13F HOLDINGS REPORT
Cornerstone Investment Partners, LLC
Quarter ended Q2 2025 · Filed August 6, 2025 · Accession 0001328062-25-000005
Total Value
$2.27B
Positions
210
Other Managers
0
Confidential Omitted
No
Holdings (210)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Broadcom Limited | AVGO | 489,844 | $135.0M | 5.96% |
| 2 | Meta Platforms, Inc. | META | 176,997 | $130.6M | 5.77% |
| 3 | Alphabet Inc. Class A | GOOG | 572,114 | $100.8M | 4.45% |
| 4 | VISA Inc. | V | 269,045 | $95.5M | 4.22% |
| 5 | Micron Technology Inc | MU | 773,768 | $95.4M | 4.21% |
| 6 | Microsoft Corporation | MSFT | 185,868 | $92.5M | 4.08% |
| 7 | Cencora Inc. | COR | 292,637 | $87.7M | 3.87% |
| 8 | KLA Corporation | KLAC | 96,635 | $86.6M | 3.82% |
| 9 | Chubb Limited | CB | 275,080 | $79.7M | 3.52% |
| 10 | Take-Two Interactive Software | TTWO | 316,708 | $76.9M | 3.39% |
| 11 | Elevance Health, Inc. | ELV | 194,029 | $75.5M | 3.33% |
| 12 | Fiserv Inc. | FISV | 427,325 | $73.7M | 3.25% |
| 13 | Apollo Global Management, LLC | 03769M106 | 509,962 | $72.3M | 3.19% |
| 14 | McKesson Corp | MCK | 97,419 | $71.4M | 3.15% |
| 15 | HCA Healthcare, Inc. | HCA | 181,100 | $69.4M | 3.06% |
| 16 | Vanguard Total Bd Mkt ETF | 921937835 | 895,326 | $65.9M | 2.91% |
| 17 | Corpay Inc. | CPAY | 196,683 | $65.3M | 2.88% |
| 18 | Applied Materials Inc. | 038222105 | 345,494 | $63.2M | 2.79% |
| 19 | United Rentals Inc. | URI | 79,579 | $60.0M | 2.65% |
| 20 | Dollar General Corp. | 256677105 | 507,864 | $58.1M | 2.56% |
| 21 | American Express Co. | AXP | 175,429 | $56.0M | 2.47% |
| 22 | W. R. Berkley Corporation | WRB-PH | 758,882 | $55.8M | 2.46% |
| 23 | Diamondback Energy, Inc. | FANG | 402,344 | $55.3M | 2.44% |
| 24 | The Travelers Companies | TRV | 205,907 | $55.1M | 2.43% |
| 25 | SS&C Technologies Hldgs Inc. | SSNC | 605,482 | $50.1M | 2.21% |
| 26 | CBRE Group, Inc. | CBRE | 345,299 | $48.4M | 2.14% |
| 27 | UnitedHealth Group, Inc. | UNH | 148,705 | $46.4M | 2.05% |
| 28 | IQVIA Holdings Inc | IQV | 282,378 | $44.5M | 1.96% |
| 29 | JPMorgan Chase & Co | VYLD | 148,250 | $43.0M | 1.90% |
| 30 | Qualcomm Inc. | QCOM | 256,221 | $40.8M | 1.80% |
| 31 | AutoZone Inc. | AZO | 10,415 | $38.7M | 1.71% |
| 32 | Vanguard Short-Term Bond | 921937827 | 142,659 | $11.2M | 0.50% |
| 33 | SPDR Barclays 1-3 Month T-Bill | 78468R663 | 36,214 | $3.3M | 0.15% |
| 34 | CSX Corporation | CSX | 73,156 | $2.4M | 0.11% |
| 35 | iShares S&P Natl AMT-Fr Mun | 464288414 | 17,085 | $1.8M | 0.08% |
| 36 | Evercore Partners, Inc. | EVR | 4,376 | $1.2M | 0.05% |
| 37 | US Foods Holding | USFD | 13,850 | $1.1M | 0.05% |
| 38 | EMCOR Group Inc. | EME | 1,920 | $1.0M | 0.05% |
| 39 | Comfort Systems USA | 199908104 | 1,910 | $1.0M | 0.05% |
| 40 | CACI International, Inc. | 127190304 | 2,053 | $978,665 | 0.04% |
