Cornerstone Investment Partners as of June 30, 2025
Portfolio Holdings for Cornerstone Investment Partners
Cornerstone Investment Partners holds 210 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Broadcom (AVGO) | 6.0 | $135M | 490k | 275.65 | |
| Facebook Inc cl a (META) | 5.8 | $131M | 177k | 738.09 | |
| Alphabet Inc Class A cs (GOOGL) | 4.4 | $101M | 572k | 176.23 | |
| Visa (V) | 4.2 | $96M | 269k | 355.05 | |
| Micron Technology (MU) | 4.2 | $95M | 774k | 123.25 | |
| Microsoft Corporation (MSFT) | 4.1 | $93M | 186k | 497.41 | |
| AmerisourceBergen (COR) | 3.9 | $88M | 293k | 299.85 | |
| KLA-Tencor Corporation (KLAC) | 3.8 | $87M | 97k | 895.74 | |
| Chubb (CB) | 3.5 | $80M | 275k | 289.72 | |
| Take-Two Interactive Software (TTWO) | 3.4 | $77M | 317k | 242.85 | |
| Anthem (ELV) | 3.3 | $76M | 194k | 388.96 | |
| Fiserv (FI) | 3.3 | $74M | 427k | 172.41 | |
| Apollo Global Mgmt (APO) | 3.2 | $72M | 510k | 141.87 | |
| McKesson Corporation (MCK) | 3.2 | $71M | 97k | 732.78 | |
| Hca Holdings (HCA) | 3.1 | $69M | 181k | 383.10 | |
| Vanguard Total Bond Market ETF (BND) | 2.9 | $66M | 895k | 73.63 | |
| Corpay (CPAY) | 2.9 | $65M | 197k | 331.82 | |
| Applied Materials (AMAT) | 2.8 | $63M | 346k | 183.07 | |
| United Rentals (URI) | 2.6 | $60M | 80k | 753.40 | |
| Dollar General (DG) | 2.6 | $58M | 508k | 114.38 | |
| American Express Company (AXP) | 2.5 | $56M | 175k | 318.98 | |
| W.R. Berkley Corporation (WRB) | 2.5 | $56M | 759k | 73.47 | |
| Diamondback Energy (FANG) | 2.4 | $55M | 402k | 137.40 | |
| Travelers Companies (TRV) | 2.4 | $55M | 206k | 267.54 | |
| Ss&c Technologies Holding (SSNC) | 2.2 | $50M | 606k | 82.80 | |
| Cbre Group Inc Cl A (CBRE) | 2.1 | $48M | 345k | 140.12 | |
| UnitedHealth (UNH) | 2.0 | $46M | 149k | 311.97 | |
| Iqvia Holdings (IQV) | 2.0 | $45M | 282k | 157.59 | |
| JPMorgan Chase & Co. (JPM) | 1.9 | $43M | 148k | 289.91 | |
| Qualcomm (QCOM) | 1.8 | $41M | 256k | 159.26 | |
| AutoZone (AZO) | 1.7 | $39M | 10k | 3712.23 | |
| Vanguard Short-Term Bond ETF (BSV) | 0.5 | $11M | 143k | 78.70 | |
| Spdr Ser Tr 1 3 hgh yield (BIL) | 0.1 | $3.3M | 36k | 91.73 | |
| CSX Corporation (CSX) | 0.1 | $2.4M | 73k | 32.63 | |
| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.1 | $1.8M | 17k | 104.48 | |
| Evercore Partners (EVR) | 0.1 | $1.2M | 4.4k | 270.02 | |
| Us Foods Hldg Corp call (USFD) | 0.0 | $1.1M | 14k | 77.01 | |
| Emcor (EME) | 0.0 | $1.0M | 1.9k | 534.89 | |
| Comfort Systems USA (FIX) | 0.0 | $1.0M | 1.9k | 536.21 | |
