Cornerstone Investment Partners
$3.0B 13F equity value
381 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Cornerstone Investment Partners covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| KLAC | KLA Corporation | 607,345 | $183M | 6.1% |
| AMAT | Applied Materials Inc. | 218,915 | $158M | 5.3% |
| GOOGL | Alphabet Inc. Class A | 436,781 | $156M | 5.2% |
| MU | Micron Technology Inc | 134,961 | $156M | 5.2% |
| TSM | Taiwan Semiconductor | 309,088 | $148M | 4.9% |
| V | Visa Inc. | 362,532 | $124M | 4.2% |
| AVGO | Broadcom Inc. | 322,229 | $122M | 4.1% |
| AMZN | Amazon.com, Inc. | 481,377 | $115M | 3.8% |
| META | Meta Platforms, Inc. | 199,210 | $112M | 3.8% |
| URI | United Rentals Inc. | 96,492 | $109M | 3.7% |
Track Cornerstone Investment Partners's 13F portfolio: $3.0B in reported holdings, 381 positions. Top holdings and quarterly changes on SentiSense.
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