Stock Taper

CORNERSTONE INVESTMENT PARTNERS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Mercury Systems, Inc.MRCY2.54K$311.08K
Axcelis Technologies, Inc.ACLS2.48K$470.78K
Brady CorporationBRC2.36K$216.1K
Kaiser Aluminum CorporationKALU2.33K$456.6K
Matson, Inc.MATX2.33K$447.32K
Republic Bancorp, Inc.RBCAA2.28K$206.36K
iRhythm Technologies, Inc.IRTC2.21K$263.36K
EMCOR Group, Inc.EME2.17K$1.8M
Powell Industries, Inc.POWL2.12K$607.08K
Packaging Corporation of AmericaPKG2.11K$502.29K
Ligand Pharmaceuticals IncorporatedLGND2.1K$665.37K
Kinsale Capital Group, Inc.KNSL2.03K$669.18K
Enova International, Inc.ENVA2K$482.66K
Bank First CorporationBFC1.95K$289.73K
M/I Homes, Inc.MHO1.92K$308.23K
Carlisle Companies IncorporatedCSL1.85K$669.64K
Boot Barn Holdings, Inc.BOOT1.81K$297.66K
Materion CorporationMTRN1.79K$532.63K
Assurant, Inc.AIZ1.72K$461.33K
Grand Canyon Education, Inc.LOPE1.54K$220.39K