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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
+10.08%
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
$2.58B
AUM Growth
+$186M
Cap. Flow
+$23.2M
Cap. Flow %
0.9%
Top 10 Hldgs %
44.79%
Holding
265
New
55
Increased
122
Reduced
31
Closed
46

Top Buys

Rank Stock Value
1
TSM icon
TSMC
TSM
+$70.6M
2
CMI icon
Cummins
CMI
+$47.3M
3
AMZN icon
Amazon
AMZN
+$46.3M
4
IQV icon
IQVIA
IQV
+$23.9M
5
AZO icon
AutoZone
AZO
+$10.7M

Top Sells

Rank Stock Value
1
SSNC icon
SS&C Technologies
SSNC
+$51.3M
2
CPAY icon
Corpay
CPAY
+$48.2M
3
QCOM icon
Qualcomm
QCOM
+$42.8M
4
MU icon
Micron Technology
MU
+$42.2M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$21.1M

Sector Composition

Rank Sector Weight
1 Technology 26.82%
2 Financials 20.66%
3 Healthcare 17.63%
4 Communication Services 14.17%
5 Industrials 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PR
51
Permian Resources
PR
$16.9B
$716K 0.03%
51,015
-185
-0.4% -$2.48K
CSX icon
52
CSX Corp
CSX
$93.1B
$707K 0.03%
19,501
-6,385
-25% -$228K
CRL icon
53
Charles River Laboratories
CRL
$12.8B
$700K 0.03%
3,510
+688
+24% +$125K
CHDN icon
54
Churchill Downs
CHDN
$6.12B
$700K 0.03%
6,148
+2
+0% +$207
LTH icon
55
Life Time Group Holdings
LTH
$9.79B
$692K 0.03%
26,053
+14,938
+134% +$389K
TER icon
56
Teradyne
TER
$59.3B
$691K 0.03%
3,572
+9
+0.3% +$1.54K
ONTO icon
57
Onto Innovation
ONTO
$15.3B
$660K 0.03%
4,183
-69
-2% -$9.8K
WD icon
58
Walker & Dunlop
WD
$1.53B
$655K 0.03%
10,885
+2,197
+25% +$156K
SSNC icon
59
SS&C Technologies
SSNC
$18.6B
$653K 0.03%
7,466
-601,668
-99% -$51.3M
TRU icon
60
TransUnion
TRU
$15.3B
$640K 0.02%
7,466
-2,799
-27% -$230K
HRI icon
61
Herc Holdings
HRI
$5.61B
$640K 0.02%
4,312
+2
+0% +$274
POWL icon
62
Powell Industries
POWL
$7.71B
$609K 0.02%
5,733
+90
+2% +$10.1K
RYAN icon
63
Ryan Specialty Holdings
RYAN
$11B
$607K 0.02%
11,764
+179
+2% +$9.82K
DORM icon
64
Dorman Products
DORM
$4.18B
$547K 0.02%
4,440
+2
+0% +$270
BRKR icon
65
Bruker
BRKR
$8.14B
$540K 0.02%
11,473
+1,136
+11% +$48K
PRM icon
66
Perimeter Solutions
PRM
$5.77B
$499K 0.02%
18,133
+11
+0.1% +$278
CTOS icon
67
Custom Truck One Source
CTOS
$2.37B
$498K 0.02%
86,428
+1,197
+1% +$7.31K
CIGI icon
68
Colliers International
CIGI
$5.19B
$490K 0.02%
3,334
+68
+2% +$10.2K
WLDN icon
69
Willdan Group
WLDN
$1.3B
$480K 0.02%
4,635
+3
+0.1% +$295
SCI icon
70
Service Corp International
SCI
$11.6B
$466K 0.02%
5,981
+3
+0.1% +$240
HLNE icon
71
Hamilton Lane
HLNE
$5.57B
$452K 0.02%
+3,364
New +$423K
EEFT icon
72
Euronet Worldwide
EEFT
$2.7B
$448K 0.02%
5,886
-49
-0.8% -$3.82K
GCMG icon
73
GCM Grosvenor
GCMG
$820M
$442K 0.02%
39,025
-620
-2% -$7.08K
TNET icon
74
TriNet
TNET
$3.14B
$437K 0.02%
7,389
+2
+0% +$119
BJ icon
75
BJs Wholesale Club
BJ
$12.3B
$424K 0.02%
4,709
+50
+1% +$4.59K
1 2
3
4 5

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Cornerstone Investment Partners's Q4 2025 Portfolio in Review

As of Q4 2025, Cornerstone Investment Partners held 265 positions worth $2.58B, up 7.8% from $2.39B the previous quarter. Its ten largest holdings account for 45% of the portfolio.

Cornerstone Investment Partners's Q4 2025 filing shows 55 new, 122 increased, 31 reduced and 46 closed positions. Its largest new stake was TSMC: 240,535 shares worth $73.1M. The largest sale was SS&C Technologies, an estimated $51.3M.

By sector, the portfolio is most concentrated in Technology at 27% of assets, down from 30% a quarter earlier, followed by Financials and Healthcare.

  • Cornerstone Investment Partners's largest Q4 2025 buy was TSMC: 240,535 shares worth $73.1M.
  • Cornerstone Investment Partners added most to IQVIA in Q4 2025, an estimated $23.9M increase.
  • Cornerstone Investment Partners's biggest Q4 2025 reduction was SS&C Technologies, cutting an estimated $51.3M.
  • Cornerstone Investment Partners fully exited Corpay in Q4 2025, selling an estimated $48.2M.
  • Cornerstone Investment Partners's ten largest holdings make up 45% of its $2.58B portfolio in Q4 2025.
  • Cornerstone Investment Partners opened 55 new positions and closed 46 in Q4 2025.
  • Cornerstone Investment Partners's portfolio value rose 7.8% quarter-over-quarter to $2.58B.

Based on Cornerstone Investment Partners's 13F filing for Q4 2025, filed 29 Jan 2026.