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CIK: 0000819535
Total reported value
$1.1B
$1.1B
98 檔
17.3%
As reported in its official Q1 2025 Form 13F filing, Cornerstone Capital, Inc.'s tracked investment portfolio stood at $1.1B with 98 total positions.
In Q1 2025, Cornerstone Capital, Inc. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | V | Visa Inc-class A Shares | Stock-Financials | 5.12% | +0.13% | -1.86% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.45% | -0.35% | -11.75% | |
| 3 | AJG | Arthur J Gallagher & Co | Stock-Financials | 3.91% | -0.11% | -8.49% | |
| 4 | ABBV | Abbvie Inc | Stock-Healthcare | 3.72% | +0.12% | -1.38% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.68% | +0.47% | -12.88% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.46% | +0.09% | -22.40% | |
| 7 | ABT | Abbott Laboratories | Stock-Healthcare | 3.25% | -0.66% | -0.92% | |
| 8 | AMGN | Amgen Inc | Stock-Healthcare | 3.23% | -0.25% | -0.05% | |
| 9 | GLW | Corning Inc | Stock-Tech | 3.18% | +1.26% | +19.17% | |
| 10 | SHOP | Shopify Inc - Class A | Stock-Tech | 2.88% | -0.38% | -15.71% | |
| 11 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.54% | -0.22% | +0.83% | |
| 12 | WDAY | Workday Inc-class A | Stock-Tech | 2.47% | — | +1.72% | |
| 13 | UBER | Uber Technologies Inc | Stock-Industrials | 2.42% | -0.22% | -1.47% | |
| 14 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.36% | -0.15% | +140.60% | |
| 15 | FISV | Fiserv Inc | Stock-Other | 2.21% | — | -11.80% | |
| 16 | CSCO | Cisco Systems Inc | Stock-Tech | 2.14% | +0.69% | +2.06% | |
| 17 | AME | Ametek Inc | Stock-Industrials | 2.11% | +0.02% | +1.26% | |
| 18 | RS | Reliance Inc | Stock-Materials | 2.06% | +0.18% | -2.32% | |
| 19 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.95% | -0.19% | +0.75% | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 1.92% | -0.07% | +1.65% | |
| 21 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 1.90% | +0.01% | -0.95% | |
| 22 | SSD | Simpson Manufacturing Co Inc | Stock-Materials | 1.86% | +0.87% | -0.40% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.85% | +0.22% | +0.92% | |
| 24 | APH | Amphenol Corp-cl A | Stock-Tech | 1.84% | +0.81% | +506.02% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.83% | +0.10% | -3.44% | |
| 26 | SHAK | Shake Shack Inc - Class A | Stock-Consumer Disc | 1.73% | -0.74% | -0.92% | |
| 27 | ATR | Aptargroup Inc | Stock-Healthcare | 1.66% | -0.09% | -0.16% | |
| 28 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.65% | -0.30% | -3.23% | |
| 29 | TRMB | Trimble Inc | Stock-Tech | 1.64% | -0.45% | -0.16% | |
| 30 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.64% | -0.17% | +1.63% | |
| 31 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.56% | +0.19% | — | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.48% | -0.17% | -13.25% | |
| 33 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.48% | -0.26% | -0.15% | |
| 34 | CRM | Salesforce Inc | Stock-Tech | 1.48% | -0.02% | -0.62% | |
| 35 | NOW | Servicenow Inc | Stock-Tech | 1.47% | -0.06% | EXIT | |
| 36 | RHI | Robert Half Inc | Stock-Industrials | 1.41% | +0.06% | +7.87% | |
| 37 | CHTR | Charter Communications Inc-a | Stock-Comm Services | 1.26% | -0.09% | EXIT | |
| 38 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.24% | -0.16% | -26.45% | |
| 39 | BOX | Box Inc - Class A | Stock-Tech | 1.06% | +0.01% | +1.92% | |
| 40 | AAPL | Apple Inc | Stock-Tech | 1.04% | +0.03% | -7.89% | |
| 41 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.03% | -0.15% | -2.31% | |
| 42 | INDA | Ishares Msci India ETF | ETF-Other | 0.85% | -0.05% | +1.07% | |
| 43 | DOC | Healthpeak Properties Inc | Stock-Real Estate | 0.76% | +0.10% | -0.35% | |
| 44 | CCI | Crown Castle Inc | Stock-Real Estate | 0.64% | -0.09% | -5.72% | |
