Cornerstone Investment Partners

Cornerstone Investment Partners as of June 30, 2026

Portfolio Holdings for Cornerstone Investment Partners

Cornerstone Investment Partners holds 312 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
KLA-Tencor Corporation (KLAC) 6.1 $183M 607k 301.71
Applied Materials (AMAT) 5.3 $158M 219k 723.00
Alphabet Inc Class A cs (GOOGL) 5.2 $156M 437k 357.37
Micron Technology (MU) 5.2 $156M 135k 1154.29
Taiwan Semiconductor Adr (TSM) 4.9 $148M 309k 477.57
Visa (V) 4.2 $124M 363k 343.09
Broadcom (AVGO) 4.1 $122M 322k 377.75
Amazon (AMZN) 3.8 $115M 481k 238.34
Facebook Inc cl a (META) 3.8 $112M 199k 563.29
United Rentals (URI) 3.7 $109M 97k 1132.89
Take-Two Interactive Software (TTWO) 3.3 $97M 390k 249.98
W.R. Berkley Corporation (WRB) 3.2 $94M 1.3M 70.53
AmerisourceBergen (COR) 2.9 $86M 305k 282.98
Apollo Global Mgmt (APO) 2.7 $80M 678k 118.31
McKesson Corporation (MCK) 2.7 $80M 106k 755.60
Thermo Fisher Scientific (TMO) 2.7 $80M 159k 501.36
Chubb (CB) 2.6 $79M 231k 340.74
JPMorgan Chase & Co. (JPM) 2.5 $76M 231k 327.33
AutoZone (AZO) 2.4 $73M 23k 3195.94
American Express Company (AXP) 2.4 $72M 212k 338.25
Travelers Companies (TRV) 2.2 $66M 200k 330.12
Microsoft Corporation (MSFT) 2.2 $66M 176k 373.02
Dollar General (DG) 2.2 $64M 560k 115.11
Vanguard Total Bond Market ETF (BND) 2.1 $64M 874k 73.41
Diamondback Energy (FANG) 2.1 $63M 359k 175.78
UnitedHealth (UNH) 1.9 $58M 140k 415.63
Stryker Corporation (SYK) 1.9 $57M 182k 314.84
Cummins (CMI) 1.9 $57M 80k 713.21
Iqvia Holdings (IQV) 1.9 $56M 291k 193.22
Cbre Group Inc Cl A (CBRE) 1.7 $51M 378k 134.69
Blackstone Group Inc Com Cl A (BX) 1.7 $50M 428k 117.67
Vanguard Short-Term Bond ETF (BSV) 0.5 $14M 185k 77.91
Spdr Ser Tr 1 3 hgh yield (BIL) 0.2 $4.8M 53k 91.64
MKS Instruments (MKSI) 0.1 $2.7M 6.0k 444.80
Emcor (EME) 0.1 $1.8M 2.2k 829.88
Acm Research (ACMR) 0.1 $1.8M 14k 126.89
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.1 $1.8M 17k 107.62
Evercore Partners (EVR) 0.1 $1.6M 4.7k 341.44
Onto Innovation (ONTO) 0.1 $1.6M 4.1k 378.45
Api Group Corp (APG) 0.1 $1.5M 36k 42.35
Us Foods Hldg Corp call (USFD) 0.1 $1.5M 15k 102.25
Stonex Group (SNEX) 0.0 $1.4M 12k 118.50
Custom Truck One (CTOS) 0.0 $1.3M 114k 11.81
CACI International (CACI) 0.0 $1.3M 2.7k 463.26
Nexstar Broadcasting (NXST) 0.0 $1.2M 6.7k 178.59
Life Time Group Holdings (LTH) 0.0 $1.1M 28k 40.84
Element Solutions (ESI) 0.0 $1.1M 23k 47.75
