13F HOLDINGS REPORT
Cornerstone Investment Partners, LLC
Quarter ended Q4 2025 · Filed January 29, 2026 · Accession 0001328062-26-000002
Total Value
$2.58B
Positions
219
Other Managers
0
Confidential Omitted
No
Holdings (219)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Alphabet Inc. Class A | GOOG | 495,493 | $155.1M | 6.01% |
| 2 | Micron Technology Inc | MU | 477,587 | $136.3M | 5.28% |
| 3 | Broadcom Limited | AVGO | 376,918 | $130.5M | 5.06% |
| 4 | Meta Platforms, Inc. | META | 179,103 | $118.2M | 4.58% |
| 5 | KLA Corporation | KLAC | 96,846 | $117.7M | 4.56% |
| 6 | VISA Inc. | V | 297,678 | $104.4M | 4.05% |
| 7 | Applied Materials Inc. | 038222105 | 401,889 | $103.3M | 4.00% |
| 8 | IQVIA Holdings Inc | IQV | 453,850 | $102.3M | 3.97% |
| 9 | Cencora Inc. | COR | 283,931 | $95.9M | 3.72% |
| 10 | Apollo Global Management, LLC | 03769M106 | 632,702 | $91.6M | 3.55% |
| 11 | Microsoft Corporation | MSFT | 187,650 | $90.8M | 3.52% |
| 12 | Take-Two Interactive Software | TTWO | 351,145 | $89.9M | 3.49% |
| 13 | McKesson Corp | MCK | 98,421 | $80.7M | 3.13% |
| 14 | Dollar General Corp. | 256677105 | 582,896 | $77.4M | 3.00% |
| 15 | W. R. Berkley Corporation | WRB-PH | 1,099,746 | $77.1M | 2.99% |
| 16 | Chubb Limited | CB | 241,557 | $75.4M | 2.92% |
| 17 | Taiwan Semiconductor | 874039100 | 240,535 | $73.1M | 2.83% |
| 18 | United Rentals Inc. | URI | 90,222 | $73.0M | 2.83% |
| 19 | Vanguard Total Bd Mkt ETF | 921937835 | 883,725 | $65.5M | 2.54% |
| 20 | American Express Co. | AXP | 175,711 | $65.0M | 2.52% |
| 21 | CBRE Group, Inc. | CBRE | 394,560 | $63.4M | 2.46% |
| 22 | The Travelers Companies | TRV | 208,043 | $60.3M | 2.34% |
| 23 | Diamondback Energy, Inc. | FANG | 399,120 | $60.0M | 2.33% |
| 24 | Elevance Health, Inc. | ELV | 167,102 | $58.6M | 2.27% |
| 25 | Thermo Fisher Scientific Inc. | TMO | 97,304 | $56.4M | 2.19% |
| 26 | UnitedHealth Group, Inc. | UNH | 163,887 | $54.1M | 2.10% |
| 27 | Cummins Inc. | CMI | 101,257 | $51.7M | 2.00% |
| 28 | JPMorgan Chase & Co | VYLD | 149,854 | $48.3M | 1.87% |
| 29 | Amazon.com, Inc. | AMZN | 202,491 | $46.7M | 1.81% |
| 30 | AutoZone Inc. | AZO | 13,298 | $45.1M | 1.75% |
| 31 | Fiserv Inc. | FISV | 369,181 | $24.8M | 0.96% |
| 32 | Vanguard Short-Term Bond | 921937827 | 140,190 | $11.0M | 0.43% |
| 33 | SPDR S&P 500 ETF Trust | SPY | 5,544 | $3.8M | 0.15% |
| 34 | SPDR Barclays 1-3 Month T-Bill | 78468R663 | 34,998 | $3.2M | 0.12% |
| 35 | Lumentum Holdings Inc. | LITE | 5,272 | $1.9M | 0.08% |
| 36 | Comfort Systems USA | 199908104 | 1,903 | $1.8M | 0.07% |
| 37 | iShares S&P Natl AMT-Fr Mun | 464288414 | 16,300 | $1.7M | 0.07% |
| 38 | Evercore Partners, Inc. | EVR | 4,401 | $1.5M | 0.06% |
| 39 | Ciena Corporation | CIEN | 6,213 | $1.5M | 0.06% |
| 40 | MKS Instruments Inc. | MKSI | 9,037 | $1.4M | 0.06% |
| 41 | API Group Corp. | APG | 35,133 | $1.3M | 0.05% |
| 42 | EMCOR Group Inc. | EME | 2,082 | $1.3M | 0.05% |
