Cornerstone Investment Partners, LLC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| Taiwan Semiconductor | 0 | 240,535 | +240,535 | 0 | 73,096,181 | +73,096,181 |
| Cummins Inc. | 0 | 101,257 | +101,257 | 0 | 51,686,636 | +51,686,636 |
| Amazon.com, Inc. | 0 | 202,491 | +202,491 | 0 | 46,738,973 | +46,738,973 |
| IQVIA Holdings Inc | 0 | 453,850 | +453,850 | 0 | 102,302,328 | +102,302,328 |
| Micron Technology Inc | 0 | 477,587 | +477,587 | 0 | 136,308,106 | +136,308,106 |
| Applied Materials Inc. | 380,494 | 401,889 | +21,395 | 77,902,342 | 103,281,454 | +25,379,112 |
| Dollar General Corp. | 580,211 | 582,896 | +2,685 | 59,964,807 | 77,391,102 | +17,426,295 |
| Alphabet Inc. Class A | 569,347 | 495,493 | -73,854 | 138,408,256 | 155,089,309 | +16,681,053 |
| Thermo Fisher Scientific Inc. | 0 | 97,304 | +97,304 | 0 | 56,382,803 | +56,382,803 |
| KLA Corporation | 0 | 96,846 | +96,846 | 0 | 117,675,638 | +117,675,638 |
| VISA Inc. | 0 | 297,678 | +297,678 | 0 | 104,398,655 | +104,398,655 |
| Apollo Global Management, LLC | 630,520 | 632,702 | +2,182 | 84,029,400 | 91,589,942 | +7,560,542 |
| American Express Co. | 175,012 | 175,711 | +699 | 58,131,986 | 65,004,284 | +6,872,298 |
| Broadcom Limited | 375,409 | 376,918 | +1,509 | 123,851,183 | 130,451,320 | +6,600,137 |
| McKesson Corp | 0 | 98,421 | +98,421 | 0 | 80,733,762 | +80,733,762 |
| Cencora Inc. | 291,309 | 283,931 | -7,378 | 91,042,816 | 95,897,710 | +4,854,894 |
| Elevance Health, Inc. | 169,238 | 167,102 | -2,136 | 54,684,183 | 58,577,606 | +3,893,423 |
| Diamondback Energy, Inc. | 396,077 | 399,120 | +3,043 | 56,678,643 | 59,999,735 | +3,321,092 |
| SPDR S&P 500 ETF Trust | 0 | 5,544 | +5,544 | 0 | 3,780,564 | +3,780,564 |
| W. R. Berkley Corporation | 0 | 1,099,746 | +1,099,746 | 0 | 77,114,190 | +77,114,190 |
| The Travelers Companies | 0 | 208,043 | +208,043 | 0 | 60,344,953 | +60,344,953 |
| CBRE Group, Inc. | 392,759 | 394,560 | +1,801 | 61,883,108 | 63,441,302 | +1,558,194 |
| JPMorgan Chase & Co | 0 | 149,854 | +149,854 | 0 | 48,285,956 | +48,285,956 |
| Lumentum Holdings Inc. | 0 | 5,272 | +5,272 | 0 | 1,943,206 | +1,943,206 |
| Ciena Corporation | 6,319 | 6,213 | -106 | 920,489 | 1,453,034 | +532,545 |
| Hamilton Lane Incorporated Class A | 0 | 3,364 | +3,364 | 0 | 451,819 | +451,819 |
| Life Time Group Holdings, Inc. | 0 | 26,053 | +26,053 | 0 | 692,489 | +692,489 |
| TPG Inc Class A | 0 | 5,681 | +5,681 | 0 | 362,675 | +362,675 |
| CSW Industrials, Inc. | 0 | 1,197 | +1,197 | 0 | 351,355 | +351,355 |
| Brown & Brown, Inc. | 0 | 4,112 | +4,112 | 0 | 327,726 | +327,726 |
