Cornerstone Investment Partners, LLC

RIA/Wealth

Cornerstone Investment Partners, LLC is a RIA/Wealth based in Boulder, CO led by Christopher Kendall Abts, managing $2.4B across 209 long positions as of Q3 2025 with 34% Technology concentration.

PresidentChristopher Kendall Abts

Portfolio Value: $2.4B
Positions: 209
Top Holding: GOOGL at 5.78%
Last Reported: Q3 2025

Address1790 38th Street, Suite 207, Boulder, CO, 80301, United States

Top Holdings

Largest long holdings in Cornerstone Investment Partners, LLC's portfolio (44.3% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$138.4M	5.78%	-$672.7K Sold	0.00% 569.3K shares	≤ Q2 2013 Held for 12y 5m+
2 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$129.4M	5.41%	-$563.3K Sold	0.01% 176.2K shares	Q1 2020 Held for 5y 8m
3 Broadcom Inc. AVGO	Semiconductors Technology	$123.9M	5.18%	-$37.8M Sold	0.01% 375.4K shares	Q4 2018 Held for 6y 11m
4 Micron Technology MU	Semiconductors Technology	$110.7M	4.62%	-$18.8M Sold	0.06% 661.3K shares	Q3 2021 Held for 4y 2m
5 KLA Corporation KLAC	Semiconductors Technology	$104.1M	4.35%	-$175.8K Sold	0.07% 96.5K shares	Q1 2022 Held for 3y 8m
6 Microsoft MSFT	Software - Infrastructure Technology	$96.8M	4.05%	+$561.5K Bought	0.00% 187.0K shares	Q3 2022 Held for 3y 2m
7 Visa V	Financial - Credit Services Financial Services	$91.6M	3.83%	-$250.2K Sold	0.01% 268.3K shares	Q1 2023 Held for 2y 8m
8 Cencora COR	Medical - Distribution Healthcare	$91.0M	3.80%	-$415.0K Sold	— 291.3K shares	Q4 2022 Held for 2y 11m
9 Take-Two Interactive Software TTWO	Electronic Gaming & Multimedia Technology	$90.3M	3.77%	+$8.5M Bought	0.19% 349.6K shares	Q1 2023 Held for 2y 8m
10 Apollo Global Management APO	Asset Management - Global Financial Services	$84.0M	3.51%	+$16.1M Bought	0.11% 630.5K shares	Q3 2024 Held for 1y 2m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Cornerstone Investment Partners, LLC's latest filing

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Market Value

$2.4B

Prior: $2.3B

Q/Q Change

+5.62%

+$127.3M

Net Flows % of MV

-2.99%

Turnover Ratio

6.22%

New Purchases

20 stocks

$4.1M

Added To

65 stocks

+$85.2M

Sold Out Of

48 stocks

$79.5M

Reduced Holdings

96 stocks

-$81.3M

Increased Positions

Position	Shares Δ	Change
1 Centene CNC	New	0 → 9.1K +$326.3K
2 Packaging Corp of America PKG	New	0 → 1.4K +$305.1K
3 McEwen Mining MUX	New	0 → 14.9K +$254.8K
4 Globalstar GSAT	New	0 → 6.4K +$231.6K
5 China Yuchai International CYD	New	0 → 5.2K +$214.6K

Decreased Positions

Position	Shares Δ	Change
1 HCA Healthcare HCA	Sold	181.1K → 0 −$69.4M
2 Navitas Semiconductor Corporation NVTS	Sold	70.4K → 0 −$461.4K
3 Cactus WHD	Sold	9.2K → 0 −$402.4K
4 Alight ALIT	Sold	66.8K → 0 −$377.8K
5 Niagen Bioscience, Inc. Common Stock NAGE	Sold	24.5K → 0 −$352.9K