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Cornerstone Capital, Inc.

Q2 2023 · 13F-HR

Cornerstone Capital, Inc.holdings as filed

Filed 2023-08-21 · accession 0001172661-23-003217

$864.5M
Reported value
90
Positions
2023-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$53.7M6.21%157,769CommonSOLE
02079K305GOOGLALPHABET INC$44.7M5.18%373,830CommonSOLE
92826C839VVISA INC$38.8M4.49%163,484CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$33.2M3.84%151,036CommonSOLE
023135106AMZNAMAZON COM INC$32.8M3.80%251,816CommonSOLE
713448108PEPPEPSICO INC$30.0M3.47%162,118CommonSOLE
002824100ABTABBOTT LABS$27.8M3.22%255,179CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$27.3M3.16%52,302CommonSOLE
00287Y109ABBVABBVIE INC$27.2M3.14%201,736CommonSOLE
478160104JNJJOHNSON & JOHNSON$24.9M2.88%150,595CommonSOLE
759509102RSRELIANCE STEEL & ALUMINUM CO$24.6M2.85%90,702CommonSOLE
829073105SSDSIMPSON MFG INC$24.4M2.83%176,433CommonSOLE
031162100AMGNAMGEN INC$24.3M2.81%109,452CommonSOLE
219350105GLWCORNING INC$21.3M2.46%607,211CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$20.0M2.31%144,566CommonSOLE
254687106DISDISNEY WALT CO$19.2M2.22%215,425CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$19.1M2.20%512,320CommonSOLE
17275R102CSCOCISCO SYS INC$18.8M2.18%364,118CommonSOLE
855244109SBUXSTARBUCKS CORP$18.4M2.13%185,817CommonSOLE
819047101SHAKSHAKE SHACK INC$18.2M2.11%234,643CommonSOLE
337738108FISVFISERV INC$17.2M1.99%136,387CommonSOLE
82509L107SHOPSHOPIFY INC$16.9M1.95%261,260CommonSOLE
038336103ATRAPTARGROUP INC$15.3M1.77%132,162CommonSOLE
770323103RHIROBERT HALF INTL INC$13.8M1.60%184,115CommonSOLE
832696405SJMSMUCKER J M CO$13.8M1.60%93,639CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$13.8M1.59%242,822CommonSOLE
896239100TRMBTRIMBLE INC$13.7M1.58%257,976CommonSOLE
437076102HDHOME DEPOT INC$13.4M1.55%43,066CommonSOLE
842587107SOSOUTHERN CO$13.2M1.53%187,970CommonSOLE
98138H101WDAYWORKDAY INC$12.4M1.43%54,897CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$12.0M1.39%48,655CommonSOLE
10316T104BOXBOX INC$11.8M1.37%403,270CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$11.7M1.36%130,793CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$11.2M1.30%25,266CommonSOLE
79466L302CRMSALESFORCE INC$10.8M1.25%51,089CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$10.3M1.19%513,333CommonSOLE
037833100AAPLAPPLE INC$10.3M1.19%52,924CommonSOLE
22822V101CCICROWN CASTLE INC$10.1M1.16%88,380CommonSOLE
81762P102NOWSERVICENOW INC$10.0M1.16%17,858CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$8.2M0.95%189,811CommonSOLE
30303M102METAMETA PLATFORMS INC$7.8M0.90%27,105CommonSOLE
97717W315DEMWISDOMTREE TR$7.6M0.88%199,631CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$5.9M0.68%343,490CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$4.5M0.52%13,216CommonSOLE
46429B598INDAISHARES TR$3.7M0.43%84,727CommonSOLE
375558103GILDGILEAD SCIENCES INC$3.5M0.41%45,659CommonSOLE
742718109PGPROCTER AND GAMBLE CO$3.5M0.41%23,155CommonSOLE
92686J106VKTXVIKING THERAPEUTICS INC$1.8M0.21%110,145CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.7M0.20%5,051CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX F$1.4M0.16%23,000CommonSOLE
46434G822EWJISHARES INC$1.4M0.16%22,790CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$1.2M0.14%4,945CommonSOLE
209115104EDCONSOLIDATED EDISON INC$1.2M0.14%13,526CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$1.1M0.13%7,715CommonSOLE
464288687PFFISHARES TR$1.1M0.13%36,288CommonSOLE
032654105ADIANALOG DEVICES INC$934,1140.11%4,795CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$933,1470.11%8,695CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$870,1180.10%1,890CommonSOLE
68218J103OABIOMNIAB INC$835,0600.10%166,016CommonSOLE
922908769VTIVANGUARD INDEX FDS$821,5190.10%3,729CommonSOLE
68621T102OBKORIGIN BANCORP INC$797,4290.09%27,216CommonSOLE
53220K504LGNDLIGAND PHARMACEUTICALS INC$794,9990.09%11,026CommonSOLE
464287689IWVISHARES TR$786,5980.09%3,091CommonSOLE
88160R101TSLATESLA INC$750,7560.09%2,868CommonSOLE
30231G102XOMEXXON MOBIL CORP$743,4570.09%6,932CommonSOLE
00724F101ADBEADOBE SYSTEMS INCORPORATED$683,1190.08%1,397CommonSOLE
166764100CVXCHEVRON CORP NEW$673,6150.08%4,281CommonSOLE
58933Y105MRKMERCK & CO INC$636,1450.07%5,513CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$597,2610.07%3,332CommonSOLE
717081103PFEPFIZER INC$542,8640.06%14,800CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$542,6160.06%8,485CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$536,9100.06%8,046CommonSOLE
78463V107GLDSPDR GOLD TR$491,1340.06%2,755CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$449,3980.05%935CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$444,5180.05%1,210CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$435,2230.05%2,563CommonSOLE
97717W836DFJWISDOMTREE TR$401,1250.05%6,022CommonSOLE
291011104EMREMERSON ELEC CO$378,1010.04%4,183CommonSOLE
191216100KOCOCA COLA CO$337,2320.04%5,600CommonSOLE
336433107FSLRFIRST SOLAR INC$307,9460.04%1,620CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$300,2560.03%1,727CommonSOLE
009066101ABNBAIRBNB INC$282,5930.03%2,205CommonSOLE
548661107LOWLOWES COS INC$277,1600.03%1,228CommonSOLE
260003108DOVDOVER CORP$255,4350.03%1,730CommonSOLE
65339F101NEENEXTERA ENERGY INC$240,7790.03%3,245CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$237,9640.03%442CommonSOLE
67066G104NVDANVIDIA CORPORATION$233,0840.03%551CommonSOLE
87612G101TRGPTARGA RES CORP$230,0500.03%3,023CommonSOLE
704326107PAYXPAYCHEX INC$201,3660.02%1,800CommonSOLE
8676EP108STKLSUNOPTA INC$90,8500.01%13,580CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.