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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) |
|---|---|---|---|---|---|
| Flywire Corp | COM | 302492103 | — | 15,947 shares | $280,189 |
| Sunrun Inc. | COM | 86771W105 | — | 20,911 shares | $279,789 |
| Freshworks Inc. Class A Common | COM | 358054104 | — | 27,485 shares | $278,148 |
| LeMaitre Vascular, Inc. | COM | 525558201 | — | 2,877 shares | $276,077 |
| Ooma, Inc. | COM | 683416101 | — | 14,324 shares | $275,307 |
| AngioDynamics Inc | COM | 03475V101 | — | 21,084 shares | $274,303 |
| Lexicon Pharmaceuticals, Inc. | COM | 528872302 | — | 113,739 shares | $272,974 |
| PC Connection, Inc. | COM | 69318J100 | — | 3,729 shares | $272,180 |
| iRadimed Corporation | COM | 46266A109 | — | 2,842 shares | $271,582 |
| Taboola.com | COM | M8744T106 | — | 54,178 shares | $270,890 |
| MasterCraft Boat Holdings, Inc | COM | 57637H103 | — | 10,439 shares | $269,535 |
| VTEX Class A | COM | G9470A102 | — | 67,366 shares | $269,464 |
| Smith & Wesson Brands, Inc. | COM | 831754106 | — | 17,909 shares | $269,351 |
| Costamare Inc. | COM | Y1771G102 | — | 19,141 shares | $268,357 |
| Alarm.com Holdings, Inc. | COM | 011642105 | — | 5,743 shares | $268,313 |
| Camden National Corp | COM | 133034108 | — | 4,909 shares | $266,166 |
| Byline Bancorp, Inc. | COM | 124411109 | — | 7,033 shares | $264,863 |
| Envista Holdings Corp. | COM | 29415F104 | — | 9,999 shares | $263,474 |
| iRhythm Technologies, Inc. | COM | 450056106 | — | 2,214 shares | $263,355 |
| Green Plains Inc. | COM | 393222104 | — | 17,000 shares | $261,460 |
| NetScout Systems, Inc. | COM | 64115T104 | — | 5,999 shares | $261,256 |
| Andersons, Inc. | COM | 034164103 | — | 3,817 shares | $261,083 |
| Theravance Biopharma Inc | COM | G8807B106 | — | 15,348 shares | $260,916 |
| Sunstone Hotel Investors Inc. | COM | 867892101 | — | 22,686 shares | $259,755 |
| ONE STOP SYSTEMS INC | COM | 68247W109 | — | 14,218 shares | $258,483 |
| CTO Realty Growth, Inc. | COM | 22948Q101 | — | 11,957 shares | $257,195 |
| Omnicell, Inc. | COM | 68213N109 | — | 6,187 shares | $256,884 |
| Nextdoor Holdings, Inc. Class A | COM | 65345M108 | — | 112,990 shares | $256,487 |
| Lincoln Educational Services Corporation | COM | 533535100 | — | 5,132 shares | $256,087 |
| ATN International, Inc. | COM | 00215F107 | — | 9,649 shares | $255,602 |
| Cerus Corporation | COM | 157085101 | — | 87,524 shares | $255,570 |
| Progyny, Inc. | COM | 74340E103 | — | 8,860 shares | $255,434 |
| Greenlight Capital Re, Ltd. Class A | COM | G4095J109 | — | 15,778 shares | $255,288 |
| Highpeak Energy Inc | COM | 43114Q105 | — | 36,396 shares | $254,408 |
| Builders FirstSource, Inc. | COM | 12008R107 | — | 2,833 shares | $253,497 |
| LXP Industrial Trust | COM | 529043408 | — | 4,689 shares | $252,643 |
| Phillips Edison & Company, Inc. | COM | 71844V201 | — | 6,041 shares | $251,426 |
| Community Trust Bancorp | COM | 204149108 | — | 3,438 shares | $248,774 |
| Tennant Company | COM | 880345103 | — | 2,840 shares | $248,614 |
| CarGurus, Inc. | COM | 141788109 | — | 7,265 shares | $247,664 |
| Calix, Inc. | COM | 13100M509 | — | 6,636 shares | $247,656 |
| HEARTFLOW INC | COM | 42238D107 | — | 8,427 shares | $247,248 |
| Third Coast Bancshares Inc | COM | 88422P109 | — | 6,105 shares | $246,642 |
| Signet Jewelers Limited | ADR | G81276100 | — | 2,848 shares | $245,498 |
| Acacia Research Corporation | COM | 003881307 | — | 52,599 shares | $245,111 |
| ICF International, Inc. | COM | 44925C103 | — | 3,346 shares | $243,790 |
| Global Partners LP | COM | 37946R109 | — | 5,232 shares | $243,759 |
| Ardmore Shipping Corp. | ADR | Y0207T100 | — | 17,275 shares | $242,023 |
| Kohl's Corporation | COM | 500255104 | — | 13,643 shares | $241,754 |
