13F 机构持仓

Cornerstone Investment Partners, LLC

ATLANTA GA · SEC CIK 0001328062

2026Q22026Q1 更早 9 个季度 🔒
$29.92亿2026Q2 申报市值
312持仓数
46.2%前十大占比 · 第一大 6.1%
86 / 69新建仓 / 清仓
申报市值走势$29.92亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

KLAC 6.1%
AMAT 5.3%
GOOGL 5.2%
MU 5.2%
TSM 4.9%
V 4.2%
AVGO 4.1%
AMZN 3.8%
META 3.8%
URI 3.7%

2026Q2 买入最多 按季末市值估算

SYK 新建仓+$5,727.13万
BX 新建仓+$5,040.35万
TMO 加仓+$3,324.17万
AZO 加仓+$2,414.53万
JPM 加仓+$2,033.80万

2026Q2 卖出最多 按季末市值估算

MU 减仓-$1.76亿
AMAT 减仓-$8,508.91万
KLAC 减仓-$6,702.94万
ELV 清仓-$4,175.99万
IQV 减仓-$2,759.43万

2026Q2 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
PUBM Pubmatic, Inc. $29.69万0.01%22,630 22,630— $29.69万 新建仓
BOOT Boot Barn Holdings, Inc $29.77万0.01%1,812 -84-4.4% -$1.38万 减仓
STNG Scorpio Tankers Inc. $29.77万0.01%4,298 -204-4.5% -$1.41万 减仓
HCSG Healthcare Services Group $29.80万0.01%12,133 12,133— $29.80万 新建仓
RSI Rush Street Interactive, Inc. Class A $29.95万0.01%10,072 -482-4.6% -$1.43万 减仓
— EXZEO GROUP INC $30.30万0.01%17,961 17,961— $30.30万 新建仓
AVAH Aveanna Healthcare Holdings Inc $30.54万0.01%35,640 -1,710-4.6% -$1.47万 减仓
ATMU Atmus Filtration Technologies, Inc. $30.59万0.01%5,999 -289-4.6% -$1.47万 减仓
APEI American Public Education $30.65万0.01%5,707 -273-4.6% -$1.47万 减仓
ALHC Alignment Healthcare, Inc. $30.66万0.01%12,876 -616-4.6% -$1.47万 减仓
UFCS United Fire Group, Inc. $30.76万0.01%5,866 -279-4.5% -$1.46万 减仓
MHO M/I Homes, Inc. $30.82万0.01%1,917 -90-4.5% -$1.45万 减仓
CRI Carter's, Inc. $30.84万0.01%7,492 -358-4.6% -$1.47万 减仓
WSFS WSFS Financial Corporation $30.93万0.01%4,031 -194-4.6% -$1.49万 减仓
MRCY Mercury Systems Inc $31.11万0.01%2,543 2,543— $31.11万 新建仓
SCHL Scholastic Corporation $31.22万0.01%6,787 -323-4.5% -$1.49万 减仓
PEB Pebblebrook Hotel Trust $31.29万0.01%16,119 16,119— $31.29万 新建仓
AMSC American Superconductor Corporation $31.38万0.01%7,560 -442-5.5% -$1.83万 减仓
NTB Bank of N.T. Butterfield & Son Limited (The) $31.49万0.01%5,293 681.3% $4,046 加仓
UVE Universal Insurance Holdings, Inc. $31.57万0.01%7,632 -363-4.5% -$1.50万 减仓
CARE CARTER BANKSHARES INC $31.63万0.01%9,301 9,301— $31.63万 新建仓
CDNA CareDx, Inc. $32.11万0.01%11,266 4704.4% $1.34万 重新持有
PRDO Perdoceo Education Corporation $32.30万0.01%10,093 -487-4.6% -$1.56万 减仓
PSTL Postal Realty Trust Inc $32.38万0.01%13,142 -626-4.5% -$1.54万 减仓
AIP ARTERIS INC $32.47万0.01%6,683 6,683— $32.47万 新建仓
