Cornerstone Investment Partners, LLC
ATLANTA GA · SEC CIK 0001328062
$23.81亿2026Q1 申报市值
291持仓数
43.6%前十大占比 · 第一大 5.7%
105 / 38新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AMZN 加仓+$4,309.42万
TSM 加仓+$2,164.43万
AZO 加仓+$645.16万
JPM 加仓+$561.46万
V 加仓+$466.36万
2026Q1 卖出最多 按季末市值估算
MU 减仓-$6,419.91万
AMAT 减仓-$2,231.38万
KLAC 减仓-$2,045.91万
AVGO 减仓-$1,657.58万
FANG 减仓-$856.65万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| DAKT | Daktronics, Inc. | $30.05万 | 0.01% | 15,372 | 3,488 | 29.4% | $6.82万 | 加仓 |
| IPI | Intrepid Potash, Inc. | $30.26万 | 0.01% | 7,074 | 7,074 | — | $30.26万 | 新建仓 |
| RRBI | Red River Bancshares, Inc. | $30.27万 | 0.01% | 3,347 | 3,347 | — | $30.27万 | 新建仓 |
| MCRI | Monarch Casino & Resort | $30.53万 | 0.01% | 3,194 | 194 | 6.5% | $1.85万 | 加仓 |
| MGRC | McGrath RentCorp | $30.58万 | 0.01% | 2,773 | 149 | 5.7% | $1.64万 | 加仓 |
| UNFI | United Natural Foods Inc. | $30.61万 | 0.01% | 6,793 | 6,793 | — | $30.61万 | 新建仓 |
| ROG | Rogers Corporation | $30.64万 | 0.01% | 2,855 | 617 | 27.6% | $6.62万 | 加仓 |
| OPFI | OppFi, Inc. | $30.73万 | 0.01% | 39,855 | 9,103 | 29.6% | $7.02万 | 加仓 |
| PKG | Packaging Corp of America | $31.07万 | 0.01% | 1,464 | 64 | 4.6% | $1.36万 | 加仓 |
| KMT | Kennametal Inc. | $31.28万 | 0.01% | 8,658 | 8,658 | — | $31.28万 | 新建仓 |
| CNC | Centene Corporation | $31.38万 | 0.01% | 9,584 | 392 | 4.3% | $1.28万 | 加仓 |
| SEZL | Sezzle Inc | $31.39万 | 0.01% | 4,959 | 1,139 | 29.8% | $7.21万 | 加仓 |
| KNSL | Kinsale Capital Group, Inc. | $31.40万 | 0.01% | 919 | 41 | 4.7% | $1.40万 | 加仓 |
| CHE | Chemed Corporation | $31.99万 | 0.01% | 847 | 353 | 71.5% | $13.33万 | 加仓 |
| CSW | CSW Industrials, Inc. | $32.57万 | 0.01% | 1,250 | 53 | 4.4% | $1.38万 | 加仓 |
| ORI | Old Republic International Corporation | $32.92万 | 0.01% | 8,250 | 367 | 4.7% | $1.46万 | 加仓 |
| LMAT | LeMaitre Vascular, Inc. | $32.93万 | 0.01% | 3,016 | 695 | 29.9% | $7.59万 | 重新持有 |
| ACI | Albertsons Companies, Inc. Class A | $33.41万 | 0.01% | 19,608 | 968 | 5.2% | $1.65万 | 加仓 |
| STNG | Scorpio Tankers Inc. | $33.61万 | 0.01% | 4,502 | 4,502 | — | $33.61万 | 新建仓 |
| CMRE | Costamare Inc. | $33.90万 | 0.01% | 20,061 | 4,602 | 29.8% | $7.78万 | 加仓 |
| HLNE | Hamilton Lane Incorporated Class A | $33.99万 | 0.01% | 3,420 | 56 | 1.7% | $5,566 | 加仓 |
| APEI | American Public Education | $34.01万 | 0.01% | 5,980 | 5,980 | — | $34.01万 | 新建仓 |
