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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
XZO
176
Exzeo Group
XZO
$1.41B
$303K 0.01%
+17,961
New +$264K
RSI icon
177
Rush Street Interactive
RSI
$2.88B
$300K 0.01%
10,072
-482
-5% -$12.7K
HCSG icon
178
Healthcare Services Group
HCSG
$1.53B
$298K 0.01%
+12,133
New +$256K
STNG icon
179
Scorpio Tankers
STNG
$3.81B
$298K 0.01%
4,298
-204
-5% -$16K
BOOT icon
180
Boot Barn
BOOT
$4.95B
$298K 0.01%
1,812
-84
-4% -$13.6K
PUBM icon
181
PubMatic
PUBM
$810M
$297K 0.01%
+22,630
New +$235K
UNFI icon
182
United Natural Foods
UNFI
$2.85B
$296K 0.01%
6,480
-313
-5% -$15.5K
ACVA icon
183
ACV Auctions
ACVA
$1.3B
$296K 0.01%
+41,138
New +$233K
SLDE
184
Slide Insurance Holdings
SLDE
$2.47B
$295K 0.01%
15,209
-731
-5% -$13.2K
TRN icon
185
Trinity Industries
TRN
$2.38B
$292K 0.01%
8,438
-402
-5% -$13.6K
RRBI icon
186
Red River Bancshares
RRBI
$659M
$291K 0.01%
3,193
-154
-5% -$14.1K
GRDN
187
Guardian Pharmacy Services
GRDN
$2.78B
$290K 0.01%
6,929
-333
-5% -$12.9K
COLM icon
188
Columbia Sportswear
COLM
$2.94B
$290K 0.01%
4,689
-223
-5% -$13.8K
BFC icon
189
Bank First Corp
BFC
$1.7B
$290K 0.01%
1,953
-94
-5% -$13.4K
KMT icon
190
Kennametal
KMT
$2.52B
$290K 0.01%
8,260
-398
-5% -$14.5K
PBF icon
191
PBF Energy
PBF
$7.31B
$289K 0.01%
+6,359
New +$265K
LFST icon
192
Lifestance Health
LFST
$4.14B
$289K 0.01%
26,968
-1,292
-5% -$9.98K
XHR
193
Xenia Hotels & Resorts
XHR
$1.79B
$288K 0.01%
+14,160
New +$244K
CEVA icon
194
CEVA Inc
CEVA
$1.08B
$287K 0.01%
+6,088
New +$215K
SWIM icon
195
Latham Group
SWIM
$880M
$286K 0.01%
+44,234
New +$248K
YETI icon
196
Yeti Holdings
YETI
$3.95B
$286K 0.01%
5,764
-279
-5% -$12.1K
NAVN
197
Navan Inc
NAVN
$7.4B
$286K 0.01%
+12,489
New +$229K
OSIS icon
198
OSI Systems
OSIS
$3.89B
$285K 0.01%
1,303
-65
-5% -$15.9K
BHE icon
199
Benchmark Electronics
BHE
$2.96B
$283K 0.01%
+2,872
New +$229K
FIGS icon
200
FIGS
FIGS
$2.37B
$281K 0.01%
27,511
-1,322
-5% -$17.4K
6 7
8
9 10

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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.