Cornerstone Investment Partners, LLC

ATLANTA, GA · CIK 1328062 · 13F filing filed 2026-08-07

SEC-registered investment adviser since 2002 · limited liability company

Assets managed$2.7bn
Staff15 · 7 in investment roles
Main clients (by assets)Other advisers 63%, Companies 14%, Pension plans 10%
Websitecornerstone-ip.com
Form ADV · 2026-07-30SEC adviser record

Legal entityCORNERSTONE INVESTMENT PARTNERS, LLC (US)

Others nearbyAtlanta, GA

$3.0bn reported value +25.7% vs Q1 2026

312positions

46.2%in top 10

90 new 63 added 154 reduced 69 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	KLA CORP COM NEW KLAC	KLAC	607,345	$183.2m6.13%	6.13%	Reduced -222.2k	-222,165 -26.8%
2	APPLIED MATLS INC COM AMAT	AMAT	218,915	$158.3m5.29%	5.29%	Reduced -117.7k	-117,689 -35.0%
3	ALPHABET INC CAP STK CL A GOOGL	GOOGL	436,781	$156.1m5.22%	5.22%	Reduced -37.9k	-37,900 -8.0%
4	MICRON TECHNOLOGY INC COM MU	MU	134,961	$155.8m5.21%	5.21%	Reduced -152.6k	-152,598 -53.1%
5	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	309,088	$147.6m4.93%	4.93%	Added +4.5k	+4,507 1.5%
6	VISA INC COM CL A V	V	362,532	$124.4m4.16%	4.16%	Added +49.4k	+49,424 15.8%
7	BROADCOM INC COM AVGO	AVGO	322,229	$121.7m4.07%	4.07%	Reduced -1.1k	-1,134 -0.3%
8	AMAZON COM INC COM AMZN	AMZN	481,377	$114.7m3.84%	3.84%	Added +72.0k	+71,971 17.6%
9	META PLATFORMS INC CL A META	META	199,210	$112.2m3.75%	3.75%	Added +27.5k	+27,535 16.0%
10	UNITED RENTALS INC COM URI	URI	96,492	$109.3m3.65%	3.65%	Added +10.6k	+10,564 12.3%
11	TAKE-TWO INTERACTIVE SOFTWAR COM TTWO	TTWO	389,831	$97.4m3.26%	3.26%	Added +55.8k	+55,773 16.7%
12	BERKLEY W R CORP COM WRB	WRB	1,336,146	$94.2m3.15%	3.15%	Added +283.6k	+283,642 26.9%
13	CENCORA INC COM COR	COR	304,829	$86.3m2.88%	2.88%	Added +32.9k	+32,858 12.1%
14	APOLLO GLOBAL MGMT INC COM APO	APO	677,475	$80.2m2.68%	2.68%	Added +62.0k	+61,978 10.1%
15	MCKESSON CORP COM MCK	MCK	105,908	$80.0m2.67%	2.67%	Added +12.4k	+12,379 13.2%
16	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	158,616	$79.5m2.66%	2.66%	Added +66.3k	+66,303 71.8%
17	CHUBB LIMITED COM CB	CB	231,026	$78.7m2.63%	2.63%	Added +135	+135 0.1%
18	JPMORGAN CHASE & CO COM JPM	JPM	231,074	$75.6m2.53%	2.53%	Added +62.1k	+62,133 36.8%
19	AUTOZONE INC COM AZO	AZO	22,763	$72.7m2.43%	2.43%	Added +7.6k	+7,555 49.7%
20	AMERICAN EXPRESS CO COM AXP	AXP	211,997	$71.7m2.40%	2.40%	Added +38.8k	+38,790 22.4%
21	TRAVELERS COMPANIES INC COM TRV	TRV	199,611	$65.9m2.20%	2.20%	Added +1.7k	+1,745 0.9%
22	MICROSOFT CORP COM MSFT	MSFT	175,752	$65.6m2.19%	2.19%	Reduced -3.0k	-2,985 -1.7%
