Cornerstone Investment Partners, LLC
SEC Form 13F institutional filer · CIK 0001328062
13F-HR · 45 reported holdings · 2026-03-31
Investment management firm.
Reported long-US-equity value
$2.11B
Top-10 concentration
48.0%
Cornerstone Investment Partners, LLC — $2.11B AUM allocation strategy
Cornerstone Investment Partners, LLC files SEC Form 13F and reports $2.11B of long US equity value across 45 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 23.7%, followed by Financials 17.3% and Communication Services 14.2%.
The top 10 holdings account for 48% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Cornerstone Investment Partners, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$2.11B
total across 45 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
48% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$AMZN +207K sh · +$38.5M+$JPM +19.1K sh · +$1.41M+$V +15.4K sh · −$9.76M
Biggest trims (shares)
−$MU −190K sh · −$39.2M−$AMAT −65.3K sh · +$11.8M−$AVGO −53.6K sh · −$30.4M
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductor Materials & Equipment11.2%—
- Interactive Media & Services11.1%—
- Property & Casualty Insurance9.6%—
- Semiconductors9.4%—
- Health Care Distributors7.8%—
- Transaction & Payment Processing Services4.5%—
- Broadline Retail4.0%—
- Life Sciences Tools & Services3.5%—
- Other holdings38.8%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $GOOG | Alphabet Inc. Class C Capital Stock | 475K | $136M | -20.8K | 6.5% |
| $KLAC | KLA Corporation | 83K | $122M | -13.9K | 5.8% |
| $AMAT | Applied Materials Inc | 337K | $115M | -65.3K | 5.4% |
| $AVGO | Broadcom Inc | 323K | $100M | -53.6K | 4.7% |
| $META | Meta Platforms Inc | 172K | $98.2M | -7.43K | 4.6% |
| $MU | Micron Technology Inc | 288K | $97.1M | -190K | 4.6% |
| $V | Visa Inc | 313K | $94.6M | +15.4K | 4.5% |
| $COR | Cencora Inc | 272K | $85.4M | -12K | 4.0% |
| $AMZN | Amazon.com Inc | 409K | $85.3M | +207K | 4.0% |
| $MCK | McKesson Corporation | 93.5K | $80.9M | -4.89K | 3.8% |
…and 35 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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