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13F-HR filed by Cornerstone Investment Partners, LLC

Cornerstone Investment Partners, LLC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-06, with 210 holding rows worth $2,265,797,445.

Accession
0001328062-25-000005
Filed
2025-08-06
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A holdings report, 210 entries on the cover page, a total value of $2,265,797,445 stated on the cover page (in dollars after the unit check, H1), rows summing to $2,265,797,445 with VALUE read as dollars as filed, 13F file number 028-11408. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Broadcom Inc.11135F101COM489,844$135,025,499dollars as filed
META PLATFORMS INC CL A30303M102COM176,997$130,639,716dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM572,114$100,823,650dollars as filed
Visa Inc92826C839COM269,045$95,524,431dollars as filed
Micron Technology,Inc.595112103COM773,768$95,366,906dollars as filed
Microsoft Corp594918104COM185,868$92,452,602dollars as filed
CENCORA INC COM03073E105Stock292,637$87,747,218dollars as filed
KLA CORP482480100COM96,635$86,559,835dollars as filed
Chubb LimitedH1467J104COM275,080$79,696,190dollars as filed
TAKE-TWO INTERACTIVE SOFTWARE COM874054109Stock316,708$76,912,538dollars as filed
Elevance Health, Inc.036752103COM194,029$75,469,520dollars as filed
FISERV INC337738108COM427,325$73,675,103dollars as filed
APOLLO GLOBAL MGMT INC COM03769M106Stock509,962$72,348,309dollars as filed
MCKESSON CORP COM58155Q103Stock97,419$71,386,695dollars as filed
HCA Healthcare Inc40412C101COM181,100$69,379,410dollars as filed
Vanguard Total Bond Market ETF921937835SHS895,326$65,922,853dollars as filed
CORPAY INC COM SHS219948106Stock196,683$65,263,353dollars as filed
Applied Materials,Inc.038222105COM345,494$63,249,587dollars as filed
UNITED RENTALS INC COM911363109Stock79,579$59,954,819dollars as filed
DOLLAR GEN CORP COM256677105Stock507,864$58,089,484dollars as filed
American Express Company025816109COM175,429$55,958,342dollars as filed
BERKLEY W R CORP COM084423102Stock758,882$55,755,061dollars as filed
DIAMONDBACK ENERGY INC COM25278X109Stock402,344$55,282,089dollars as filed
TRAVELERS COMPANIES INC COM89417E109Stock205,907$55,088,359dollars as filed
SS&C TECH HLDGS COM78467J100Stock605,482$50,133,910dollars as filed
CBRE GROUP INC CL A12504L109Stock345,299$48,383,296dollars as filed
UnitedHealth Group Inc91324P102COM148,705$46,391,499dollars as filed
IQVIA HLDGS INC COM46266C105Stock282,378$44,499,949dollars as filed
JPMorgan Chase & Co46625H100COM148,250$42,979,158dollars as filed
Qualcomm Incorporated747525103COM256,221$40,805,756dollars as filed
AUTOZONE INC COM053332102Stock10,415$38,662,875dollars as filed
Vanguard Short-Term Bond ETF921937827SHS142,659$11,227,263dollars as filed
SPDR Bloomberg 1-3 Month T-Bill ETF78468R663SHS36,214$3,321,910dollars as filed
CSX Corporation126408103COM73,156$2,387,080dollars as filed
ISHARES TR464288414NATIONAL MUN ETF17,085$1,785,041dollars as filed
EVERCORE INC CLASS A29977A105Stock4,376$1,181,608dollars as filed
US FOODS HLDG CORP COM912008109Stock13,850$1,066,589dollars as filed
EMCOR GROUP INC COM29084Q100Stock1,920$1,026,989dollars as filed
COMFORT SYS USA INC COM199908104Stock1,910$1,024,161dollars as filed
CACI INTL INC CL A127190304Stock2,053$978,665dollars as filed
MKS INC. COM55306N104Stock9,020$896,227dollars as filed
TRANSUNION COM89400J107Stock10,098$888,624dollars as filed
STONEX GROUP INC861896108COM8,852$806,771dollars as filed
PRIMORIS SVCS CORP COM74164F103Stock10,216$796,235dollars as filed
