Latest Cornerstone Investment Partners, LLC Stock Portfolio

Cornerstone Investment Partners, LLC Performance:

2025 Q2: 9.62%YTD: 10.06%2024: 15.88%

Performance for 2025 Q2 is 9.62%, and YTD is 10.06%, and 2024 is 15.88%.

About Cornerstone Investment Partners, LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Cornerstone Investment Partners, LLC reported an equity portfolio of $2.3 Billions as of 30 Jun, 2025.

The top stock holdings of Cornerstone Investment Partners, LLC are AVGO, META, GOOG. The fund has invested 6% of it's portfolio in BROADCOM LIMITED and 5.8% of portfolio in META PLATFORMS, INC.

The fund managers got completely rid off NORFOLK SOUTHERN CORP (NSC), UNITED PARCEL SERVICE INC. (UPS) and SKECHERS U.S.A. INC. (SKX) stocks. They significantly reduced their stock positions in CURTISS-WRIGHT CORP. (CW), AUTOZONE INC. (AZO) and SS&C TECHNOLOGIES HLDGS INC. (SSNC). Cornerstone Investment Partners, LLC opened new stock positions in CBRE GROUP, INC. (CBRE), IQVIA HOLDINGS INC (IQV) and SEZZLE INC. The fund showed a lot of confidence in some stocks as they added substantially to HERC HOLDINGS, INC. (HRI), CARLISLE COMPANIES INCORPORATED (CSL) and MKS INSTRUMENTS INC. (MKSI).

Cornerstone Investment Partners, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Cornerstone Investment Partners, LLC made a return of 9.62% in the last quarter. In trailing 12 months, it's portfolio return was 12.04%.

New Buys

Ticker	$ Bought
cbre group, inc.	48,383,300
iqvia holdings inc	44,499,900
sezzle inc	735,642
navitas semiconductor corporat	461,415
ttm technologies, inc.	391,096
bruker corporation	315,139
custom truck one source inc	307,945
reliance steel & aluminum	293,183

New stocks bought by Cornerstone Investment Partners, LLC

Additions

Ticker	% Inc.
herc holdings, inc.	82.62
carlisle companies incorporated	47.16
mks instruments inc.	38.62
apollo global management, llc	23.66
verra mobility corporation	19.15
qualcomm inc.	17.9
applied materials inc.	15.16
dollar general corp.	15.16

Additions to existing portfolio by Cornerstone Investment Partners, LLC

Reductions

Ticker	% Reduced
curtiss-wright corp.	-32.38
autozone inc.	-30.54
ss&c technologies hldgs inc.	-26.85
sapiens international	-26.18
five below, inc.	-19.52
molina healthcare, inc.	-17.88
cencora inc.	-15.5
hca healthcare, inc.	-14.03

Cornerstone Investment Partners, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
united parcel service inc.	-29,764,300
norfolk southern corp	-42,659,100
outbrain, inc.	-149,636
rush street interactive, inc. class a	-266,692
cleanspark, inc.	-137,659
under armour, inc. cl a	-124,956
rlj lodging trust	-148,711
integral ad science holding corp	-132,966

Cornerstone Investment Partners, LLC got rid off the above stocks

Sector Distribution

Cornerstone Investment Partners, LLC has about 25.4% of it's holdings in Technology sector.

Sector	%
Technology	25.4
Financial Services	17.3
Others	17
Healthcare	13.7
Communication Services	13.7
Industrials	3.3
Consumer Defensive	2.8
Energy	2.5
Real Estate	2.2
Consumer Cyclical	2

Market Cap. Distribution

Cornerstone Investment Partners, LLC has about 85% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	56.6
MEGA-CAP	28.4
UNALLOCATED	13.2
MID-CAP	1.1

Stocks belong to which Index?

About 79.8% of the stocks held by Cornerstone Investment Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	78.5
Others	20.1
RUSSELL 2000	1.3

Top 5 Winners (%)		%
NVTS	navitas semiconductor corporat	214.9 %
APPS	digital turbine, inc.	117.3 %
CDXC	niagen bioscience, inc.	108.8 %
ARLO	arlo technologies inc.	71.8 %
FIVE	five below, inc.	68.7 %

Top 5 Winners ($)		$
AVGO	broadcom limited	51.5 M
META	meta platforms, inc.	28.7 M
MU	micron technology inc	28.1 M
MSFT	microsoft corporation	22.7 M
KLAC	kla corporation	20.9 M

Top 5 Losers (%)		%
UNH	unitedhealth group, inc.	-37.9 %
GDYN	grid dynamics holdings, inc.	-26.2 %
MCW	mister car wash, inc.	-23.8 %
LFST	lifestance health group, inc.	-22.4 %
CHE	chemed corporation	-20.8 %

Top 5 Losers ($)		$
UNH	unitedhealth group, inc.	-28.3 M
FANG	diamondback energy, inc.	-8.8 M
ELV	elevance health, inc.	-8.4 M
CB	chubb limited	-3.4 M
AZO	autozone inc.	-1.7 M

Cornerstone Investment Partners, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Cornerstone Investment Partners, LLC

Cornerstone Investment Partners, LLC has 210 stocks in it's portfolio. About 43.3% of the portfolio is in top 10 stocks. UNH proved to be the most loss making stock for the portfolio. AVGO was the most profitable stock for Cornerstone Investment Partners, LLC last quarter.

Last Reported on: 06 Aug, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	AVGO	broadcom limited	5.96	489,844	135,026,000	added	5.28
Historical Trend of BROADCOM LIMITED Position Held By Cornerstone Investment Partners, LLC What % of Portfolio is AVGO?: Number of AVGO shares held: Change in No. of Shares Held:
	META	meta platforms, inc.	5.77	176,997	130,640,000	reduced	-0.52

	GOOG	alphabet inc. class a	4.45	572,114	100,824,000	reduced	-1.33

	V	visa inc.	4.22	269,045	95,524,400	reduced	-1.06

	MU	micron technology inc	4.21	773,768	95,366,900	added	1.58

	MSFT	microsoft corporation	4.08	185,868	92,452,600	added	0.15

	ABC	cencora inc.	3.87	292,637	87,747,200	reduced	-15.5

	KLAC	kla corporation	3.82	96,635	86,559,800	reduced	-0.89

	CB	chubb limited	3.52	275,080	79,696,200	reduced	-1.16

	TTWO	take-two interactive software	3.40	316,708	76,912,500	added	8.23

	ELV	elevance health, inc.	3.33	194,029	75,469,500	added	9.04

		fiserv inc.	3.25	427,325	73,675,100	added	8.88

		apollo global management, llc	3.19	509,962	72,348,300	added	23.66

	MCK	mckesson corp	3.15	97,419	71,386,700	added	0.16

	HCA	hca healthcare, inc.	3.06	181,100	69,379,400	reduced	-14.03

	BIV	vanguard total bd mkt etf	2.91	895,326	65,922,900	reduced	-7.15

		corpay inc.	2.88	196,683	65,263,400	reduced	-0.68

	AMAT	applied materials inc.	2.79	345,494	63,249,600	added	15.16

	URI	united rentals inc.	2.65	79,579	59,954,800	added	1.81

	DG	dollar general corp.	2.56	507,864	58,089,500	added	15.16