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Cornerstone Investment Partners, LLC
Period ended Jun 30, 2026 · Latest filing Aug 7, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $2,991,590,553
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- KLA Corporation · COM · 482480100 · shares: $183,242,060
- Applied Materials Inc. · COM · 038222105 · shares: $158,275,545
- Alphabet Inc. Class A · COM · 02079K305 · shares: $156,092,426
- Micron Technology Inc · COM · 595112103 · shares: $155,784,133
- Taiwan Semiconductor · ADR · 874039100 · shares: $147,611,156
- Visa Inc. · COM · 92826C839 · shares: $124,381,104
- Broadcom Inc. · COM · 11135F101 · shares: $121,722,005
- Amazon.com, Inc. · COM · 023135106 · shares: $114,731,394
- Meta Platforms, Inc. · COM · 30303M102 · shares: $112,213,001
- United Rentals Inc. · COM · 911363109 · shares: $109,314,822
Reported holdings
312 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| Enova International, Inc. | COM | 29357K103 | — | 2,005 shares | $482,664 |
| Victoria's Secret & Company | COM | 926400102 | — | 5,686 shares | $474,667 |
| Darling Ingredients Inc | COM | 237266101 | — | 8,671 shares | $473,610 |
| Service Corporation International | COM | 817565104 | — | 6,217 shares | $472,243 |
| Axcelis Technologies Inc | COM | 054540208 | — | 2,485 shares | $470,783 |
| Assurant, Inc. | COM | 04621X108 | — | 1,718 shares | $461,335 |
| Alamo Group Inc. | COM | 011311107 | — | 2,787 shares | $458,434 |
| Kaiser Aluminum Corp. | COM | 483007704 | — | 2,334 shares | $456,600 |
| CommVault Systems, Inc. | COM | 204166102 | — | 3,195 shares | $452,827 |
| Willdan Group, Inc. | COM | 96924N100 | — | 5,718 shares | $452,294 |
| Veracyte, Inc. | COM | 92337F107 | — | 7,675 shares | $450,753 |
| Euronet Worldwide Inc | COM | 298736109 | — | 6,133 shares | $448,874 |
| Matson, Inc. | COM | 57686G105 | — | 2,327 shares | $447,319 |
| Rogers Corporation | COM | 775133101 | — | 2,725 shares | $446,164 |
| Monarch Casino & Resort | COM | 609027107 | — | 3,320 shares | $436,945 |
| Mercury General Corp. | COM | 589400100 | — | 4,038 shares | $430,532 |
| A10 Networks, Inc. | COM | 002121101 | — | 11,518 shares | $430,312 |
| MGIC Investment Corp. | COM | 552848103 | — | 15,113 shares | $426,187 |
| Albertsons Companies, Inc. Class A | COM | 013091103 | — | 31,259 shares | $422,934 |
| Hasbro, Inc. | COM | 418056107 | — | 5,030 shares | $415,428 |
| Diodes Inc. | COM | 254543101 | — | 3,791 shares | $414,887 |
| Chemours Co. | COM | 163851108 | — | 20,128 shares | $413,027 |
| Akamai Technologies, Inc. | COM | 00971T101 | — | 3,491 shares | $412,671 |
| Omada Health, Inc. | COM | 68170A108 | — | 18,582 shares | $407,875 |
| Proto Labs, Inc. | COM | 743713109 | — | 4,997 shares | $407,305 |
| Ollie's Bargain Outlet Holding | COM | 681116109 | — | 5,290 shares | $406,695 |
| RPM International Inc. | COM | 749685103 | — | 3,597 shares | $399,807 |
| BillionToOne, Inc. Class A | COM | 090168105 | — | 3,248 shares | $389,695 |
| iShares S&P Sh Tm Nat AMT-Free | COM | 464288158 | — | 3,660 shares | $389,680 |
| Arko Corp. | COM | 041242108 | — | 48,270 shares | $387,608 |
| BioLife Solutions, Inc. | COM | 09062W204 | — | 13,605 shares | $384,205 |
| Photronics Inc. | COM | 719405102 | — | 11,735 shares | $381,740 |
| OppFi, Inc. | COM | 68386H103 | — | 38,035 shares | $377,688 |
| PDF Solutions Inc | COM | 693282105 | — | 5,243 shares | $371,152 |
| TriNet Group, Inc. | COM | 896288107 | — | 7,390 shares | $365,731 |
| Interface, Inc. | COM | 458665304 | — | 10,100 shares | $361,984 |
| Callaway Golf Company | COM | 131193104 | — | 19,245 shares | $361,614 |
| Reliance, Inc. | COM | 759509102 | — | 966 shares | $360,898 |
| Core & Main, Inc. Class A | COM | 21874C102 | — | 7,469 shares | $360,379 |
| Teekay Tankers cl A | COM | G8726X106 | — | 5,544 shares | $359,639 |
| Remitly Global, Inc. | COM | 75960P104 | — | 15,920 shares | $356,767 |
| Univest Financial Corporation | COM | 915271100 | — | 8,046 shares | $352,013 |
| Golar LNG Ltd | COM | G9456A100 | — | 7,056 shares | $351,671 |
| Arlo Technologies Inc. | COM | 04206A101 | — | 25,843 shares | $348,364 |
| Par Pacific Holdings Inc | COM | 69888T207 | — | 6,187 shares | $346,967 |