REAL RealReal, Inc. $32.64万0.01%27,683 -1,327-4.6% -$1.56万 减仓
TRS TriMas Corporation $33.24万0.01%7,381 -353-4.6% -$1.59万 减仓
PTRN PATTERN GROUP INC-CL A $33.29万0.01%13,215 13,215— $33.29万 新建仓
ALGT Allegiant Travel Company $33.40万0.01%2,840 -160-5.3% -$1.88万 减仓
MUX McEwen Inc. $33.48万0.01%18,468 -884-4.6% -$1.60万 减仓
MGRC McGrath RentCorp $33.57万0.01%2,774 10.0% $121 加仓
ORI Old Republic International Corporation $33.76万0.01%8,250 00.0% — 不变
DAVE Dave Inc. $33.83万0.01%908 908— $33.83万 新建仓
CIGI Colliers International Group $33.87万0.01%3,611 681.9% $6,378 加仓
VRNS Varonis Systems, Inc. $34.24万0.01%8,161 8,161— $34.24万 新建仓
PBI Pitney Bowes Inc. $34.48万0.01%19,679 -944-4.6% -$1.65万 减仓
PARR Par Pacific Holdings Inc $34.70万0.01%6,187 -298-4.6% -$1.67万 减仓
ARLO Arlo Technologies Inc. $34.84万0.01%25,843 -1,243-4.6% -$1.68万 减仓
GLNG Golar LNG Ltd $35.17万0.01%7,056 -338-4.6% -$1.68万 减仓
UVSP Univest Financial Corporation $35.20万0.01%8,046 -383-4.5% -$1.68万 减仓
RELY Remitly Global, Inc. $35.68万0.01%15,920 -765-4.6% -$1.71万 减仓
TNK Teekay Tankers cl A $35.96万0.01%5,544 -268-4.6% -$1.74万 减仓
CNM Core & Main, Inc. Class A $36.04万0.01%7,469 7,469— $36.04万 新建仓
RS Reliance, Inc. $36.09万0.01%966 -11-1.1% -$4,110 减仓
CALY Callaway Golf Company $36.16万0.01%19,245 -925-4.6% -$1.74万 减仓
TILE Interface, Inc. $36.20万0.01%10,100 -483-4.6% -$1.73万 减仓
TNET TriNet Group, Inc. $36.57万0.01%7,390 -305-4.0% -$1.51万 减仓
PDFS PDF Solutions Inc $37.12万0.01%5,243 5,243— $37.12万 新建仓
OPFI OppFi, Inc. $37.77万0.01%38,035 -1,820-4.6% -$1.81万 减仓
PLAB Photronics Inc. $38.17万0.01%11,735 710.6% $2,310 加仓
— BioLife Solutions, Inc. $38.42万0.01%13,605 -646-4.5% -$1.82万 减仓
ARKO Arko Corp. $38.76万0.01%48,270 -2,317-4.6% -$1.86万 减仓
SUB iShares S&P Sh Tm Nat AMT-Free $38.97万0.01%3,660 -52-1.4% -$5,536 减仓
BLLN BillionToOne, Inc. Class A $38.97万0.01%3,248 -154-4.5% -$1.85万 减仓
RPM RPM International Inc. $39.98万0.01%3,597 00.0% — 不变
OLLI Ollie's Bargain Outlet Holding $40.67万0.01%5,290 2,649100.3% $20.37万 加仓
PRLB Proto Labs, Inc. $40.73万0.01%4,997 -238-4.5% -$1.94万 减仓
OMDA Omada Health, Inc. $40.79万0.01%18,582 -890-4.6% -$1.95万 减仓
AKAM Akamai Technologies, Inc. $41.27万0.01%3,491 3,491— $41.27万 新建仓
CC Chemours Co. $41.30万0.01%20,128 20,128— $41.30万 新建仓
DIOD Diodes Inc. $41.49万0.01%3,791 -184-4.6% -$2.01万 减仓
HAS Hasbro, Inc. $41.54万0.01%5,030 10.0% $83 加仓
