Titelia

Holdings of Cornerstone Investment Partners, LLC

269 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 45.1 % of the equity sleeve

Sector breakdown

  • Technology 26.6 %
  • Health care 16.2 %
  • Financials 14.9 %
  • Communication 13.1 %
  • Consumer discretionary 8.8 %
  • Industrials 5.2 %
  • Energy 3.1 %
  • Real estate 2.2 %
  • Consumer staples 0.1 %
  • Unattributed 9.8 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 95.5 %
  • TW 4.5 %
  • KY 0.0 %
  • CN 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US2642.2B $95.48 %
2TW1102.9M $4.48 %
3KY3731K $0.03 %
4CN1170.7K $0.01 %

Positions

RankCompanySharesValueWeight
201M/I Homes Inc 2,007245.8K $
202Omada Health Inc 19,472244.8K $
203Freshpet Inc 4,136243.9K $
204Allegiant Travel Co 3,000243.1K $
205Innoviva Inc 10,434243.1K $
206Ollie's Bargain Outlet Holdings Inc 2,641243.1K $
207Camden National Corp 5,121243K $
208Axcelis Technologies Inc 2,605242.5K $
209SentinelOne Inc 18,821242.4K $
210Third Coast Bancshares Inc 6,393241.8K $
211GeneDx Holdings Corp 3,751240.9K $
212Aveanna Healthcare Holdings Inc 37,350240.5K $
213Johnson Outdoors Inc 5,168240.4K $
214Tactile Systems Technology Inc 9,161239.4K $
215Alignment Healthcare Inc 13,492237.7K $
216Paymentus Holdings Inc 9,201233.7K $
217IAC Inc 5,834233.5K $
218Builders FirstSource Inc 2,833233.2K $
219Byline Bancorp Inc 7,366232.5K $
220Rush Street Interactive Inc 10,554229.6K $
221Pitney Bowes Inc 20,623227.9K $
222Bank of Marin Bancorp 8,887227.8K $
223United Fire Group Inc 6,145227.7K $
224Hilltop Holdings Inc 6,251223.9K $
225Zumiez Inc 10,079223.4K $
226Revolve Group Inc 9,849222.7K $
227Napco Security Technologies Inc 5,632221.8K $
228YETI Holdings Inc 6,043221.1K $
229Capital City Bank Group Inc 5,053219.6K $
230Omnicell Inc 6,558218.9K $
231Community Trust Bancorp Inc 3,602218.7K $
232InvenTrust Properties Corp 7,178218.6K $
233ICF International Inc 3,345218.4K $
234Atlanta Braves Holdings Inc 5,058216K $
235Sonos Inc 15,940213.6K $
236ACADIA Pharmaceuticals Inc 9,538212.3K $
237Atour Lifestyle Holdings Ltd 5,735211.1K $
238BJ's Restaurants Inc 6,009210.9K $
239Exponent Inc 3,230210.8K $
240American Eagle Outfitters Inc 12,591210.3K $
241Itron Inc 2,318207.8K $
242Standard Motor Products Inc 5,933206.1K $
243Upwork Inc 18,765205.7K $
244Marcus & Millichap Inc 7,668203.9K $
245Farmland Partners Inc 18,081203.1K $
246Brady Corp 2,474201K $
247Steven Madden Ltd 5,923200.9K $
248Varex Imaging Corp 18,537196.7K $
249Flywire Corp 16,703194.4K $
250Kohl's Corp 14,299184.5K $
251Stitch Fix Inc 55,004182.1K $
252LifeStance Health Group Inc 28,260180K $
253MediaAlpha Inc 19,008176.8K $
254Up Fintech Holding Ltd 27,093170.7K $
255Nextdoor Holdings Inc 118,324165.7K $
256EverQuote Inc 10,373160K $
257Grid Dynamics Holdings Inc 27,093154.4K $
258DNOW Inc 12,940154.1K $
259SI-BONE Inc 11,841149.6K $
260Marqeta Inc 33,532136.8K $
261Petco Health & Wellness Co Inc 48,941136.1K $
262Sprinklr Inc 21,505129K $
263ZoomInfo Technologies Inc 21,540128.8K $
264Weave Communications Inc 26,911124.3K $
265AvePoint Inc 12,205116.1K $
266Peloton Interactive Inc 26,630114.2K $
267Douglas Emmett Inc 11,783111K $
268Coursera Inc 18,123105.5K $
269PagerDuty Inc 10,89867.7K $