Cornerstone Capital, Inc.

CIK: 0000819535SEC EDGAR →

Portfolio Value

$1.0B

Holdings

109

As of

Q4 2025

New Positions

11

Closed Positions

2

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

ALPHABET INC

172,168$53.9M
5.31%
2

MICROSOFT CORP

103,716$50.2M
4.95%
3

CORNING INC

561,535$49.2M
4.85%
4

VISA INC

130,246$45.7M
4.50%
5

SHOPIFY INC

260,752$42.0M
4.14%
6

AMAZON COM INC

160,838$37.1M
3.66%
7

ABBVIE INC

157,457$36.0M
3.55%
8

AMPHENOL CORP NEW

258,202$34.9M
3.44%
9

AMGEN INC

92,476$30.3M
2.98%
10

THERMO FISHER SCIENTIFIC INC

49,785$28.8M
2.84%

Quarterly Changes

Top Buys

NKENEW
$14.1M
AJG↑ Increased
$5.0M
AMGN↑ Increased
$4.6M
AME↑ Increased
$3.5M
CSCO↑ Increased
$2.8M

Top Sells

CRMCLOSED
$12.1M
GOOGL↓ Decreased
$10.4M
FISV↓ Decreased
$9.6M
CHTR↓ Decreased
$9.0M
UBER↓ Decreased
$5.1M

New Positions (7)

$14.1M · 221K shares
$1.1M · 14K shares
$521K · 485 shares
$246K · 2K shares
$222K · 2K shares
$221K · 100K shares
$205K · 800 shares

Closed Positions (6)

$12.1M · 51K shares
$1.7M · 12K shares
$544K · 3K shares
$510K · 2K shares
$202K · 3K shares
$117K · 12K shares

Sector Breakdown

Sector# HoldingsValue%
Technology19$296.3M29.2%
Financial Services26$186.9M18.4%
Healthcare15$176.0M17.4%
Communication Services5$90.9M9.0%
Consumer Cyclical6$88.2M8.7%
Industrials12$76.2M7.5%
Consumer Defensive6$46.0M4.5%
Basic Materials1$18.6M1.8%
Energy6$11.5M1.1%
Unknown6$10.2M1.0%
Utilities6$8.0M0.8%
Real Estate1$5.5M0.5%