Walker & Dunlop (WD) 0.0 $1.1M 20k 54.70
Sanmina (SANM) 0.0 $1.1M 4.2k 253.08
Permian Resources Corp Class A (PR) 0.0 $975k 53k 18.41
Bruker Corporation (BRKR) 0.0 $943k 16k 60.18
CSX Corporation (CSX) 0.0 $916k 19k 47.53
Moelis & Co (MC) 0.0 $899k 14k 65.42
Everus Constr Group (ECG) 0.0 $864k 5.2k 165.95
Standardaero (SARO) 0.0 $861k 29k 29.91
Extreme Networks (EXTR) 0.0 $848k 26k 32.37
Stifel Financial (SF) 0.0 $843k 12k 69.77
Charles River Laboratories (CRL) 0.0 $839k 3.7k 226.79
Csw Industrials (CSW) 0.0 $831k 3.0k 278.30
Sezzle (SEZL) 0.0 $812k 4.7k 171.63
Solstice Advanced Matls (SOLS) 0.0 $809k 9.1k 88.60
Perimeter Solutions (PRM) 0.0 $800k 23k 35.65
Brightsphere Investment Group (AAMI) 0.0 $795k 11k 71.52
Primoris Services (PRIM) 0.0 $789k 8.0k 99.12
Valmont Industries (VMI) 0.0 $783k 1.4k 577.60
Northwest Pipe Company (NWPX) 0.0 $752k 5.0k 149.94
Dorman Products (DORM) 0.0 $699k 5.1k 136.45
Texas Roadhouse (TXRH) 0.0 $695k 3.6k 193.23
TPG (TPG) 0.0 $683k 17k 40.55
Bj's Wholesale Club Holdings (BJ) 0.0 $671k 7.7k 87.22
Carlisle Companies (CSL) 0.0 $670k 1.8k 362.75
Kinsale Cap Group (KNSL) 0.0 $669k 2.0k 329.81
Ligand Pharmaceuticals In (LGND) 0.0 $665k 2.1k 316.09
Ryan Specialty Group Hldgs I (RYAN) 0.0 $665k 18k 37.76
Steris Plc Ord equities (STE) 0.0 $647k 3.1k 210.57
Mueller Water Products (MWA) 0.0 $634k 25k 25.83
Graham Corporation (GHM) 0.0 $617k 5.0k 123.79
Herc Hldgs (HRI) 0.0 $616k 4.3k 143.34
Powell Industries (POWL) 0.0 $607k 2.1k 286.36
Ultra Clean Holdings (UCTT) 0.0 $602k 4.2k 142.59
Ichor Holdings (ICHR) 0.0 $594k 5.3k 112.28
Axogen (AXGN) 0.0 $583k 13k 46.19
Churchill Downs (CHDN) 0.0 $579k 6.5k 89.64
Chemed Corp Com Stk (CHE) 0.0 $562k 1.2k 465.74
Adeia (ADEA) 0.0 $558k 17k 32.93
Knowles (KN) 0.0 $555k 13k 41.48
Transunion (TRU) 0.0 $553k 7.7k 72.14
Sharkninja (SN) 0.0 $550k 3.6k 152.27
Knife River Corp (KNF) 0.0 $538k 6.4k 83.65
Ies Hldgs (IESC) 0.0 $536k 730.00 734.66
Materion Corporation (MTRN) 0.0 $533k 1.8k 297.39
Kulicke and Soffa Industries (KLIC) 0.0 $529k 4.0k 133.76
Nlight (LASR) 0.0 $527k 7.6k 69.62
Green Brick Partners (GRBK) 0.0 $520k 6.5k 80.04
Backblaze (BLZE) 0.0 $518k 33k 15.86
Affiliated Managers (AMG) 0.0 $515k 1.5k 338.40
SkyWest (SKYW) 0.0 $505k 5.1k 99.33
Packaging Corporation of America (PKG) 0.0 $502k 2.1k 238.28
Anterix Inc. Atex (ATEX) 0.0 $501k 4.9k 102.94
GCM Grosvenor (GCMG) 0.0 $490k 40k 12.30
