13F HOLDINGS REPORT
Cornerstone Investment Partners, LLC
Quarter ended Q3 2025 · Filed November 6, 2025 · Accession 0001328062-25-000008
Total Value
$2.39B
Positions
210
Other Managers
0
Confidential Omitted
No
Holdings (210)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Alphabet Inc. Class A | GOOG | 569,347 | $138.4M | 5.78% |
| 2 | Meta Platforms, Inc. | META | 176,230 | $129.4M | 5.41% |
| 3 | Broadcom Limited | AVGO | 375,409 | $123.9M | 5.18% |
| 4 | Micron Technology Inc | MU | 661,344 | $110.7M | 4.62% |
| 5 | KLA Corporation | KLAC | 96,472 | $104.1M | 4.35% |
| 6 | Microsoft Corporation | MSFT | 186,952 | $96.8M | 4.05% |
| 7 | VISA Inc. | V | 268,312 | $91.6M | 3.83% |
| 8 | Cencora Inc. | COR | 291,309 | $91.0M | 3.80% |
| 9 | Take-Two Interactive Software | TTWO | 349,620 | $90.3M | 3.77% |
| 10 | Apollo Global Management, LLC | 03769M106 | 630,520 | $84.0M | 3.51% |
| 11 | Applied Materials Inc. | 038222105 | 380,494 | $77.9M | 3.26% |
| 12 | Chubb Limited | CB | 274,086 | $77.4M | 3.23% |
| 13 | United Rentals Inc. | URI | 80,048 | $76.4M | 3.19% |
| 14 | McKesson Corp | MCK | 98,004 | $75.7M | 3.16% |
| 15 | W. R. Berkley Corporation | WRB-PH | 965,942 | $74.0M | 3.09% |
| 16 | Vanguard Total Bd Mkt ETF | 921937835 | 892,651 | $66.4M | 2.77% |
| 17 | IQVIA Holdings Inc | IQV | 344,103 | $65.4M | 2.73% |
| 18 | CBRE Group, Inc. | CBRE | 392,759 | $61.9M | 2.59% |
| 19 | Dollar General Corp. | 256677105 | 580,211 | $60.0M | 2.51% |
| 20 | American Express Co. | AXP | 175,012 | $58.1M | 2.43% |
| 21 | The Travelers Companies | TRV | 207,107 | $57.8M | 2.42% |
| 22 | UnitedHealth Group, Inc. | UNH | 166,212 | $57.4M | 2.40% |
| 23 | Diamondback Energy, Inc. | FANG | 396,077 | $56.7M | 2.37% |
| 24 | Fiserv Inc. | FISV | 429,828 | $55.4M | 2.32% |
| 25 | Elevance Health, Inc. | ELV | 169,238 | $54.7M | 2.29% |
| 26 | SS&C Technologies Hldgs Inc. | SSNC | 609,134 | $54.1M | 2.26% |
| 27 | Corpay Inc. | CPAY | 167,486 | $48.2M | 2.02% |
| 28 | JPMorgan Chase & Co | VYLD | 149,147 | $47.0M | 1.97% |
| 29 | AutoZone Inc. | AZO | 10,477 | $44.9M | 1.88% |
| 30 | Qualcomm Inc. | QCOM | 256,994 | $42.8M | 1.79% |
| 31 | Thermo Fisher Scientific Inc. | TMO | 85,342 | $41.4M | 1.73% |
| 32 | Vanguard Short-Term Bond | 921937827 | 142,093 | $11.2M | 0.47% |
| 33 | SPDR Barclays 1-3 Month T-Bill | 78468R663 | 36,329 | $3.3M | 0.14% |
| 34 | iShares S&P Natl AMT-Fr Mun | 464288414 | 16,531 | $1.8M | 0.07% |
| 35 | Comfort Systems USA | 199908104 | 1,914 | $1.6M | 0.07% |
| 36 | Evercore Partners, Inc. | EVR | 4,410 | $1.5M | 0.06% |
| 37 | EMCOR Group Inc. | EME | 1,938 | $1.3M | 0.05% |
| 38 | API Group Corp. | APG | 34,937 | $1.2M | 0.05% |
| 39 | MKS Instruments Inc. | MKSI | 9,034 | $1.1M | 0.05% |
| 40 | US Foods Holding | USFD | 14,122 | $1.1M | 0.05% |
| 41 | Lumentum Holdings Inc. | LITE | 6,546 | $1.1M | 0.04% |
