account_balance
Investment manager · 13F filer · SEC CIK 1328062
Cornerstone Investment Partners, LLC
Reported value$2.99Bas of Jun 30, 2026
Positions312 90 new, 69 sold out
Top 10 weight46.2%KLAC alone is 6%
FiledAug 738 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
KLACKLA Corporation
6.1%Added +632%
AMATApplied Materials Inc.
5.3%Trimmed −35%
GOOGLAlphabet Inc. Class A
5.2%Trimmed −8%
MUMicron Technology Inc
5.2%Trimmed −53%
TSMTaiwan Semiconductor
4.9%
VVisa Inc.
4.2%Added +16%
AVGOBroadcom Inc.
4.1%
AMZNAmazon.com, Inc.
3.8%Added +18%
METAMeta Platforms, Inc.
3.8%Added +16%
URIUnited Rentals Inc.
3.7%Added +12%
TTWOTake-Two Interactive Software
3.3%Added +17%
WRB3.2%KLAC6.1%AMAT5.3%GOOGL5.2%
MUMicron Technology Inc
5.2%Trimmed −53%
TSMTaiwan Semiconductor
4.9%
VVisa Inc.
4.2%Added +16%
AVGO4.1%AMZN3.8%META3.8%URI3.7%TTWO3.3%WRB3.2%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
KLAC KLA Corporation 6.1% Added +632%AMAT Applied Materials Inc. 5.3% Trimmed −35%GOOGL Alphabet Inc. Class A 5.2% Trimmed −8%MU Micron Technology Inc 5.2% Trimmed −53%TSM Taiwan Semiconductor 4.9% HeldV Visa Inc. 4.2% Added +16%AVGO Broadcom Inc. 4.1% HeldAMZN Amazon.com, Inc. 3.8% Added +18%META Meta Platforms, Inc. 3.8% Added +16%URI United Rentals Inc. 3.7% Added +12%TTWO Take-Two Interactive Software 3.3% Added +17%WRB W. R. Berkley Corporation 3.2% Added +27%
What changed