Fund HoldingsCORNERCAP INVESTMENT COUNSEL INC

Total Portfolio Value
$190.74M
Total Bought
$15.15M
Total Sold
$147.65M
Net Transaction
-$132.50M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
CVS HEALTH CORP COM(CVS)029,689+29,68902,0111.05%+2,011
ELEVANCE HEALTH INC COM(ELV)04,009+4,00901,7440.91%+1,744
DUKE ENERGY CORP NEW COM(DUK)012,850+12,85001,5670.82%+1,567
ACCENTURE PLC CL A F
SHS CLASS A
04,962+4,96201,5480.81%+1,548
THERMO FISHER SCIENTIFIC INC C(TMO)03,013+3,01301,4990.79%+1,499
BANK AMERICA CORP COM034,683+34,68301,4470.76%+1,447
CHEVRON CORP NEW COM(CVX)013,750+13,75002,3001.21%+2,300
ADOBE INC COM(ADBE)03,909+3,90901,4990.79%+1,499
SYSCO CORP COM(SYY)020,911+20,91101,5690.82%+1,569
EVERGY INC COM(EVRG)011,315+11,31507800.41%+780
MORGAN STANLEY COM NEW(MS)06,511+6,51107600.40%+760
SCHLUMBERGER LTD COM(SLB)038,219+38,21901,5980.84%+1,598
JOHNSON & JOHNSON COM(JNJ)024,941+24,94104,1362.17%+4,136
PHILIP MORRIS INTL INC COM(PM)011,581+11,58101,8380.96%+1,838
W.P. CAREY INC. REIT(WPC)011,737+11,73707410.39%+741
NEWMONT CORP COM(NEM)030,045+30,04501,4510.76%+1,451
T-MOBILE US INC COM(TMUS)06,758+6,75801,8020.94%+1,802
ABBVIE INC COM(ABBV)9,0288,920-1081,6041,8690.98%+265
FIDELITY NATIONAL FINANCIAL IN(FNF)028,947+28,94701,8840.99%+1,884
3M CO COM(MMM)012,373+12,37301,8170.95%+1,817
RAYTHEON TECHNOLOGIES CORP COM(RTX)13,25813,098-1601,5341,7350.91%+201
ALTRIA GROUP INC COM(MO)028,301+28,30101,6990.89%+1,699
HCA HEALTHCARE INC COM(HCA)04,747+4,74701,6400.86%+1,640
THE CIGNA GROUP COM(CI)04,090+4,09001,3460.71%+1,346
VERIZON COMMUNICATIONS INC COM(VZ)40,48939,993-4961,6191,8140.95%+195
BAXTER INTL INC COM039,179+39,17901,3410.70%+1,341
COTERRA ENERGY INC COM057,744+57,74401,6690.87%+1,669
HARTFORD FINL SVCS GROUP INC C(HIG)013,436+13,43601,6620.87%+1,662
VISA INC COM CL A(V)5,0114,951-601,5841,7350.91%+151
EBAY INC. COM(EBAY)029,055+29,05501,9681.03%+1,968
TRAVELERS COMPANIES INC COM(TRV)06,922+6,92201,8310.96%+1,831
BRISTOL-MYERS SQUIBB CO COM(BMY)39,82039,272-5482,2522,3951.26%+143
DEVON ENERGY CORP NEW COM(DVN)030,996+30,99601,1590.61%+1,159
CONOCOPHILLIPS(COP)27,06726,751-3162,6842,8091.47%+125
AMERICAN INTL GROUP INC COM NE08,528+8,52807410.39%+741
ENTERGY CORP NEW(ETR)12,53412,410-1249501,0610.56%+111
WILLIS TOWERS WATSON PLC LTD S(WTW)04,846+4,84601,6380.86%+1,638
PRINCIPAL FINL GROUP INC COM(PFG)016,170+16,17001,3640.72%+1,364
CISCO SYS INC COM(CSCO)51,53150,887-6443,0513,1401.65%+90
KIMBERLY-CLARK CORP COM(KMB)09,666+9,66601,3750.72%+1,375
SCHWAB CHARLES CORP NEW COM(SCHW)23,72423,464-2601,7561,8370.96%+81
KROGER CO COM(KR)013,441+13,44109100.48%+910
SS&C TECHNOLOGIES HLDGS INC CO(SSNC)010,840+10,84009050.47%+905
CORTEVA INC COM(CTVA)013,075+13,07508230.43%+823
TYSON FOODS INC CL A(TSN)012,335+12,33507870.41%+787
MASTERCARD INC CL A(MA)3,1153,11501,6401,7070.90%+67
VEEVA SYS INC CL A COM(VEEV)03,436+3,43607960.42%+796