| 42 | Primoris Services Corporation | 74164F103 | 7,735 | $1.1M | 0.04% |
| 43 | CACI International, Inc. | 127190304 | 2,085 | $1.0M | 0.04% |
| 44 | StoneX Group Inc. | SNEX | 9,778 | $986,796 | 0.04% |
| 45 | Ciena Corporation | CIEN | 6,319 | $920,489 | 0.04% |
| 46 | CSX Corporation | CSX | 25,886 | $919,212 | 0.04% |
| 47 | TransUnion | TRU | 10,265 | $860,002 | 0.04% |
| 48 | Nexstar Media Group, Inc. Cl A | NXST | 3,971 | $785,226 | 0.03% |
| 49 | Stifel Financial Corp | 860630102 | 6,871 | $779,652 | 0.03% |
| 50 | Moelis & Company | MC | 10,419 | $743,083 | 0.03% |
| 51 | Walker & Dunlop, Inc. | WD | 8,688 | $726,491 | 0.03% |
| 52 | Dorman Products, Inc. | 258278100 | 4,438 | $691,795 | 0.03% |
| 53 | Permian Resources Corp. | PR | 51,200 | $655,360 | 0.03% |
| 54 | Ryan Specialty Holdings, Inc | RYAN | 11,585 | $652,931 | 0.03% |
| 55 | WEX Inc. | WEX | 4,023 | $633,743 | 0.03% |
| 56 | Veeco Instruments Inc. | 922417100 | 20,513 | $624,211 | 0.03% |
| 57 | Verra Mobility Corporation | VRRM | 25,007 | $617,673 | 0.03% |
| 58 | Churchill Downs Incorporated | CHDN | 6,146 | $596,223 | 0.02% |
| 59 | Powell Industries Inc. | 739128106 | 1,881 | $573,348 | 0.02% |
| 60 | Onto Innovation Inc. | ONTO | 4,252 | $549,443 | 0.02% |
| 61 | Custom Truck One Source Inc | CTOS | 85,231 | $547,183 | 0.02% |
| 62 | SPDR S&P 500 ETF Trust | SPY | 814 | $542,271 | 0.02% |
| 63 | Euronet Worldwide Inc | EEFT | 5,935 | $521,152 | 0.02% |
| 64 | TTM Technologies, Inc. | TTMI | 8,917 | $513,619 | 0.02% |
| 65 | Colliers International Group | 194693107 | 3,266 | $510,182 | 0.02% |
| 66 | Herc Holdings, Inc. | HRI | 4,310 | $502,805 | 0.02% |
| 67 | Service Corporation International | 817565104 | 5,978 | $497,489 | 0.02% |
| 68 | TriNet Group, Inc. | TNET | 7,387 | $494,116 | 0.02% |
| 69 | Teradyne Inc. | TER | 3,563 | $490,411 | 0.02% |
| 70 | GCM Grosvenor, Inc. Class A | GCMG | 39,645 | $478,515 | 0.02% |
| 71 | Alamo Group Inc. | ALG | 2,464 | $470,378 | 0.02% |
| 72 | Willdan Group, Inc. | WLDN | 4,632 | $447,868 | 0.02% |
| 73 | Charles River Laboratories International, Inc. | 159864107 | 2,822 | $441,530 | 0.02% |
| 74 | BJ'S WHOLESALE CLUB HOLDINGS | 05550J101 | 4,659 | $434,452 | 0.02% |
| 75 | SkyWest Inc. | SKYW | 4,103 | $412,844 | 0.02% |
| 76 | Hawkins Inc | HWKN | 2,242 | $409,658 | 0.02% |
| 77 | Carlisle Companies Incorporated | 142339100 | 1,236 | $406,595 | 0.02% |
| 78 | Perimeter Solutions | PRM | 18,122 | $405,752 | 0.02% |
| 79 | ACM Research, Inc. Class A | 00108J109 | 10,170 | $397,952 | 0.02% |
| 80 | iShares S&P Sh Tm Nat AMT-Free | 464288158 | 3,705 | $395,620 | 0.02% |
| 81 | Green Brick Partners, Inc. | GRBK-PA | 5,244 | $387,322 | 0.02% |
| 82 | Hasbro Inc. | HAS | 4,989 | $378,416 | 0.02% |
| 83 | Kinsale Capital Group, Inc. | 49714P108 | 878 | $373,378 | 0.02% |
