1y return+29.2%S&P 500 +20.9%
3y return+87.1%S&P 500 +68.5%
5y return+98.8%S&P 500 +74.5%
10y return+340.3%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $440 against $357 in the S&P 500.2
Cornerstone Investment Partners, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| KLACKLA Corporation | $183.2M | 6.1% | +632.2% |
| AMATApplied Materials Inc. | $158.3M | 5.3% | −35.0% |
| GOOGLAlphabet Inc. Class A | $156.1M | 5.2% | −8.0% |
| MUMicron Technology Inc | $155.8M | 5.2% | −53.1% |
| TSMTaiwan Semiconductor | $147.6M | 4.9% | +1.5% |
| VVisa Inc. | $124.4M | 4.2% | +15.8% |
| AVGOBroadcom Inc. | $121.7M | 4.1% | |
| AMZNAmazon.com, Inc. | $114.7M | 3.8% | +17.6% |
| METAMeta Platforms, Inc. | $112.2M | 3.8% | +16.0% |
| URIUnited Rentals Inc. | $109.3M | 3.7% | +12.3% |
| TTWOTake-Two Interactive Software | $97.4M | 3.3% | +16.7% |
| WRBW. R. Berkley Corporation | $94.2M | 3.2% | +26.9% |
| CORCencora, Inc. | $86.3M | 2.9% | +12.1% |
| APOApollo Global Management, LLC | $80.2M | 2.7% | +10.1% |
| MCKMcKesson Corp | $80.0M | 2.7% | +13.2% |
| TMOThermo Fisher Scientific Inc. | $79.5M | 2.7% | +71.8% |
| Chubb LimitedCUSIP H1467J104 | $78.7M | 2.6% | |
| JPMJPMorgan Chase & Co | $75.6M | 2.5% | +36.8% |
| AZOAutoZone, Inc. | $72.7M | 2.4% | +49.7% |
| AXPAmerican Express Co. | $71.7M | 2.4% | +22.4% |
| TRVThe Travelers Companies, Inc. | $65.9M | 2.2% | |
| MSFTMicrosoft Corporation | $65.6M | 2.2% | −1.7% |
| DGDollar General Corp. | $64.4M | 2.2% | |
| BNDVanguard Total Bd Mkt ETF | $64.2M | 2.1% | |
| FANGDiamondback Energy, Inc. | $63.1M | 2.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AVGOBroadcom Inc. | June 30, 2020 | +1096.9% | $121.7M |
| ONTOOnto Innovation Inc. | June 30, 2020 | +1011.8% | $1.6M |
| EMEEMCOR Group Inc. | September 30, 2021 | +619.3% | $1.8M |
| MKSIMKS Inc. | September 30, 2022 | +438.3% | $2.7M |
| GOOGLAlphabet Inc. Class A | June 30, 2020 | +404.0% | $156.1M |
| AMATApplied Materials Inc. | December 31, 2024 | +344.6% | $158.3M |
| AXPAmerican Express Co. | June 30, 2020 | +255.3% | $71.7M |
| JPMJPMorgan Chase & Co | June 30, 2020 | +248.0% | $75.6M |
| APGAPI Group Corp. | September 30, 2022 | +219.1% | $1.5M |
| CORCencora, Inc. | June 30, 2020 | +180.8% | $86.3M |
Sold off last quarter
- ELVElevance Health, Inc. was $41.8M
- FISVFiserv Inc. was $20.0M
- FIXComfort Systems USA was $2.1M
- LITELumentum Holdings Inc. was $2.1M
- CIENCiena Corporation was $2.0M
- TERTeradyne Inc. was $1.1M
- VRRMVerra Mobility Corporation was $553K
- Flextronics International Ltd.CUSIP Y2573F102 was $549K
- SSNCSS&C Technologies Hldgs Inc. was $519K
- UTIUniversal Technical Institute, Inc. was $435K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +17.8% | +14.8% |
| March 31, 2026 | −4.3% | −4.6% |
| December 31, 2025 | +7.2% | +2.4% |
| September 30, 2025 | +7.0% | +7.8% |
| June 30, 2025 | +8.9% | +10.5% |
| March 31, 2025 | +1.1% | −4.6% |
| December 31, 2024 | +0.9% | +2.1% |
| September 30, 2024 | +4.7% | +5.4% |
| June 30, 2024 | +0.3% | +4.0% |
| March 31, 2024 | +13.4% | +10.0% |
| December 31, 2023 | +12.1% | +11.2% |
| September 30, 2023 | −2.3% | −3.6% |
| June 30, 2023 | +7.8% | +8.3% |
| March 31, 2023 | +2.7% | +7.0% |
| December 31, 2022 | +12.4% | +7.1% |
| September 30, 2022 | −6.7% | −5.3% |
| June 30, 2022 | −13.5% | −16.5% |
| March 31, 2022 | −3.7% | −4.9% |
| December 31, 2021 | +8.7% | +10.7% |
| September 30, 2021 | +1.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Cornerstone Investment Partners, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1328062&type=13F-HR&dateb=&owner=include&count=40CIK 1328062
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1328062/000132806226000004/Filed August 7, 2026 · accession 0001328062-26-000004