| MKS Instruments Inc. | 0 | 9,037 | +9,037 | 0 | 1,444,113 | +1,444,113 |
| Photronics Inc. | 0 | 9,002 | +9,002 | 0 | 288,064 | +288,064 |
| AXT, Inc. | 0 | 16,793 | +16,793 | 0 | 274,566 | +274,566 |
| Charles River Laboratories International, Inc. | 2,822 | 3,510 | +688 | 441,530 | 700,175 | +258,645 |
| American Eagle Outfitters | 0 | 9,705 | +9,705 | 0 | 255,921 | +255,921 |
| Enova International, Inc. | 0 | 1,618 | +1,618 | 0 | 254,350 | +254,350 |
| Castle Biosciences, Inc. | 0 | 6,078 | +6,078 | 0 | 236,434 | +236,434 |
| Matson, Inc. | 0 | 1,879 | +1,879 | 0 | 232,150 | +232,150 |
| Revolve Group, LLC. | 0 | 7,617 | +7,617 | 0 | 229,957 | +229,957 |
| Omnicell, Inc. | 0 | 5,070 | +5,070 | 0 | 229,671 | +229,671 |
| Vishay Precision Group | 0 | 5,954 | +5,954 | 0 | 229,229 | +229,229 |
| NLIGHT, INC | 0 | 6,111 | +6,111 | 0 | 229,224 | +229,224 |
| Kohl's Corporation | 0 | 11,019 | +11,019 | 0 | 224,898 | +224,898 |
| iRadimed Corporation | 0 | 2,303 | +2,303 | 0 | 224,036 | +224,036 |
| Stitch Fix, Inc. Class A | 0 | 42,388 | +42,388 | 0 | 222,537 | +222,537 |
| MaxLinear, Inc. cl A | 0 | 12,658 | +12,658 | 0 | 220,629 | +220,629 |
| Kaiser Aluminum Corp. | 0 | 1,916 | +1,916 | 0 | 220,072 | +220,072 |
| EVERQUOTE, INC. | 0 | 8,019 | +8,019 | 0 | 216,513 | +216,513 |
| Verra Mobility Corporation | 0 | 37,130 | +37,130 | 0 | 832,083 | +832,083 |
| Braze, Inc. | 0 | 6,237 | +6,237 | 0 | 213,867 | +213,867 |
| Univest Financial Corporation | 0 | 6,520 | +6,520 | 0 | 213,465 | +213,465 |
| EnerSys Inc | 0 | 1,439 | +1,439 | 0 | 211,173 | +211,173 |
| SkyWater Technology Inc | 0 | 11,381 | +11,381 | 0 | 206,679 | +206,679 |
| YETI Holdings Inc. | 0 | 4,656 | +4,656 | 0 | 205,656 | +205,656 |
| Alignment Healthcare, Inc. | 0 | 10,399 | +10,399 | 0 | 205,380 | +205,380 |
| Tactile Systems Technology Inc | 0 | 7,075 | +7,075 | 0 | 205,175 | +205,175 |
| Rogers Corporation | 0 | 2,238 | +2,238 | 0 | 204,934 | +204,934 |
| JinkoSolar Holding Co., Ltd. Sponsored ADR | 0 | 7,940 | +7,940 | 0 | 204,931 | +204,931 |
| Bruker Corporation | 10,337 | 11,473 | +1,136 | 335,849 | 540,493 | +204,644 |
| Amplitude, Inc. | 0 | 17,566 | +17,566 | 0 | 203,414 | +203,414 |
| CareDx, Inc. | 0 | 10,796 | +10,796 | 0 | 203,397 | +203,397 |
| Zumiez Inc. | 0 | 7,796 | +7,796 | 0 | 203,086 | +203,086 |
| Taboola.com | 0 | 43,894 | +43,894 | 0 | 202,351 | +202,351 |
| Teradyne Inc. | 0 | 3,572 | +3,572 | 0 | 691,396 | +691,396 |
| Kornit Digital Ltd. | 0 | 13,892 | +13,892 | 0 | 199,767 | +199,767 |
| UP Fintech Holding Ltd ADR | 0 | 20,881 | +20,881 | 0 | 199,622 | +199,622 |
