Cornerstone Capital, Inc.

CIK

819535

Location

Palo Alto, CA

Portfolio Value

Small $957,138,083

Diversification

Diversified

Filing Date

Global Rank

#1,812 / 8,605 ▲ 33 · as of Mar 2026

Top Industry

Drug Manufacturers - General 10.5%

3Y Alpha vs SPY

-3.8%

Period ended 3 months ago

Filed May 12, 2026 · 58d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+58.3%

SPY

+76.5%

Annualised alpha

-4.3%

Max drawdown

−16.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

99 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

5.9%

+0.3 pts

Top 5

23.7%

−1.2 pts

Top 10

40.1%

−1.9 pts

HHI

281

Diversified−9

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	26.6%	$254,326,301	18
Healthcare	18.7%	$179,090,464	17
Financial Services	11.0%	$105,637,620	9
Consumer Cyclical	10.5%	$100,527,386	8
Communication Services	10.0%	$96,043,902	6
Industrials	7.4%	$71,020,077	15
Consumer Defensive	5.7%	$54,135,872	6
Basic Materials	3.9%	$37,514,797	2
Unclassified	2.4%	$23,090,220	3
Energy	1.7%	$16,538,579	7
Real Estate	1.1%	$10,731,642	2
Utilities	0.9%	$8,481,223	6

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NKE	NIKE, Inc.	+215,873	436,990	$23,081,811
VKTX	Viking Therapeutics, Inc.	+64,350	86,900	$2,827,726
PFE	Pfizer Inc	+50,415	74,730	$2,098,418
BOX	Box Inc	+37,657	350,867	$8,294,495
ATR	Aptargroup, Inc.	+36,747	183,499	$23,124,543
OABIW	OmniAb, Inc.	+33,075	142,286	$223,389
KMB	Kimberly Clark Corp	+26,369	144,505	$13,940,397
PG	PROCTER & GAMBLE Co	+25,250	167,255	$24,158,312
RHI	Robert Half Inc.	+25,192	265,028	$6,731,711
AMZN	Amazon Com Inc	+20,425	181,263	$37,751,645
KMI	Kinder Morgan, Inc.	+16,484	335,480	$11,248,644
DOC	Healthpeak Properties, Inc.	+13,620	356,063	$5,850,115
MSFT	Microsoft Corp	+13,364	117,080	$43,339,503
TRMB	Trimble Inc.	+13,232	236,502	$15,427,025
VZ	Verizon Communications Inc	+13,000	292,128	$14,664,825
HD	Home Depot, Inc.	+7,418	79,938	$26,290,808
AAPL	Apple Inc.	+7,341	48,811	$12,387,743
CVX	Chevron Corp	+7,045	12,371	$2,559,559
ADI	Analog Devices Inc	+6,925	8,657	$2,754,137
AJG	Arthur J. Gallagher & Co.	+5,068	103,213	$22,353,871
AME	Ametek Inc/	+4,276	133,846	$28,691,228
SHOP	Shopify Inc.	+3,073	263,825	$31,294,921
LGND	Ligand Pharmaceuticals Inc	+2,739	7,856	$1,568,450
SCHW	Schwab Charles Corp	+1,797	136,180	$12,798,196
BRK-B	Berkshire Hathaway Inc	+1,530	4,839	$2,318,848
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GLW	Corning Inc /Ny	−146,505	415,030	$56,431,629
NOW	ServiceNow, Inc.	−80,000	5,630	$588,616
CSCO	Cisco Systems, Inc.	−4,060	303,494	$23,548,099
ABBV	AbbVie Inc.	−2,775	154,682	$33,641,788
APH	Amphenol Corp /De/	−2,692	255,510	$32,283,688
SO	Southern Co	−1,835	50,601	$4,884,008
AMGN	Amgen Inc	−1,705	90,771	$31,937,776
JNJ	Johnson & Johnson	−1,283	97,803	$23,906,965
QQQ	Invesco Qqq Trust, Series 1	−1,266	981	$566,213
GLD	Spdr Gold Trust	−1,100	490	$210,842
GOOGL	Alphabet Inc.	−997	171,171	$49,221,932
TSLA	Tesla, Inc.	−700	2,348	$872,869
RS	Reliance, Inc.	−601	63,776	$19,382,801
VRT	Vertiv Holdings Co	−515	86,078	$21,569,425
TMO	Thermo Fisher Scientific Inc.	−408	49,377	$24,270,276
SHAK	Shake Shack Inc.	−373	128,544	$11,372,287
KO	Coca Cola Co	−370	12,246	$931,308
EMR	Emerson Electric Co	−208	2,900	$379,958
ABT	Abbott Laboratories	−179	219,460	$22,531,958
GE	General Electric Co	−177	985	$279,513
PEP	Pepsico Inc	−134	85,728	$13,312,701
XOM	Exxon Mobil Corp	−87	7,287	$1,236,312
LMT	Lockheed Martin Corp	−75	1,101	$665,433
CHTR	Charter Communications, Inc. /Mo/	−65	4,350	$939,078
ITW	Illinois Tool Works Inc	−60	4,345	$1,130,960
No positions match the current search.

