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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
+8.89%
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
$2.39B
AUM Growth
+$127M
Cap. Flow
-$22.4M
Cap. Flow %
-0.94%
Top 10 Hldgs %
44.3%
Holding
258
New
48
Increased
65
Reduced
97
Closed
48

Top Buys

Rank Stock Value
1
TMO icon
Thermo Fisher Scientific
TMO
+$39.7M
2
APO icon
Apollo Global Management
APO
+$17.1M
3
WRB icon
W.R. Berkley
WRB
+$14.7M
4
IQV icon
IQVIA
IQV
+$11.2M
5
DG icon
Dollar General
DG
+$7.93M

Top Sells

Rank Stock Value
1
HCA icon
HCA Healthcare
HCA
+$69.4M
2
AVGO icon
Broadcom
AVGO
+$35.1M
3
MU icon
Micron Technology
MU
+$14.4M
4
CPAY icon
Corpay
CPAY
+$9.31M
5
ELV icon
Elevance Health
ELV
+$7.71M

Sector Composition

Rank Sector Weight
1 Technology 30.37%
2 Financials 20.87%
3 Healthcare 16.31%
4 Communication Services 15.07%
5 Industrials 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GTM
176
ZoomInfo Technologies
GTM
$1.22B
$181K 0.01%
16,588
-1,237
-7% -$13.3K
JBI icon
177
Janus International
JBI
$607M
$179K 0.01%
18,185
-1,360
-7% -$13.1K
VREX icon
178
Varex Imaging
VREX
$778M
$178K 0.01%
+14,326
New +$142K
CRCT icon
179
Cricut
CRCT
$1.18B
$178K 0.01%
+28,234
New +$165K
RIG icon
180
Transocean
RIG
$6.63B
$177K 0.01%
+56,629
New +$171K
KROS icon
181
Keros Therapeutics
KROS
$221M
$176K 0.01%
+11,143
New +$165K
EWCZ
182
DELISTED
European Wax Center
EWCZ
$175K 0.01%
43,937
+2,447
+6% +$11.2K
PRCH icon
183
Porch Group
PRCH
$1.82B
$174K 0.01%
+10,350
New +$159K
CYRX icon
184
CryoPort
CYRX
$826M
$174K 0.01%
+18,306
New +$154K
VIAV icon
185
Viavi Solutions
VIAV
$8.33B
$172K 0.01%
13,548
-1,012
-7% -$11.1K
HDSN
186
Hudson Technologies
HDSN
$219M
$170K 0.01%
+17,167
New +$161K
ERII icon
187
Energy Recovery
ERII
$360M
$170K 0.01%
+11,054
New +$156K
NFBK
188
DELISTED
Northfield Bancorp
NFBK
$167K 0.01%
+14,179
New +$163K
FUBO icon
189
FuboTV Inc
FUBO
$330M
$167K 0.01%
3,356
-251
-7% -$11.4K
PSTL
190
Postal Realty Trust
PSTL
$720M
$167K 0.01%
10,638
-783
-7% -$11.9K
BOC icon
191
Boston Omaha
BOC
$411M
$165K 0.01%
+12,624
New +$170K
COUR icon
192
Coursera
COUR
$1.4B
$163K 0.01%
+13,957
New +$152K
RERE
193
ATRenew
RERE
$866M
$160K 0.01%
+34,773
New +$140K
AVO icon
194
Mission Produce
AVO
$1.09B
$160K 0.01%
13,304
-981
-7% -$12.1K
UDMY
195
DELISTED
Udemy
UDMY
$160K 0.01%
22,780
-1,703
-7% -$11.9K
CGNT icon
196
Cognyte Software
CGNT
$626M
$159K 0.01%
+18,908
New +$167K
FPI
197
Farmland Partners
FPI
$468M
$152K 0.01%
13,927
-1,038
-7% -$11.4K
FIGS icon
198
FIGS
FIGS
$2.21B
$151K 0.01%
+22,550
New +$149K
YSG
199
Yatsen Holding
YSG
$240M
$151K 0.01%
+16,620
New +$158K
ASLE icon
200
AerSale
ASLE
$258M
$148K 0.01%
+18,038
New +$136K
6 7
8
9 10

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Cornerstone Investment Partners's Q3 2025 Portfolio in Review

As of Q3 2025, Cornerstone Investment Partners held 258 positions worth $2.39B, up 5.6% from $2.27B the previous quarter. Its ten largest holdings account for 44% of the portfolio.

Cornerstone Investment Partners's Q3 2025 filing shows 48 new, 65 increased, 97 reduced and 48 closed positions. Its largest new stake was Thermo Fisher Scientific: 85,342 shares worth $41.4M. The largest sale was HCA Healthcare, an estimated $69.4M.

By sector, the portfolio is most concentrated in Technology at 30% of assets, down from 32% a quarter earlier, followed by Financials and Healthcare.

  • Cornerstone Investment Partners's largest Q3 2025 buy was Thermo Fisher Scientific: 85,342 shares worth $41.4M.
  • Cornerstone Investment Partners added most to Apollo Global Management in Q3 2025, an estimated $17.1M increase.
  • Cornerstone Investment Partners's biggest Q3 2025 reduction was Broadcom, cutting an estimated $35.1M.
  • Cornerstone Investment Partners fully exited HCA Healthcare in Q3 2025, selling an estimated $69.4M.
  • Cornerstone Investment Partners's ten largest holdings make up 44% of its $2.39B portfolio in Q3 2025.
  • Cornerstone Investment Partners opened 48 new positions and closed 48 in Q3 2025.
  • Cornerstone Investment Partners's portfolio value rose 5.6% quarter-over-quarter to $2.39B.

Based on Cornerstone Investment Partners's 13F filing for Q3 2025, filed 6 Nov 2025.