| 84 | Navigator Holdings Ltd. | NVGS | 24,039 | $372,364 | 0.02% |
| 85 | Expedia, Inc. | EXPE | 1,718 | $367,223 | 0.02% |
| 86 | Texas Roadhouse Inc. | TXRH | 2,185 | $363,038 | 0.02% |
| 87 | American Superconductor Corporation | AMSC | 6,102 | $362,398 | 0.02% |
| 88 | Assurant, Inc. | AIZN | 1,650 | $357,390 | 0.01% |
| 89 | Arlo Technologies Inc. | ARLO | 20,861 | $353,594 | 0.01% |
| 90 | OppFi, Inc. | OPFI-WT | 30,733 | $348,205 | 0.01% |
| 91 | Molina Healthcare, Inc. | MOH | 1,817 | $347,701 | 0.01% |
| 92 | LKQ Corporation | LKQ | 11,371 | $347,270 | 0.01% |
| 93 | Affiliated Managers Group | MGRE | 1,441 | $343,578 | 0.01% |
| 94 | Bruker Corporation | BRKRP | 10,337 | $335,849 | 0.01% |
| 95 | Old Republic International Corporation | 680223104 | 7,883 | $334,791 | 0.01% |
| 96 | Curtiss-Wright Corp. | CW | 608 | $330,108 | 0.01% |
| 97 | Calix, Inc. | CALX | 5,357 | $328,759 | 0.01% |
| 98 | Albertsons Companies, Inc. Class A | 013091103 | 18,640 | $326,386 | 0.01% |
| 99 | Centene Corporation | CNC | 9,145 | $326,294 | 0.01% |
| 100 | Five Below, Inc. | FIVE | 2,100 | $324,870 | 0.01% |
| 101 | Ollie's Bargain Outlet Holding | 681116109 | 2,482 | $318,689 | 0.01% |
| 102 | Monarch Casino & Resort | MCRI | 2,999 | $317,414 | 0.01% |
| 103 | Vimeo, Inc. Common Stock | 92719V100 | 40,703 | $315,448 | 0.01% |
| 104 | Bath & Body Works, Inc. | BBWI | 12,165 | $313,370 | 0.01% |
| 105 | Protagonist Therapeutics, Inc. | PTGX | 4,632 | $307,704 | 0.01% |
| 106 | McGrath RentCorp | MGRC | 2,622 | $307,561 | 0.01% |
| 107 | Perdoceo Education Corporation | PRDO | 8,150 | $306,929 | 0.01% |
| 108 | Life Time Group Holdings, Inc. | LTH | 11,115 | $306,774 | 0.01% |
| 109 | Packaging Corp of America | 695156109 | 1,400 | $305,102 | 0.01% |
| 110 | Sezzle Inc | SEZL | 3,817 | $303,566 | 0.01% |
| 111 | Argan, Inc. | AGX | 1,119 | $302,186 | 0.01% |
| 112 | Universal Technical Institute, Inc. | UTI | 9,279 | $302,031 | 0.01% |
| 113 | Ligand Pharmaceuticals | LGNZZ | 1,697 | $300,607 | 0.01% |
| 114 | ICF International, Inc. | 44925C103 | 3,212 | $298,074 | 0.01% |
| 115 | Pagaya Technologies Ltd Class A | PGYWW | 9,379 | $278,463 | 0.01% |
| 116 | Mercury General Corp. | 589400100 | 3,258 | $276,213 | 0.01% |
| 117 | National Storage Affiliates Trust | NSA-PB | 8,888 | $268,595 | 0.01% |
| 118 | Upwork Inc. | UPWK | 14,453 | $268,392 | 0.01% |
| 119 | Driven Brands Holdings, Inc. | DRVN | 16,596 | $267,362 | 0.01% |
| 120 | Reliance Steel & Aluminum | RS | 936 | $262,857 | 0.01% |
| 121 | Option Care Health Inc | OPCH | 9,455 | $262,471 | 0.01% |
| 122 | OSI Systems, Inc. | OSIS | 1,053 | $262,450 | 0.01% |
| 123 | Darling Ingredients Inc | DAR | 8,485 | $261,932 | 0.01% |
| 124 | Aveanna Healthcare Holdings Inc | AVAH | 28,767 | $255,163 | 0.01% |