API GROUP CORP COM STK00187Y100Stock22,935$780,554dollars as filed
CIENA CORP COM NEW171779309Stock9,204$748,561dollars as filed
SEZZLE INC78435P105COM4,104$735,642dollars as filed
STIFEL FINL CORP860630102COM6,825$708,299dollars as filed
WEX INC96208T104COM4,731$694,937dollars as filed
PERMIAN RESOURCES CORP CLASS A COM71424F105Stock50,867$692,809dollars as filed
DORMAN PRODS INC258278100COM5,405$663,031dollars as filed
MOELIS & CO60786M105CL A10,353$645,199dollars as filed
RYAN SPECIALTY HOLDINGS INC CL A78351F107Stock9,315$633,327dollars as filed
LUMENTUM HLDGS INC COM55024U109Stock6,645$631,674dollars as filed
VERRA MOBILITY CORP CL A COM STK92511U102Stock24,836$630,586dollars as filed
EURONET WORLDWIDE INC COM298736109Stock5,893$597,432dollars as filed
WALKER&DUNLOPINC93148P102STOK8,000$563,840dollars as filed
NEXSTAR MEDIA GROUP INC COMMON STOCK65336K103Stock3,214$555,861dollars as filed
HERC HLDGS INC COM42704L104Stock4,213$554,810dollars as filed
ALAMO GROUP INC011311107COM2,524$551,191dollars as filed
TRINET GROUP INC COM896288107Stock7,343$537,067dollars as filed
ONTO INNOVATION INC COM683344105Stock5,130$517,771dollars as filed
FIVE BELOW INC COM33829M101Stock3,798$498,222dollars as filed
BJS WHSL CLUB HLDGS INC COM05550J101Stock4,571$492,891dollars as filed
CHURCHILL DOWNS INC171484108COM4,819$486,719dollars as filed
SERVICE CORP INTL COM817565104Stock5,854$476,516dollars as filed
HASBRO INC COM418056107Stock6,380$470,972dollars as filed
OPPFI INC68386H103COMMON STOCK33,012$461,838dollars as filed
NAVITAS SEMICONDUCTOR CORP COM63942X106Stock70,445$461,415dollars as filed
SKYWEST INC COM830879102Stock4,411$454,201dollars as filed
GCM GROSVENOR INC36831E108COM CL A38,769$448,170dollars as filed
LKQ CORP COM501889208Stock11,594$429,094dollars as filed
POWELL INDS INC739128106COM2,022$425,530dollars as filed
KINSALECAPGROUPINC49714P108STOK876$423,896dollars as filed
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF464288158ETF3,861$410,579dollars as filed
TEXAS ROADHOUSE INC COM882681109Stock2,172$407,055dollars as filed
CACTUS INC127203107CL A9,204$402,399dollars as filed
ALBERTSONS COMPANIES INC COMMON STOCK013091103Stock18,613$400,366dollars as filed
AFFILIATED MANAGERS GROUP COM008252108Stock2,019$397,279dollars as filed
TTM TECHNOLOGIES INC87305R109COM9,581$391,096dollars as filed
ARLO TECHNOLOGIES INC04206A101COMMON STOCK22,567$382,736dollars as filed
ALIGHT INC01626W101COM CL A66,751$377,811dollars as filed
MOLINA HEALTHCARE INC60855R100COM1,263$376,248dollars as filed
BATH & BODY WORKS INC COM070830104Stock12,146$363,894dollars as filed
GREEN BRICK PARTNERS INC392709101COM5,636$354,392dollars as filed
NIAGEN BIOSCIENCE INC171077407COM NEW24,492$352,930dollars as filed
WARRIOR MET COAL INC93627C101COM7,666$351,333dollars as filed
HAWKINS INC420261109COM2,409$342,319dollars as filed
NAVIGATOR HLDGS LTD SHSY62132108Stock23,949$338,878dollars as filed
UNIVERSAL TECHNICAL INST INC913915104COM9,970$337,883dollars as filed
OLLIES BARGAIN OUTLET HLDGS681116109COM2,556$336,830dollars as filed
SAPIENS INTL CORP N V SHSG7T16G103Stock11,384$332,982dollars as filed
CARLISLE COS INC COM142339100Stock880$328,592dollars as filed
SHAKE SHACK INC819047101CL A2,321$326,333dollars as filed
TERADYNE INC COM880770102Stock3,558$319,935dollars as filed
DARLING INGREDIENTS INC COM237266101Stock8,410$319,075dollars as filed
BRUKER CORP116794108COM7,649$315,139dollars as filed
ULTA BEAUTY INC COM90384S303Stock668$312,504dollars as filed
CHARLES RIV LABS INTL INC159864107COM2,055$311,805dollars as filed
WILLDAN GROUP INC96924N100COM4,971$310,737dollars as filed