| 41 | MKS Instruments Inc. | MKSI | 9,020 | $896,227 | 0.04% |
| 42 | TransUnion | TRU | 10,098 | $888,624 | 0.04% |
| 43 | StoneX Group Inc. | SNEX | 8,852 | $806,771 | 0.04% |
| 44 | Primoris Services Corporation | 74164F103 | 10,216 | $796,235 | 0.04% |
| 45 | API Group Corp. | APG | 22,935 | $780,554 | 0.03% |
| 46 | Ciena Corporation | CIEN | 9,204 | $748,561 | 0.03% |
| 47 | Sezzle Inc | SEZL | 4,104 | $735,642 | 0.03% |
| 48 | Stifel Financial Corp | 860630102 | 6,825 | $708,299 | 0.03% |
| 49 | WEX Inc. | WEX | 4,731 | $694,937 | 0.03% |
| 50 | Permian Resources Corp. | PR | 50,867 | $692,809 | 0.03% |
| 51 | Dorman Products, Inc. | 258278100 | 5,405 | $663,031 | 0.03% |
| 52 | Moelis & Company | MC | 10,353 | $645,199 | 0.03% |
| 53 | Ryan Specialty Holdings, Inc | RYAN | 9,315 | $633,327 | 0.03% |
| 54 | Lumentum Holdings Inc. | LITE | 6,645 | $631,674 | 0.03% |
| 55 | Verra Mobility Corporation | VRRM | 24,836 | $630,586 | 0.03% |
| 56 | Euronet Worldwide Inc | EEFT | 5,893 | $597,432 | 0.03% |
| 57 | Walker & Dunlop, Inc. | WD | 8,000 | $563,840 | 0.02% |
| 58 | Nexstar Media Group, Inc. Cl A | NXST | 3,214 | $555,861 | 0.02% |
| 59 | Herc Holdings, Inc. | HRI | 4,213 | $554,810 | 0.02% |
| 60 | Alamo Group Inc. | ALG | 2,524 | $551,191 | 0.02% |
| 61 | TriNet Group, Inc. | TNET | 7,343 | $537,067 | 0.02% |
| 62 | Onto Innovation Inc. | ONTO | 5,130 | $517,771 | 0.02% |
| 63 | Five Below, Inc. | FIVE | 3,798 | $498,222 | 0.02% |
| 64 | BJ'S WHOLESALE CLUB HOLDINGS | 05550J101 | 4,571 | $492,891 | 0.02% |
| 65 | Churchill Downs Incorporated | CHDN | 4,819 | $486,719 | 0.02% |
| 66 | Service Corporation International | 817565104 | 5,854 | $476,516 | 0.02% |
| 67 | Hasbro Inc. | HAS | 6,380 | $470,972 | 0.02% |
| 68 | OppFi, Inc. | OPFI-WT | 33,012 | $461,838 | 0.02% |
| 69 | Navitas Semiconductor Corporat | NVTS | 70,445 | $461,415 | 0.02% |
| 70 | SkyWest Inc. | SKYW | 4,411 | $454,201 | 0.02% |
| 71 | GCM Grosvenor, Inc. Class A | GCMG | 38,769 | $448,170 | 0.02% |
| 72 | LKQ Corporation | LKQ | 11,594 | $429,094 | 0.02% |
| 73 | Powell Industries Inc. | 739128106 | 2,022 | $425,530 | 0.02% |
| 74 | Kinsale Capital Group, Inc. | 49714P108 | 876 | $423,896 | 0.02% |
| 75 | iShares S&P Sh Tm Nat AMT-Free | 464288158 | 3,861 | $410,579 | 0.02% |
| 76 | Texas Roadhouse Inc. | TXRH | 2,172 | $407,055 | 0.02% |
| 77 | Cactus, Inc. | WHD | 9,204 | $402,399 | 0.02% |
| 78 | Albertsons Companies, Inc. Class A | 013091103 | 18,613 | $400,366 | 0.02% |
| 79 | Affiliated Managers Group | MGRE | 2,019 | $397,279 | 0.02% |
| 80 | TTM Technologies, Inc. | TTMI | 9,581 | $391,096 | 0.02% |
| 81 | Arlo Technologies Inc. | ARLO | 22,567 | $382,736 | 0.02% |
| 82 | Alight Inc. | ALIT | 66,751 | $377,811 | 0.02% |
| 83 | Molina Healthcare, Inc. | MOH | 1,263 | $376,248 | 0.02% |
| 84 | Bath & Body Works, Inc. | BBWI | 12,146 | $363,894 | 0.02% |
