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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
NFBK
201
DELISTED
Northfield Bancorp
NFBK
$162K 0.01%
14,187
+8
+0.1% +$89
CMRC
202
Commerce.com Inc Series 1
CMRC
$184M
$159K 0.01%
+38,584
New +$178K
RLX icon
203
RLX Technology
RLX
$2.46B
$158K 0.01%
+67,909
New +$163K
EWCZ
204
DELISTED
European Wax Center
EWCZ
$158K 0.01%
43,952
+15
+0% +$56
NAGE
205
Niagen Bioscience
NAGE
$247M
$158K 0.01%
+24,875
New +$173K
WEAV icon
206
Weave Communications
WEAV
$423M
$157K 0.01%
20,740
+13
+0.1% +$86
AVO icon
207
Mission Produce
AVO
$1.17B
$154K 0.01%
13,312
+8
+0.1% +$96
LFST icon
208
Lifestance Health
LFST
$4.14B
$153K 0.01%
21,780
+13
+0.1% +$78
AGNT
209
AGNT Inc
AGNT
$734M
$145K 0.01%
+16,047
New +$170K
CRCT icon
210
Cricut
CRCT
$1.22B
$140K 0.01%
28,251
+17
+0.1% +$87
FPI
211
Farmland Partners
FPI
$432M
$135K 0.01%
13,935
+8
+0.1% +$80
UDMY
212
DELISTED
Udemy
UDMY
$133K 0.01%
22,794
+14
+0.1% +$82
FRSH icon
213
Freshworks
FRSH
$3.27B
$128K 0.01%
10,467
+6
+0.1% +$71
PTON icon
214
Peloton Interactive
PTON
$2.49B
$126K ﹤0.01%
20,524
+12
+0.1% +$84
CXM icon
215
Sprinklr
CXM
$1.61B
$126K ﹤0.01%
16,236
+10
+0.1% +$76
MQ icon
216
Marqeta
MQ
$1.66B
$123K ﹤0.01%
6,461
+4
+0.1% +$77
WOOF icon
217
Petco
WOOF
$794M
$106K ﹤0.01%
37,717
+23
+0.1% +$74
COUR icon
218
Coursera
COUR
$1.54B
$103K ﹤0.01%
13,967
+10
+0.1% +$87
FUBO icon
219
FuboTV Inc
FUBO
$273M
$102K ﹤0.01%
3,359
+3
+0.1% +$120
ACMR icon
220
ACM Research
ACMR
$5.79B
– –
-10,170
Closed -$398K
AGRO icon
221
Adecoagro
AGRO
$1.36B
– –
-13,055
Closed -$102K
AMSC icon
222
American Superconductor
AMSC
$1.59B
– –
-6,102
Closed -$362K
ASLE icon
223
AerSale
ASLE
$279M
– –
-18,038
Closed -$148K
AZZ icon
224
AZZ Inc
AZZ
$4.54B
– –
-2,072
Closed -$226K
BBWI icon
225
Bath & Body Works
BBWI
$4.1B
– –
-12,165
Closed -$313K
7 8
9
10 11

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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.