Cornerstone Investment Partners, LLC Top Holdings and 13F Report (2024) About Cornerstone Investment Partners, LLCInvestment ActivityCornerstone Investment Partners, LLC has $2.02 billion in total holdings as of September 30, 2024.Cornerstone Investment Partners, LLC owns shares of 225 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 9.55% of the portfolio was purchased this quarter.About 8.79% of the portfolio was sold this quarter.This quarter, Cornerstone Investment Partners, LLC has purchased 228 new stocks and bought additional shares in 106 stocks.Cornerstone Investment Partners, LLC sold shares of 54 stocks and completely divested from 59 stocks this quarter.Largest Holdings Broadcom $116,685,900Meta Platforms $106,769,219Fiserv $96,792,186Alphabet $94,011,077HCA Healthcare $88,065,252 Largest New Holdings this Quarter Apollo Global Management $40,337,561 HoldingTeekay Tankers cl A $304,764 HoldingBruker $302,068 HoldingOption Care Health $288,304 HoldingInsight Enterprises $279,145 Holding Largest Purchases this Quarter Broadcom 604,237 shares (about $104.23M)Apollo Global Management 322,933 shares (about $40.34M)McKesson 21,876 shares (about $10.82M)Micron Technology 71,212 shares (about $7.39M)UnitedHealth Group 8,306 shares (about $4.86M) Largest Sales this Quarter AutoZone 6,833 shares (about $21.52M)JPMorgan Chase & Co. 67,886 shares (about $14.31M)HCA Healthcare 28,323 shares (about $11.51M)KLA 9,391 shares (about $7.27M)Chubb 19,850 shares (about $5.72M) Sector Allocation Over TimeMap of 500 Largest Holdings ofCornerstone Investment Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAVGOBroadcom$116,685,900$104,230,883 ▲836.9%676,4405.8%Computer and TechnologyMETAMeta Platforms$106,769,219$4,348,827 ▼-3.9%186,5165.3%Computer and TechnologyFIFiserv$96,792,186$3,975,654 ▼-3.9%538,7824.8%Business ServicesGOOGLAlphabet$94,011,077$3,867,954 ▼-4.0%566,8444.6%Computer and TechnologyHCAHCA Healthcare$88,065,252$11,511,317 ▼-11.6%216,6804.4%MedicalCBChubb$80,594,347$5,724,542 ▼-6.6%279,4634.0%FinanceELVElevance Health$80,384,720$491,920 ▲0.6%154,5864.0%MedicalMUMicron Technology$79,160,184$7,385,397 ▲10.3%763,2843.9%Computer and TechnologyUNHUnitedHealth Group$78,285,144$4,856,352 ▲6.6%133,8943.9%MedicalVVisa$76,971,978$1,955,994 ▲2.6%279,9493.8%Business ServicesCorpay Inc.$73,749,746$1,626,665 ▼-2.2%235,8033.6%COMMSFTMicrosoft$71,133,323$2,292,638 ▲3.3%165,3113.5%Computer and TechnologyCORCencora$70,532,204$2,832,182 ▼-3.9%313,3653.5%MedicalSSNCSS&C Technologies$70,527,329$3,217,523 ▼-4.4%950,3753.5%Computer and TechnologyTRVTravelers Companies$64,677,523$2,961,384 ▼-4.4%276,2583.2%FinanceAZOAutoZone$63,734,759$21,524,223 ▼-25.2%20,2333.2%Retail/WholesaleAXPAmerican Express$62,373,288$3,807,919 ▼-5.8%229,9903.1%FinanceFANGDiamondback Energy$52,378,253$3,331,977 ▼-6.0%303,8182.6%Oils/EnergyNSCNorfolk Southern$50,681,078$4,648,193 ▼-8.4%203,9482.5%TransportationURIUnited Rentals$49,232,394$3,638,117 ▲8.0%60,8012.4%ConstructionKLACKLA$44,726,824$7,272,484 ▼-14.0%57,7562.2%Computer and TechnologyMCKMcKesson$43,343,824$10,815,932 ▲33.3%87,6662.1%MedicalBNDVanguard Total Bond Market ETF$40,513,883$124,833 ▼-0.3%539,3942.0%ETFAPOApollo Global Management$40,337,561$40,337,561 ▲New Holding322,9332.0%FinanceHASHasbro$40,050,816$3,747,839 ▼-8.6%553,8002.0%Consumer DiscretionaryTTWOTake-Two Interactive Software$39,501,472$3,750,985 ▲10.5%256,9872.0%Consumer DiscretionaryJPMJPMorgan Chase & Co.$38,235,876$14,314,442 ▼-27.2%181,3331.9%FinanceUPSUnited Parcel Service$36,864,973$3,769,528 ▼-9.3%270,3901.8%TransportationEAElectronic Arts$35,602,382$1,634,929 ▼-4.4%248,2041.8%Consumer DiscretionaryDGDollar General$28,442,582$1,199,287 ▼-4.0%336,3201.4%Retail/WholesaleBSVVanguard Short-Term Bond ETF$25,598,801$49,103 ▼-0.2%325,3121.3%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$17,460,150$79,507 ▲0.5%190,1770.9%ETFCSXCSX$2,517,548$44,682 ▲1.8%72,9090.1%TransportationTRUTransUnion$1,177,666$25,128 ▲2.2%11,2480.1%Business ServicesMUBiShares National Muni Bond ETF$1,076,415$72,130 ▲7.2%9,9090.1%ETFCACICACI International$974,810$10,091 ▲1.0%1,9320.0%Computer and TechnologyEVREvercore$941,158$2,325,661 ▼-71.2%3,7150.0%FinanceWEXWEX$928,684$21,812 ▲2.4%4,4280.0%Business ServicesFIXComfort Systems USA$889,998$16,004 ▼-1.8%2,2800.0%ConstructionGSThe Goldman Sachs Group$840,202$11,388 ▼-1.3%1,6970.0%FinanceAPGAPi Group$816,420$6,967 ▲0.9%24,7250.0%Business ServicesMCMoelis & Company$775,876$2,650,447 ▼-77.4%11,3250.0%FinanceWDWalker & Dunlop$767,300$7,383 ▲1.0%6,7550.0%FinanceUSFDUS Foods$763,400$117,834 ▲18.3%12,4130.0%Consumer StaplesCIENCiena$762,238$15,028 ▲2.0%12,3760.0%Computer and TechnologyEMEEMCOR Group$752,9970.0%1,7490.0%ConstructionONTOOnto Innovation$724,592$8,718 ▼-1.2%3,4910.0%Computer and TechnologySKXSkechers U.S.A.$648,589$148,362 ▲29.7%9,6920.0%Consumer DiscretionaryDORMDorman Products$644,558$1,810 ▼-0.3%5,6980.0%Auto/Tires/TrucksMOHMolina Healthcare$642,260$99,233 ▲18.3%1,8640.0%MedicalVECOVeeco Instruments$632,684$93,526 ▲17.3%19,0970.0%Computer and TechnologySFStifel Financial$616,360$10,235 ▼-1.6%6,5640.0%FinanceSNEXStoneX Group$603,865$9,744 ▲1.6%7,3750.0%FinanceRYANRyan Specialty$595,386$112,797 ▲23.4%8,9680.0%FinanceMTCHMatch Group$588,034$4,768 ▼-0.8%15,5400.0%Retail/WholesaleAMGAffiliated Managers Group$568,604$17,069 ▲3.1%3,1980.0%FinancePermian Resources Corp.