23	DOLLAR GEN CORP NEW COM DG	DG	559,756	$64.4m2.15%	2.15%	Added +5.2k	+5,173 0.9%
24	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	874,427	$64.2m2.15%	2.15%	Reduced -8.7k	-8,727 -1.0%
25	DIAMONDBACK ENERGY INC COM FANG	FANG	359,082	$63.1m2.11%	2.11%	Added +3.3k	+3,273 0.9%
26	UNITEDHEALTH GROUP INC COM UNH	UNH	139,775	$58.1m1.94%	1.94%	Reduced -25.2k	-25,236 -15.3%
27	STRYKER CORPORATION COM SYK	SYK	181,906	$57.3m1.91%	1.91%	New
28	CUMMINS INC COM CMI	CMI	80,225	$57.2m1.91%	1.91%	Reduced -16.0k	-16,032 -16.7%
29	IQVIA HLDGS INC COM IQV	IQV	290,665	$56.2m1.88%	1.88%	Reduced -142.8k	-142,813 -33.0%
30	CBRE GROUP INC CL A CBRE	CBRE	378,370	$51.0m1.70%	1.70%	Added +3.5k	+3,548 0.9%
31	BLACKSTONE INC COM BX	BX	428,346	$50.4m1.68%	1.68%	New
32	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	185,356	$14.4m0.48%	0.48%	Added +45.3k	+45,289 32.3%
33	SPDR SER TR BLOOMBERG 1-3 MO BIL	BIL	52,499	$4.8m0.16%	0.16%	Added +5.1k	+5,074 10.7%
34	MKS INC. COM MKSI	MKSI	6,002	$2.7m0.09%	0.09%	Reduced -3.4k	-3,411 -36.2%
35	EMCOR GROUP INC COM EME	EME	2,170	$1.8m0.06%	0.06%	Unchanged
36	ACM RESH INC COM CL A ACMR	ACMR	14,049	$1.8m0.06%	0.06%	Added +7.7k	+7,658 119.8%
37	ISHARES TR NATIONAL MUN ETF MUB	MUB	16,470	$1.8m0.06%	0.06%	Reduced -158	-158 -0.9%
38	EVERCORE INC CLASS A EVR	EVR	4,710	$1.6m0.05%	0.05%	Added +11	+11 0.2%
39	ONTO INNOVATION INC COM ONTO	ONTO	4,099	$1.6m0.05%	0.05%	Reduced -38	-38 -0.9%
40	API GROUP CORP COM STK APG	APG	36,158	$1.5m0.05%	0.05%	Reduced -290	-290 -0.8%
41	US FOODS HLDG CORP COM USFD	USFD	14,783	$1.5m0.05%	0.05%	Added +90	+90 0.6%
42	STONEX GROUP INC COM SNEX	SNEX	12,060	$1.4m0.05%	0.05%	Reduced -4.0k	-3,956 -24.7%
43	CUSTOM TRUCK ONE SOURCE INC COM CL A CTOS	CTOS	114,163	$1.3m0.05%	0.05%	Added +24.2k	+24,225 26.9%
44	CACI INTL INC CL A CACI	CACI	2,727	$1.3m0.04%	0.04%	Added +590	+590 27.6%
45	NEXSTAR MEDIA GROUP INC COMMON STOCK NXST	NXST	6,705	$1.2m0.04%	0.04%	Added +2.6k	+2,630 64.5%
46	LIFE TIME GROUP HOLDINGS INC COMMON STOCK LTH	LTH	27,529	$1.1m0.04%	0.04%	Added +162	+162 0.6%
47	ELEMENT SOLUTIONS INC COM ESI	ESI	23,032	$1.1m0.04%	0.04%	New
48	WALKER & DUNLOP INC COM WD	WD	19,752	$1.1m0.04%	0.04%	Added +619	+619 3.2%
49	SANMINA CORPORATION COM SANM	SANM	4,164	$1.1m0.04%	0.04%	New
50	PERMIAN RESOURCES CORP CLASS A COM PR	PR	52,935	$974.5k0.03%	0.03%	Added +12	+12 0.0%
51	BRUKER CORP COM BRKR	BRKR	15,662	$942.5k0.03%	0.03%	Added +3.8k	+3,783 31.9%
52	CSX CORP COM CSX	CSX	19,268	$915.8k0.03%	0.03%	Reduced -167	-167 -0.9%
