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CIK: 0000819535
Total reported value
$1.1B
$1.1B
109 檔
21.5%
During the Q4 2025 filing period, Cornerstone Capital, Inc. (CIK: 0000819535) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.1B across 109 reported positions.
Cornerstone Capital, Inc. executed strategic sector rebalancing during Q4 2025, establishing 3 new positions while fully exiting 4 holdings and trimming 20 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.31% | +0.47% | -3.73% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.95% | -0.35% | -0.02% | |
| 3 | GLW | Corning Inc | Stock-Tech | 4.85% | +1.26% | -13.15% | |
| 4 | V | Visa Inc-class A Shares | Stock-Financials | 4.50% | +0.13% | +0.22% | |
| 5 | SHOP | Shopify Inc - Class A | Stock-Tech | 4.14% | -0.38% | -2.48% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.66% | +0.09% | +1.28% | |
| 7 | ABBV | Abbvie Inc | Stock-Healthcare | 3.55% | +0.12% | -0.60% | |
| 8 | APH | Amphenol Corp-cl A | Stock-Tech | 3.44% | +0.81% | -0.99% | |
| 9 | AMGN | Amgen Inc | Stock-Healthcare | 2.98% | -0.25% | +1.51% | |
| 10 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.84% | -0.22% | -0.15% | |
| 11 | ABT | Abbott Laboratories | Stock-Healthcare | 2.71% | -0.66% | +0.10% | |
| 12 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.65% | +0.19% | +0.43% | |
| 13 | AME | Ametek Inc | Stock-Industrials | 2.62% | +0.02% | +5.53% | |
| 14 | AJG | Arthur J Gallagher & Co | Stock-Financials | 2.50% | -0.11% | +0.11% | |
| 15 | HD | Home Depot Inc | Stock-Consumer Disc | 2.46% | -0.07% | +24.27% | |
| 16 | UBER | Uber Technologies Inc | Stock-Industrials | 2.42% | -0.22% | -0.78% | |
| 17 | CSCO | Cisco Systems Inc | Stock-Tech | 2.34% | +0.69% | +0.82% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.27% | +0.10% | +5.82% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.02% | +0.22% | -0.29% | |
| 20 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.01% | -0.15% | -1.41% | |
| 21 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.97% | -0.19% | +0.10% | |
| 22 | RS | Reliance Inc | Stock-Materials | 1.83% | +0.18% | +0.16% | |
| 23 | ATR | Aptargroup Inc | Stock-Healthcare | 1.76% | -0.09% | +3.13% | |
| 24 | TRMB | Trimble Inc | Stock-Tech | 1.72% | -0.45% | +2.28% | |
| 25 | SSD | Simpson Manufacturing Co Inc | Stock-Materials | 1.68% | +0.87% | +1.40% | |
| 26 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.64% | -0.17% | +99.79% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.56% | -0.17% | -0.89% | |
| 28 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.39% | -0.71% | — | |
| 29 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 1.38% | -0.25% | — | |
| 30 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.32% | -0.16% | +0.12% | |
| 31 | NOW | Servicenow Inc | Stock-Tech | 1.29% | -0.06% | EXIT | |
| 32 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.22% | -0.30% | -1.44% | |
| 33 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 1.18% | +0.01% | -2.43% | |
| 34 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.12% | -0.26% | -2.16% | |
| 35 | AAPL | Apple Inc | Stock-Tech | 1.11% | +0.03% | -2.91% | |
| 36 | WDAY | Workday Inc-class A | Stock-Tech | 1.11% | — | -2.79% | |
| 37 | SHAK | Shake Shack Inc - Class A | Stock-Consumer Disc | 1.03% | -0.74% | +11.45% | |
| 38 | BOX | Box Inc - Class A | Stock-Tech | 0.92% | +0.01% | +2.99% | |
| 39 | ETN | Eaton Corporation plc | Stock-Industrials | 0.89% | +0.15% | +28.35% | |
| 40 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.86% | -0.15% | +1.66% | |
| 41 | INDA | Ishares Msci India ETF | ETF-Other | 0.83% | -0.05% | -0.42% | |
| 42 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.64% | -0.13% | -0.26% | |
| 43 | RHI | Robert Half Inc | Stock-Industrials | 0.64% | +0.06% | — | |
| 44 | DOC | Healthpeak Properties Inc | Stock-Real Estate | 0.54% | +0.10% | +0.94% | |
| 45 | CCI | Crown Castle Inc | Stock-Real Estate | 0.52% | -0.09% | -1.02% | |
| 46 | SO | Southern Co/the | Stock-Utilities | 0.45% | -0.06% | +0.30% | |