| 43 | CACI International, Inc. | 127190304 | 2,059 | $1.1M | 0.04% |
| 44 | US Foods Holding | USFD | 14,143 | $1.1M | 0.04% |
| 45 | Primoris Services Corporation | 74164F103 | 7,738 | $960,595 | 0.04% |
| 46 | Stifel Financial Corp | 860630102 | 7,579 | $949,042 | 0.04% |
| 47 | StoneX Group Inc. | SNEX | 9,831 | $935,223 | 0.04% |
| 48 | Verra Mobility Corporation | VRRM | 37,130 | $832,083 | 0.03% |
| 49 | Nexstar Media Group, Inc. Cl A | NXST | 3,924 | $796,768 | 0.03% |
| 50 | Moelis & Company | MC | 10,522 | $723,282 | 0.03% |
| 51 | Permian Resources Corp. | PR | 51,015 | $715,740 | 0.03% |
| 52 | CSX Corporation | CSX | 19,501 | $706,911 | 0.03% |
| 53 | Charles River Laboratories International, Inc. | 159864107 | 3,510 | $700,175 | 0.03% |
| 54 | Churchill Downs Incorporated | CHDN | 6,148 | $699,519 | 0.03% |
| 55 | Life Time Group Holdings, Inc. | LTH | 26,053 | $692,489 | 0.03% |
| 56 | Teradyne Inc. | TER | 3,572 | $691,396 | 0.03% |
| 57 | Onto Innovation Inc. | ONTO | 4,183 | $660,328 | 0.03% |
| 58 | Walker & Dunlop, Inc. | WD | 10,885 | $654,733 | 0.03% |
| 59 | SS&C Technologies Hldgs Inc. | SSNC | 7,466 | $652,678 | 0.03% |
| 60 | TransUnion | TRU | 7,466 | $640,210 | 0.02% |
| 61 | Herc Holdings, Inc. | HRI | 4,312 | $639,815 | 0.02% |
| 62 | Powell Industries Inc. | 739128106 | 1,911 | $609,189 | 0.02% |
| 63 | Ryan Specialty Holdings, Inc | RYAN | 11,764 | $607,375 | 0.02% |
| 64 | Dorman Products, Inc. | 258278100 | 4,440 | $546,964 | 0.02% |
| 65 | Bruker Corporation | BRKRP | 11,473 | $540,493 | 0.02% |
| 66 | Perimeter Solutions | PRM | 18,133 | $499,201 | 0.02% |
| 67 | Custom Truck One Source Inc | CTOS | 86,428 | $497,825 | 0.02% |
| 68 | Colliers International Group | 194693107 | 3,334 | $490,131 | 0.02% |
| 69 | Willdan Group, Inc. | WLDN | 4,635 | $480,464 | 0.02% |
| 70 | Service Corporation International | 817565104 | 5,981 | $466,339 | 0.02% |
| 71 | Hamilton Lane Incorporated Class A | HLNE | 3,364 | $451,819 | 0.02% |
| 72 | Euronet Worldwide Inc | EEFT | 5,886 | $447,983 | 0.02% |
| 73 | GCM Grosvenor, Inc. Class A | GCMG | 39,025 | $441,763 | 0.02% |
| 74 | TriNet Group, Inc. | TNET | 7,389 | $436,912 | 0.02% |
| 75 | BJ'S WHOLESALE CLUB HOLDINGS | 05550J101 | 4,709 | $423,951 | 0.02% |
| 76 | Affiliated Managers Group | MGRE | 1,462 | $421,465 | 0.02% |
| 77 | Alamo Group Inc. | ALG | 2,506 | $420,682 | 0.02% |
| 78 | SkyWest Inc. | SKYW | 4,105 | $412,183 | 0.02% |
| 79 | Protagonist Therapeutics, Inc. | PTGX | 4,634 | $404,734 | 0.02% |
| 80 | Assurant, Inc. | AIZN | 1,651 | $397,643 | 0.02% |
| 81 | Carlisle Companies Incorporated | 142339100 | 1,239 | $396,307 | 0.02% |
| 82 | Hasbro Inc. | HAS | 4,822 | $395,404 | 0.02% |
| 83 | iShares S&P Sh Tm Nat AMT-Free | 464288158 | 3,653 | $389,775 | 0.02% |
| 84 | WEX Inc. | WEX | 2,604 | $387,944 | 0.02% |
| 85 | Centene Corporation | CNC | 9,192 | $378,251 | 0.01% |
| 86 | Texas Roadhouse Inc. | TXRH | 2,185 | $362,710 | 0.01% |