| CALX | Calix, Inc. | $34.07万 | 0.01% | 6,954 | 1,594 | 29.7% | $7.81万 | 加仓 |
| LKQ | LKQ Corporation | $34.96万 | 0.01% | 11,902 | 531 | 4.7% | $1.56万 | 加仓 |
| ATMU | Atmus Filtration Technologies, Inc. | $35.70万 | 0.01% | 6,288 | 1,443 | 29.8% | $8.19万 | 加仓 |
| RPM | RPM International Inc. | $35.75万 | 0.02% | 3,597 | 1,385 | 62.6% | $13.77万 | 加仓 |
| SPY | SPDR S&P 500 ETF Trust | $35.90万 | 0.02% | 552 | -4,992 | -90.0% | -$324.65万 | 减仓 |
| OSIS | OSI Systems, Inc. | $36.32万 | 0.02% | 1,368 | 314 | 29.8% | $8.34万 | 加仓 |
| PAHC | Phibro Animal Health Corporation Class A | $36.59万 | 0.02% | 6,616 | 1,447 | 28.0% | $8.00万 | 重新持有 |
| MCY | Mercury General Corp. | $37.31万 | 0.02% | 4,232 | 972 | 29.8% | $8.57万 | 加仓 |
| AIZ | Assurant, Inc. | $37.40万 | 0.02% | 1,717 | 66 | 4.0% | $1.44万 | 加仓 |
| TXRH | Texas Roadhouse Inc. | $37.62万 | 0.02% | 2,278 | 93 | 4.3% | $1.54万 | 加仓 |
| MTG | MGIC Investment Corp. | $37.69万 | 0.02% | 14,358 | 14,358 | — | $37.69万 | 新建仓 |
| CIGI | Colliers International Group | $37.87万 | 0.02% | 3,543 | 209 | 6.3% | $2.23万 | 加仓 |
| POWL | Powell Industries Inc. | $38.20万 | 0.02% | 706 | -1,205 | -63.1% | -$65.20万 | 减仓 |
| TSLX | Sixth Street Specialty Lending, Inc. | $38.38万 | 0.02% | 20,884 | 20,884 | — | $38.38万 | 新建仓 |
| ACGL | Arch Capital Group Ltd. | $38.42万 | 0.02% | 4,002 | 4,002 | — | $38.42万 | 新建仓 |
| ARLO | Arlo Technologies Inc. | $38.54万 | 0.02% | 27,086 | 6,212 | 29.8% | $8.84万 | 加仓 |
| GCMG | GCM Grosvenor, Inc. Class A | $39.33万 | 0.02% | 40,135 | 1,110 | 2.8% | $1.09万 | 加仓 |
| PRDO | Perdoceo Education Corporation | $39.37万 | 0.02% | 10,580 | 2,425 | 29.7% | $9.02万 | 加仓 |
| MUX | McEwen Mining Inc. | $39.52万 | 0.02% | 19,352 | 4,440 | 29.8% | $9.07万 | 加仓 |
| SUB | iShares S&P Sh Tm Nat AMT-Free | $39.53万 | 0.02% | 3,712 | 59 | 1.6% | $6,284 | 加仓 |
| MATX | Matson, Inc. | $39.94万 | 0.02% | 2,436 | 557 | 29.6% | $9.13万 | 加仓 |
| GLNG | Golar LNG Ltd | $40.01万 | 0.02% | 7,394 | 1,696 | 29.8% | $9.18万 | 加仓 |
| PARR | Par Pacific Holdings Inc | $40.62万 | 0.02% | 6,485 | 6,485 | — | $40.62万 | 新建仓 |
| EEFT | Euronet Worldwide Inc | $40.69万 | 0.02% | 6,131 | 245 | 4.2% | $1.63万 | 加仓 |
| NWPX | NWPX Infrastructure Inc | $40.88万 | 0.02% | 5,251 | 1,205 | 29.8% | $9.38万 | 加仓 |
| GHM | Graham Corporation | $41.24万 | 0.02% | 5,226 | 1,185 | 29.3% | $9.35万 | 加仓 |
