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CIP

Cornerstone Investment Partners Portfolio holdings

AUM $2.99B
1-Year Est. Return 60.05%
This Fund
S&P 500
This Quarter Est. Return
+36.68%
1 Year Est. Return
+60.05%
3 Year Est. Return
+165.77%
5 Year Est. Return
+214.05%
10 Year Est. Return
+708.97%
AUM
$2.99B
AUM Growth
+$611M
Cap. Flow
-$7.21M
Cap. Flow %
-0.24%
Top 10 Hldgs %
46.24%
Holding
380
New
89
Increased
63
Reduced
155
Closed
68

Top Buys

Rank Stock Value
1
SYK icon
Stryker
SYK
+$57.3M
2
BX icon
Blackstone
BX
+$51.5M
3
TMO icon
Thermo Fisher Scientific
TMO
+$31.8M
4
AZO icon
AutoZone
AZO
+$25.1M
5
JPM icon
JPMorgan Chase
JPM
+$19.3M

Top Sells

Rank Stock Value
1
MU icon
Micron Technology
MU
+$114M
2
AMAT icon
Applied Materials
AMAT
+$54.3M
3
KLAC icon
KLA
KLAC
+$44.1M
4
ELV icon
Elevance Health
ELV
+$41.8M
5
IQV icon
IQVIA
IQV
+$24.9M

Sector Composition

Rank Sector Weight
1 Technology 28.69%
2 Financials 22.08%
3 Healthcare 14.35%
4 Communication Services 12.34%
5 Consumer Discretionary 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MXL icon
351
MaxLinear
MXL
$6.8B
– –
-16,425
Closed -$286K
OPCH icon
352
Option Care Health
OPCH
$3.56B
– –
-10,144
Closed -$273K
ORN icon
353
Orion Group Holdings
ORN
$418M
– –
-25,074
Closed -$273K
OSCR icon
354
Oscar Health
OSCR
$8.61B
– –
-22,165
Closed -$254K
PAHC icon
355
Phibro Animal Health
PAHC
$1.39B
– –
-6,616
Closed -$366K
PLXS icon
356
Plexus
PLXS
$7.23B
– –
-1,396
Closed -$283K
PRCH icon
357
Porch Group
PRCH
$1.8B
– –
-35,704
Closed -$256K
PRTA icon
358
Prothena Corp
PRTA
$450M
– –
-30,687
Closed -$298K
PRVA icon
359
Privia Health
PRVA
$2.87B
– –
-12,575
Closed -$259K
PTON icon
360
Peloton Interactive
PTON
$2.49B
– –
-26,630
Closed -$114K
QNST icon
361
QuinStreet
QNST
$1.21B
– –
-22,617
Closed -$272K
REAX icon
362
Real Brokerage
REAX
$466M
– –
-110,920
Closed -$277K
S icon
363
SentinelOne
S
$7.34B
– –
-18,821
Closed -$242K
SOHU
364
Sohu.com
SOHU
$357M
– –
-16,706
Closed -$258K
SONO icon
365
Sonos
SONO
$1.85B
– –
-15,940
Closed -$214K
SPY icon
366
State Street SPDR S&P 500 ETF Trust
SPY
$823B
– –
-552
Closed -$359K
SSNC icon
367
SS&C Technologies
SSNC
$18.6B
– –
-7,677
Closed -$519K
TAL icon
368
TAL Education Group
TAL
$6.87B
– –
-24,275
Closed -$276K
TCMD icon
369
Tactile Systems Technology
TCMD
$665M
– –
-9,161
Closed -$239K
TER icon
370
Teradyne
TER
$59.3B
– –
-3,730
Closed -$1.11M
TIGR
371
UP Fintech Holding
TIGR
$860M
– –
-27,093
Closed -$171K
TSLX icon
372
Sixth Street Specialty
TSLX
$1.81B
– –
-20,884
Closed -$384K
UAA icon
373
Under Armour
UAA
$2.6B
– –
-44,008
Closed -$260K
USLM icon
374
United States Lime & Minerals
USLM
$3.44B
– –
-2,256
Closed -$295K
UTI icon
375
Universal Technical Institute
UTI
$1.59B
– –
-12,049
Closed -$435K
12 13 14
15
16

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Cornerstone Investment Partners's Q2 2026 Portfolio in Review

As of Q2 2026, Cornerstone Investment Partners held 380 positions worth $2.99B, up 26% from $2.38B the previous quarter. Its ten largest holdings account for 46% of the portfolio.

Cornerstone Investment Partners's Q2 2026 filing shows 89 new, 63 increased, 155 reduced and 68 closed positions. Its largest new stake was Stryker: 181,906 shares worth $57.3M. The largest sale was Micron Technology, an estimated $114M.

By sector, the portfolio is most concentrated in Technology at 29% of assets, up from 27% a quarter earlier, followed by Financials and Healthcare.

  • Cornerstone Investment Partners's largest Q2 2026 buy was Stryker: 181,906 shares worth $57.3M.
  • Cornerstone Investment Partners added most to Thermo Fisher Scientific in Q2 2026, an estimated $31.8M increase.
  • Cornerstone Investment Partners's biggest Q2 2026 reduction was Micron Technology, cutting an estimated $114M.
  • Cornerstone Investment Partners fully exited Elevance Health in Q2 2026, selling an estimated $41.8M.
  • Cornerstone Investment Partners's ten largest holdings make up 46% of its $2.99B portfolio in Q2 2026.
  • Cornerstone Investment Partners opened 89 new positions and closed 68 in Q2 2026.
  • Cornerstone Investment Partners's portfolio value rose 26% quarter-over-quarter to $2.99B.

Based on Cornerstone Investment Partners's 13F filing for Q2 2026, filed 7 Aug 2026.