| 87 | TPG Inc Class A | TPGXL | 5,681 | $362,675 | 0.01% |
| 88 | Old Republic International Corporation | 680223104 | 7,883 | $359,780 | 0.01% |
| 89 | CSW Industrials, Inc. | CSW | 1,197 | $351,355 | 0.01% |
| 90 | Argan, Inc. | AGX | 1,119 | $350,605 | 0.01% |
| 91 | LKQ Corporation | LKQ | 11,371 | $343,404 | 0.01% |
| 92 | Kinsale Capital Group, Inc. | 49714P108 | 878 | $343,403 | 0.01% |
| 93 | Axogen, Inc. | AXGN | 10,194 | $333,650 | 0.01% |
| 94 | Green Brick Partners, Inc. | GRBK-PA | 5,247 | $328,777 | 0.01% |
| 95 | Brown & Brown, Inc. | BRO | 4,112 | $327,726 | 0.01% |
| 96 | OppFi, Inc. | OPFI-WT | 30,752 | $321,666 | 0.01% |
| 97 | Curtiss-Wright Corp. | CW | 583 | $321,390 | 0.01% |
| 98 | Ligand Pharmaceuticals | LGNZZ | 1,698 | $321,041 | 0.01% |
| 99 | Albertsons Companies, Inc. Class A | 013091103 | 18,640 | $320,049 | 0.01% |
| 100 | Expedia, Inc. | EXPE | 1,124 | $318,440 | 0.01% |
| 101 | Molina Healthcare, Inc. | MOH | 1,817 | $315,322 | 0.01% |
| 102 | Option Care Health Inc | OPCH | 9,773 | $311,368 | 0.01% |
| 103 | Mercury General Corp. | 589400100 | 3,260 | $306,636 | 0.01% |
| 104 | Darling Ingredients Inc | DAR | 8,489 | $305,604 | 0.01% |
| 105 | Dollar Tree, Inc. | DLTR | 2,431 | $299,037 | 0.01% |
| 106 | Arlo Technologies Inc. | ARLO | 20,874 | $292,027 | 0.01% |
| 107 | Packaging Corp of America | 695156109 | 1,400 | $288,722 | 0.01% |
| 108 | Photronics Inc. | PLAB | 9,002 | $288,064 | 0.01% |
| 109 | Monarch Casino & Resort | MCRI | 3,000 | $287,100 | 0.01% |
| 110 | Upwork Inc. | UPWK | 14,462 | $286,637 | 0.01% |
| 111 | Calix, Inc. | CALX | 5,360 | $283,705 | 0.01% |
| 112 | McEwen Mining Inc. | MUX | 14,912 | $276,021 | 0.01% |
| 113 | McGrath RentCorp | MGRC | 2,624 | $275,336 | 0.01% |
| 114 | AXT, Inc. | AXTI | 16,793 | $274,566 | 0.01% |
| 115 | ICF International, Inc. | 44925C103 | 3,213 | $274,069 | 0.01% |
| 116 | Ollie's Bargain Outlet Holding | 681116109 | 2,483 | $272,162 | 0.01% |
| 117 | Reliance Steel & Aluminum | RS | 936 | $270,382 | 0.01% |
| 118 | OSI Systems, Inc. | OSIS | 1,054 | $268,833 | 0.01% |
| 119 | Veracyte Inc | VCYT | 6,200 | $261,020 | 0.01% |
| 120 | Graham Corporation | GHM | 4,041 | $259,553 | 0.01% |
| 121 | Boot Barn Holdings, Inc | BOOT | 1,461 | $257,823 | 0.01% |
| 122 | FIGS, Inc. Class A | FIGS | 22,564 | $256,327 | 0.01% |
| 123 | American Eagle Outfitters | AEO | 9,705 | $255,921 | 0.01% |
| 124 | Navigator Holdings Ltd. | NVGS | 14,720 | $254,950 | 0.01% |
| 125 | Enova International, Inc. | 29357K103 | 1,618 | $254,350 | 0.01% |
| 126 | NWPX Infrastructure Inc | NWPX | 4,046 | $252,835 | 0.01% |
| 127 | OPENLANE, Inc. | OPLN | 8,449 | $251,611 | 0.01% |
| 128 | Atmus Filtration Technologies, Inc. | ATMU | 4,845 | $251,504 | 0.01% |
| 129 | National Storage Affiliates Trust | NSA-PB | 8,888 | $250,730 | 0.01% |
| 130 | Driven Brands Holdings, Inc. | DRVN | 16,605 | $246,086 | 0.01% |
| 131 | Costamare Inc. | CMRE-PC | 15,459 | $244,098 | 0.01% |