| 47 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.43% | -0.09% | — | |
| 48 | NVDA | Nvidia CORP | Stock-Tech | 0.30% | — | -2.57% | |
| 49 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.29% | +0.20% | -8.22% | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.25% | +0.01% | +18.54% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.1% | -3.73% | Trim |
| 2 | TMO | Thermo Fisher Scientific Inc | +0.5% | -0.15% | Trim |
| 3 | AMGN | Amgen Inc | +0.5% | +1.51% | Add |
| 4 | AME | Ametek Inc | +0.4% | +5.53% | Add |
| 5 | CSCO | Cisco Systems Inc | +0.3% | +0.82% | Add |
| 6 | GS | Goldman Sachs Group Inc | +0.3% | +0.43% | Add |
| 7 | APH | Amphenol Corp-cl A | +0.3% | -0.99% | Trim |
| 8 | AMZN | Amazon.com Inc | +0.3% | +1.28% | Add |
| 9 | SHOP | Shopify Inc - Class A | +0.3% | -2.48% | Trim |
| 10 | JNJ | Johnson & Johnson | +0.2% | -0.29% | Trim |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +5.82% | Add |
| 12 | V | Visa Inc-class A Shares | +0.2% | +0.22% | Add |
| 13 | HD | Home Depot Inc | +0.2% | +24.27% | Add |
| 14 | ISRG | Intuitive Surgical Inc | +0.1% | -0.26% | Trim |
| 15 | VRT | Vertiv Holdings Co-a | +0.1% | — | Unchanged |
| 16 | ETN | Eaton Corporation plc | +0.1% | +28.35% | Add |
| 17 | SCHW | Schwab (charles) CORP | +0.1% | +0.12% | Add |
| 18 | RS | Reliance Inc | +0.1% | +0.16% | Add |
| 19 | AAPL | Apple Inc | +0.1% | -2.91% | Trim |
| 20 | VTI | Vanguard Total Stock Mkt ETF | 0% | +18.54% | Add |
| 21 | GILD | Gilead Sciences Inc | 0% | — | Unchanged |
| 22 | CRWD | Crowdstrike Holdings Inc - A | 0% | -8.22% | Trim |
| 23 | SSD | Simpson Manufacturing Co Inc | 0% | +1.40% | Add |
| 24 | SO | Southern Co/the | 0% | +0.30% | Add |
| 25 | ABBV | Abbvie Inc | 0% | -0.60% | Trim |
| 26 | BOX | Box Inc - Class A | 0% | +2.99% | Add |
| 27 | CCI | Crown Castle Inc | -0.1% | -1.02% | Trim |
| 28 | ATR | Aptargroup Inc | -0.1% | +3.13% | Add |
| 29 | DOC | Healthpeak Properties Inc | -0.1% | +0.94% | Add |
| 30 | VZ | Verizon Communications Inc | -0.1% | -2.16% | Trim |
| 31 | PG | Procter & Gamble Co/the | -0.2% | -1.41% | Trim |
| 32 | WDAY | Workday Inc-class A | -0.2% | -2.79% | Trim |
| 33 | RHI | Robert Half Inc | -0.2% | — | Unchanged |
| 34 | ABT | Abbott Laboratories | -0.2% | +0.10% | Add |
| 35 | META | Meta Platforms Inc-class A | -0.2% | -0.89% | Trim |
| 36 | NOW | Servicenow Inc | -0.3% | +400.00% | Add |
| 37 | KMB | Kimberly-clark CORP | -0.3% | -2.43% | Trim |
| 38 | MSFT | Microsoft CORP | -0.3% | -0.02% | Trim |
| 39 | GLW | Corning Inc | -0.3% | -13.15% | Trim |
| 40 | AJG | Arthur J Gallagher & Co | -0.5% | +0.11% | Add |
| 41 | UBER | Uber Technologies Inc | -0.5% | -0.78% | Trim |
| 42 | CHTR | Charter Communications Inc-a | -0.9% | -87.74% | Trim |
| 43 | FISV | Fiserv Inc | -0.9% | -71.85% | Trim |
| 44 | NKE | Nike Inc -cl B | — | NEW | New buy |
| 45 | CRM | Salesforce Inc | — | EXIT | Sold out |
| 46 | IJT | Ishares S&p Small-cap 600 Gr | — | EXIT | Sold out |
| 47 | XLP | Ss Consumer Staples Sel Sect | — | NEW | New buy |
| 48 | VBR | Vanguard Small-cap Value ETF | — | EXIT | Sold out |
| 49 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 50 | AVAV | Aerovironment Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Cornerstone Capital, Inc. reported a total U.S. public equity portfolio value of $1.1B across 109 disclosed positions in Q4 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 GOOGL, MSFT, GLW) accounted for 21.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
NKE
市值: $14.1M
Top Position Liquidated / Trimmed
CRM
前期市值: $12.1M
During Q4 2025, Cornerstone Capital, Inc.'s top holdings by market value included GOOGL (5.3%)、MSFT (5.0%)、GLW (4.8%). The largest single position, GOOGL, represented 5.3% of total portfolio value.
In Q4 2025, Cornerstone Capital, Inc. made 47 total portfolio adjustments, initiating 3 new buys, adding to 20 positions, trimming 20 holdings, and fully liquidating 4 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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