| Pitney Bowes Inc. | COM | 724479100 | — | 19,679 shares | $344,776 |
| Varonis Systems, Inc. | COM | 922280102 | — | 8,161 shares | $342,436 |
| Colliers International Group | COM | 194693107 | — | 3,611 shares | $338,676 |
| Dave Inc. | COM | 23834J201 | — | 908 shares | $338,312 |
| Old Republic International Corporation | COM | 680223104 | — | 8,250 shares | $337,590 |
| McGrath RentCorp | COM | 580589109 | — | 2,774 shares | $335,737 |
| McEwen Inc. | COM | 58039P305 | — | 18,468 shares | $334,825 |
| Allegiant Travel Company | COM | 01748X102 | — | 2,840 shares | $333,984 |
| PATTERN GROUP INC-CL A | COM | 70339W104 | — | 13,215 shares | $332,886 |
| TriMas Corporation | COM | 896215209 | — | 7,381 shares | $332,366 |
| RealReal, Inc. | COM | 88339P101 | — | 27,683 shares | $326,383 |
| ARTERIS INC | COM | 04302A104 | — | 6,683 shares | $324,727 |
| Postal Realty Trust Inc | COM | 73757R102 | — | 13,142 shares | $323,819 |
| Perdoceo Education Corporation | COM | 71363P106 | — | 10,093 shares | $322,976 |
| CareDx, Inc. | COM | 14167L103 | — | 11,266 shares | $321,081 |
| CARTER BANKSHARES INC | COM | 146103106 | — | 9,301 shares | $316,327 |
| Universal Insurance Holdings, Inc. | COM | 91359V107 | — | 7,632 shares | $315,660 |
| Bank of N.T. Butterfield & Son Limited (The) | ADR | G0772R208 | — | 5,293 shares | $314,934 |
| American Superconductor Corporation | COM | 030111207 | — | 7,560 shares | $313,816 |
| Pebblebrook Hotel Trust | COM | 70509V100 | — | 16,119 shares | $312,870 |
| Scholastic Corporation | COM | 807066105 | — | 6,787 shares | $312,202 |
| Mercury Systems Inc | COM | 589378108 | — | 2,543 shares | $311,085 |
| WSFS Financial Corporation | COM | 929328102 | — | 4,031 shares | $309,299 |
| Carter's, Inc. | COM | 146229109 | — | 7,492 shares | $308,371 |
| M/I Homes, Inc. | COM | 55305B101 | — | 1,917 shares | $308,234 |
| United Fire Group, Inc. | COM | 910340108 | — | 5,866 shares | $307,613 |
| Alignment Healthcare, Inc. | COM | 01625V104 | — | 12,876 shares | $306,578 |
| American Public Education | COM | 02913V103 | — | 5,707 shares | $306,466 |
| Atmus Filtration Technologies, Inc. | COM | 04956D107 | — | 5,999 shares | $305,889 |
| Aveanna Healthcare Holdings Inc | COM | 05356F105 | — | 35,640 shares | $305,435 |
| EXZEO GROUP INC | COM | 30234F101 | — | 17,961 shares | $303,002 |
| Rush Street Interactive, Inc. Class A | COM | 782011100 | — | 10,072 shares | $299,541 |
| Healthcare Services Group | COM | 421906108 | — | 12,133 shares | $297,986 |
| Scorpio Tankers Inc. | COM | Y7542C130 | — | 4,298 shares | $297,679 |
| Boot Barn Holdings, Inc | COM | 099406100 | — | 1,812 shares | $297,657 |
| Pubmatic, Inc. | COM | 74467Q103 | — | 22,630 shares | $296,906 |
| United Natural Foods Inc. | COM | 911163103 | — | 6,480 shares | $295,942 |
| ACV Auctions Inc. | COM | 00091G104 | — | 41,138 shares | $295,782 |
| Slide Insurance Holdings, Inc. | COM | 831349105 | — | 15,209 shares | $294,598 |
| Trinity Industries, Inc. | COM | 896522109 | — | 8,438 shares | $291,786 |
| Red River Bancshares, Inc. | COM | 75686R202 | — | 3,193 shares | $291,457 |
| Guardian Pharmacy Services, Inc. Class A | COM | 40145W101 | — | 6,929 shares | $290,117 |
| Columbia Sportswear Co. | COM | 198516106 | — | 4,689 shares | $289,874 |
| Bank First Corporation | COM | 06211J100 | — | 1,953 shares | $289,728 |
| Kennametal Inc. | COM | 489170100 | — | 8,260 shares | $289,513 |
| PBF Energy, Inc. Class A | COM | 69318G106 | — | 6,359 shares | $289,462 |
| Lifestance Health Group, Inc. | COM | 53228F101 | — | 26,968 shares | $288,827 |
| Xenia Hotels & Resorts, Inc. | COM | 984017103 | — | 14,160 shares | $288,298 |
| CEVA, Inc. | COM | 157210105 | — | 6,088 shares | $287,110 |
| Latham Group Inc | COM | 51819L107 | — | 44,234 shares | $286,194 |
| YETI Holdings Inc. | COM | 98585X104 | — | 5,764 shares | $285,664 |
| NAVAN INC-CL A | COM | 639193101 | — | 12,489 shares | $285,623 |
| OSI Systems, Inc. | COM | 671044105 | — | 1,303 shares | $284,966 |
| Benchmark Electronics, Inc. | COM | 08160H101 | — | 2,872 shares | $283,380 |
| FIGS, Inc. Class A | COM | 30260D103 | — | 27,511 shares | $281,438 |