| 85 | Green Brick Partners, Inc. | GRBK-PA | 5,636 | $354,392 | 0.02% |
| 86 | Niagen Bioscience, Inc. | NAGE | 24,492 | $352,930 | 0.02% |
| 87 | Warrior Met Coal, Llc | HCC | 7,666 | $351,333 | 0.02% |
| 88 | Hawkins Inc | HWKN | 2,409 | $342,319 | 0.02% |
| 89 | Navigator Holdings Ltd. | NVGS | 23,949 | $338,878 | 0.01% |
| 90 | Universal Technical Institute, Inc. | UTI | 9,970 | $337,883 | 0.01% |
| 91 | Ollie's Bargain Outlet Holding | 681116109 | 2,556 | $336,830 | 0.01% |
| 92 | Sapiens International | G7T16G103 | 11,384 | $332,982 | 0.01% |
| 93 | Carlisle Companies Incorporated | 142339100 | 880 | $328,592 | 0.01% |
| 94 | Shake Shack Inc. Class A | SHAK | 2,321 | $326,333 | 0.01% |
| 95 | Teradyne Inc. | TER | 3,558 | $319,935 | 0.01% |
| 96 | Darling Ingredients Inc | DAR | 8,410 | $319,075 | 0.01% |
| 97 | Bruker Corporation | BRKRP | 7,649 | $315,139 | 0.01% |
| 98 | Ulta Beauty, Inc. | ULTA | 668 | $312,504 | 0.01% |
| 99 | Charles River Laboratories International, Inc. | 159864107 | 2,055 | $311,805 | 0.01% |
| 100 | Willdan Group, Inc. | WLDN | 4,971 | $310,737 | 0.01% |
| 101 | Custom Truck One Source Inc | CTOS | 62,337 | $307,945 | 0.01% |
| 102 | Calix, Inc. | CALX | 5,757 | $306,215 | 0.01% |
| 103 | Option Care Health Inc | OPCH | 9,404 | $305,442 | 0.01% |
| 104 | Old Republic International Corporation | 680223104 | 7,871 | $302,561 | 0.01% |
| 105 | Curtiss-Wright Corp. | CW | 612 | $298,993 | 0.01% |
| 106 | Reliance Steel & Aluminum | RS | 934 | $293,183 | 0.01% |
| 107 | National Storage Affiliates Trust | NSA-PB | 9,108 | $291,365 | 0.01% |
| 108 | Veeco Instruments Inc. | 922417100 | 14,293 | $290,434 | 0.01% |
| 109 | Expedia, Inc. | EXPE | 1,716 | $289,455 | 0.01% |
| 110 | Colliers International Group | 194693107 | 2,193 | $286,274 | 0.01% |
| 111 | Perdoceo Education Corporation | PRDO | 8,757 | $286,266 | 0.01% |
| 112 | Driven Brands Holdings, Inc. | DRVN | 16,227 | $284,946 | 0.01% |
| 113 | ACM Research, Inc. Class A | 00108J109 | 10,926 | $282,983 | 0.01% |
| 114 | Byrna Technologies Inc | BYRN | 9,099 | $280,977 | 0.01% |
| 115 | Digital Turbine, Inc. | APPS | 47,065 | $277,684 | 0.01% |
| 116 | Itron, Inc. | ITRI | 2,109 | $277,608 | 0.01% |
| 117 | Protagonist Therapeutics, Inc. | PTGX | 4,980 | $275,245 | 0.01% |
| 118 | Perimeter Solutions | PRM | 19,473 | $271,064 | 0.01% |
| 119 | ICF International, Inc. | 44925C103 | 3,188 | $270,055 | 0.01% |
| 120 | Argan, Inc. | AGX | 1,202 | $265,017 | 0.01% |
| 121 | SGHC Ltd | SGHC | 23,597 | $258,859 | 0.01% |
| 122 | OSI Systems, Inc. | OSIS | 1,133 | $254,766 | 0.01% |
| 123 | Atlantic Union Bankshares Corp | 04911A107 | 8,126 | $254,181 | 0.01% |
| 124 | JFROG Ltd. | FROG | 5,788 | $253,977 | 0.01% |
| 125 | Vital Farms, Inc. | VITL | 6,575 | $253,269 | 0.01% |
