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 MC
Shares Held
Position Value (USD)
22 of 22 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $779,247 | 13,671 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $723,282 | 10,522 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $743,083 | 10,419 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $645,198 | 10,353 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $599,473 | 10,272 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $750,177 | 10,154 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $775,875 | 11,325 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,843,682 | 50,012 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,621,127 | 46,171 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $2,595,731 | 46,245 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $2,011,444 | 44,570 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,225,196 | 49,078 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,884,866 | 49,034 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $1,874,719 | 48,859 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,650,570 | 48,819 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,650,850 | 41,953 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $1,672,734 | 35,628 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,935,559 | 30,964 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $1,858,389 | 30,037 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $1,634,165 | 28,725 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,267,234 | 23,091 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $886,569 | 18,960 | Shares | Sole | 2021-01-28 | |
| No quarters match your search. | ||||||