| 125 | RPM International Inc. | 749685103 | 2,163 | $254,974 | 0.01% |
| 126 | JFROG Ltd. | FROG | 5,387 | $254,967 | 0.01% |
| 127 | McEwen Mining Inc. | MUX | 14,903 | $254,841 | 0.01% |
| 128 | Hecla Mining Company | 422704106 | 20,863 | $252,442 | 0.01% |
| 129 | Vital Farms, Inc. | VITL | 6,065 | $249,575 | 0.01% |
| 130 | Daktronics, Inc. | DAKT | 11,877 | $248,467 | 0.01% |
| 131 | SiTime Corporation | SITM | 819 | $246,773 | 0.01% |
| 132 | Tower Semiconductor Ltd | TSEM | 3,366 | $243,362 | 0.01% |
| 133 | OPENLANE, Inc. | OPLN | 8,444 | $243,018 | 0.01% |
| 134 | Boot Barn Holdings, Inc | BOOT | 1,460 | $241,951 | 0.01% |
| 135 | Interface, Inc. | TILE | 8,178 | $236,671 | 0.01% |
| 136 | NetGear Inc | NTGR | 7,274 | $235,605 | 0.01% |
| 137 | Globalstar Inc | GSAT | 6,364 | $231,586 | 0.01% |
| 138 | Golar LNG Ltd | GLNG | 5,695 | $230,135 | 0.01% |
| 139 | Dollar Tree, Inc. | DLTR | 2,431 | $229,413 | 0.01% |
| 140 | Teekay Tankers cl A | TNK | 4,478 | $226,363 | 0.01% |
| 141 | AZZ, Inc. | AZZ | 2,072 | $226,117 | 0.01% |
| 142 | Knife River Corp | KNF | 2,941 | $226,075 | 0.01% |
| 143 | M/I Homes, Inc. | MHO | 1,545 | $223,160 | 0.01% |
| 144 | Graham Corporation | GHM | 4,039 | $221,741 | 0.01% |
| 145 | Cal-Maine Foods Inc. | CALM | 2,354 | $221,511 | 0.01% |
| 146 | Signet Jewelers Limited | SIG | 2,302 | $220,808 | 0.01% |
| 147 | Chemed Corporation | CHE | 493 | $220,736 | 0.01% |
| 148 | Mueller Water Products, Inc. Class A | 624758108 | 8,622 | $220,033 | 0.01% |
| 149 | Atmus Filtration Technologies, Inc. | ATMU | 4,842 | $218,326 | 0.01% |
| 150 | CarGurus, Inc. | CARG | 5,862 | $218,242 | 0.01% |
| 151 | Paymentus Holdings, Inc Class A | PAY | 7,085 | $216,801 | 0.01% |
| 152 | Insteel Industries, Inc. | 45774W108 | 5,646 | $216,468 | 0.01% |
| 153 | China Yuchai International Limited | G21082105 | 5,188 | $214,628 | 0.01% |
| 154 | NWPX Infrastructure Inc | NWPX | 4,043 | $213,996 | 0.01% |
| 155 | Veracyte Inc | VCYT | 6,196 | $212,709 | 0.01% |
| 156 | Phibro Animal Health Corporation Class A | PAHC | 5,169 | $209,138 | 0.01% |
| 157 | Myriad Genetics, Inc. | MYGN | 28,677 | $207,335 | 0.01% |
| 158 | OneSpan Inc. | OSPN | 13,044 | $207,269 | 0.01% |
| 159 | GeneDx Holdings Corp | WGSWW | 1,906 | $205,352 | 0.01% |
| 160 | Dana Incorporated | DAN | 10,214 | $204,689 | 0.01% |
| 161 | LeMaitre Vascular, Inc. | LMAT | 2,321 | $203,111 | 0.01% |
| 162 | Proto Labs, Inc. | PRLB | 4,043 | $202,271 | 0.01% |
| 163 | Shake Shack Inc. Class A | SHAK | 2,158 | $202,010 | 0.01% |
| 164 | Sohu.com Limited ADS | SOHU | 12,865 | $201,080 | 0.01% |
| 165 | Backblaze Inc A | BLZE | 21,105 | $195,854 | 0.01% |
| 166 | Sonos Inc. | SONO | 12,278 | $193,992 | 0.01% |
| 167 | Healthcare Services Group | 421906108 | 11,262 | $189,539 | 0.01% |
| 168 | Integral Ad Science Holding Corp | 45828L108 | 18,477 | $187,911 | 0.01% |