| 132 | Universal Technical Institute, Inc. | UTI | 9,285 | $242,617 | 0.01% |
| 133 | Sezzle Inc | SEZL | 3,820 | $242,475 | 0.01% |
| 134 | Viavi Solutions Inc | VIAV | 13,557 | $241,586 | 0.01% |
| 135 | Teekay Tankers cl A | TNK | 4,481 | $239,375 | 0.01% |
| 136 | Perdoceo Education Corporation | PRDO | 8,155 | $239,186 | 0.01% |
| 137 | Castle Biosciences, Inc. | CSTL | 6,078 | $236,434 | 0.01% |
| 138 | Aveanna Healthcare Holdings Inc | AVAH | 28,784 | $235,165 | 0.01% |
| 139 | Daktronics, Inc. | DAKT | 11,884 | $234,947 | 0.01% |
| 140 | Transocean Ltd. | RIG | 56,665 | $234,026 | 0.01% |
| 141 | Matson, Inc. | MATX | 1,879 | $232,150 | 0.01% |
| 142 | RPM International Inc. | 749685103 | 2,212 | $230,048 | 0.01% |
| 143 | Revolve Group, LLC. | RVLV | 7,617 | $229,957 | 0.01% |
| 144 | Omnicell, Inc. | OMCL | 5,070 | $229,671 | 0.01% |
| 145 | Vishay Precision Group | VPG | 5,954 | $229,229 | 0.01% |
| 146 | NLIGHT, INC | LASR | 6,111 | $229,224 | 0.01% |
| 147 | Interface, Inc. | TILE | 8,183 | $228,469 | 0.01% |
| 148 | Keros Therapeutics, Inc. | KROS | 11,150 | $227,014 | 0.01% |
| 149 | CarGurus, Inc. | CARG | 5,866 | $224,961 | 0.01% |
| 150 | Kohl's Corporation | KSS | 11,019 | $224,898 | 0.01% |
| 151 | iRadimed Corporation | IRMD | 2,303 | $224,036 | 0.01% |
| 152 | Paymentus Holdings, Inc Class A | PAY | 7,089 | $223,942 | 0.01% |
| 153 | Stitch Fix, Inc. Class A | SFIX | 42,388 | $222,537 | 0.01% |
| 154 | MaxLinear, Inc. cl A | MXL | 12,658 | $220,629 | 0.01% |
| 155 | Kaiser Aluminum Corp. | KALU | 1,916 | $220,072 | 0.01% |
| 156 | EVERQUOTE, INC. | EVER | 8,019 | $216,513 | 0.01% |
| 157 | Sonos Inc. | SONO | 12,285 | $215,725 | 0.01% |
| 158 | Braze, Inc. | BRZE | 6,237 | $213,867 | 0.01% |
| 159 | Knife River Corp | KNF | 3,037 | $213,653 | 0.01% |
| 160 | Univest Financial Corporation | UVSP | 6,520 | $213,465 | 0.01% |
| 161 | Golar LNG Ltd | GLNG | 5,698 | $212,023 | 0.01% |
| 162 | Chemed Corporation | CHE | 494 | $211,363 | 0.01% |
| 163 | EnerSys Inc | ENS | 1,439 | $211,173 | 0.01% |
| 164 | SkyWater Technology Inc | SKYT | 11,381 | $206,679 | 0.01% |
| 165 | YETI Holdings Inc. | YETI | 4,656 | $205,656 | 0.01% |
| 166 | Mueller Water Products, Inc. Class A | 624758108 | 8,628 | $205,519 | 0.01% |
| 167 | Alignment Healthcare, Inc. | ALHC | 10,399 | $205,380 | 0.01% |
| 168 | Tactile Systems Technology Inc | 87357P100 | 7,075 | $205,175 | 0.01% |
| 169 | Rogers Corporation | ROG | 2,238 | $204,934 | 0.01% |
| 170 | JinkoSolar Holding Co., Ltd. Sponsored ADR | JKS | 7,940 | $204,931 | 0.01% |
| 171 | Proto Labs, Inc. | PRLB | 4,045 | $204,637 | 0.01% |
| 172 | Amplitude, Inc. | AMPL | 17,566 | $203,414 | 0.01% |
| 173 | CareDx, Inc. | CDNA | 10,796 | $203,397 | 0.01% |
| 174 | Zumiez Inc. | ZUMZ | 7,796 | $203,086 | 0.01% |
| 175 | Taboola.com | TBLAW | 43,894 | $202,351 | 0.01% |
| 176 | Sohu.com Limited ADS | SOHU | 12,874 | $201,349 | 0.01% |
