Cornerstone Investment Partners, LLC
Long book
$2.38B
Q1 2026
Positions
291
Top-10 weight
44%
concentration
Last quarter
+26.5%
SPY +14.8%
Turnover
47%
of book per quarter
Strategy in plain words
auto-generated from filingsCornerstone Investment Partners, LLC is an institutional manager, running a $2.38B US long book across 291 positions.
The portfolio is moderately concentrated (top 10 ≈ 44% of the book). The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: ALPHABET INC-CL A, KLA CORP, APPLIED MATERIALS INC, TAIWAN SEMICONDUCTOR-SP ADR, BROADCOM INC.
Over the last 9 quarters its long book ran on average 1.6pp per quarter ahead of the S&P 500, beating the index in 4 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+0.6%
Q2 2024
+5.0%
Q3 2024
+1.2%
Q4 2024
+1.4%
Q1 2025
+9.3%
Q2 2025
+7.3%
Q3 2025
+7.5%
Q4 2025
-4.0%
Q1 2026
+26.5%
Sector allocation
Technology 32%
Financials 22%
Consumer discretionary 17%
Services media 9%
Other 8%
Healthcare 4%
Energy 3%
Industrials 3%
Long book by quarter
What does Cornerstone Investment own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| GOOGL ALPHABET INC-CL A | Technology | 474.7K | $136.5M | 5.7% | -4.2% |
| KLAC KLA CORP | Other | 83.0K | $122.1M | 5.1% | -14.3% |
| AMAT APPLIED MATERIALS INC | Technology | 336.6K | $115.0M | 4.8% | -16.2% |
| AVGO BROADCOM INC | Technology | 323.4K | $100.1M | 4.2% | -14.2% |
| META META PLATFORMS INC-CLASS A | Technology | 171.7K | $98.2M | 4.1% | -4.1% |
| MU MICRON TECHNOLOGY INC | Technology | 287.6K | $97.1M | 4.1% | -39.8% |
| V VISA INC-CLASS A SHARES | Services media | 313.1K | $94.6M | 4.0% | +5.2% |
| COR CENCORA INC | Consumer discretionary | 272.0K | $85.4M | 3.6% | -4.2% |
| AMZN AMAZON.COM INC | Consumer discretionary | 409.4K | $85.3M | 3.6% | +102.2% |
| MCK MCKESSON CORP | Consumer discretionary | 93.5K | $80.9M | 3.4% | -5.0% |
| CB CHUBB LTD | Financials | 230.9K | $75.3M | 3.2% | -4.4% |
| IQV IQVIA HOLDINGS INC | Healthcare | 433.5K | $73.9M | 3.1% | -4.5% |
| FANG DIAMONDBACK ENERGY INC | Energy | 355.8K | $70.4M | 3.0% | -10.9% |
| WRB WR BERKLEY CORP | Financials | 1.1M | $69.8M | 2.9% | -4.3% |
| APO APOLLO GLOBAL MANAGEMENT INC | Financials | 615.5K | $68.6M | 2.9% | -2.7% |
| MSFT MICROSOFT CORP | Technology | 178.7K | $66.2M | 2.8% | -4.7% |
| TTWO TAKE-TWO INTERACTIVE SOFTWRE | Technology | 334.1K | $66.0M | 2.8% | -4.9% |
| DG DOLLAR GENERAL CORP | Consumer discretionary | 554.6K | $65.8M | 2.8% | -4.9% |
| URI UNITED RENTALS INC | Services media | 85.9K | $62.6M | 2.6% | -4.8% |
| TRV TRAVELERS COS INC/THE | Financials | 197.9K | $57.7M | 2.4% | -4.9% |
| AXP AMERICAN EXPRESS CO | Financials | 173.2K | $52.4M | 2.2% | -1.4% |
| CMI CUMMINS INC | Industrials | 96.3K | $51.8M | 2.2% | -4.9% |
| AZO AUTOZONE INC | Consumer discretionary | 15.2K | $51.4M | 2.2% | +14.4% |
| CBRE CBRE GROUP INC - A | Real estate | 374.8K | $50.8M | 2.1% | -5.0% |
| JPM JPMORGAN CHASE & CO | Financials | 168.9K | $49.7M | 2.1% | +12.7% |
| TMO THERMO FISHER SCIENTIFIC INC | Other | 92.3K | $45.4M | 1.9% | -5.1% |
| UNH UNITEDHEALTH GROUP INC | Financials | 165.0K | $44.7M | 1.9% | +0.7% |
| ELV ELEVANCE HEALTH INC | Financials | 142.6K | $41.8M | 1.8% | -14.6% |
| FISV FISERV INC | Services media | 358.8K | $20.0M | 0.8% | -2.8% |
| MKSI MKS INC | Technology | 9.4K | $2.2M | 0.1% | +4.2% |
| FIX COMFORT SYSTEMS USA INC | Industrials | 1.5K | $2.1M | 0.1% | -19.1% |
| LITE LUMENTUM HOLDINGS INC | Technology | 3.0K | $2.1M | 0.1% | -42.9% |
| CIEN CIENA CORP | Technology | 5.2K | $2.0M | 0.1% | -15.7% |
| EME EMCOR GROUP INC | Industrials | 2.2K | $1.6M | 0.1% | +4.2% |
| APG API GROUP CORP | Services media | 36.4K | $1.5M | 0.1% | +3.7% |
| EVR EVERCORE INC - A | Financials | 4.7K | $1.4M | 0.1% | +6.8% |
| USFD US FOODS HOLDING CORP | Consumer discretionary | 14.7K | $1.4M | 0.1% | +3.9% |
| SNEX STONEX GROUP INC | Financials | 16.0K | $1.3M | 0.1% | +62.9% |
| CACI CACI INTERNATIONAL INC -CL A | Technology | 2.1K | $1.2M | 0.0% | +3.8% |
| PRIM PRIMORIS SERVICES CORP | Industrials | 8.1K | $1.2M | 0.0% | +4.1% |
| PR PERMIAN RESOURCES CORP-CL A | Energy | 52.9K | $1.1M | 0.0% | +3.7% |
| TER TERADYNE INC | Technology | 3.7K | $1.1M | 0.0% | +4.4% |
| SF STIFEL FINANCIAL CORP | Financials | 12.1K | $893K | 0.0% | +59.3% |
| WD WALKER & DUNLOP INC | Financials | 19.1K | $849K | 0.0% | +75.8% |
| ONTO ONTO INNOVATION INC | Other | 4.1K | $848K | 0.0% | -1.1% |
| CSX CSX CORP | Industrials | 19.4K | $798K | 0.0% | -0.3% |
| MC MOELIS & CO - CLASS A | Financials | 13.7K | $779K | 0.0% | +29.9% |
| LTH LIFE TIME GROUP HOLDINGS INC | Services media | 27.4K | $737K | 0.0% | +5.0% |
| NXST NEXSTAR MEDIA GROUP INC | Communications | 4.1K | $737K | 0.0% | +3.8% |
| MWA MUELLER WATER PRODUCTS INC-A | Industrials | 24.2K | $666K | 0.0% | +180.6% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 8, 2026 | 291 | $2.38B | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 29, 2026 | 219 | $2.58B | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 6, 2025 | 210 | $2.39B | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 6, 2025 | 210 | $2.27B | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 30, 2025 | 188 | $2.07B | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 6, 2025 | 245 | $2.01B | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 13, 2024 | 225 | $2.02B | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 12, 2024 | 228 | $2.03B | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 29, 2024 | 233 | $2.05B | canonical | SEC ↗ |
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