| 126 | Golar LNG Ltd | GLNG | 6,122 | $252,165 | 0.01% |
| 127 | Cal-Maine Foods Inc. | CALM | 2,531 | $252,164 | 0.01% |
| 128 | United Natural Foods Inc. | UNTCW | 10,799 | $251,725 | 0.01% |
| 129 | Paymentus Holdings, Inc Class A | PAY | 7,613 | $249,326 | 0.01% |
| 130 | American Superconductor Corporation | AMSC | 6,667 | $244,612 | 0.01% |
| 131 | Clearfield, Inc. | CLFD | 5,570 | $241,794 | 0.01% |
| 132 | Boot Barn Holdings, Inc | BOOT | 1,570 | $238,640 | 0.01% |
| 133 | Chemed Corporation | CHE | 488 | $237,622 | 0.01% |
| 134 | RPM International Inc. | 749685103 | 2,160 | $237,254 | 0.01% |
| 135 | Mercury General Corp. | 589400100 | 3,500 | $235,690 | 0.01% |
| 136 | OneSpan Inc. | OSPN | 14,008 | $233,794 | 0.01% |
| 137 | European Wax Center, Inc. Class A | 29882P106 | 41,490 | $233,589 | 0.01% |
| 138 | Olo Inc | 68134L109 | 25,919 | $230,679 | 0.01% |
| 139 | NetGear Inc | NTGR | 7,811 | $227,066 | 0.01% |
| 140 | Knife River Corp | KNF | 2,780 | $226,959 | 0.01% |
| 141 | Insteel Industries, Inc. | 45774W108 | 6,059 | $225,455 | 0.01% |
| 142 | Matson, Inc. | MATX | 2,019 | $224,816 | 0.01% |
| 143 | Mueller Water Products, Inc. Class A | 624758108 | 9,265 | $222,731 | 0.01% |
| 144 | BJ's Restaurants, Inc. | BJRI | 4,988 | $222,465 | 0.01% |
| 145 | OPENLANE, Inc. | OPLN | 9,073 | $221,835 | 0.01% |
| 146 | Americas Car-Mart Inc. | 03062T105 | 3,957 | $221,750 | 0.01% |
| 147 | Nexxen International Ltd | M8T80P204 | 21,056 | $219,193 | 0.01% |
| 148 | Blackbaud, Inc. | BLKB | 3,410 | $218,956 | 0.01% |
| 149 | Pagaya Technologies Ltd Class A | PGYWW | 10,207 | $217,613 | 0.01% |
| 150 | Graham Corporation | GHM | 4,334 | $214,576 | 0.01% |
| 151 | Upstart Holdings, Inc. | UPST | 3,296 | $213,185 | 0.01% |
| 152 | Dave Inc | 23834J201 | 793 | $212,849 | 0.01% |
| 153 | CarGurus, Inc. | CARG | 6,298 | $210,794 | 0.01% |
| 154 | AZZ, Inc. | AZZ | 2,226 | $210,312 | 0.01% |
| 155 | Univest Financial Corporation | UVSP | 6,996 | $210,160 | 0.01% |
| 156 | Upwork Inc. | UPWK | 15,530 | $208,723 | 0.01% |
| 157 | EVERQUOTE, INC. | EVER | 8,603 | $208,021 | 0.01% |
| 158 | Intrepid Potash, Inc. | IPI | 5,809 | $207,556 | 0.01% |
| 159 | Ligand Pharmaceuticals | LGNZZ | 1,825 | $207,466 | 0.01% |
| 160 | LeMaitre Vascular, Inc. | LMAT | 2,492 | $206,961 | 0.01% |
| 161 | Teekay Tankers cl A | TNK | 4,813 | $200,798 | 0.01% |
| 162 | Shenandoah Telecomm Co. | SHEN | 14,680 | $200,529 | 0.01% |
| 163 | Avepoint, Inc | AVPT | 10,099 | $195,012 | 0.01% |
| 164 | Daktronics, Inc. | DAKT | 12,752 | $192,810 | 0.01% |
| 165 | Cantaloupe, Inc. | CTLPP | 17,540 | $192,765 | 0.01% |
| 166 | Dana Incorporated | DAN | 10,975 | $188,221 | 0.01% |
| 167 | LifeMD Inc | LFMDP | 13,747 | $187,234 | 0.01% |
| 168 | Pitney Bowes Inc. | PBI-PB | 17,068 | $186,212 | 0.01% |
| 169 | Sohu.com Limited ADS | SOHU | 13,825 | $184,011 | 0.01% |
