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 | Open |
|---|---|---|---|---|---|
| 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 WD
Shares Held
Position Value (USD)
19 of 19 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $849,122 | 19,133 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $654,732 | 10,885 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $726,490 | 8,688 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $563,840 | 8,000 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $679,209 | 7,957 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $678,817 | 6,983 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $767,300 | 6,755 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $656,958 | 6,690 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $538,952 | 5,333 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $679,048 | 6,117 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $453,309 | 6,106 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $479,918 | 6,068 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $460,599 | 6,047 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $476,138 | 6,067 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $413,877 | 4,943 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $460,794 | 4,783 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $625,745 | 4,835 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $758,021 | 5,024 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $419,269 | 3,694 | Shares | Sole | 2021-10-25 | |
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