13F 机构持仓

Cornerstone Investment Partners, LLC

ATLANTA GA · SEC CIK 0001328062

2026Q22026Q1 更早 9 个季度 🔒
$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
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

GOOGL 5.7%
KLAC 5.1%
AMAT 4.8%
TSM 4.3%
AVGO 4.2%
META 4.1%
MU 4.1%
V 4.0%
COR 3.6%
AMZN 3.6%

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
MTG MGIC Investment Corp. $37.69万0.02%14,358 14,358— $37.69万 新建仓
TXRH Texas Roadhouse Inc. $37.62万0.02%2,278 934.3% $1.54万 加仓
AIZ Assurant, Inc. $37.40万0.02%1,717 664.0% $1.44万 加仓
MCY Mercury General Corp. $37.31万0.02%4,232 97229.8% $8.57万 加仓
PAHC Phibro Animal Health Corporation Class A $36.59万0.02%6,616 1,44728.0% $8.00万 重新持有
OSIS OSI Systems, Inc. $36.32万0.02%1,368 31429.8% $8.34万 加仓
SPY SPDR S&P 500 ETF Trust $35.90万0.02%552 -4,992-90.0% -$324.65万 减仓
RPM RPM International Inc. $35.75万0.02%3,597 1,38562.6% $13.77万 加仓
ATMU Atmus Filtration Technologies, Inc. $35.70万0.01%6,288 1,44329.8% $8.19万 加仓
LKQ LKQ Corporation $34.96万0.01%11,902 5314.7% $1.56万 加仓
CALX Calix, Inc. $34.07万0.01%6,954 1,59429.7% $7.81万 加仓
APEI American Public Education $34.01万0.01%5,980 5,980— $34.01万 新建仓
HLNE Hamilton Lane Incorporated Class A $33.99万0.01%3,420 561.7% $5,566 加仓
CMRE Costamare Inc. $33.90万0.01%20,061 4,60229.8% $7.78万 加仓
STNG Scorpio Tankers Inc. $33.61万0.01%4,502 4,502— $33.61万 新建仓
ACI Albertsons Companies, Inc. Class A $33.41万0.01%19,608 9685.2% $1.65万 加仓
LMAT LeMaitre Vascular, Inc. $32.93万0.01%3,016 69529.9% $7.59万 重新持有
ORI Old Republic International Corporation $32.92万0.01%8,250 3674.7% $1.46万 加仓
CSW CSW Industrials, Inc. $32.57万0.01%1,250 534.4% $1.38万 加仓
CHE Chemed Corporation $31.99万0.01%847 35371.5% $13.33万 加仓
KNSL Kinsale Capital Group, Inc. $31.40万0.01%919 414.7% $1.40万 加仓
SEZL Sezzle Inc $31.39万0.01%4,959 1,13929.8% $7.21万 加仓
CNC Centene Corporation $31.38万0.01%9,584 3924.3% $1.28万 加仓
KMT Kennametal Inc. $31.28万0.01%8,658 8,658— $31.28万 新建仓
PKG Packaging Corp of America $31.07万0.01%1,464 644.6% $1.36万 加仓
OPFI OppFi, Inc. $30.73万0.01%39,855 9,10329.6% $7.02万 加仓
ROG Rogers Corporation $30.64万0.01%2,855 61727.6% $6.62万 加仓
UNFI United Natural Foods Inc. $30.61万0.01%6,793 6,793— $30.61万 新建仓
MGRC McGrath RentCorp $30.58万0.01%2,773 1495.7% $1.64万 加仓
MCRI Monarch Casino & Resort $30.53万0.01%3,194 1946.5% $1.85万 加仓
RRBI Red River Bancshares, Inc. $30.27万0.01%3,347 3,347— $30.27万 新建仓
IPI Intrepid Potash, Inc. $30.26万0.01%7,074 7,074— $30.26万 新建仓
DAKT Daktronics, Inc. $30.05万0.01%15,372 3,48829.4% $6.82万 加仓
PRLB Proto Labs, Inc. $29.85万0.01%5,235 1,19029.4% $6.79万 加仓
PRTA Prothena Corp. Plc $29.83万0.01%30,687 30,687— $29.83万 新建仓
FROG JFROG Ltd. $29.78万0.01%6,345 95817.8% $4.50万 重新持有
RUN Sunrun Inc. $29.72万0.01%21,915 21,915— $29.72万 新建仓
RS Reliance Steel & Aluminum $29.69万0.01%977 414.4% $1.25万 加仓
KALU Kaiser Aluminum Corp. $29.50万0.01%2,448 53227.8% $6.41万 加仓
USLM United States Lime & Minerals, Inc. $29.47万0.01%2,256 2,256— $29.47万 新建仓
GCT Gigacloud Technology $29.39万0.01%6,476 6,476— $29.39万 新建仓
GPRE Green Plains Inc. $28.99万0.01%17,623 17,623— $28.99万 新建仓
UVSP Univest Financial Corporation $28.88万0.01%8,429 1,90929.3% $6.54万 加仓
ANDE Andersons Inc. $28.72万0.01%4,001 4,001— $28.72万 新建仓
SLDE Slide Insurance Holdings, Inc. $28.69万0.01%15,940 15,940— $28.69万 新建仓
IRMD iRadimed Corporation $28.65万0.01%2,976 67329.2% $6.48万 加仓
GLRE Greenlight Capital Re, Ltd. Class A $28.58万0.01%16,529 16,529— $28.58万 新建仓
MXL MaxLinear, Inc. cl A $28.56万0.01%16,425 3,76729.8% $6.55万 加仓