ACI Albertsons Companies, Inc. Class A $42.29万0.01%31,259 11,65159.4% $15.76万 加仓
MTG MGIC Investment Corp. $42.62万0.01%15,113 7555.3% $2.13万 加仓
ATEN A10 Networks, Inc. $43.03万0.01%11,518 -665-5.5% -$2.48万 减仓
MCY Mercury General Corp. $43.05万0.01%4,038 -194-4.6% -$2.07万 减仓
MCRI Monarch Casino & Resort $43.69万0.01%3,320 1263.9% $1.66万 加仓
ROG Rogers Corporation $44.62万0.01%2,725 -130-4.6% -$2.13万 减仓
MATX Matson, Inc. $44.73万0.01%2,327 -109-4.5% -$2.10万 减仓
EEFT Euronet Worldwide Inc $44.89万0.02%6,133 20.0% $146 加仓
VCYT Veracyte, Inc. $45.08万0.02%7,675 -368-4.6% -$2.16万 减仓
WLDN Willdan Group, Inc. $45.23万0.02%5,718 -274-4.6% -$2.17万 减仓
CVLT CommVault Systems, Inc. $45.28万0.02%3,195 -155-4.6% -$2.20万 减仓
KALU Kaiser Aluminum Corp. $45.66万0.02%2,334 -114-4.7% -$2.23万 减仓
ALG Alamo Group Inc. $45.84万0.02%2,787 -55-1.9% -$9,047 减仓
AIZ Assurant, Inc. $46.13万0.02%1,718 10.1% $269 加仓
ACLS Axcelis Technologies Inc $47.08万0.02%2,485 -120-4.6% -$2.27万 减仓
SCI Service Corporation International $47.22万0.02%6,217 20.0% $152 加仓
DAR Darling Ingredients Inc $47.36万0.02%8,671 30.0% $164 加仓
VSXY Victoria's Secret & Company $47.47万0.02%5,686 -273-4.6% -$2.28万 减仓
ENVA Enova International, Inc. $48.27万0.02%2,005 -94-4.5% -$2.26万 减仓
GCMG GCM Grosvenor, Inc. Class A $49.04万0.02%39,870 -265-0.7% -$3,260 减仓
ATEX Anterix Inc. $50.09万0.02%4,866 4,866— $50.09万 新建仓
PKG Packaging Corp of America $50.23万0.02%2,108 64444.0% $15.35万 加仓
SKYW SkyWest, Inc. $50.47万0.02%5,081 -244-4.6% -$2.42万 减仓
AMG Affiliated Managers Group $51.54万0.02%1,523 10.1% $338 加仓
BLZE Backblaze, Inc. A $51.83万0.02%32,677 32,677— $51.83万 新建仓
GRBK Green Brick Partners, Inc. $51.97万0.02%6,493 -313-4.6% -$2.51万 减仓
LASR NLIGHT, INC $52.67万0.02%7,566 -362-4.6% -$2.52万 减仓
KLIC Kulicke & Soffa Industries $52.94万0.02%3,958 -188-4.5% -$2.51万 减仓
MTRN Materion Corporation $53.26万0.02%1,791 -84-4.5% -$2.50万 减仓
IESC IES Holdings, Inc. $53.63万0.02%730 730— $53.63万 新建仓
KNF Knife River Corp $53.76万0.02%6,427 3,18598.2% $26.64万 加仓
SN SharkNinja, Inc. $55.02万0.02%3,613 3,613— $55.02万 新建仓
TRU TransUnion $55.26万0.02%7,660 20.0% $144 加仓
KN Knowles Corporation $55.49万0.02%13,378 13,378— $55.49万 新建仓
ADEA Adeia Inc. $55.84万0.02%16,957 16,957— $55.84万 新建仓
CHE Chemed Corporation $56.17万0.02%1,206 35942.4% $16.72万 加仓
CHDN Churchill Downs Incorporated $57.92万0.02%6,461 10.0% $90 加仓
AXGN Axogen, Inc. $58.29万0.02%12,620 -606-4.6% -$2.80万 减仓