328 COM
Cencora Inc. 283931 95897710 COM
Apollo Global Management, LLC 632702 91589942 COM
Microsoft Corporation 187650 90751293 COM
Take-Two Interactive Software 351145 89903654 COM
McKesson Corp 98421 80733762 COM
Dollar General Corp. 582896 77391102 COM
W. R. Berkley Corporation 1099746 77114190 COM
Chubb Limited 241557 75394784 COM
Taiwan Semiconductor 240535 73096181 ADR
United Rentals Inc. 90222 73018469 COM
Vanguard Total Bd Mkt ETF 883725 65457511 COM
American Express Co. 175711 65004284 COM
CBRE Group, Inc. 394560 63441302 COM
The Travelers Companies 208043 60344953 COM
Diamondback Energy, Inc. 399120 59999735 COM
Elevance Health, Inc. 167102 58577606 COM
Thermo Fisher Scientific Inc. 97304 56382803 COM
UnitedHealth Group, Inc. 163887 54100738 COM
Cummins Inc. 101257 51686636 COM
JPMorgan Chase & Co 149854 48285956 COM
Amazon.com, Inc. 202491 46738973 COM
AutoZone Inc. 13298 45100167 COM
Fiserv Inc. 369181 24797888 COM
Vanguard Short-Term Bond 140190 11048374 COM
SPDR S&P 500 ETF Trust 5544 3780564 COM
SPDR Barclays 1-3 Month T-Bill 34998 3198117 COM
Lumentum Holdings Inc. 5272 1943206 COM
Comfort Systems USA 1903 1776051 COM
iShares S&P Natl AMT-Fr Mun 16300 1745893 COM
Evercore Partners, Inc. 4401 1497440 COM
Ciena Corporation 6213 1453034 COM
MKS Instruments Inc. 9037 1444113 COM
API Group Corp. 35133 1344189 COM
EMCOR Group Inc. 2082 1273747 COM
CACI International, Inc. 2059 1097056 COM
US Foods Holding 14143 1065251 COM
Primoris Services Corporation 7738 960595 COM
Stifel Financial Corp 7579 949042 COM
StoneX Group Inc. 9831 935223 COM
Verra Mobility Corporation 37130 832083 COM
Nexstar Media Group, Inc. Cl A 3924 796768 COM
Moelis & Company 10522 723282 COM
Permian Resources Corp. 51015 715740 COM
CSX Corporation 19501 706911 COM
Charles River Laboratories International, Inc. 3510 700175 COM
Churchill Downs Incorporated 6148 699519 COM
Life Time Group Holdings, Inc. 26053 692489 COM
Teradyne Inc. 3572 691396 COM
Onto Innovation Inc. 4183 660328 COM
Walker & Dunlop, Inc. 10885 654733 COM
SS&C Technologies Hldgs Inc. 7466 652678 COM
TransUnion 7466 640210 COM
Herc Holdings, Inc. 4312 639815 COM
Powell Industries Inc. 1911 609189 COM
Ryan Specialty Holdings, Inc 11764 607375 COM
Dorman Products, Inc. 4440 546964 COM
Bruker Corporation 11473 540493 COM
Perimeter Solutions 18133 499201 COM
Custom Truck One Source Inc 86428 497825 COM
Colliers International Group 3334 490131 COM
Willdan Group, Inc. 4635 480464 COM
Service Corporation International 5981 466339 COM
Hamilton Lane Incorporated Class A 3364 451819 COM
Euronet Worldwide Inc 5886 447983 COM
GCM Grosvenor, Inc. Class A 39025 441763 COM
TriNet Group, Inc. 7389 436912 COM
BJ'S WHOLESALE CLUB HOLDINGS 4709 423951 COM
Affiliated Managers Group 1462 421465 COM
Alamo Group Inc. 2506 420682 COM
SkyWest Inc. 4105 412183 COM
Protagonist Therapeutics, Inc. 4634 404734 COM
Assurant, Inc. 1651 397643 COM
Carlisle Companies Incorporated 1239 396307 COM
Hasbro Inc. 4822 395404 COM
iShares S&P Sh Tm Nat AMT-Free 3653 389775 COM
WEX Inc. 2604 387944 COM
Centene Corporation 9192 378251 COM
Texas Roadhouse Inc. 2185 362710 COM
TPG Inc Class A 5681 362675 COM
Old Republic International Corporation 7883 359780 COM
CSW Industrials, Inc. 1197 351355 COM
Argan, Inc. 1119 350605 COM
LKQ Corporation 11371 343404 COM
Kinsale Capital Group, Inc. 878 343403 COM
Axogen, Inc. 10194 333650 COM
Green Brick Partners, Inc. 5247 328777 COM
Brown & Brown, Inc. 4112 327726 COM
OppFi, Inc. 30752 321666 COM
Curtiss-Wright Corp. 583 321390 COM
Ligand Pharmaceuticals 1698 321041 COM
Albertsons Companies, Inc. Class A 18640 320049 COM
Expedia, Inc. 1124 318440 COM
Molina Healthcare, Inc. 1817 315322 COM
Option Care Health Inc 9773 311368 COM
Mercury General Corp. 3260 306636 COM
Darling Ingredients Inc 8489 305604 COM
Dollar Tree, Inc. 2431 299037 COM
Arlo Technologies Inc. 20874 292027 COM
Packaging Corp of America 1400 288722 COM
Photronics Inc. 9002 288064 COM
Monarch Casino & Resort 3000 287100 COM
Upwork Inc. 14462 286637 COM
Calix, Inc. 5360 283705 COM
McEwen Mining Inc. 14912 276021 COM
McGrath RentCorp 2624 275336 COM
AXT, Inc. 16793 274566 COM