| Alpha and Omega Semiconductor | COM | G6331P104 | — | 5,107 shares | $241,714 |
| Sandridge Energy, Inc. | COM | 80007P869 | — | 17,629 shares | $241,517 |
| Vericel Corporation | COM | 92346J108 | — | 5,399 shares | $240,202 |
| Safe Bulkers | COM | Y7388L103 | — | 37,797 shares | $238,499 |
| Harmonic Inc. | COM | 413160102 | — | 14,593 shares | $238,304 |
| Capital City Bank Group, Inc. | COM | 139674105 | — | 4,819 shares | $238,155 |
| Steven Madden Ltd. | COM | 556269108 | — | 5,649 shares | $237,823 |
| EVERQUOTE, INC. | COM | 30041R108 | — | 9,900 shares | $235,521 |
| Aurinia Pharmaceuticals Inc. | COM | 05156V102 | — | 13,831 shares | $234,712 |
| Freshpet Inc | COM | 358039105 | — | 3,947 shares | $233,347 |
| Great Southern Bancorp | COM | 390905107 | — | 2,973 shares | $233,113 |
| Polaris Inc. | COM | 731068102 | — | 3,383 shares | $231,533 |
| Telephone and Data Systems, Inc. | COM | 879433829 | — | 6,250 shares | $231,313 |
| Hilltop Holdings Inc. | COM | 432748101 | — | 5,963 shares | $231,245 |
| EverCommerce, Inc. | COM | 29977X105 | — | 22,953 shares | $230,907 |
| Supernus Pharmaceuticals, Inc. | COM | 868459108 | — | 4,929 shares | $229,248 |
| Ambarella, Inc. | COM | G037AX101 | — | 2,647 shares | $227,113 |
| Innoviva, Inc. | COM | 45781M101 | — | 9,962 shares | $226,237 |
| NETGEAR, Inc. | COM | 64111Q104 | — | 9,676 shares | $225,935 |
| Warrior Met Coal, Llc | COM | 93627C101 | — | 2,778 shares | $225,462 |
| Murphy Oil Corp. | COM | 626717102 | — | 6,923 shares | $225,413 |
| ELASTIC NV | COM | N14506104 | — | 3,937 shares | $224,488 |
| OFG Bancorp | COM | 67103X102 | — | 4,569 shares | $224,201 |
| ProPetro Holding Corp. | COM | 74347M108 | — | 15,611 shares | $223,862 |
| Forum Energy Technologies, Inc. | COM | 34984V209 | — | 4,413 shares | $221,665 |
| SFL Corporation Ltd. | COM | G7738W106 | — | 21,712 shares | $221,462 |
| Intrepid Potash, Inc. | COM | 46121Y201 | — | 6,751 shares | $221,298 |
| Cavco Industries, Inc. | COM | 149568107 | — | 360 shares | $221,177 |
| Standard Motor Products | COM | 853666105 | — | 5,660 shares | $220,570 |
| Red Violet Inc | COM | 75704L104 | — | 3,461 shares | $220,535 |
| Grand Canyon Education, Inc | COM | 38526M106 | — | 1,540 shares | $220,389 |
| 1st Source Corporation | COM | 336901103 | — | 2,689 shares | $219,369 |
| California Resources Corp | COM | 13057Q305 | — | 4,130 shares | $218,353 |
| Brady Corporation Class A | COM | 104674106 | — | 2,360 shares | $216,105 |
| Stitch Fix, Inc. Class A | COM | 860897107 | — | 52,484 shares | $215,709 |
| Revolve Group, LLC. | COM | 76156B107 | — | 9,402 shares | $215,212 |
| Liberty Energy Inc. | COM | 53115L104 | — | 8,208 shares | $214,968 |
| Cognyte Software Ltd. | COM | M25133105 | — | 24,404 shares | $214,267 |
| Paymentus Holdings, Inc Class A | COM | 70439P108 | — | 8,778 shares | $212,076 |
| 3D Systems Corporation | COM | 88554D205 | — | 69,719 shares | $210,551 |
| Qualys, Inc. | COM | 74758T303 | — | 1,519 shares | $208,847 |
| Pangaea Logistics Solutions Ltd. | COM | G6891L105 | — | 31,996 shares | $207,974 |
| American Eagle Outfitters | COM | 02553E106 | — | 12,014 shares | $206,641 |
| Republic Bancorp KY | COM | 760281204 | — | 2,282 shares | $206,361 |
| Crescent Energy Company Class A | COM | 44952J104 | — | 20,916 shares | $205,395 |
| NAPCO Security Technologies | COM | 630402105 | — | 5,379 shares | $204,294 |
| Workiva Inc. Class A | COM | 98139A105 | — | 4,203 shares | $203,888 |
| Highwoods Properties, Inc. | COM | 431284108 | — | 6,720 shares | $202,675 |
| Patterson-UTI Energy Inc | COM | 703481101 | — | 21,501 shares | $197,379 |
| Varex Imaging Corporation | COM | 92214X106 | — | 17,697 shares | $184,580 |
| SI-BONE, Inc. | COM | 825704109 | — | 11,299 shares | $184,400 |