| AMG | Affiliated Managers Group | $42.11万 | 0.02% | 1,522 | 60 | 4.1% | $1.66万 | 加仓 |
| FIGS | FIGS, Inc. Class A | $42.59万 | 0.02% | 28,833 | 6,269 | 27.8% | $9.26万 | 加仓 |
| WEX | WEX Inc. | $42.61万 | 0.02% | 2,784 | 180 | 6.9% | $2.75万 | 加仓 |
| TNK | Teekay Tankers cl A | $42.61万 | 0.02% | 5,812 | 1,331 | 29.7% | $9.76万 | 加仓 |
| BRKR | Bruker Corporation | $42.91万 | 0.02% | 11,879 | 406 | 3.5% | $1.47万 | 加仓 |
| CSL | Carlisle Companies Incorporated | $43.07万 | 0.02% | 1,291 | 52 | 4.2% | $1.73万 | 加仓 |
| UTI | Universal Technical Institute, Inc. | $43.50万 | 0.02% | 12,049 | 2,764 | 29.8% | $9.98万 | 加仓 |
| AXGN | Axogen, Inc. | $43.82万 | 0.02% | 13,226 | 3,032 | 29.7% | $10.05万 | 加仓 |
| GRBK | Green Brick Partners, Inc. | $43.86万 | 0.02% | 6,806 | 1,559 | 29.7% | $10.05万 | 加仓 |
| LGND | Ligand Pharmaceuticals | $44.02万 | 0.02% | 2,205 | 507 | 29.9% | $10.12万 | 加仓 |
| HRI | Herc Holdings, Inc. | $45.16万 | 0.02% | 4,536 | 224 | 5.2% | $2.23万 | 加仓 |
| LASR | NLIGHT, INC | $45.21万 | 0.02% | 7,928 | 1,817 | 29.7% | $10.36万 | 加仓 |
| WLDN | Willdan Group, Inc. | $45.87万 | 0.02% | 5,992 | 1,357 | 29.3% | $10.39万 | 加仓 |
| ALG | Alamo Group Inc. | $46.88万 | 0.02% | 2,842 | 336 | 13.4% | $5.54万 | 加仓 |
| HAS | Hasbro Inc. | $47.07万 | 0.02% | 5,029 | 207 | 4.3% | $1.94万 | 加仓 |
| PLAB | Photronics Inc. | $47.13万 | 0.02% | 11,664 | 2,662 | 29.6% | $10.76万 | 加仓 |
| SKYW | SkyWest Inc. | $48.90万 | 0.02% | 5,325 | 1,220 | 29.7% | $11.20万 | 加仓 |
| BJ | BJ'S WHOLESALE CLUB HOLDINGS | $49.26万 | 0.02% | 5,005 | 296 | 6.3% | $2.91万 | 加仓 |
| SCI | Service Corporation International | $51.28万 | 0.02% | 6,215 | 234 | 3.9% | $1.93万 | 加仓 |
| SSNC | SS&C Technologies Hldgs Inc. | $51.87万 | 0.02% | 7,677 | 211 | 2.8% | $1.43万 | 加仓 |
| DORM | Dorman Products, Inc. | $52.87万 | 0.02% | 5,066 | 626 | 14.1% | $6.53万 | 加仓 |
| TRU | TransUnion | $52.99万 | 0.02% | 7,658 | 192 | 2.6% | $1.33万 | 加仓 |
| DAR | Darling Ingredients Inc | $53.61万 | 0.02% | 8,668 | 179 | 2.1% | $1.11万 | 加仓 |
| FLEX | Flextronics International Ltd. | $54.91万 | 0.02% | 8,389 | 8,389 | — | $54.91万 | 新建仓 |
| VRRM | Verra Mobility Corporation | $55.26万 | 0.02% | 38,668 | 1,538 | 4.1% | $2.20万 | 加仓 |
| PRM | Perimeter Solutions | $57.46万 | 0.02% | 23,530 | 5,397 | 29.8% | $13.18万 | 加仓 |