| CACI International (CACI) | 0.0 | $979k | 2.1k | 476.70 | |
| MKS Instruments (MKSI) | 0.0 | $896k | 9.0k | 99.36 | |
| Transunion (TRU) | 0.0 | $889k | 10k | 88.00 | |
| Stonex Group (SNEX) | 0.0 | $807k | 8.9k | 91.14 | |
| Primoris Services (PRIM) | 0.0 | $796k | 10k | 77.94 | |
| Api Group Corp (APG) | 0.0 | $781k | 23k | 34.03 | |
| Ciena Corporation (CIEN) | 0.0 | $749k | 9.2k | 81.33 | |
| Sezzle (SEZL) | 0.0 | $736k | 4.1k | 179.25 | |
| Stifel Financial (SF) | 0.0 | $708k | 6.8k | 103.78 | |
| Wright Express (WEX) | 0.0 | $695k | 4.7k | 146.89 | |
| Permian Resources Corp Class A (PR) | 0.0 | $693k | 51k | 13.62 | |
| Dorman Products (DORM) | 0.0 | $663k | 5.4k | 122.67 | |
| Moelis & Co (MC) | 0.0 | $645k | 10k | 62.32 | |
| Ryan Specialty Group Hldgs I (RYAN) | 0.0 | $633k | 9.3k | 67.99 | |
| Lumentum Hldgs (LITE) | 0.0 | $632k | 6.6k | 95.06 | |
| Verra Mobility Corp verra mobility corp (VRRM) | 0.0 | $631k | 25k | 25.39 | |
| Euronet Worldwide (EEFT) | 0.0 | $597k | 5.9k | 101.38 | |
| Walker & Dunlop (WD) | 0.0 | $564k | 8.0k | 70.48 | |
| Nexstar Broadcasting (NXST) | 0.0 | $556k | 3.2k | 172.95 | |
| Herc Hldgs (HRI) | 0.0 | $555k | 4.2k | 131.69 | |
| Alamo (ALG) | 0.0 | $551k | 2.5k | 218.38 | |
| Trinet (TNET) | 0.0 | $537k | 7.3k | 73.14 | |
| Onto Innovation (ONTO) | 0.0 | $518k | 5.1k | 100.93 | |
| Five Below (FIVE) | 0.0 | $498k | 3.8k | 131.18 | |
| Bj's Wholesale Club Holdings (BJ) | 0.0 | $493k | 4.6k | 107.83 | |
| Churchill Downs (CHDN) | 0.0 | $487k | 4.8k | 101.00 | |
| Service Corporation International (SCI) | 0.0 | $477k | 5.9k | 81.40 | |
| Hasbro (HAS) | 0.0 | $471k | 6.4k | 73.82 | |
| OppFi Inc - a (OPFI) | 0.0 | $462k | 33k | 13.99 | |
| Navitas Semiconductor Corp-a (NVTS) | 0.0 | $461k | 70k | 6.55 | |
| SkyWest (SKYW) | 0.0 | $454k | 4.4k | 102.97 | |
| GCM Grosvenor (GCMG) | 0.0 | $448k | 39k | 11.56 | |
| LKQ Corporation (LKQ) | 0.0 | $429k | 12k | 37.01 | |
| Powell Industries (POWL) | 0.0 | $426k | 2.0k | 210.45 | |
| Kinsale Cap Group (KNSL) | 0.0 | $424k | 876.00 | 483.90 | |
| iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) | 0.0 | $411k | 3.9k | 106.34 | |
| Texas Roadhouse (TXRH) | 0.0 | $407k | 2.2k | 187.41 | |
| Cactus Inc - A (WHD) | 0.0 | $402k | 9.2k | 43.72 | |
| Albertsons Companies Cl A Ord (ACI) | 0.0 | $400k | 19k | 21.51 | |
| Affiliated Managers (AMG) | 0.0 | $397k | 2.0k | 196.77 | |
| TTM Technologies (TTMI) | 0.0 | $391k | 9.6k | 40.82 | |
| Arlo Technologies (ARLO) | 0.0 | $383k | 23k | 16.96 | |
