Cornerstone Capital
Cornerstone Capital reported 120 stocks worth $1.1B in its 13F filing for Q2 2026, filed Aug 3, 2026. Its largest holdings are GLW (6.9%), GOOGL (5.4%) and V (4.1%). Compared with Q1 2026, the fund opened new positions in INTC, ASX and XLY, added to V, APH and MSFT, trimmed GLW, GOOGL and CSCO and sold out of CHTR, NOW and FLNC.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  GLW Corning Inc | $77.2M | 6.9% | 302K | −113K (−27%) | 8 of 8 | |
| 2 |  GOOGL Alphabet Inc | $60.3M | 5.4% | 169K | −2,470 (−1%) | 8 of 8 | |
| 3 |  V Visa Inc | $45.8M | 4.1% | 133K | +2,165 (+2%) | 8 of 8 | |
| 4 |  APH Amphenol Corp New | $45.2M | 4.0% | 256K | +567 (+0%) | 8 of 8 | |
| 5 |  MSFT Microsoft Corp | $44.6M | 4.0% | 120K | +2,447 (+2%) | 8 of 8 | |
| 6 |  AMZN Amazon Com Inc | $43.2M | 3.9% | 181K | No change | 8 of 8 | |
| 7 |  ABBV Abbvie Inc | $38.9M | 3.5% | 155K | No change | 8 of 8 | |
| 8 |  CSCO Cisco Sys Inc | $34M | 3.0% | 290K | −14K (−5%) | 8 of 8 | |
| 9 |  AMGN Amgen Inc | $32.9M | 2.9% | 91K | +153 (+0%) | 8 of 8 | |
| 10 |  AME Ametek Inc | $32.4M | 2.9% | 134K | No change | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 CHTR Charter Communications Inc N | $939K | 4,350 |
 NOW Servicenow Inc | $589K | 5,630 |
HERITAGE COMM CORP | $468K | 38K |
 FLNC Fluence Energy Inc | $258K | 19K |
 P Pure Storage | $251K | 4,250 |
🔒 Free account: see all 8.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 3, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Cornerstone Capital 13F FAQ
What does Cornerstone Capital own?
Cornerstone Capital reported 120 stocks worth $1.1B in its 13F filing for Q2 2026, filed Aug 3, 2026. Its largest holdings are GLW (6.9%), GOOGL (5.4%) and V (4.1%). The table above lists every position in the filing (the top 10 without an account).
What did Cornerstone Capital buy and sell in Q2 2026?
Compared with Q1 2026: 10 new positions, 28 added to, 34 trimmed and 8 sold out. New positions include INTC, ASX and XLY. It sold all of CHTR, NOW and FLNC.
When will Cornerstone Capital file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Cornerstone Capital's portfolio worth?
The Q2 2026 filing reports $1.1B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.