| 177 | Kornit Digital Ltd. | KRNT | 13,892 | $199,767 | 0.01% |
| 178 | UP Fintech Holding Ltd ADR | TIGR | 20,881 | $199,622 | 0.01% |
| 179 | Manitowoc Company Inc | MTW | 16,525 | $198,135 | 0.01% |
| 180 | MediaAlpha, Inc. Class A | MAX | 14,650 | $189,718 | 0.01% |
| 181 | Grid Dynamics Holdings, Inc. | GDYN | 20,881 | $188,555 | 0.01% |
| 182 | Nextdoor Holdings, Inc. Class A | NXDR | 89,732 | $188,437 | 0.01% |
| 183 | Harmonic, Inc. | HLIT | 18,752 | $185,457 | 0.01% |
| 184 | ATRenew Inc. Sponsored ADR | RERE | 34,795 | $184,414 | 0.01% |
| 185 | Flywire Corp | FLYW | 12,921 | $182,961 | 0.01% |
| 186 | Core Laboratories Inc. | CLB | 11,381 | $182,437 | 0.01% |
| 187 | Riskified Ltd. Class A | RSKD | 36,198 | $179,904 | 0.01% |
| 188 | Whitestone REIT | WSR | 12,942 | $179,764 | 0.01% |
| 189 | Aurinia Pharmaceuticals Inc. | AUPH | 11,171 | $178,177 | 0.01% |
| 190 | Cognyte Software Ltd. | CGNT | 18,920 | $177,848 | 0.01% |
| 191 | Pangaea Logistics Solutions Ltd. | G6891L105 | 25,842 | $177,793 | 0.01% |
| 192 | Myriad Genetics, Inc. | MYGN | 28,695 | $176,474 | 0.01% |
| 193 | CryoPort, Inc. | CYRX | 18,317 | $175,843 | 0.01% |
| 194 | Organogenesis Holdings Inc. | ORGO | 33,627 | $174,188 | 0.01% |
| 195 | Postal Realty Trust Inc | PSTL | 10,645 | $171,810 | 0.01% |
| 196 | Zoominfo Technologies Inc | GTM | 16,599 | $168,812 | 0.01% |
| 197 | Yalla Group Ltd. Sponsored ADR Class A | YALA | 24,255 | $168,330 | 0.01% |
| 198 | Pitney Bowes Inc. | PBI-PB | 15,895 | $168,010 | 0.01% |
| 199 | Varex Imaging Corporation | VREX | 14,335 | $167,003 | 0.01% |
| 200 | Clean Energy Fuels Corp. | CLNE | 78,965 | $165,827 | 0.01% |
| 201 | Northfield Bancorp, Inc. | NFBK | 14,187 | $162,157 | 0.01% |
| 202 | Commerce.com Inc | CMRC | 38,584 | $158,966 | 0.01% |
| 203 | RLX Technology, Inc. Sponsored ADR Class A | RLX | 67,909 | $158,228 | 0.01% |
| 204 | European Wax Center, Inc. Class A | 29882P106 | 43,952 | $158,227 | 0.01% |
| 205 | Niagen Bioscience, Inc. | NAGE | 24,875 | $158,205 | 0.01% |
| 206 | Weave Communications, Inc. | WEAV | 20,740 | $157,417 | 0.01% |
| 207 | Mission Produce, Inc. | AVO | 13,312 | $154,419 | 0.01% |
| 208 | Lifestance Health Group, Inc. | LFST | 21,780 | $153,331 | 0.01% |
| 209 | eXp World Holdings, Inc. | EXPI | 16,047 | $145,225 | 0.01% |
| 210 | Cricut, Inc. Class A | CRCT | 28,251 | $139,842 | 0.01% |
| 211 | Farmland Partners Inc. | FPI | 13,935 | $135,030 | 0.01% |
| 212 | Udemy, Inc. Common Stock | UDMY | 22,794 | $133,345 | 0.01% |
| 213 | Freshworks Inc. Class A Common | FRSH | 10,467 | $128,221 | 0.00% |
| 214 | Peloton Interactive, Inc. Class A | PTON | 20,524 | $126,428 | 0.00% |
| 215 | Sprinkler Inc | CXM | 16,236 | $126,316 | 0.00% |
| 216 | Marqeta, Inc. | MQ | 25,842 | $122,750 | 0.00% |
| 217 | Petco Health & Wellness Company, Inc. Class A | WOOF | 37,717 | $105,985 | 0.00% |
| 218 | Coursera Inc | COUR | 13,967 | $102,797 | 0.00% |
| 219 | fuboTV Inc. | FUBO | 40,302 | $101,561 | 0.00% |