| 45 | ETN | Eaton Corporation plc | Stock-Industrials | 0.64% | +0.15% | +202.69% | |
| 46 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.63% | -0.13% | -6.35% | |
| 47 | SO | Southern Co/the | Stock-Utilities | 0.60% | -0.06% | -5.39% | |
| 48 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.55% | -0.25% | +213.86% | |
| 49 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.42% | -0.09% | -0.34% | |
| 50 | DUK | Duke Energy CORP | Stock-Utilities | 0.29% | -0.03% | -0.98% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 2 | MSFT | Microsoft CORP | — | NEW | New buy |
| 3 | AJG | Arthur J Gallagher & Co | — | NEW | New buy |
| 4 | ABBV | Abbvie Inc | — | NEW | New buy |
| 5 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 6 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 7 | ABT | Abbott Laboratories | — | NEW | New buy |
| 8 | AMGN | Amgen Inc | — | NEW | New buy |
| 9 | GLW | Corning Inc | — | NEW | New buy |
| 10 | SHOP | Shopify Inc - Class A | — | NEW | New buy |
| 11 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 12 | WDAY | Workday Inc-class A | — | NEW | New buy |
| 13 | UBER | Uber Technologies Inc | — | NEW | New buy |
| 14 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 15 | FISV | Fiserv Inc | — | NEW | New buy |
| 16 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 17 | AME | Ametek Inc | — | NEW | New buy |
| 18 | RS | Reliance Inc | — | NEW | New buy |
| 19 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 20 | HD | Home Depot Inc | — | NEW | New buy |
| 21 | KMB | Kimberly-clark CORP | — | NEW | New buy |
| 22 | SSD | Simpson Manufacturing Co Inc | — | NEW | New buy |
| 23 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 24 | APH | Amphenol Corp-cl A | — | NEW | New buy |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 26 | SHAK | Shake Shack Inc - Class A | — | NEW | New buy |
| 27 | ATR | Aptargroup Inc | — | NEW | New buy |
| 28 | PEP | Pepsico Inc | — | NEW | New buy |
| 29 | TRMB | Trimble Inc | — | NEW | New buy |
| 30 | XLU | St Sr Utl Sl Se Spdr Etf-usd | — | NEW | New buy |
| 31 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 32 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 33 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 34 | CRM | Salesforce Inc | — | NEW | New buy |
| 35 | NOW | Servicenow Inc | — | NEW | New buy |
| 36 | RHI | Robert Half Inc | — | NEW | New buy |
| 37 | CHTR | Charter Communications Inc-a | — | NEW | New buy |
| 38 | SCHW | Schwab (charles) CORP | — | NEW | New buy |
| 39 | BOX | Box Inc - Class A | — | NEW | New buy |
| 40 | AAPL | Apple Inc | — | NEW | New buy |
| 41 | KMI | Kinder Morgan, Inc. | — | NEW | New buy |
| 42 | INDA | Ishares Msci India ETF | — | NEW | New buy |
| 43 | DOC | Healthpeak Properties Inc | — | NEW | New buy |
| 44 | CCI | Crown Castle Inc | — | NEW | New buy |
| 45 | ETN | Eaton Corporation plc | — | NEW | New buy |
| 46 | ISRG | Intuitive Surgical Inc | — | NEW | New buy |
| 47 | SO | Southern Co/the | — | NEW | New buy |
| 48 | VRT | Vertiv Holdings Co-a | — | NEW | New buy |
| 49 | GILD | Gilead Sciences Inc | — | NEW | New buy |
| 50 | DUK | Duke Energy CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Cornerstone Capital, Inc. reported a total U.S. public equity portfolio value of $1.1B across 98 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including V, MSFT, AJG) accounted for 17.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
V
市值: $47.6M
During Q1 2025, Cornerstone Capital, Inc.'s top holdings by market value included V (5.1%)、MSFT (4.5%)、AJG (3.9%). The largest single position, V, represented 5.1% of total portfolio value.
In Q1 2025, Cornerstone Capital, Inc. made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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