ICF International, Inc. 3213 274069 COM
Ollie's Bargain Outlet Holding 2483 272162 COM
Reliance Steel & Aluminum 936 270382 COM
OSI Systems, Inc. 1054 268833 COM
Veracyte Inc 6200 261020 COM
Graham Corporation 4041 259553 COM
Boot Barn Holdings, Inc 1461 257823 COM
FIGS, Inc. Class A 22564 256327 COM
American Eagle Outfitters 9705 255921 COM
Navigator Holdings Ltd. 14720 254950 COM
Enova International, Inc. 1618 254350 COM
NWPX Infrastructure Inc 4046 252835 COM
OPENLANE, Inc. 8449 251611 COM
Atmus Filtration Technologies, Inc. 4845 251504 COM
National Storage Affiliates Trust 8888 250730 COM
Driven Brands Holdings, Inc. 16605 246086 COM
Costamare Inc. 15459 244098 COM
Universal Technical Institute, Inc. 9285 242617 COM
Sezzle Inc 3820 242475 COM
Viavi Solutions Inc 13557 241586 COM
Teekay Tankers cl A 4481 239375 COM
Perdoceo Education Corporation 8155 239186 COM
Castle Biosciences, Inc. 6078 236434 COM
Aveanna Healthcare Holdings Inc 28784 235165 COM
Daktronics, Inc. 11884 234947 COM
Transocean Ltd. 56665 234026 COM
Matson, Inc. 1879 232150 COM
RPM International Inc. 2212 230048 COM
Revolve Group, LLC. 7617 229957 COM
Omnicell, Inc. 5070 229671 COM
Vishay Precision Group 5954 229229 COM
NLIGHT, INC 6111 229224 COM
Interface, Inc. 8183 228469 COM
Keros Therapeutics, Inc. 11150 227014 COM
CarGurus, Inc. 5866 224961 COM
Kohl's Corporation 11019 224898 COM
iRadimed Corporation 2303 224036 COM
Paymentus Holdings, Inc Class A 7089 223942 COM
Stitch Fix, Inc. Class A 42388 222537 COM
MaxLinear, Inc. cl A 12658 220629 COM
Kaiser Aluminum Corp. 1916 220072 COM
EVERQUOTE, INC. 8019 216513 COM
Sonos Inc. 12285 215725 COM
Braze, Inc. 6237 213867 COM
Knife River Corp 3037 213653 COM
Univest Financial Corporation 6520 213465 COM
Golar LNG Ltd 5698 212023 COM
Chemed Corporation 494 211363 COM
EnerSys Inc 1439 211173 COM
SkyWater Technology Inc 11381 206679 COM
YETI Holdings Inc. 4656 205656 COM
Mueller Water Products, Inc. Class A 8628 205519 COM
Alignment Healthcare, Inc. 10399 205380 COM
Tactile Systems Technology Inc 7075 205175 COM
Rogers Corporation 2238 204934 COM
JinkoSolar Holding Co., Ltd. Sponsored ADR 7940 204931 ADR
Proto Labs, Inc. 4045 204637 COM
Amplitude, Inc. 17566 203414 COM
CareDx, Inc. 10796 203397 COM
Zumiez Inc. 7796 203086 COM
Taboola.com 43894 202351 COM
Sohu.com Limited ADS 12874 201349 COM
Kornit Digital Ltd. 13892 199767 COM
UP Fintech Holding Ltd ADR 20881 199622 ADR
Manitowoc Company Inc 16525 198135 COM
MediaAlpha, Inc. Class A 14650 189718 COM
Grid Dynamics Holdings, Inc. 20881 188555 COM
Nextdoor Holdings, Inc. Class A 89732 188437 COM
Harmonic, Inc. 18752 185457 COM
ATRenew Inc. Sponsored ADR 34795 184414 ADR
Flywire Corp 12921 182961 COM
Core Laboratories Inc. 11381 182437 COM
Riskified Ltd. Class A 36198 179904 COM
Whitestone REIT 12942 179764 COM
Aurinia Pharmaceuticals Inc. 11171 178177 COM
Cognyte Software Ltd. 18920 177848 COM
Pangaea Logistics Solutions Ltd. 25842 177793 COM
Myriad Genetics, Inc. 28695 176474 COM
CryoPort, Inc. 18317 175843 COM
Organogenesis Holdings Inc. 33627 174188 COM
Postal Realty Trust Inc 10645 171810 COM
Zoominfo Technologies Inc 16599 168812 COM
Yalla Group Ltd. Sponsored ADR Class A 24255 168330 ADR
Pitney Bowes Inc. 15895 168010 COM
Varex Imaging Corporation 14335 167003 COM
Clean Energy Fuels Corp. 78965 165827 COM
Northfield Bancorp, Inc. 14187 162157 COM
Commerce.com Inc 38584 158966 COM
RLX Technology, Inc. Sponsored ADR Class A 67909 158228 ADR
European Wax Center, Inc. Class A 43952 158227 COM
Niagen Bioscience, Inc. 24875 158205 COM
Weave Communications, Inc. 20740 157417 COM
Mission Produce, Inc. 13312 154419 COM
Lifestance Health Group, Inc. 21780 153331 COM
eXp World Holdings, Inc. 16047 145225 COM
Cricut, Inc. Class A 28251 139842 COM
Farmland Partners Inc. 13935 135030 COM
Udemy, Inc. Common Stock 22794 133345 COM
Freshworks Inc. Class A Common 10467 128221 COM
Peloton Interactive, Inc. Class A 20524 126428 COM
Sprinkler Inc 16236 126316 COM
Marqeta, Inc. 25842 122750 COM
Petco Health & Wellness Company, Inc. Class A 37717 105985 COM
Coursera Inc 13967 102797 COM
fuboTV Inc. 40302 101561 COM