New Positions

Positions the filer opened this quarter

17 positions

Ticker	Company	Shares	Value
OOMA	Ooma Inc	75,000	$1,091,250
FENC	Fennec Pharmaceuticals Inc.	105,000	$645,750
CRM	Salesforce, Inc.	3,106	$579,797
C	Citigroup Inc	5,045	$572,153
MAR	Marriott International Inc /Md/	1,630	$533,124
HTBK	HERITAGE COMMERCE CORP	37,500	$468,000
LOW	Lowes Companies Inc	1,768	$417,743
NEPH	Nephros Inc	128,700	$383,526
AXP	American Express Co	1,242	$375,680
CAT	Caterpillar Inc	430	$304,637
GEV	GE Vernova Inc.	340	$296,786
SLB	Slb Limited/Nv	5,699	$292,871
DE	Deere & Co	501	$282,213
WMT	Walmart Inc.	1,985	$246,695
COP	Conocophillips	1,760	$232,320
NEE	Nextera Energy Inc	2,260	$209,908
JOBY	Joby Aviation, Inc.	12,450	$102,837
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
WDAY	Workday, Inc.	52,338	$11,241,155
FISV	Fiserv Inc	24,652	$1,655,874
OBK	Origin Bancorp, Inc.	7,363	$276,922
OKLO	Oklo Inc.	3,625	$260,130
FSLR	First Solar, Inc.	995	$259,923
TPB	Turning Point Brands, Inc.	2,275	$246,610
ADBE	Adobe Inc.	577	$201,944
STKL	SunOpta Inc.	24,920	$94,696
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

