Cornerstone Investment Partners, LLC 13F Holdings

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Disclosed positions

Cornerstone Investment Partners, LLC: source evidence dated 2026-08-08T03:59:59.999Z.

Issuer: KLA Corporation
Ticker: KLAC
Class: COM
Reported value: $183,242,060
Reported amount: 607,345
Unit: SH
Option: None

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What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0001328062-26-000004

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Disclosed positions

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KLA Corporation	KLAC	COM	$183,242,060	607,345	SH	None
Applied Materials Inc.	AMAT	COM	$158,275,545	218,915	SH	None
Alphabet Inc. Class A	GOOGL	COM	$156,092,426	436,781	SH	None
Micron Technology Inc	MU	COM	$155,784,133	134,961	SH	None
Taiwan Semiconductor	TSM	ADR	$147,611,156	309,088	SH	None
Visa Inc.	V	COM	$124,381,104	362,532	SH	None
Broadcom Inc.	AVGO	COM	$121,722,005	322,229	SH	None
Amazon.com, Inc.	AMZN	COM	$114,731,394	481,377	SH	None
Meta Platforms, Inc.	META	COM	$112,213,001	199,210	SH	None
United Rentals Inc.	URI	COM	$109,314,822	96,492	SH	None
Take-Two Interactive Software	TTWO	COM	$97,449,953	389,831	SH	None
W. R. Berkley Corporation	WRB	COM	$94,238,377	1,336,146	SH	None
Cencora, Inc.	COR	COM	$86,260,510	304,829	SH	None
Apollo Global Management, LLC	APO	COM	$80,152,067	677,475	SH	None
McKesson Corp	MCK	COM	$80,024,085	105,908	SH	None
Thermo Fisher Scientific Inc.	TMO	COM	$79,523,718	158,616	SH	None
Chubb Limited	CB	COM	$78,719,799	231,026	SH	None
JPMorgan Chase & Co	JPM	COM	$75,637,452	231,074	SH	None
AutoZone, Inc.	AZO	COM	$72,749,182	22,763	SH	None
American Express Co.	AXP	COM	$71,707,985	211,997	SH	None
The Travelers Companies, Inc.	TRV	COM	$65,895,583	199,611	SH	None
Microsoft Corporation	MSFT	COM	$65,559,011	175,752	SH	None
Dollar General Corp.	DG	COM	$64,433,513	559,756	SH	None
Vanguard Total Bd Mkt ETF	BND	COM	$64,191,686	874,427	SH	None
Diamondback Energy, Inc.	FANG	COM	$63,119,434	359,082	SH	None
UnitedHealth Group, Inc.	UNH	COM	$58,094,683	139,775	SH	None
Stryker Corporation	SYK	COM	$57,271,285	181,906	SH	None
Cummins Inc.	CMI	COM	$57,217,272	80,225	SH	None
IQVIA Holdings Inc	IQV	COM	$56,162,291	290,665	SH	None
CBRE Group, Inc.	CBRE	COM	$50,962,655	378,370	SH	None
Blackstone Inc.	BX	COM	$50,403,474	428,346	SH	None
Vanguard Short-Term Bond	BSV	COM	$14,441,086	185,356	SH	None
SPDR Barclays 1-3 Month T-Bill	BIL	COM	$4,811,008	52,499	SH	None
MKS Inc.	MKSI	COM	$2,669,690	6,002	SH	None
EMCOR Group Inc.	EME	COM	$1,800,840	2,170	SH	None
ACM Research, Inc. Class A	ACMR	COM	$1,782,678	14,049	SH	None
iShares S&P Natl AMT-Fr Mun	MUB	COM	$1,772,501	16,470	SH	None
Evercore Inc.	EVR	COM	$1,608,182	4,710	SH	None
Onto Innovation Inc.	ONTO	COM	$1,551,267	4,099	SH	None
API Group Corp.	APG	COM	$1,531,291	36,158	SH	None
US Foods Holding	USFD	COM	$1,511,562	14,783	SH	None
StoneX Group Inc.	SNEX	COM	$1,429,110	12,060	SH	None
Custom Truck One Source Inc	CTOS	COM	$1,348,265	114,163	SH	None
CACI International, Inc.	CACI	COM	$1,263,310	2,727	SH	None
Nexstar Media Group, Inc. Cl A	NXST	COM	$1,197,446	6,705	SH	None
Life Time Group Holdings, Inc.	LTH	COM	$1,124,284	27,529	SH	None
Element Solutions Inc	ESI	COM	$1,099,778	23,032	SH	None
Walker & Dunlop, Inc.	WD	COM	$1,080,434	19,752	SH	None
Sanmina Corporation	SANM	COM	$1,053,825	4,164	SH	None
Permian Resources Corp.	PR	COM	$974,533	52,935	SH	None

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.