StockDriftsStockDriftsTop 50 Cornerstone Investment Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | Alphabet Inc. Class A | 5.73% | 474.7K | $136.5M | -4.20%(-20.81K) | $51.68(+596.41%) | 2026-03-31 | |
| KLAC | KLA Corporation | 5.13% | 83.0K | $122.1M | -14.35%(-13.89K) | $504.83(-53.34%) | 2026-03-31 | |
| AMAT | Applied Materials Inc. | 4.83% | 336.6K | $115.0M | -16.24%(-65.28K) | $177.84(+239.09%) | 2026-03-31 | |
| TSM | Taiwan Semiconductor | 4.32% | 304.6K | $102.9M | +26.63%(+64.05K) | $297.76(+45.81%) | 2026-03-31 | |
| AVGO | Broadcom Limited | 4.2% | 323.4K | $100.1M | -14.21%(-53.55K) | $38.56(+834.87%) | 2026-03-31 | |
| META | Meta Platforms, Inc. | 4.13% | 171.7K | $98.2M | -4.15%(-7.43K) | $246.41(+136.56%) | 2026-03-31 | |
| MU | Micron Technology Inc | 4.08% | 287.6K | $97.1M | -39.79%(-190.03K) | $81.23(+1100.99%) | 2026-03-31 | |
| V | VISA Inc. | 3.98% | 313.1K | $94.6M | +5.18%(+15.43K) | $245.05(+47.78%) | 2026-03-31 | |
| COR | Cencora Inc. | 3.59% | 272.0K | $85.4M | -4.21%(-11.96K) | $128.72(+130.35%) | 2026-03-31 | |
| AMZN | Amazon.com, Inc. | 3.58% | 409.4K | $85.3M | +102.18%(+206.91K) | $222.34(+9.14%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +23.45% | +88.15% |
| Top 20 Holdings Unweighted | +21.76% | +80.53% |
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