| Manitowoc Company Inc | 0 | 16,525 | +16,525 | 0 | 198,135 | +198,135 |
| Comfort Systems USA | 1,914 | 1,903 | -11 | 1,579,395 | 1,776,051 | +196,656 |
| MediaAlpha, Inc. Class A | 0 | 14,650 | +14,650 | 0 | 189,718 | +189,718 |
| Grid Dynamics Holdings, Inc. | 0 | 20,881 | +20,881 | 0 | 188,555 | +188,555 |
| Harmonic, Inc. | 0 | 18,752 | +18,752 | 0 | 185,457 | +185,457 |
| Flywire Corp | 0 | 12,921 | +12,921 | 0 | 182,961 | +182,961 |
| Core Laboratories Inc. | 0 | 11,381 | +11,381 | 0 | 182,437 | +182,437 |
| Riskified Ltd. Class A | 0 | 36,198 | +36,198 | 0 | 179,904 | +179,904 |
| Whitestone REIT | 0 | 12,942 | +12,942 | 0 | 179,764 | +179,764 |
| Aurinia Pharmaceuticals Inc. | 0 | 11,171 | +11,171 | 0 | 178,177 | +178,177 |
| Pangaea Logistics Solutions Ltd. | 0 | 25,842 | +25,842 | 0 | 177,793 | +177,793 |
| Organogenesis Holdings Inc. | 0 | 33,627 | +33,627 | 0 | 174,188 | +174,188 |
| Stifel Financial Corp | 0 | 7,579 | +7,579 | 0 | 949,042 | +949,042 |
| Yalla Group Ltd. Sponsored ADR Class A | 0 | 24,255 | +24,255 | 0 | 168,330 | +168,330 |
| Clean Energy Fuels Corp. | 0 | 78,965 | +78,965 | 0 | 165,827 | +165,827 |
| Commerce.com Inc | 0 | 38,584 | +38,584 | 0 | 158,966 | +158,966 |
| RLX Technology, Inc. Sponsored ADR Class A | 0 | 67,909 | +67,909 | 0 | 158,228 | +158,228 |
| Niagen Bioscience, Inc. | 0 | 24,875 | +24,875 | 0 | 158,205 | +158,205 |
| Axogen, Inc. | 10,187 | 10,194 | +7 | 181,736 | 333,650 | +151,914 |
| AutoZone Inc. | 10,477 | 13,298 | +2,821 | 44,948,844 | 45,100,167 | +151,323 |
| eXp World Holdings, Inc. | 0 | 16,047 | +16,047 | 0 | 145,225 | +145,225 |
| API Group Corp. | 34,937 | 35,133 | +196 | 1,200,785 | 1,344,189 | +143,404 |
| Herc Holdings, Inc. | 0 | 4,312 | +4,312 | 0 | 639,815 | +639,815 |
| Onto Innovation Inc. | 0 | 4,183 | +4,183 | 0 | 660,328 | +660,328 |
| FIGS, Inc. Class A | 22,550 | 22,564 | +14 | 150,860 | 256,327 | +105,467 |
| Churchill Downs Incorporated | 6,146 | 6,148 | +2 | 596,223 | 699,519 | +103,296 |
| Protagonist Therapeutics, Inc. | 0 | 4,634 | +4,634 | 0 | 404,734 | +404,734 |
| Perimeter Solutions | 0 | 18,133 | +18,133 | 0 | 499,201 | +499,201 |
| Affiliated Managers Group | 1,441 | 1,462 | +21 | 343,578 | 421,465 | +77,887 |
| Viavi Solutions Inc | 0 | 13,557 | +13,557 | 0 | 241,586 | +241,586 |
| Dollar Tree, Inc. | 2,431 | 2,431 | 0 | 229,413 | 299,037 | +69,624 |
| Permian Resources Corp. | 0 | 51,015 | +51,015 | 0 | 715,740 | +715,740 |
| Costamare Inc. | 15,653 | 15,459 | -194 | 186,427 | 244,098 | +57,671 |
| Transocean Ltd. | 0 | 56,665 | +56,665 | 0 | 234,026 | +234,026 |