CUSTOM TRUCK ONE SOURCE INC23204X103COM CL A62,337$307,945dollars as filed
CALIX INC13100M509COM5,757$306,215dollars as filed
OPTION CARE HEALTH INC COM NEW68404L201Stock9,404$305,442dollars as filed
OLD REP INTL CORP COM680223104Stock7,871$302,561dollars as filed
CURTISS WRIGHT CORP COM231561101Stock612$298,993dollars as filed
RELIANCE INC759509102COM934$293,183dollars as filed
NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN637870106REIT9,108$291,365dollars as filed
VEECO INSTRS INC DEL COM922417100Stock14,293$290,434dollars as filed
EXPEDIA GROUP INC COM NEW30212P303Stock1,716$289,455dollars as filed
COLLIERS INTL GROUP INC SUB VTG SHS194693107Stock2,193$286,274dollars as filed
PERDOCEO ED CORP71363P106COM8,757$286,266dollars as filed
DRIVEN BRANDS HLDGS INC26210V102COM16,227$284,946dollars as filed
ACM RESH INC COM CL A00108J109Stock10,926$282,983dollars as filed
BYRNA TECHNOLOGIES INC12448X201COM NEW9,099$280,977dollars as filed
DIGITAL TURBINE INC25400W102COM NEW47,065$277,684dollars as filed
ITRON INC COM465741106Stock2,109$277,608dollars as filed
PROTAGONIST THERAPEUTICS74366E102COM4,980$275,245dollars as filed
PERIMETER SOLUTIONS INC71385M107COMMON STOCK19,473$271,064dollars as filed
ICF INTL INC44925C103COM3,188$270,055dollars as filed
ARGAN INC04010E109COM1,202$265,017dollars as filed
SUPER GROUP SGHC LIMITEDG8588X103ORD SHS23,597$258,859dollars as filed
OSI SYSTEMS INC671044105COM1,133$254,766dollars as filed
ATLANTIC UN BANKSHARES CORP COM04911A107Stock8,126$254,181dollars as filed
JFROG LTD ORD SHSM6191J100Stock5,788$253,977dollars as filed
VITAL FARMS INC92847W103COM6,575$253,269dollars as filed
GOLAR LNG LTDG9456A100SHS6,122$252,165dollars as filed
CAL MAINE FOODS INC COM NEW128030202Stock2,531$252,164dollars as filed
UNITED NAT FOODS INC COM911163103Stock10,799$251,725dollars as filed
PAYMENTUS HOLDINGS INC70439P108COM CL A7,613$249,326dollars as filed
AMERICAN SUPERCONDUCTOR CORP030111207SHS NEW6,667$244,612dollars as filed
CLEARFIELD INC18482P103COMMON STOCK5,570$241,794dollars as filed
BOOT BARN HLDGS INC099406100COM1,570$238,640dollars as filed
CHEMED CORP NEW16359R103COM488$237,622dollars as filed
RPM INTL INC COM749685103Stock2,160$237,254dollars as filed
MERCURY GENL CORP NEW589400100COM3,500$235,690dollars as filed
ONESPAN INC68287N100COM14,008$233,794dollars as filed
EUROPEAN WAX CTR INC29882P106CLASS A COM41,490$233,589dollars as filed
OLO INC68134L109COMMON STOCK25,919$230,679dollars as filed
NETGEAR INC64111Q104COM7,811$227,066dollars as filed
KNIFE RIVER CORP COMMON STOCK498894104Stock2,780$226,959dollars as filed
INSTEEL INDS INC45774W108COM6,059$225,455dollars as filed
MATSON INC COM57686G105Stock2,019$224,816dollars as filed
MUELLER WTR PRODS INC COM SER A624758108Stock9,265$222,731dollars as filed
BJS RESTAURANTS INC09180C106COM4,988$222,465dollars as filed
OPENLANE INC48238T109COM9,073$221,835dollars as filed
AMERICAS CAR-MART INC03062T105COM3,957$221,750dollars as filed
NEXXEN INTERNATIONAL LTDM8T80P204COMMON STOCK21,056$219,193dollars as filed
BLACKBAUD INC COM09227Q100Stock3,410$218,956dollars as filed
PAGAYA TECHNOLOGIES LTDM7S64L123CL A NEW10,207$217,613dollars as filed
GRAHAM CORP384556106COM4,334$214,576dollars as filed
UPSTARTHLDGSINC91680M107STOK3,296$213,185dollars as filed
DAVE INC23834J201CLASS A COM NEW793$212,849dollars as filed
CARGURUS INC COM CL A141788109Stock6,298$210,794dollars as filed
AZZ INC COM002474104Stock2,226$210,312dollars as filed
UNIVEST FINANCIAL CORPORATIO915271100COM6,996$210,160dollars as filed
UPWORK INC91688F104COM15,530$208,723dollars as filed