$568,149$3,607 ▼-0.6%41,7450.0%COMEEFTEuronet Worldwide$557,673$8,038 ▼-1.4%5,6200.0%FinanceTNETTriNet Group$552,632$1,067 ▼-0.2%5,6990.0%Business ServicesNVGSNavigator$551,137$145 ▼0.0%34,2960.0%TransportationWRBW. R. Berkley$542,339$181,876 ▲50.5%9,5600.0%FinanceHCCWarrior Met Coal$532,351$16,550 ▲3.2%8,3310.0%Oils/EnergyCWHCamping World$524,484$1,587,887 ▼-75.2%21,6550.0%Consumer DiscretionarySMSM Energy$514,574$45,886 ▼-8.2%12,8740.0%Oils/EnergyGRBKGreen Brick Partners$511,059$15,535 ▲3.1%6,1190.0%FinancePOWLPowell Industries$498,812$25,751 ▲5.4%2,2470.0%Industrial ProductsNXSTNexstar Media Group$497,869$13,724 ▲2.8%3,0110.0%Consumer DiscretionaryALITAlight$483,346$1,687 ▲0.4%65,3170.0%Computer and TechnologyLKQLKQ$476,844$10,978 ▲2.4%11,9450.0%Auto/Tires/TrucksALGAlamo Group$459,332$360 ▲0.1%2,5500.0%Industrial ProductsSUBiShares Short-Term National Muni Bond ETF$436,016$29,308 ▲7.2%4,1060.0%ETFViper Energy Partners LP$435,312$13,488 ▲3.2%9,6500.0%COMWHDCactus$432,787$4,416 ▼-1.0%7,2530.0%Oils/EnergyNSANational Storage Affiliates Trust$425,847$5,398 ▼-1.3%8,8350.0%FinanceAMPHAmphastar Pharmaceuticals$423,424$13,103 ▲3.2%8,7250.0%MedicalBJBJ's Wholesale Club$423,122$9,073 ▼-2.1%5,1300.0%Consumer DiscretionaryTPHTri Pointe Homes$416,172$12,868 ▲3.2%9,1850.0%ConstructionEXPEExpedia Group$415,936$8,585 ▼-2.0%2,8100.0%Retail/WholesaleVRRMVerra Mobility$415,676$8,705 ▼-2.1%14,9470.0%Industrial ProductsSKYWSkyWest$407,586$12,583 ▲3.2%4,7940.0%TransportationIDCCInterDigital$404,495$12,322 ▲3.1%2,8560.0%Computer and TechnologyFIVEFive Below$403,760$707 ▲0.2%4,5700.0%Retail/WholesaleSPNSSapiens International$396,292$5,926 ▼-1.5%10,6330.0%Computer and TechnologyMKSIMKS Instruments$395,596$5,436 ▼-1.4%3,6390.0%Computer and TechnologyLITELumentum$395,555$11,662 ▼-2.9%6,2410.0%Computer and TechnologyBECNBeacon Roofing Supply$394,467$7,606 ▼-1.9%4,5640.0%Retail/WholesaleASPNAspen Aerogels$386,691$12,848 ▲3.4%13,9650.0%ConstructionRHRH$385,5980.0%1,1530.0%Consumer StaplesBBWIBath & Body Works$376,5280.0%11,7960.0%Retail/WholesaleTXRHTexas Roadhouse$371,390$103,841 ▼-21.9%2,1030.0%Retail/WholesaleCRLCharles River Laboratories International$368,531$394 ▲0.1%1,8710.0%MedicalOLLIOllie's Bargain Outlet$338,353$219,672 ▼-39.4%3,4810.0%Consumer StaplesICFIICF International$335,081$6,505 ▼-1.9%2,0090.0%Business ServicesHWKNHawkins$333,589$10,453 ▲3.2%2,6170.0%Basic MaterialsPRIMPrimoris Services$331,056$2,788 ▼-0.8%5,7000.0%ConstructionTERTeradyne$327,3250.0%2,4440.0%Computer and TechnologyBZHBeazer Homes USA$321,164$9,397 ▲3.0%9,3990.0%ConstructionROADConstruction Partners$319,195$9,632 ▲3.1%4,5730.0%ConstructionGCTGigaCloud Technology$314,987$10,387 ▲3.4%13,7070.0%Business ServicesMATXMatson$312,480$9,698 ▲3.2%2,1910.0%TransportationShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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