Cornerstone Investment Partners, LLC
Top Portfolio Positions
285 positions ·
$2,297,765,529 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
474,681 | $136,499,268 | 5.94% |
| KLAC |
Kla Corp
Technology
|
82,951 | $122,137,881 | 5.32% |
| AMAT |
Applied Materials Inc /De
Technology
|
336,604 | $115,047,881 | 5.01% |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
304,581 | $102,933,148 | 4.48% |
| AVGO |
Broadcom Inc.
Technology
|
323,363 | $100,084,082 | 4.36% |
| META |
Meta Platforms, Inc.
Communication Services
|
171,675 | $98,220,417 | 4.27% |
| MU |
Micron Technology Inc
Technology
|
287,559 | $97,148,932 | 4.23% |
| V |
Visa Inc.
Financial Services
|
313,108 | $94,633,761 | 4.12% |
| COR |
Cencora, Inc.
Healthcare
|
271,971 | $85,436,969 | 3.72% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
409,406 | $85,266,987 | 3.71% |
Portfolio Trend
Holdings in COR
Shares Held
Position Value (USD)
22 of 22 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $85,436,969 | 271,971 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $95,897,695 | 283,931 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $91,042,801 | 291,309 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $87,747,204 | 292,637 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $96,310,631 | 346,329 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $77,292,391 | 344,011 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $70,532,194 | 313,365 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $73,436,084 | 325,948 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $73,653,427 | 303,113 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $62,036,877 | 302,059 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $60,443,824 | 335,855 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $71,881,649 | 373,547 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $60,931,461 | 380,560 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $66,924,634 | 403,866 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $55,182,296 | 407,761 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $58,123,945 | 410,828 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $69,945,164 | 452,105 | Shares | Sole | 2022-04-29 | |
| 2021-09-30 | $54,601,311 | 457,106 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $51,876,220 | 453,107 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $49,548,193 | 419,651 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $32,316,718 | 330,572 | Shares | Sole | 2021-01-28 | |
| 2020-06-30 | $22,920,640 | 227,455 | Shares | Sole | 2020-07-30 | |
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