EVERQUOTE INC30041R108COM CL A8,603$208,021dollars as filed
INTREPID POTASH INC46121Y201COM5,809$207,556dollars as filed
LIGAND PHARMACEUTICALS INC53220K504COM NEW1,825$207,466dollars as filed
LEMAITRE VASCULAR INC525558201COM2,492$206,961dollars as filed
TEEKAY TANKERS LTD CLASS AG8726X106COMMON STOCK4,813$200,798dollars as filed
SHENANDOAH TELECOMMUNICATION82312B106COMMON STOCK14,680$200,529dollars as filed
AVEPOINT INC COM CL A053604104Stock10,099$195,012dollars as filed
DAKTRONICS INC234264109COM12,752$192,810dollars as filed
CANTALOUPE INC138103106COM17,540$192,765dollars as filed
DANA INC235825205COM10,975$188,221dollars as filed
LIFEMD INC53216B104COM13,747$187,234dollars as filed
PITNEY BOWES INC COM724479100Stock17,068$186,212dollars as filed
Sohu.Com Ltd-Adr83410S108COM13,825$184,011dollars as filed
HEALTHCARE SVCS GROUP INC421906108COM12,089$181,698dollars as filed
GENIUS SPORTS LIMITED SHARES CL AG3934V109Stock17,426$181,230dollars as filed
ZOOMINFO TECHNOLOGIES INC COMMON STOCK98980F104Stock17,825$180,389dollars as filed
ANGIODYNAMICS INC03475V101COM18,054$179,096dollars as filed
FARMLAND PARTNERS INC31154R109REIT14,965$172,247dollars as filed
UDEMY INC COM902685106Stock24,483$172,115dollars as filed
SUMMIT HOTEL PPTYS866082100COM33,432$170,169dollars as filed
ORGANOGENESIS HOLDINGS INC68621F102COMMON STOCK45,977$168,276dollars as filed
POSTAL REALTY TRUST INC73757R102CL A11,421$168,231dollars as filed
FRESHWORKS INC CLASS A COM358054104Stock11,244$167,648dollars as filed
MISSION PRODUCE INC60510V108COM14,285$167,420dollars as filed
FUBOTV INC35953D104COM43,282$167,069dollars as filed
CERENCE INC COM156727109Stock16,193$165,331dollars as filed
MARQETA INC57142B104CLASS A COM27,753$161,800dollars as filed
AVEANNA HEALTHCARE HLDGS INC05356F105COM30,914$161,680dollars as filed
NEXTDOOR HOLDINGS INC65345M108COM CL A96,369$159,973dollars as filed
JANUS INTERNATIONAL GROUP IN47103N106COMMON STOCK19,545$159,096dollars as filed
DNOW INC67011P100COMMON STOCK10,710$158,829dollars as filed
THREDUP INC CLASS A88556E102COMMON STOCK20,789$155,710dollars as filed
THE REAL BROKERAGE INC75585H206COM NEW33,582$151,455dollars as filed
COSTAMARE INCY1771G102SHS16,602$151,244dollars as filed
VERIS RESIDENTIAL INC554489104COM10,047$149,600dollars as filed
CHATHAM LODGING TR16208T102COM21,338$148,726dollars as filed
SPRINKLR INC85208T107CL A17,436$147,509dollars as filed
MICROVAST HOLDINGS INC COM59516C106Stock40,505$147,033dollars as filed
LATHAM GROUP INC51819L107COMMON STOCK23,012$146,817dollars as filed
VIAVI SOLUTIONS INC925550105COM14,560$146,619dollars as filed
PONCE FINANCIAL GROUP INC732344106COMMON STOCK10,586$146,510dollars as filed
LXP INDUSTRIAL TRUST529043101COM17,291$142,824dollars as filed
SKYWATER TECHNOLOGY INC COM83089J108Stock14,327$140,978dollars as filed
OOMA INC683416101COM10,771$138,946dollars as filed
Gaotu Techedu Inc36257Y109COM38,154$137,736dollars as filed
ADECOAGRO S AL00849106COM14,032$128,252dollars as filed
HONEST CO INC438333106COM24,950$126,996dollars as filed
LIFESTANCE HEALTH GROUP INC53228F101COM23,390$120,926dollars as filed
MISTER CAR WASH INC60646V105COM20,105$120,831dollars as filed
GRID DYNAMICS HLDGS INC39813G109CL A10,436$120,536dollars as filed
STEELCASE INC-CLASS A858155203CL A11,186$116,670dollars as filed
PETCO HEALTH AND WELLNESS CO71601V105COM40,505$114,629dollars as filed
CLOVER HEALTH INVESTMENTS CO18914F103COMMON STOCK40,396$112,705dollars as filed
LEGALZOOM COM INC52466B103COM12,198$108,684dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001328062-25-000005this filing2025-08-06acceptance time not in the bulk data set