Cornerstone Capital, Inc. has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $948 Million distributed in 99 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $52.2M, Visa Inc. with a value of $46.1M, Corning Inc with a value of $35M, Amazon Com Inc with a value of $34.7M, and Arthur J. Gallagher & Co. with a value of $32.1M.

Examining the 13F form we can see an increase of $28M in the current position value, from $920M to 948M.

Cornerstone Capital, Inc. is based out at Palo Alto, CA

Below you can find more details about Cornerstone Capital, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $948 Million
Technology: $301 Million
Healthcare: $148 Million
Financial Services: $114 Million
Communication Services: $98.2 Million
Consumer Cyclical: $67.9 Million
ETFs: $53.6 Million
Consumer Defensive: $50.6 Million
Industrials: $49.1 Million
Other: $66.2 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 99
  • Current Value $948 Million
  • Prior Value $920 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
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