ENVA Enova International, Inc. $28.51万0.01%2,099 48129.7% $6.53万 加仓
TRN Trinity Industries, Inc. $28.45万0.01%8,840 8,840— $28.45万 新建仓
PLXS Plexus Corp. $28.27万0.01%1,396 1,396— $28.27万 新建仓
ATEN A10 Networks, Inc. $28.17万0.01%12,183 12,183— $28.17万 新建仓
ARKO Arko Corp. $28.13万0.01%50,587 50,587— $28.13万 新建仓
CRI Carters Inc $28.07万0.01%7,850 7,850— $28.07万 新建仓
TNET TriNet Group, Inc. $28.03万0.01%7,695 3064.1% $1.11万 加仓
CALY Callaway Golf Company $28.00万0.01%20,170 20,170— $28.00万 新建仓
EBS Emergent BioSolutions Inc. $27.90万0.01%33,620 33,620— $27.90万 新建仓
VTEX VTEX Class A $27.90万0.01%69,757 69,757— $27.90万 新建仓
DLTR Dollar Tree, Inc. $27.86万0.01%2,544 1134.6% $1.24万 加仓
TRS TriMas Corporation $27.80万0.01%7,734 7,734— $27.80万 新建仓
SCHL Scholastic Corporation $27.77万0.01%7,110 7,110— $27.77万 新建仓
BOOT Boot Barn Holdings, Inc $27.75万0.01%1,896 43529.8% $6.37万 加仓
— Real Brokerage Inc $27.73万0.01%110,920 110,920— $27.73万 新建仓
WSFS WSFS Financial Corporation $27.66万0.01%4,225 4,225— $27.66万 新建仓
BFC Bank First Corporation $27.65万0.01%2,047 2,047— $27.65万 新建仓
VSXY Victoria's Secret & Company $27.63万0.01%5,959 5,959— $27.63万 新建仓
TAL TAL Education Group ADS $27.60万0.01%24,275 24,275— $27.60万 新建仓
ASC Ardmore Shipping Corp. $27.59万0.01%18,095 18,095— $27.59万 新建仓
AMAL Amalgamated Bank $27.56万0.01%7,090 7,090— $27.56万 新建仓
UCTT Ultra Clean Holdings, Inc. $27.53万0.01%4,428 4,428— $27.53万 新建仓
ATNI ATN International, Inc. $27.51万0.01%10,106 10,106— $27.51万 新建仓
EVCM EverCommerce, Inc. $27.50万0.01%24,056 24,056— $27.50万 新建仓
LOPE Grand Canyon Education, Inc $27.46万0.01%1,615 1,615— $27.46万 新建仓
NTB Bank of N.T. Butterfield & Son Limited (The) $27.42万0.01%5,225 5,225— $27.42万 新建仓
FSLY Fastly Inc $27.35万0.01%9,413 9,413— $27.35万 新建仓
GRDN Guardian Pharmacy Services, Inc. Class A $27.35万0.01%7,262 7,262— $27.35万 新建仓
ORN Orion Group Holdings, Inc. $27.33万0.01%25,074 25,074— $27.33万 新建仓
UVE Universal Insurance Holdings, Inc. $27.31万0.01%7,995 7,995— $27.31万 新建仓
OPCH Option Care Health Inc $27.31万0.01%10,144 3713.8% $9,987 加仓
KLIC Kulicke & Soffa Industries $27.25万0.01%4,146 4,146— $27.25万 新建仓
— BioLife Solutions, Inc. $27.19万0.01%14,251 14,251— $27.19万 新建仓
QNST QuinStreet, Inc. $27.16万0.01%22,617 22,617— $27.16万 新建仓
DIOD Diodes Inc. $27.13万0.01%3,975 3,975— $27.13万 新建仓
HCC Warrior Met Coal, Llc $27.13万0.01%2,912 2,912— $27.13万 新建仓
MTRN Materion Corporation $27.12万0.01%1,875 1,875— $27.12万 新建仓
FET Forum Energy Technologies, Inc. $27.11万0.01%4,622 4,622— $27.11万 新建仓
AMSC American Superconductor Corporation $27.09万0.01%8,002 1,90031.1% $6.43万 重新持有
COLM Columbia Sportswear Co. $26.92万0.01%4,912 4,912— $26.92万 新建仓
SWBI Smith & Wesson Brands, Inc. $26.90万0.01%18,769 18,769— $26.90万 新建仓
BLLN BillionToOne, Inc. Class A $26.86万0.01%3,402 3,402— $26.86万 新建仓
— Supernus Pharmaceuticals, Inc. $26.71万0.01%5,168 5,168— $26.71万 新建仓
NVST Envista Holdings Corp. $26.59万0.01%10,481 10,481— $26.59万 新建仓
ACTG Acacia Research Corporation $26.51万0.01%55,124 55,124— $26.51万 新建仓
KNF Knife River Corp $26.47万0.01%3,242 2056.8% $1.67万 加仓
TILE Interface, Inc. $26.37万0.01%10,583 2,40029.3% $5.98万 加仓
REAL RealReal, Inc. $26.34万0.01%29,010 29,010— $26.34万 新建仓
WK Workiva Inc. Class A $26.28万0.01%4,407 4,407— $26.28万 新建仓
KRNT Kornit Digital Ltd. $26.24万0.01%17,899 4,00728.8% $5.87万 加仓
ATRC AtriCure, Inc. $26.18万0.01%9,178 9,178— $26.18万 新建仓
JKS JinkoSolar Holding Co., Ltd. Sponsored ADR $26.18万0.01%10,304 2,36429.8% $6.01万 加仓