Enova Intl (ENVA) 0.0 $483k 2.0k 240.73
Victorias Secret And (VSXY) 0.0 $475k 5.7k 83.48
Darling International (DAR) 0.0 $474k 8.7k 54.62
Service Corporation International (SCI) 0.0 $472k 6.2k 75.96
Axcelis Technologies (ACLS) 0.0 $471k 2.5k 189.45
Assurant (AIZ) 0.0 $461k 1.7k 268.53
Alamo (ALG) 0.0 $458k 2.8k 164.49
Kaiser Aluminum (KALU) 0.0 $457k 2.3k 195.63
CommVault Systems (CVLT) 0.0 $453k 3.2k 141.73
Willdan (WLDN) 0.0 $452k 5.7k 79.10
Veracyte (VCYT) 0.0 $451k 7.7k 58.73
Euronet Worldwide (EEFT) 0.0 $449k 6.1k 73.19
Matson (MATX) 0.0 $447k 2.3k 192.23
Rogers Corporation (ROG) 0.0 $446k 2.7k 163.73
Monarch Casino & Resort (MCRI) 0.0 $437k 3.3k 131.61
Mercury General Corporation (MCY) 0.0 $431k 4.0k 106.62
A10 Networks (ATEN) 0.0 $430k 12k 37.36
MGIC Investment (MTG) 0.0 $426k 15k 28.20
Albertsons Companies Cl A Ord (ACI) 0.0 $423k 31k 13.53
Hasbro (HAS) 0.0 $415k 5.0k 82.59
Diodes Incorporated (DIOD) 0.0 $415k 3.8k 109.44
Chemours (CC) 0.0 $413k 20k 20.52
Akamai Technologies (AKAM) 0.0 $413k 3.5k 118.21
Omada Health (OMDA) 0.0 $408k 19k 21.95
Proto Labs (PRLB) 0.0 $407k 5.0k 81.51
Ollies Bargain Outlt Hldgs I (OLLI) 0.0 $407k 5.3k 76.88
RPM International (RPM) 0.0 $400k 3.6k 111.15
Billiontoone Inc Cl A (BLLN) 0.0 $390k 3.2k 119.98
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 0.0 $390k 3.7k 106.47
Arko Corp (ARKO) 0.0 $388k 48k 8.03
Biolife Solutions (BLFS) 0.0 $384k 14k 28.24
Photronics (PLAB) 0.0 $382k 12k 32.53
OppFi Inc - a (OPFI) 0.0 $378k 38k 9.93
PDF Solutions (PDFS) 0.0 $371k 5.2k 70.79
Trinet (TNET) 0.0 $366k 7.4k 49.49
Interface (TILE) 0.0 $362k 10k 35.84
Callaway Golf Company (CALY) 0.0 $362k 19k 18.79
Reliance Steel & Aluminum (RS) 0.0 $361k 966.00 373.60
Core & Main (CNM) 0.0 $360k 7.5k 48.25
Teekay Tankers Ltd Cl A (TNK) 0.0 $360k 5.5k 64.87
Remitly Global (RELY) 0.0 $357k 16k 22.41
Univest Corp. of PA (UVSP) 0.0 $352k 8.0k 43.75
Golar Lng (GLNG) 0.0 $352k 7.1k 49.84
Arlo Technologies (ARLO) 0.0 $348k 26k 13.48
Par Petroleum (PARR) 0.0 $347k 6.2k 56.08
Pitney Bowes (PBI) 0.0 $345k 20k 17.52
Varonis Sys (VRNS) 0.0 $342k 8.2k 41.96
Colliers International Group sub vtg (CIGI) 0.0 $339k 3.6k 93.79
Dave (DAVE) 0.0 $338k 908.00 372.59
Old Republic International Corporation (ORI) 0.0 $338k 8.3k 40.92
McGrath Rent (MGRC) 0.0 $336k 2.8k 121.03
Mcewen Mng (MUX) 0.0 $335k 19k 18.13
Allegiant Travel Company (ALGT) 0.0 $334k 2.8k 117.60
