Cornerstone Investment Partners, LLC

CIK
1328062
City
ATLANTA
State / Country
GA

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

25 quarters · across all stocks

Holdings in RYAN

Export CSV

Shares Held

Position Value (USD)

9 of 9 shown
Report Date Value (USD) Shares
2026-03-31 $594,330 17,615
2025-12-31 $607,375 11,764
2025-09-30 $652,930 11,585
2025-06-30 $633,326 9,315
2025-03-31 $685,070 9,274
2024-12-31 $597,393 9,311
2024-09-30 $595,385 8,968
2024-06-30 $420,947 7,269
2024-03-31 $292,651 5,273