| Alight Cl A Ord (ALIT) | 0.0 | $378k | 67k | 5.66 | |
| Molina Healthcare (MOH) | 0.0 | $376k | 1.3k | 297.90 | |
| Bath & Body Works In (BBWI) | 0.0 | $364k | 12k | 29.96 | |
| Green Brick Partners (GRBK) | 0.0 | $354k | 5.6k | 62.88 | |
| Chromadex Corp (NAGE) | 0.0 | $353k | 25k | 14.41 | |
| Warrior Met Coal (HCC) | 0.0 | $351k | 7.7k | 45.83 | |
| Hawkins (HWKN) | 0.0 | $342k | 2.4k | 142.10 | |
| Navigator Holdings Ltd Com Stk (NVGS) | 0.0 | $339k | 24k | 14.15 | |
| Universal Technical Institute (UTI) | 0.0 | $338k | 10k | 33.89 | |
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.0 | $337k | 2.6k | 131.78 | |
| Sapiens International Corp (SPNS) | 0.0 | $333k | 11k | 29.25 | |
| Carlisle Companies (CSL) | 0.0 | $329k | 880.00 | 373.40 | |
| Shake Shack Inc cl a (SHAK) | 0.0 | $326k | 2.3k | 140.60 | |
| Teradyne (TER) | 0.0 | $320k | 3.6k | 89.92 | |
| Darling International (DAR) | 0.0 | $319k | 8.4k | 37.94 | |
| Bruker Corporation (BRKR) | 0.0 | $315k | 7.6k | 41.20 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $313k | 668.00 | 467.82 | |
| Charles River Laboratories (CRL) | 0.0 | $312k | 2.1k | 151.73 | |
| Willdan (WLDN) | 0.0 | $311k | 5.0k | 62.51 | |
| Custom Truck One (CTOS) | 0.0 | $308k | 62k | 4.94 | |
| Calix (CALX) | 0.0 | $306k | 5.8k | 53.19 | |
| Option Care Health (OPCH) | 0.0 | $305k | 9.4k | 32.48 | |
| Old Republic International Corporation (ORI) | 0.0 | $303k | 7.9k | 38.44 | |
| Curtiss-Wright (CW) | 0.0 | $299k | 612.00 | 488.55 | |
| Reliance Steel & Aluminum (RS) | 0.0 | $293k | 934.00 | 313.90 | |
| National Storage Affiliates shs ben int (NSA) | 0.0 | $291k | 9.1k | 31.99 | |
| Veeco Instruments (VECO) | 0.0 | $290k | 14k | 20.32 | |
| Expedia (EXPE) | 0.0 | $290k | 1.7k | 168.68 | |
| Colliers International Group sub vtg (CIGI) | 0.0 | $286k | 2.2k | 130.54 | |
| Perdoceo Ed Corp (PRDO) | 0.0 | $286k | 8.8k | 32.69 | |
| Driven Brands Hldgs (DRVN) | 0.0 | $285k | 16k | 17.56 | |
| Acm Research (ACMR) | 0.0 | $283k | 11k | 25.90 | |
| Byrna Technologies (BYRN) | 0.0 | $281k | 9.1k | 30.88 | |
| Digital Turbine (APPS) | 0.0 | $278k | 47k | 5.90 | |
| Itron (ITRI) | 0.0 | $278k | 2.1k | 131.63 | |
| Protagonist Therapeutics (PTGX) | 0.0 | $275k | 5.0k | 55.27 | |
| Perimeter Solutions (PRM) | 0.0 | $271k | 20k | 13.92 | |
| ICF International (ICFI) | 0.0 | $270k | 3.2k | 84.71 | |
| Argan (AGX) | 0.0 | $265k | 1.2k | 220.48 | |
| Super Group Sghc (SGHC) | 0.0 | $259k | 24k | 10.97 | |
| OSI Systems (OSIS) | 0.0 | $255k | 1.1k | 224.86 | |