MEDTRONIC PLC SHS(MDT)07,425+7,42506670.35%+667
NISOURCE INC COM(NI)020,558+20,55808240.43%+824
UNIVERSAL HLTH SVCS INC CL B(UHS)08,291+8,29101,5580.82%+1,558
MID-AMER APT CMNTYS INC COM(MAA)04,462+4,46207480.39%+748
FIRST INDL RLTY TR INC COM(FR)014,484+14,48407820.41%+782
EOG RESOURCES INC(EOG)011,132+11,13201,4280.75%+1,428
BROADRIDGE FINL SOLUTION(BR)03,302+3,30208010.42%+801
REALTY INCOME CORP COM(O)011,774+11,77406830.36%+683
WELLS FARGO & CO NEW COM(WFC)51,19350,657-5363,5963,6371.91%+41
NRG ENERGY INC NEW(NRG)08,760+8,76008360.44%+836
VICI PPTYS INC COM(VICI)011,493+11,49303750.20%+375
JPMORGAN CHASE & CO COM(JPM)10,87510,759-1162,6072,6391.38%+32
SBA COMMUNICATIONS CORP NEW CL(SBAC)02,520+2,52005540.29%+554
COREBRIDGE FINL INC COM(CRBD)023,026+23,02607270.38%+727
GAMING & LEISURE PPTYS INC COM(GLPI)013,191+13,19106710.35%+671
PINTEREST INC CL A(PINS)017,320+17,32005370.28%+537
AGREE RLTY CORP COM04,481+4,48103460.18%+346
DOMINION RES INC VA14,30914,133-1767717920.42%+22
NNN REIT INC COM(NNN)016,054+16,05406850.36%+685
MARATHON PETE CORP COM(MPC)03,779+3,77905510.29%+551
STAG INDL INC COM(STAG)08,145+8,14502940.15%+294
S&P GLOBAL INC COM(SPGI)03,097+3,09701,5740.82%+1,574
TJX COS INC NEW COM(TJX)07,205+7,20508780.46%+878
EQUITY RESIDENTIAL SH BEN INT(EQR)05,004+5,00403580.19%+358
CITIGROUP INC(C)31,63131,263-3682,2272,2191.16%-7
Equity Lifestyle Properties(ELS)010,465+10,46506980.37%+698
LAM RESEARCH CORP COM(LRCX)016,688+16,68801,2130.64%+1,213
CUBESMART COM(CUBE)014,395+14,39506150.32%+615
COGNIZANT TECHNOLOGY SOLUTIONS(CTSH)09,686+9,68607410.39%+741
APTIV PLC SHS(APTV)15,01015,01009088930.47%-15
TE CONNECTIVITY LTD F(TEL)04,863+4,86306870.36%+687
QUALCOMM INC COM(QCOM)08,156+8,15601,2530.66%+1,253
OCCIDENTAL PETROL CO(OXY)31,88631,526-3601,5751,5560.82%-19
DISCOVER FINL SVCS COM04,697+4,69708020.42%+802
MOODYS CORP COM(MCO)1,6711,651-207917690.40%-22
DU PONT E I DE NEMOURS & CO CO(DD)08,803+8,80306570.34%+657
CONAGRA FOODS INC COM(CAG)022,147+22,14705910.31%+591
KRAFT HEINZ CO COM(KHC)51,74851,092-6561,5891,5550.82%-34
ELECTRONIC ARTS INC COM(EA)010,073+10,07301,4560.76%+1,456
KIMCO RLTY CORP COM(KIM)015,316+15,31603250.17%+325
WABTEC COM(WAB)04,482+4,48208130.43%+813
METLIFE INC COM(MET)019,091+19,09101,5330.80%+1,533
HOME DEPOT INC COM(HD)01,851+1,85106780.36%+678
FORTIVE CORP COM(FTV)020,143+20,14301,4740.77%+1,474
LAMAR ADVERTISING CO NEW CL A(LAMR)06,081+6,08106920.36%+692
NXP SEMICONDUCTORS N V COM
COM
02,732+2,73205190.27%+519
HONEYWELL INTL INC COM(HON)03,492+3,49207390.39%+739
COMCAST CORP NEW CL A(CCZ)053,238+53,23801,9641.03%+1,964
LYONDELLBASELL INDUSTRIES N V
SHS - A -
012,600+12,60008870.47%+887
WORKDAY INC CL A(WDAY)02,729+2,72906370.33%+637
MASCO CORP COM(MAS)019,227+19,22701,3370.70%+1,337
CONSTELLATION ENERGY CORP COM(CEG)03,192+3,19206440.34%+644
AVERY DENNISON CORP COM06,614+6,61401,1770.62%+1,177
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