Pattern Group (PTRN) 0.0 $333k 13k 25.19
Trimas Corporation (TRS) 0.0 $332k 7.4k 45.03
Realreal (REAL) 0.0 $326k 28k 11.79
Arteris (AIP) 0.0 $325k 6.7k 48.59
Postal Realty Trust (PSTL) 0.0 $324k 13k 24.64
Perdoceo Ed Corp (PRDO) 0.0 $323k 10k 32.00
Caredx (CDNA) 0.0 $321k 11k 28.50
Carter Bankshares (CARE) 0.0 $316k 9.3k 34.01
Universal Insurance Holdings (UVE) 0.0 $316k 7.6k 41.36
Bank of N.T. Butterfield & Son Adr (NTB) 0.0 $315k 5.3k 59.50
American Superconductor (AMSC) 0.0 $314k 7.6k 41.51
Pebblebrook Hotel Trust (PEB) 0.0 $313k 16k 19.41
Scholastic Corporation (SCHL) 0.0 $312k 6.8k 46.00
Mercury Computer Systems (MRCY) 0.0 $311k 2.5k 122.33
WSFS Financial Corporation (WSFS) 0.0 $309k 4.0k 76.73
Carter's (CRI) 0.0 $308k 7.5k 41.16
M/I Homes (MHO) 0.0 $308k 1.9k 160.79
United Fire & Casualty (UFCS) 0.0 $308k 5.9k 52.44
Alignment Healthcare (ALHC) 0.0 $307k 13k 23.81
American Public Education (APEI) 0.0 $307k 5.7k 53.70
Atmus Filtration Technologies Ord (ATMU) 0.0 $306k 6.0k 50.99
Aveanna Healthcare Hldgs (AVAH) 0.0 $305k 36k 8.57
Exzeo Group (XZO) 0.0 $303k 18k 16.87
Rush Street Interactive (RSI) 0.0 $300k 10k 29.74
Healthcare Services (HCSG) 0.0 $298k 12k 24.56
Scorpio Tankers (STNG) 0.0 $298k 4.3k 69.26
Boot Barn Hldgs (BOOT) 0.0 $298k 1.8k 164.27
Pubmatic Ord (PUBM) 0.0 $297k 23k 13.12
United Natural Foods (UNFI) 0.0 $296k 6.5k 45.67
Acva (ACVA) 0.0 $296k 41k 7.19
Slide Ins Hldgs (SLDE) 0.0 $295k 15k 19.37
Trinity Industries (TRN) 0.0 $292k 8.4k 34.58
Red River Bancshares (RRBI) 0.0 $292k 3.2k 91.28
Guardian Pharmacy Svcs (GRDN) 0.0 $290k 6.9k 41.87
Columbia Sportswear Company (COLM) 0.0 $290k 4.7k 61.82
Bank First National Corporation (BFC) 0.0 $290k 2.0k 148.35
Kennametal (KMT) 0.0 $290k 8.3k 35.05
Pbf Energy Inc cl a (PBF) 0.0 $290k 6.4k 45.52
Lifestance Health Group (LFST) 0.0 $289k 27k 10.71
Xenia Hotels & Resorts (XHR) 0.0 $288k 14k 20.36
Ceva (CEVA) 0.0 $287k 6.1k 47.16
Latham Group (SWIM) 0.0 $286k 44k 6.47
Yeti Hldgs (YETI) 0.0 $286k 5.8k 49.56
Navan Inc Cl A (NAVN) 0.0 $286k 13k 22.87
OSI Systems (OSIS) 0.0 $285k 1.3k 218.70
Benchmark Electronics (BHE) 0.0 $283k 2.9k 98.67
Figs (FIGS) 0.0 $281k 28k 10.23
Flywire Corporation (FLYW) 0.0 $280k 16k 17.57
Sunrun (RUN) 0.0 $280k 21k 13.38
Freshworks (FRSH) 0.0 $278k 28k 10.12
LeMaitre Vascular (LMAT) 0.0 $276k 2.9k 95.96
Ooma (OOMA) 0.0 $275k 14k 19.22
AngioDynamics (ANGO) 0.0 $274k 21k 13.01