99 positions · $957,138,083 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 99 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GLW	Corning Inc /Ny Technology	Reduced	415,030	-146,505	$56,431,629	+14.8%	5.90%
GOOGL	Alphabet Inc. Communication Services	Reduced	171,171	-997	$49,221,932	−8.7%	5.14%
MSFT	Microsoft Corp Technology	Added	117,080	+13,364	$43,339,503	−13.6%	4.53%
V	Visa Inc. Financial Services	Added	131,235	+989	$39,664,466	−13.2%	4.14%
AMZN	Amazon Com Inc Consumer Cyclical	Added	181,263	+20,425	$37,751,645	+1.7%	3.94%
ABBV	AbbVie Inc. Healthcare	Reduced	154,682	-2,775	$33,641,788	−6.5%	3.51%
APH	Amphenol Corp /De/ Technology	Reduced	255,510	-2,692	$32,283,688	−7.5%	3.37%
AMGN	Amgen Inc Healthcare	Reduced	90,771	-1,705	$31,937,776	+5.5%	3.34%
SHOP	Shopify Inc. Technology	Added	263,825	+3,073	$31,294,921	−25.4%	3.27%
AME	Ametek Inc/ Industrials	Added	133,846	+4,276	$28,691,228	+7.9%	3.00%
GS	Goldman Sachs Group Inc Financial Services	Added	31,732	+1,195	$26,844,954	+0.0%	2.80%
HD	Home Depot, Inc. Consumer Cyclical	Added	79,938	+7,418	$26,290,808	+5.4%	2.75%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	49,377	-408	$24,270,276	−15.9%	2.54%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	167,255	+25,250	$24,158,312	+18.7%	2.52%
JNJ	Johnson & Johnson Healthcare	Reduced	97,803	-1,283	$23,906,965	+16.6%	2.50%
CSCO	Cisco Systems, Inc. Technology	Reduced	303,494	-4,060	$23,548,099	−0.6%	2.46%
ATR	Aptargroup, Inc. Healthcare	Added	183,499	+36,747	$23,124,543	+29.2%	2.42%
NKE	NIKE, Inc. Consumer Cyclical	Added	436,990	+215,873	$23,081,811	+63.8%	2.41%
ABT	Abbott Laboratories Healthcare	Reduced	219,460	-179	$22,531,958	−18.1%	2.35%
AJG	Arthur J. Gallagher & Co. Financial Services	Added	103,213	+5,068	$22,353,871	−12.0%	2.34%
SPY	Spdr S&P 500 ETF Trust	Added	34,310	+507	$22,313,165	−3.2%	2.33%
UBER	Uber Technologies, Inc Technology	Added	300,101	+310	$21,586,264	−11.9%	2.26%
VRT	Vertiv Holdings Co Industrials	Reduced	86,078	-515	$21,569,425	+53.7%	2.25%
RS	Reliance, Inc. Basic Materials	Reduced	63,776	-601	$19,382,801	+4.2%	2.03%
SSD	Simpson Manufacturing Co., Inc. Basic Materials	Reduced	105,652	-57	$18,131,996	+6.2%	1.89%
DIS	Walt Disney Co Communication Services	Added	176,141	+385	$16,976,469	−15.1%	1.77%
TRMB	Trimble Inc. Technology	Added	236,502	+13,232	$15,427,025	−11.8%	1.61%
VZ	Verizon Communications Inc Communication Services	Added	292,128	+13,000	$14,664,825	+29.0%	1.53%
META	Meta Platforms, Inc. Communication Services	Added	24,478	+435	$14,004,598	−11.8%	1.46%
KMB	Kimberly Clark Corp Consumer Defensive	Added	144,505	+26,369	$13,940,397	+17.0%	1.46%
PEP	Pepsico Inc Consumer Defensive	Reduced	85,728	-134	$13,312,701	+8.0%	1.39%
SCHW	Schwab Charles Corp Financial Services	Added	136,180	+1,797	$12,798,196	−4.7%	1.34%
AAPL	Apple Inc. Technology	Added	48,811	+7,341	$12,387,743	+9.9%	1.29%
SHAK	Shake Shack Inc. Consumer Cyclical	Reduced	128,544	-373	$11,372,287	+8.7%	1.19%
KMI	Kinder Morgan, Inc. Energy	Added	335,480	+16,484	$11,248,644	+28.3%	1.18%
ETN	Eaton Corp plc Industrials	Held	28,294	0	$10,119,914	+12.3%	1.06%
BOX	Box Inc Technology	Added	350,867	+37,657	$8,294,495	−11.5%	0.87%
RHI	Robert Half Inc. Industrials	Added	265,028	+25,192	$6,731,711	+3.3%	0.70%
DOC	Healthpeak Properties, Inc. Real Estate	Added	356,063	+13,620	$5,850,115	+6.2%	0.61%
ISRG	Intuitive Surgical Inc Healthcare	Added	11,694	+167	$5,390,817	−17.4%	0.56%
GILD	Gilead Sciences, Inc. Healthcare	Added	35,818	+44	$4,991,954	+13.7%	0.52%
SO	Southern Co Utilities	Reduced	50,601	-1,835	$4,884,008	+6.8%	0.51%
CCI	Crown Castle Inc. Real Estate	Added	60,036	+520	$4,881,527	−7.7%	0.51%
NVDA	Nvidia Corp Technology	Added	17,085	+765	$2,979,624	−2.1%	0.31%
VKTX	Viking Therapeutics, Inc. Healthcare	Added	86,900	+64,350	$2,827,726	+256.4%	0.30%
ADI	Analog Devices Inc Technology	Added	8,657	+6,925	$2,754,137	+486.3%	0.29%
CVX	Chevron Corp Energy	Added	12,371	+7,045	$2,559,559	+215.3%	0.27%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	4,839	+1,530	$2,318,848	+39.4%	0.24%
PFE	Pfizer Inc Healthcare	Added	74,730	+50,415	$2,098,418	+246.6%	0.22%
DUK	Duke Energy CORP Utilities	Held	15,584	0	$2,040,568	+11.7%	0.21%