Cornerstone Capital, Inc.
Annual return '25
+19.2%
SPY '25
+17.7%
Alpha
+1.5ptsvs SPY
Invested
$1B
Holdings
118
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$GLW
CORNING INC
Q1 2026: Sold 68.8% (561.5k → 175.0k shares)
5.6%
02
$GOOGL
ALPHABET INC
Q1 2026: Increased +239.0% (172.2k → 583.7k shares)
4.9%
03
$MSFT
MICROSOFT CORP
Q1 2026: Increased +353.4% (103.7k → 470.3k shares)
4.3%
04
$V
VISA INC
Q1 2026: Sold 75.2% (130.2k → 32.4k shares)
4.0%
05
$AMZN
AMAZON COM INC
Q1 2026: Increased +307.4% (160.8k → 655.3k shares)
3.8%
06
$ABBV
ABBVIE INC
Q1 2026: Increased +114.4% (157.5k → 337.5k shares)
3.4%
07
$APH
AMPHENOL CORP
Q1 2026: Sold 98.3% (258.2k → 4.5k shares)
3.2%
08
$AMGN
AMGEN INC
Q1 2026: Sold 77.0% (92.5k → 21.2k shares)
3.2%
09
$SHOP
SHOPIFY INC
Q1 2026: Sold 57.9% (260.8k → 109.7k shares)
3.1%
10
$AME
AMETEK INC
Q1 2026: Exited (was 129.6k shares)
2.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:13 UTC.