| 170 | Healthcare Services Group | 421906108 | 12,089 | $181,698 | 0.01% |
| 171 | Genius Sports Limited | GENI | 17,426 | $181,230 | 0.01% |
| 172 | Zoominfo Technologies Inc | GTM | 17,825 | $180,389 | 0.01% |
| 173 | AngioDynamics Inc | ANGO | 18,054 | $179,096 | 0.01% |
| 174 | Farmland Partners Inc. | FPI | 14,965 | $172,247 | 0.01% |
| 175 | Udemy, Inc. Common Stock | UDMY | 24,483 | $172,115 | 0.01% |
| 176 | Summit Hotel Properties, Inc. | 866082100 | 33,432 | $170,169 | 0.01% |
| 177 | Organogenesis Holdings Inc. | ORGO | 45,977 | $168,276 | 0.01% |
| 178 | Postal Realty Trust Inc | PSTL | 11,421 | $168,231 | 0.01% |
| 179 | Freshworks Inc. Class A Common | FRSH | 11,244 | $167,648 | 0.01% |
| 180 | Mission Produce, Inc. | AVO | 14,285 | $167,420 | 0.01% |
| 181 | fuboTV Inc. | FUBO | 43,282 | $167,069 | 0.01% |
| 182 | Cerence Inc. | CRNC | 16,193 | $165,331 | 0.01% |
| 183 | Marqeta, Inc. | MQ | 27,753 | $161,800 | 0.01% |
| 184 | Aveanna Healthcare Holdings Inc | AVAH | 30,914 | $161,680 | 0.01% |
| 185 | Nextdoor Holdings, Inc. Class A | NXDR | 96,369 | $159,973 | 0.01% |
| 186 | Janus International Group, Inc. | JBI | 19,545 | $159,096 | 0.01% |
| 187 | NOW Inc. | DNOW | 10,710 | $158,829 | 0.01% |
| 188 | thredUP, Inc. Class A | TDUP | 20,789 | $155,710 | 0.01% |
| 189 | Real Brokerage Inc | 75585H206 | 33,582 | $151,455 | 0.01% |
| 190 | Costamare Inc. | CMRE-PC | 16,602 | $151,244 | 0.01% |
| 191 | Verus Residential, Inc. | VRE | 10,047 | $149,600 | 0.01% |
| 192 | Chatham Lodging Trust | CLDT-PA | 21,338 | $148,726 | 0.01% |
| 193 | Sprinkler Inc | CXM | 17,436 | $147,509 | 0.01% |
| 194 | Microvast Holdings, Inc. | MVSTW | 40,505 | $147,033 | 0.01% |
| 195 | Latham Group Inc | SWIM | 23,012 | $146,817 | 0.01% |
| 196 | Viavi Solutions Inc | VIAV | 14,560 | $146,619 | 0.01% |
| 197 | Ponce Financial Group Inc | PDLB | 10,586 | $146,510 | 0.01% |
| 198 | LXP Industrial Trust | LXP-PC | 17,291 | $142,824 | 0.01% |
| 199 | SkyWater Technology Inc | SKYT | 14,327 | $140,978 | 0.01% |
| 200 | Ooma, Inc. | OOMA | 10,771 | $138,946 | 0.01% |
| 201 | Gaotu Techedu Inc. | GOTU | 38,154 | $137,736 | 0.01% |
| 202 | Adecoagro S.A. | AGRO | 14,032 | $128,252 | 0.01% |
| 203 | Honest Company, Inc. | HNST | 24,950 | $126,996 | 0.01% |
| 204 | Lifestance Health Group, Inc. | LFST | 23,390 | $120,926 | 0.01% |
| 205 | Mister Car Wash, Inc. | MCW | 20,105 | $120,831 | 0.01% |
| 206 | Grid Dynamics Holdings, Inc. | GDYN | 10,436 | $120,536 | 0.01% |
| 207 | Steelcase Inc. Class A | 858155203 | 11,186 | $116,670 | 0.01% |
| 208 | Petco Health & Wellness Company, Inc. Class A | WOOF | 40,505 | $114,629 | 0.01% |
| 209 | Clover Health Investments Corp. Class A | CLOV | 40,396 | $112,705 | 0.00% |
| 210 | Legalzoom.com, Inc. | LZ | 12,198 | $108,684 | 0.00% |