53	MOELIS & CO CL A MC	MC	13,734	$898.5k0.03%	0.03%	Added +63	+63 0.5%
54	EVERUS CONSTR GROUP COM ECG	ECG	5,209	$864.4k0.03%	0.03%	New
55	STANDARDAERO INC COM SARO	SARO	28,791	$861.1k0.03%	0.03%	New
56	EXTREME NETWORKS COM EXTR	EXTR	26,201	$848.1k0.03%	0.03%	New
57	STIFEL FINL CORP COM SF	SF	12,079	$842.8k0.03%	0.03%	Added +3	+3 0.0%
58	CHARLES RIV LABS INTL INC COM CRL	CRL	3,700	$839.1k0.03%	0.03%	Added +106	+106 3.0%
59	CSW INDUSTRIALS INC COM CSW	CSW	2,986	$831.0k0.03%	0.03%	Added +1.7k	+1,736 138.9%
60	SEZZLE INC COM SEZL	SEZL	4,730	$811.8k0.03%	0.03%	Reduced -229	-229 -4.6%
61	SOLSTICE ADVANCED MATLS INC COM SHS SOLS	SOLS	9,128	$808.7k0.03%	0.03%	New
62	PERIMETER SOLUTIONS INC COMMON STOCK PRM	PRM	22,451	$800.4k0.03%	0.03%	Reduced -1.1k	-1,079 -4.6%
63	ACADIAN ASSET MANAGEMENT INC COM AAMI	AAMI	11,117	$795.1k0.03%	0.03%	New
64	PRIMORIS SVCS CORP COM PRIM	PRIM	7,956	$788.6k0.03%	0.03%	Reduced -97	-97 -1.2%
65	VALMONT INDS INC COM VMI	VMI	1,356	$783.2k0.03%	0.03%	New
66	NWPX INFRASTRUCTURE INC COM NWPX	NWPX	5,012	$751.5k0.03%	0.03%	Reduced -239	-239 -4.5%
67	DORMAN PRODS INC COM DORM	DORM	5,120	$698.6k0.02%	0.02%	Added +54	+54 1.1%
68	TEXAS ROADHOUSE INC COM TXRH	TXRH	3,594	$694.5k0.02%	0.02%	Added +1.3k	+1,316 57.8%
69	TPG INC COM CL A TPG	TPG	16,842	$682.9k0.02%	0.02%	Added +10.7k	+10,736 175.8%
70	BJS WHSL CLUB HLDGS INC COM BJ	BJ	7,694	$671.1k0.02%	0.02%	Added +2.7k	+2,689 53.7%
71	CARLISLE COS INC COM CSL	CSL	1,846	$669.6k0.02%	0.02%	Added +555	+555 43.0%
72	KINSALE CAP GROUP INC COM KNSL	KNSL	2,029	$669.2k0.02%	0.02%	Added +1.1k	+1,110 120.8%
73	LIGAND PHARMACEUTICALS INC COM NEW LGND	LGND	2,105	$665.4k0.02%	0.02%	Reduced -100	-100 -4.5%
74	RYAN SPECIALTY HOLDINGS INC CL A RYAN	RYAN	17,615	$665.1k0.02%	0.02%	Unchanged
75	STERIS PLC SHS USD STE	STE	3,071	$646.7k0.02%	0.02%	New
76	MUELLER WTR PRODS INC COM SER A MWA	MWA	24,545	$634.0k0.02%	0.02%	Added +336	+336 1.4%
77	GRAHAM CORP COM GHM	GHM	4,987	$617.3k0.02%	0.02%	Reduced -239	-239 -4.6%
78	HERC HLDGS INC COM HRI	HRI	4,300	$616.4k0.02%	0.02%	Reduced -236	-236 -5.2%
79	POWELL INDS INC COM POWL	POWL	2,120	$607.1k0.02%	0.02%	Added +2	+2 0.1%
80	ULTRA CLEAN HLDGS INC COM UCTT	UCTT	4,224	$602.3k0.02%	0.02%	Reduced -204	-204 -4.6%
81	ICHOR HOLDINGS SHS ICHR	ICHR	5,294	$594.4k0.02%	0.02%	Reduced -254	-254 -4.6%
82	AXOGEN INC COM AXGN	AXGN	12,620	$582.9k0.02%	0.02%	Reduced -606	-606 -4.6%
83	CHURCHILL DOWNS INC COM CHDN	CHDN	6,461	$579.2k0.02%	0.02%	Added +1	+1 0.0%
84	CHEMED CORP NEW COM CHE	CHE	1,206	$561.7k0.02%	0.02%	Added +359	+359 42.4%