| Atlantic Union B (AUB) | 0.0 | $254k | 8.1k | 31.28 | |
| Jfrog (FROG) | 0.0 | $254k | 5.8k | 43.88 | |
| Vital Farms (VITL) | 0.0 | $253k | 6.6k | 38.52 | |
| Golar Lng (GLNG) | 0.0 | $252k | 6.1k | 41.19 | |
| Cal-Maine Foods (CALM) | 0.0 | $252k | 2.5k | 99.63 | |
| United Natural Foods (UNFI) | 0.0 | $252k | 11k | 23.31 | |
| Paymentus Holdings (PAY) | 0.0 | $249k | 7.6k | 32.75 | |
| American Superconductor (AMSC) | 0.0 | $245k | 6.7k | 36.69 | |
| Clearfield (CLFD) | 0.0 | $242k | 5.6k | 43.41 | |
| Boot Barn Hldgs (BOOT) | 0.0 | $239k | 1.6k | 152.00 | |
| Chemed Corp Com Stk (CHE) | 0.0 | $238k | 488.00 | 486.93 | |
| RPM International (RPM) | 0.0 | $237k | 2.2k | 109.84 | |
| Mercury General Corporation (MCY) | 0.0 | $236k | 3.5k | 67.34 | |
| Onespan (OSPN) | 0.0 | $234k | 14k | 16.69 | |
| European Wax Center Inc-a (EWCZ) | 0.0 | $234k | 42k | 5.63 | |
| Olo | 0.0 | $231k | 26k | 8.90 | |
| NetGear (NTGR) | 0.0 | $227k | 7.8k | 29.07 | |
| Knife River Corp (KNF) | 0.0 | $227k | 2.8k | 81.64 | |
| Insteel Industries (IIIN) | 0.0 | $226k | 6.1k | 37.21 | |
| Matson (MATX) | 0.0 | $225k | 2.0k | 111.35 | |
| Mueller Water Products (MWA) | 0.0 | $223k | 9.3k | 24.04 | |
| BJ's Restaurants (BJRI) | 0.0 | $223k | 5.0k | 44.60 | |
| KAR Auction Services (OPLN) | 0.0 | $222k | 9.1k | 24.45 | |
| America's Car-Mart (CRMT) | 0.0 | $222k | 4.0k | 56.04 | |
| Nexxen Intl (NEXN) | 0.0 | $219k | 21k | 10.41 | |
| Blackbaud (BLKB) | 0.0 | $219k | 3.4k | 64.21 | |
| Pagaya Technologies (PGY) | 0.0 | $218k | 10k | 21.32 | |
| Graham Corporation (GHM) | 0.0 | $215k | 4.3k | 49.51 | |
| Upstart Hldgs (UPST) | 0.0 | $213k | 3.3k | 64.68 | |
| Dave (DAVE) | 0.0 | $213k | 793.00 | 268.41 | |
| Cargurus (CARG) | 0.0 | $211k | 6.3k | 33.47 | |
| AZZ Incorporated (AZZ) | 0.0 | $210k | 2.2k | 94.48 | |
| Univest Corp. of PA (UVSP) | 0.0 | $210k | 7.0k | 30.04 | |
| Upwork (UPWK) | 0.0 | $209k | 16k | 13.44 | |
| Everquote Cl A Ord (EVER) | 0.0 | $208k | 8.6k | 24.18 | |
| Intrepid Potash (IPI) | 0.0 | $208k | 5.8k | 35.73 | |
| Ligand Pharmaceuticals In (LGND) | 0.0 | $208k | 1.8k | 113.68 | |
| LeMaitre Vascular (LMAT) | 0.0 | $207k | 2.5k | 83.05 | |
| Teekay Tankers Ltd Cl A (TNK) | 0.0 | $201k | 4.8k | 41.72 | |
| Shenandoah Telecommunications Company (SHEN) | 0.0 | $201k | 15k | 13.66 | |
| Apex Technology Acqui-cl A (AVPT) | 0.0 | $195k | 10k | 19.31 | |
| Daktronics (DAKT) | 0.0 | $193k | 13k | 15.12 | |
| Cantaloupe (CTLP) | 0.0 | $193k | 18k | 10.99 | |