Lexicon Pharmaceuticals (LXRX) 0.0 $273k 114k 2.40
PC Connection (CNXN) 0.0 $272k 3.7k 72.99
Iradimed (IRMD) 0.0 $272k 2.8k 95.56
Taboola.com (TBLA) 0.0 $271k 54k 5.00
Mastercraft Boat Holdings (MCFT) 0.0 $270k 10k 25.82
Vtex Registered Shs -a- Isin#kyg9470a1022 (VTEX) 0.0 $270k 67k 4.00
Smith & Wesson Brands (SWBI) 0.0 $269k 18k 15.04
Costamare (CMRE) 0.0 $268k 19k 14.02
Alarm Com Hldgs (ALRM) 0.0 $268k 5.7k 46.72
Camden National Corporation (CAC) 0.0 $266k 4.9k 54.22
Byline Ban (BY) 0.0 $265k 7.0k 37.66
Envista Hldgs Corp (NVST) 0.0 $264k 10k 26.35
Irhythm Technologies (IRTC) 0.0 $263k 2.2k 118.95
Green Plains Renewable Energy (GPRE) 0.0 $262k 17k 15.38
NetScout Systems (NTCT) 0.0 $261k 6.0k 43.55
Andersons (ANDE) 0.0 $261k 3.8k 68.40
Theravance Biopharma (TBPH) 0.0 $261k 15k 17.00
Sunstone Hotel Investors (SHO) 0.0 $260k 23k 11.45
One Stop Systems (OSS) 0.0 $259k 14k 18.18
Cto Realty Growth (CTO) 0.0 $257k 12k 21.51
Omnicell (OMCL) 0.0 $257k 6.2k 41.52
Nextdoor Holding (NXDR) 0.0 $257k 113k 2.27
Lincoln Educational Services Corporation (LINC) 0.0 $256k 5.1k 49.90
Atn Intl (ATNI) 0.0 $256k 9.6k 26.49
Cerus Corporation (CERS) 0.0 $256k 88k 2.92
Progyny (PGNY) 0.0 $255k 8.9k 28.83
Greenlight Capital Re Ltd cl a (GLRE) 0.0 $255k 16k 16.18
Highpeak Energy (HPK) 0.0 $254k 36k 6.99
Builders FirstSource (BLDR) 0.0 $254k 2.8k 89.48
LXP Industrial Trust (LXP) 0.0 $253k 4.7k 53.88
Phillips Edison & Co (PECO) 0.0 $251k 6.0k 41.62
Community Trust Ban (CTBI) 0.0 $249k 3.4k 72.36
Tennant Company (TNC) 0.0 $249k 2.8k 87.54
Cargurus (CARG) 0.0 $248k 7.3k 34.09
Calix (CALX) 0.0 $248k 6.6k 37.32
Heartflow Inc/Sh (HTFL) 0.0 $247k 8.4k 29.34
Third Coast Bancshares (TCBX) 0.0 $247k 6.1k 40.40
Signet Jewelers Adr (SIG) 0.0 $246k 2.8k 86.20
Acacia Research Corporation (ACTG) 0.0 $245k 53k 4.66
ICF International (ICFI) 0.0 $244k 3.3k 72.86
Global Partners (GLP) 0.0 $244k 5.2k 46.59
Ardmore Shipping Corp. Adr (ASC) 0.0 $242k 17k 14.01
Kohl's Corporation (KSS) 0.0 $242k 14k 17.72
Alpha & Omega Semiconductor (AOSL) 0.0 $242k 5.1k 47.33
Sandridge Energy (SD) 0.0 $242k 18k 13.70
Vericel (VCEL) 0.0 $240k 5.4k 44.49
Safe Bulkers Inc Com Stk (SB) 0.0 $239k 38k 6.31
Harmonic (HLIT) 0.0 $238k 15k 16.33
Capital City Bank (CCBG) 0.0 $238k 4.8k 49.42
Steven Madden (SHOO) 0.0 $238k 5.6k 42.10
Everquote Cl A Ord (EVER) 0.0 $236k 9.9k 23.79
Aurinia Pharmaceuticals (AUPH) 0.0 $235k 14k 16.97
Freshpet (FRPT) 0.0 $233k 3.9k 59.12
