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Sean Kim

Cornerstone Investment Partners, Llc

Assets Managed
$2.381B
Holdings
291
Last Quarter
2026 - Q1
Filed Date
1mo 16d ago
Growth Rate
-7.7%(2Q avg: 0.04%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Cornerstone Investment Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 291 positions.

Assets under management

The assets under management (AUM) of Cornerstone Investment Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.381B in assets, with a quarterly growth rate of -7.7% and a 2-quarter average growth rate of 0.04%. The portfolio is managed by Sean Kim, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -4.2%
5.74%
$136.499M
474,681 shares@ $287.56 avg price
KLAC
Kla Corp
Recent Activity
Decreased -14.34%
5.14%
$122.138M
82,951 shares@ $1472.42 avg price
AMAT
Applied Materials Inc
Recent Activity
Decreased -16.24%
4.84%
$115.048M
336,604 shares@ $341.79 avg price
TSM
Taiwan Semiconductor-sp Adr
Recent Activity
Increased 26.63%
4.33%
$102.933M
304,581 shares@ $337.96 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -14.2%
4.21%
$100.084M
323,363 shares@ $309.51 avg price
META
Meta Platforms Inc-class A
Recent Activity
Decreased -4.14%
4.13%
$98.22M
171,675 shares@ $572.14 avg price
MU
Micron Technology Inc
Recent Activity
Decreased -39.78%
4.09%
$97.149M
287,559 shares@ $337.85 avg price
V
Visa Inc-class A Shares
Recent Activity
Increased 5.19%
3.98%
$94.634M
313,108 shares@ $302.25 avg price
COR
Cencora Inc
Recent Activity
Decreased -4.21%
3.59%
$85.437M
271,971 shares@ $314.15 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 102.19%
3.59%
$85.267M
409,406 shares@ $208.28 avg price

1-10 of 291