| CHDN | Churchill Downs Incorporated | $58.03万 | 0.02% | 6,460 | 312 | 5.1% | $2.80万 | 加仓 |
| CTOS | Custom Truck One Source Inc | $59.09万 | 0.02% | 89,938 | 3,510 | 4.1% | $2.31万 | 加仓 |
| RYAN | Ryan Specialty Holdings, Inc | $59.43万 | 0.02% | 17,615 | 5,851 | 49.7% | $19.74万 | 加仓 |
| CRL | Charles River Laboratories International, Inc. | $62.00万 | 0.03% | 3,594 | 84 | 2.4% | $1.45万 | 加仓 |
| MWA | Mueller Water Products, Inc. Class A | $66.55万 | 0.03% | 24,209 | 15,581 | 180.6% | $42.83万 | 加仓 |
| NXST | Nexstar Media Group, Inc. Cl A | $73.69万 | 0.03% | 4,075 | 151 | 3.8% | $2.73万 | 加仓 |
| LTH | Life Time Group Holdings, Inc. | $73.73万 | 0.03% | 27,367 | 1,314 | 5.0% | $3.54万 | 加仓 |
| MC | Moelis & Company | $77.92万 | 0.03% | 13,671 | 3,149 | 29.9% | $17.95万 | 加仓 |
| CSX | CSX Corporation | $79.78万 | 0.03% | 19,435 | -66 | -0.3% | -$2,709 | 减仓 |
| ONTO | Onto Innovation Inc. | $84.84万 | 0.04% | 4,137 | -46 | -1.1% | -$9,433 | 减仓 |
| WD | Walker & Dunlop, Inc. | $84.91万 | 0.04% | 19,133 | 8,248 | 75.8% | $36.60万 | 加仓 |
| SF | Stifel Financial Corp | $89.27万 | 0.04% | 12,076 | 708 | 6.2% | $5.23万 | 加仓 |
| TER | Teradyne Inc. | $110.58万 | 0.05% | 3,730 | 158 | 4.4% | $4.68万 | 加仓 |
| PR | Permian Resources Corp. | $112.83万 | 0.05% | 52,923 | 1,908 | 3.7% | $4.07万 | 加仓 |
| PRIM | Primoris Services Corporation | $115.19万 | 0.05% | 8,053 | 315 | 4.1% | $4.51万 | 加仓 |
| CACI | CACI International, Inc. | $116.22万 | 0.05% | 2,137 | 78 | 3.8% | $4.24万 | 加仓 |
| SNEX | StoneX Group Inc. | $129.17万 | 0.05% | 16,016 | 6,185 | 62.9% | $49.88万 | 加仓 |
| USFD | US Foods Holding | $135.48万 | 0.06% | 14,693 | 550 | 3.9% | $5.07万 | 加仓 |
| EVR | Evercore Partners, Inc. | $140.27万 | 0.06% | 4,699 | 298 | 6.8% | $8.90万 | 加仓 |
| APG | API Group Corp. | $147.69万 | 0.06% | 36,448 | 1,315 | 3.7% | $5.33万 | 加仓 |
| EME | EMCOR Group Inc. | $160.21万 | 0.07% | 2,170 | 88 | 4.2% | $6.50万 | 加仓 |
| MUB | iShares S&P Natl AMT-Fr Mun | $176.51万 | 0.07% | 16,628 | 328 | 2.0% | $3.48万 | 加仓 |
| CIEN | Ciena Corporation | $203.39万 | 0.09% | 5,239 | -974 | -15.7% | -$37.81万 | 减仓 |
| LITE | Lumentum Holdings Inc. | $211.46万 | 0.09% | 3,009 | -2,263 | -42.9% | -$159.03万 | 减仓 |
| FIX | Comfort Systems USA | $212.36万 | 0.09% | 1,540 | -363 | -19.1% | -$50.06万 | 减仓 |
| MKSI | MKS Instruments Inc. | $216.32万 | 0.09% | 9,413 | 376 | 4.2% | $8.64万 | 加仓 |