| Dana Holding Corporation (DAN) | 0.0 | $188k | 11k | 17.15 | |
| Lifemd (LFMD) | 0.0 | $187k | 14k | 13.62 | |
| Pitney Bowes (PBI) | 0.0 | $186k | 17k | 10.91 | |
| Sohu (SOHU) | 0.0 | $184k | 14k | 13.31 | |
| Healthcare Services (HCSG) | 0.0 | $182k | 12k | 15.03 | |
| Genius Sports (GENI) | 0.0 | $181k | 17k | 10.40 | |
| Zoominfo Technologies (GTM) | 0.0 | $180k | 18k | 10.12 | |
| AngioDynamics (ANGO) | 0.0 | $179k | 18k | 9.92 | |
| Farmland Partners (FPI) | 0.0 | $172k | 15k | 11.51 | |
| Udemy (UDMY) | 0.0 | $172k | 25k | 7.03 | |
| Summit Hotel Properties (INN) | 0.0 | $170k | 33k | 5.09 | |
| Organogenesis Hldgs (ORGO) | 0.0 | $168k | 46k | 3.66 | |
| Postal Realty Trust (PSTL) | 0.0 | $168k | 11k | 14.73 | |
| Freshworks (FRSH) | 0.0 | $168k | 11k | 14.91 | |
| Mission Produce (AVO) | 0.0 | $167k | 14k | 11.72 | |
| Fubotv (FUBO) | 0.0 | $167k | 43k | 3.86 | |
| Cerence (CRNC) | 0.0 | $165k | 16k | 10.21 | |
| Marqeta (MQ) | 0.0 | $162k | 28k | 5.83 | |
| Aveanna Healthcare Hldgs (AVAH) | 0.0 | $162k | 31k | 5.23 | |
| Nextdoor Holding (NXDR) | 0.0 | $160k | 96k | 1.66 | |
| Janus International Group In (JBI) | 0.0 | $159k | 20k | 8.14 | |
| Now (DNOW) | 0.0 | $159k | 11k | 14.83 | |
| Thredup (TDUP) | 0.0 | $156k | 21k | 7.49 | |
| The Real Brokerage (REAX) | 0.0 | $152k | 34k | 4.51 | |
| Costamare (CMRE) | 0.0 | $151k | 17k | 9.11 | |
| Mack-Cali Realty (VRE) | 0.0 | $150k | 10k | 14.89 | |
| Chatham Lodging Trust (CLDT) | 0.0 | $149k | 21k | 6.97 | |
| Sprinklr (CXM) | 0.0 | $148k | 17k | 8.46 | |
| Microvast Holdings (MVST) | 0.0 | $147k | 41k | 3.63 | |
| Latham Group (SWIM) | 0.0 | $147k | 23k | 6.38 | |
| Viavi Solutions Inc equities (VIAV) | 0.0 | $147k | 15k | 10.07 | |
| Ponce Finl Group (PDLB) | 0.0 | $147k | 11k | 13.84 | |
| Lexington Realty Trust | 0.0 | $143k | 17k | 8.26 | |
| Skywater Technology (SKYT) | 0.0 | $141k | 14k | 9.84 | |
| Ooma (OOMA) | 0.0 | $139k | 11k | 12.90 | |
| Gaotu Techedu Adr (GOTU) | 0.0 | $138k | 38k | 3.61 | |
| Adecoagro S A (AGRO) | 0.0 | $128k | 14k | 9.14 | |
| Honest (HNST) | 0.0 | $127k | 25k | 5.09 | |
| Lifestance Health Group (LFST) | 0.0 | $121k | 23k | 5.17 | |
| Mister Car Wash (MCW) | 0.0 | $121k | 20k | 6.01 | |
| Grid Dynamics Hldgs (GDYN) | 0.0 | $121k | 10k | 11.55 | |
| Steelcase (SCS) | 0.0 | $117k | 11k | 10.43 | |
| Pet Acquisition LLC -Class A (WOOF) | 0.0 | $115k | 41k | 2.83 | |
| Clover Health Investments Corp Com Cl A (CLOV) | 0.0 | $113k | 40k | 2.79 | |
| Legalzoom (LZ) | 0.0 | $109k | 12k | 8.91 |