Great Southern Ban (GSBC) 0.0 $233k 3.0k 78.41
Polaris Industries (PII) 0.0 $232k 3.4k 68.44
Telephone And Data Systems (TDS) 0.0 $231k 6.3k 37.01
Hilltop Holdings (HTH) 0.0 $231k 6.0k 38.78
Evercommerce (EVCM) 0.0 $231k 23k 10.06
Supernus Pharmaceuticals (SUPN) 0.0 $229k 4.9k 46.51
Ambarella (AMBA) 0.0 $227k 2.6k 85.80
Innoviva (INVA) 0.0 $226k 10k 22.71
NetGear (NTGR) 0.0 $226k 9.7k 23.35
Warrior Met Coal (HCC) 0.0 $226k 2.8k 81.16
Murphy Oil Corporation (MUR) 0.0 $225k 6.9k 32.56
Elastic N V ord (ESTC) 0.0 $225k 3.9k 57.02
Ofg Ban (OFG) 0.0 $224k 4.6k 49.07
Propetro Hldg (PUMP) 0.0 $224k 16k 14.34
Forum Energy Technologies In (FET) 0.0 $222k 4.4k 50.23
Sfl Corp (SFL) 0.0 $222k 22k 10.20
Intrepid Potash (IPI) 0.0 $221k 6.8k 32.78
Cavco Industries (CVCO) 0.0 $221k 360.00 614.38
Standard Motor Products (SMP) 0.0 $221k 5.7k 38.97
Red Violet (RDVT) 0.0 $221k 3.5k 63.72
Grand Canyon Education (LOPE) 0.0 $220k 1.5k 143.11
1st Source Corporation (SRCE) 0.0 $219k 2.7k 81.58
California Res Corp (CRC) 0.0 $218k 4.1k 52.87
Brady Corporation (BRC) 0.0 $216k 2.4k 91.57
Stitch Fix (SFIX) 0.0 $216k 53k 4.11
Revolve Group Inc cl a (RVLV) 0.0 $215k 9.4k 22.89
Liberty Oilfield Services -a (LBRT) 0.0 $215k 8.2k 26.19
Cognyte Software (CGNT) 0.0 $214k 24k 8.78
Paymentus Holdings (PAY) 0.0 $212k 8.8k 24.16
3D Systems Corporation (DDD) 0.0 $211k 70k 3.02
Qualys (QLYS) 0.0 $209k 1.5k 137.49
Pangaea Logistics Solution L (PANL) 0.0 $208k 32k 6.50
American Eagle Outfitters (AEO) 0.0 $207k 12k 17.20
Republic Bancorp, Inc. KY (RBCAA) 0.0 $206k 2.3k 90.43
Crescent Energy Company (CRGY) 0.0 $205k 21k 9.82
Napco Security Systems (NSSC) 0.0 $204k 5.4k 37.98
Workiva Inc equity us cm (WK) 0.0 $204k 4.2k 48.51
Highwoods Properties (HIW) 0.0 $203k 6.7k 30.16
Patterson-UTI Energy (PTEN) 0.0 $197k 22k 9.18
Varex Imaging (VREX) 0.0 $185k 18k 10.43
Si-bone (SIBN) 0.0 $184k 11k 16.32
Himax Technologies Adr (HIMX) 0.0 $183k 12k 15.34
Huntsman Corporation (HUN) 0.0 $177k 17k 10.62
Farmland Partners (FPI) 0.0 $167k 17k 9.68
Oil States International (OIS) 0.0 $165k 21k 8.01
Weave Communications (WEAV) 0.0 $154k 26k 5.99
Upwork (UPWK) 0.0 $150k 18k 8.36
Marqeta 0.0 $133k 33k 4.06
Douglas Emmett (DEI) 0.0 $133k 11k 11.80
Apex Technology Acqui-cl A (AVPT) 0.0 $131k 12k 11.21
Pet Acquisition LLC -Class A (WOOF) 0.0 $127k 47k 2.72
Sprinklr (CXM) 0.0 $106k 21k 5.16
Pagerduty (PD) 0.0 $100k 10k 9.65