85	ADEIA INC COM ADEA	ADEA	16,957	$558.4k0.02%	0.02%	New
86	KNOWLES CORP COM KN	KN	13,378	$554.9k0.02%	0.02%	New
87	TRANSUNION COM TRU	TRU	7,660	$552.6k0.02%	0.02%	Added +2	+2 0.0%
88	SHARKNINJA INC COM SHS SN	SN	3,613	$550.2k0.02%	0.02%	New
89	KNIFE RIVER CORP COMMON STOCK KNF	KNF	6,427	$537.6k0.02%	0.02%	Added +3.2k	+3,185 98.2%
90	IES HOLDINGS INC COM IESC	IESC	730	$536.3k0.02%	0.02%	New
91	MATERION CORP COM MTRN	MTRN	1,791	$532.6k0.02%	0.02%	Reduced -84	-84 -4.5%
92	KULICKE & SOFFA INDS INC COM KLIC	KLIC	3,958	$529.4k0.02%	0.02%	Reduced -188	-188 -4.5%
93	NLIGHT INC COM LASR	LASR	7,566	$526.7k0.02%	0.02%	Reduced -362	-362 -4.6%
94	GREEN BRICK PARTNERS INC COM GRBK	GRBK	6,493	$519.7k0.02%	0.02%	Reduced -313	-313 -4.6%
95	BACKBLAZE INC COM CL A BLZE	BLZE	32,677	$518.3k0.02%	0.02%	New
96	AFFILIATED MANAGERS GROUP IN COM AMG	AMG	1,523	$515.4k0.02%	0.02%	Added +1	+1 0.1%
97	SKYWEST INC COM SKYW	SKYW	5,081	$504.7k0.02%	0.02%	Reduced -244	-244 -4.6%
98	PACKAGING CORP AMER COM PKG	PKG	2,108	$502.3k0.02%	0.02%	Added +644	+644 44.0%
99	ANTERIX INC COM ATEX	ATEX	4,866	$500.9k0.02%	0.02%	New
100	GCM GROSVENOR INC COM CL A GCMG	GCMG	39,870	$490.4k0.02%	0.02%	Reduced -265	-265 -0.7%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ELEVANCE HEALTH INC ELV	ELV	142,647	$41.8m142.6k shares
FISERV INC FISV	FISV	358,781	$20.0m358.8k shares
COMFORT SYS USA INC FIX	FIX	1,540	$2.1m1.5k shares
LUMENTUM HLDGS INC LITE	LITE	3,009	$2.1m3.0k shares
CIENA CORP CIEN	CIEN	5,239	$2.0m5.2k shares
TERADYNE INC TER	TER	3,730	$1.1m3.7k shares
VERRA MOBILITY CORP VRRM	VRRM	38,668	$552.6k38.7k shares
FLEX LTD FLEX	FLEX	8,389	$549.1k8.4k shares
SS&C TECHNOLOGIES HLDGS INC SSNC	SSNC	7,677	$518.7k7.7k shares
UNIVERSAL TECHNICAL INST INC UTI	UTI	12,049	$435.0k12.0k shares
WEX INC WEX	WEX	2,784	$426.1k2.8k shares
ARCH CAP GROUP LTD ACGL	ACGL	4,002	$384.2k4.0k shares
SIXTH STREET SPECIALTY LENDI TSLX	TSLX	20,884	$383.8k20.9k shares
PHIBRO ANIMAL HEALTH CORP PAHC	PAHC	6,616	$365.9k6.6k shares
SPDR S&P 500 ETF TR SPY	SPY	552	$359.0k552 shares
LKQ CORP LKQ	LKQ	11,902	$349.6k11.9k shares
HAMILTON LANE INC HLNE	HLNE	3,420	$339.9k3.4k shares
CENTENE CORP DEL CNC	CNC	9,584	$313.8k9.6k shares
DAKTRONICS INC DAKT	DAKT	15,372	$300.5k15.4k shares
PROTHENA CORP PLC PRTA	PRTA	30,687	$298.3k30.7k shares
JFROG LTD FROG	FROG	6,345	$297.8k6.3k shares
UNITED STS LIME & MINERALS I USLM	USLM	2,256	$294.7k2.3k shares
GIGACLOUD TECHNOLOGY INC GCT	GCT	6,476	$293.9k6.5k shares
MAXLINEAR INC MXL	MXL	16,425	$285.6k16.4k shares
PLEXUS CORP PLXS	PLXS	1,396	$282.7k1.4k shares