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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
+13.15%
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
$2.27B
AUM Growth
+$199M
Cap. Flow
+$7.27M
Cap. Flow %
0.32%
Top 10 Hldgs %
43.28%
Holding
238
New
50
Increased
119
Reduced
41
Closed
28

Top Buys

Rank Stock Value
1
CBRE icon
CBRE Group
CBRE
+$43.7M
2
IQV icon
IQVIA
IQV
+$42.5M
3
APO icon
Apollo Global Management
APO
+$12.9M
4
AMAT icon
Applied Materials
AMAT
+$7.21M
5
DG icon
Dollar General
DG
+$6.64M

Top Sells

Rank Stock Value
1
NSC icon
Norfolk Southern
NSC
+$42.7M
2
UPS icon
United Parcel Service
UPS
+$29.8M
3
SSNC icon
SS&C Technologies
SSNC
+$17.5M
4
AZO icon
AutoZone
AZO
+$16.9M
5
COR icon
Cencora
COR
+$15.5M

Sector Composition

Rank Sector Weight
1 Technology 31.59%
2 Financials 20.59%
3 Healthcare 17.59%
4 Communication Services 13.7%
5 Industrials 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UPST icon
151
Upstart Holdings
UPST
$3.03B
$213K 0.01%
+3,296
New +$162K
DAVE icon
152
Dave Inc
DAVE
$4.06B
$213K 0.01%
+793
New +$125K
CARG icon
153
CarGurus
CARG
$3.47B
$211K 0.01%
+6,298
New +$190K
AZZ icon
154
AZZ Inc
AZZ
$4.54B
$210K 0.01%
+2,226
New +$196K
UVSP icon
155
Univest Financial
UVSP
$1.18B
$210K 0.01%
+6,996
New +$204K
UPWK icon
156
Upwork
UPWK
$1.19B
$209K 0.01%
15,530
+6
+0% +$86
EVER icon
157
EverQuote
EVER
$906M
$208K 0.01%
8,603
+3
+0% +$71
IPI icon
158
Intrepid Potash
IPI
$469M
$208K 0.01%
+5,809
New +$198K
LGND icon
159
Ligand Pharmaceuticals
LGND
$6.36B
$207K 0.01%
+1,825
New +$195K
LMAT icon
160
LeMaitre Vascular
LMAT
$1.86B
$207K 0.01%
2,492
+1
+0% +$84
TNK icon
161
Teekay Tankers
TNK
$2.68B
$201K 0.01%
+4,813
New +$206K
SHEN icon
162
Shenandoah Telecom
SHEN
$746M
$201K 0.01%
14,680
+6
+0% +$76
AVPT icon
163
AvePoint
AVPT
$2.71B
$195K 0.01%
10,099
+4
+0% +$69
DAKT icon
164
Daktronics
DAKT
$1.04B
$193K 0.01%
12,752
+5
+0% +$69
CTLP
165
DELISTED
Cantaloupe
CTLP
$193K 0.01%
+17,540
New +$152K
DAN icon
166
Dana Inc
DAN
$3.06B
$188K 0.01%
10,975
+4
+0% +$60
LFMD icon
167
LifeMD
LFMD
$172M
$187K 0.01%
+13,747
New +$130K
PBI icon
168
Pitney Bowes
PBI
$2.39B
$186K 0.01%
17,068
+7
+0% +$66
SOHU
169
Sohu.com
SOHU
$357M
$184K 0.01%
+13,825
New +$146K
HCSG icon
170
Healthcare Services Group
HCSG
$1.53B
$182K 0.01%
12,089
+5
+0% +$66
GENI icon
171
Genius Sports
GENI
$2.11B
$181K 0.01%
17,426
+7
+0% +$70
GTM
172
ZoomInfo Technologies
GTM
$1.22B
$180K 0.01%
17,825
+8
+0% +$74
ANGO icon
173
AngioDynamics
ANGO
$649M
$179K 0.01%
18,054
+8
+0% +$78
FPI
174
Farmland Partners
FPI
$432M
$172K 0.01%
14,965
+6
+0% +$64
UDMY
175
DELISTED
Udemy
UDMY
$172K 0.01%
24,483
+9
+0% +$62
5 6
7
8 9

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Cornerstone Investment Partners's Q2 2025 Portfolio in Review

As of Q2 2025, Cornerstone Investment Partners held 238 positions worth $2.27B, up 9.7% from $2.07B the previous quarter. Its ten largest holdings account for 43% of the portfolio.

Cornerstone Investment Partners's Q2 2025 filing shows 50 new, 119 increased, 41 reduced and 28 closed positions. Its largest new stake was CBRE Group: 345,299 shares worth $48.4M. The largest sale was Norfolk Southern, an estimated $42.7M.

By sector, the portfolio is most concentrated in Technology at 32% of assets, up from 29% a quarter earlier, followed by Financials and Healthcare.

  • Cornerstone Investment Partners's largest Q2 2025 buy was CBRE Group: 345,299 shares worth $48.4M.
  • Cornerstone Investment Partners added most to Apollo Global Management in Q2 2025, an estimated $12.9M increase.
  • Cornerstone Investment Partners's biggest Q2 2025 reduction was SS&C Technologies, cutting an estimated $17.5M.
  • Cornerstone Investment Partners fully exited Norfolk Southern in Q2 2025, selling an estimated $42.7M.
  • Cornerstone Investment Partners's ten largest holdings make up 43% of its $2.27B portfolio in Q2 2025.
  • Cornerstone Investment Partners opened 50 new positions and closed 28 in Q2 2025.
  • Cornerstone Investment Partners's portfolio value rose 9.7% quarter-over-quarter to $2.27B.

Based on Cornerstone Investment Partners's 13F filing for Q2 2025, filed 6 Aug 2025.