13F Insight
DOSSIER · 13F-HR · Q2 2026

Cornerstone Investment Partners, LLC

$3.0B in tracked AUM across 312 positions as of Q2 2026.

CI
CIK 0001328062 · last filed Jun 30, 2026
Total AUM
$3.0B
as of Q2 2026
Holdings
312
—
positions
Whale Score
64
64
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Cornerstone Investment Partners, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
KLAC
KLA Corporation
$183M607K6.1%02
AMAT
Applied Materials Inc.
$158M219K5.3%03
GOOGL
Alphabet Inc. Class A
$156M437K5.2%04
MU
Micron Technology Inc
$156M135K5.2%05
TSM
Taiwan Semiconductor
$148M309K4.9%06
V
Visa Inc.
$124M363K4.2%07
AVGO
Broadcom Inc.
$122M322K4.1%08
AMZN
Amazon.com, Inc.
$115M481K3.8%09
META
Meta Platforms, Inc.
$112M199K3.8%10
URI
United Rentals Inc.
$109M96K3.7%

Filing history

2026Q2Jun 30
$3.0B▲ 25.7%
312 positionsView →2026Q1Mar 31
$2.4B▼ 7.7%
291 positionsView →2025Q4Dec 31
$2.6B▲ 7.8%
219 positionsView →2025Q3Sep 30
$2.4B▲ 5.6%
210 positionsView →2025Q2Jun 30
$2.3B▲ 9.7%
210 positionsLocked2025Q1Mar 31
$2.1B▲ 2.7%
188 positionsLocked2024Q4Dec 31
$2.0B▼ 0.6%
245 positionsLocked2024Q3Sep 30
$2.0B▼ 0.1%
225 positionsLocked2024Q2Jun 30
$2.0B▼ 1.2%
228 positionsLocked2024Q1Mar 31
$2.1B▲ 15.4%
233 positionsLocked2023Q4Dec 31
$1.8B▲ 10.9%
228 positionsLocked2023Q3Sep 30
$1.6B▼ 1.6%
199 positionsLocked
Showing 12 of 78