| 169 | Cerence Inc. | CRNC | 15,066 | $187,722 | 0.01% |
| 170 | Nextdoor Holdings, Inc. Class A | NXDR | 89,676 | $187,423 | 0.01% |
| 171 | Costamare Inc. | CMRE-PC | 15,653 | $186,427 | 0.01% |
| 172 | Peloton Interactive, Inc. Class A | PTON | 20,512 | $184,608 | 0.01% |
| 173 | Axogen, Inc. | AXGN | 10,187 | $181,736 | 0.01% |
| 174 | Nexxen International Ltd | M8T80P204 | 19,608 | $181,374 | 0.01% |
| 175 | Pitney Bowes Inc. | PBI-PB | 15,885 | $181,248 | 0.01% |
| 176 | Zoominfo Technologies Inc | GTM | 16,588 | $180,975 | 0.01% |
| 177 | Janus International Group, Inc. | JBI | 18,185 | $179,486 | 0.01% |
| 178 | Varex Imaging Corporation | VREX | 14,326 | $177,642 | 0.01% |
| 179 | Cricut, Inc. Class A | CRCT | 28,234 | $177,592 | 0.01% |
| 180 | Transocean Ltd. | RIG | 56,629 | $176,682 | 0.01% |
| 181 | Keros Therapeutics, Inc. | KROS | 11,143 | $176,282 | 0.01% |
| 182 | European Wax Center, Inc. Class A | 29882P106 | 43,937 | $175,309 | 0.01% |
| 183 | Porch Group Inc | PRCH | 10,350 | $173,673 | 0.01% |
| 184 | CryoPort, Inc. | CYRX | 18,306 | $173,541 | 0.01% |
| 185 | Viavi Solutions Inc | VIAV | 13,548 | $171,924 | 0.01% |
| 186 | Hudson Technologies Inc | HDSN | 17,167 | $170,468 | 0.01% |
| 187 | Energy Recovery, Inc. | ERII | 11,054 | $170,453 | 0.01% |
| 188 | Northfield Bancorp, Inc. | NFBK | 14,179 | $167,312 | 0.01% |
| 189 | fuboTV Inc. | FUBO | 40,277 | $167,150 | 0.01% |
| 190 | Postal Realty Trust Inc | PSTL | 10,638 | $166,910 | 0.01% |
| 191 | Boston Omaha Corp. Class A | BOC | 12,624 | $165,122 | 0.01% |
| 192 | Coursera Inc | COUR | 13,957 | $163,436 | 0.01% |
| 193 | ATRenew Inc. Sponsored ADR | RERE | 34,773 | $159,956 | 0.01% |
| 194 | Mission Produce, Inc. | AVO | 13,304 | $159,914 | 0.01% |
| 195 | Udemy, Inc. Common Stock | UDMY | 22,780 | $159,688 | 0.01% |
| 196 | Cognyte Software Ltd. | CGNT | 18,908 | $158,827 | 0.01% |
| 197 | Farmland Partners Inc. | FPI | 13,927 | $151,526 | 0.01% |
| 198 | FIGS, Inc. Class A | FIGS | 22,550 | $150,860 | 0.01% |
| 199 | Yatsen Holding Ltd. ADR Class A | YSG | 16,620 | $150,577 | 0.01% |
| 200 | AerSale Corporation | ASLE | 18,038 | $147,731 | 0.01% |
| 201 | Petco Health & Wellness Company, Inc. Class A | WOOF | 37,694 | $145,876 | 0.01% |
| 202 | LXP Industrial Trust | LXP-PC | 16,090 | $144,166 | 0.01% |
| 203 | Weave Communications, Inc. | WEAV | 20,727 | $138,456 | 0.01% |
| 204 | Marqeta, Inc. | MQ | 25,826 | $136,361 | 0.01% |
| 205 | Sprinkler Inc | CXM | 16,226 | $125,265 | 0.01% |
| 206 | Freshworks Inc. Class A Common | FRSH | 10,461 | $123,126 | 0.01% |
| 207 | Lifestance Health Group, Inc. | LFST | 21,767 | $119,719 | 0.01% |
| 208 | Legalzoom.com, Inc. | LZ | 11,348 | $117,792 | 0.00% |
| 209 | Gaotu Techedu Inc. | GOTU | 35,545 | $115,877 | 0.00% |
| 210 | Adecoagro S.A. | AGRO | 13,055 | $102,351 | 0.00% |