MondegarAI
Cornerstone Capital, Inc.

Q3 2024 · 13F-HR

Cornerstone Capital, Inc.holdings as filed

Filed 2024-10-30 · accession 0001172661-24-004417

$1.07B
Reported value
103
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$58.3M5.45%135,556CommonSOLE
02079K305GOOGLALPHABET INC$46.4M4.33%279,919CommonSOLE
023135106AMZNAMAZON COM INC$45.1M4.22%242,311CommonSOLE
92826C839VVISA INC$41.3M3.86%150,273CommonSOLE
268150109DTDYNATRACE INC$40.2M3.76%752,639CommonSOLE
00287Y109ABBVABBVIE INC$36.1M3.37%182,827CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$35.6M3.32%126,473CommonSOLE
031162100AMGNAMGEN INC$34.3M3.21%106,538CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$32.2M3.01%52,085CommonSOLE
82509L107SHOPSHOPIFY INC$30.4M2.84%379,570CommonSOLE
002824100ABTABBOTT LABS$28.6M2.67%250,853CommonSOLE
219350105GLWCORNING INC$27.9M2.60%617,177CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$26.3M2.45%349,488CommonSOLE
98138H101WDAYWORKDAY INC$25.8M2.41%105,662CommonSOLE
829073105SSDSIMPSON MFG INC$24.9M2.33%130,261CommonSOLE
437076102HDHOME DEPOT INC$22.7M2.12%56,031CommonSOLE
759509102RSRELIANCE INC$22.2M2.08%76,880CommonSOLE
337738108FISVFISERV INC$21.8M2.04%121,341CommonSOLE
031100100AMEAMETEK INC$21.3M1.99%124,183CommonSOLE
713448108PEPPEPSICO INC$20.2M1.89%118,824CommonSOLE
17275R102CSCOCISCO SYS INC$20.1M1.88%378,394CommonSOLE
038336103ATRAPTARGROUP INC$19.9M1.86%124,105CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$19.8M1.85%139,107CommonSOLE
819047101SHAKSHAKE SHACK INC$19.5M1.82%188,627CommonSOLE
254687106DISDISNEY WALT CO$19.5M1.82%202,222CommonSOLE
478160104JNJJOHNSON & JOHNSON$18.7M1.75%115,477CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$18.3M1.71%31,841CommonSOLE
896239100TRMBTRIMBLE INC$17.4M1.63%280,287CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$17.2M1.60%212,491CommonSOLE
81762P102NOWSERVICENOW INC$16.2M1.51%18,086CommonSOLE
30303M102METAMETA PLATFORMS INC$15.6M1.46%27,285CommonSOLE
79466L302CRMSALESFORCE INC$15.3M1.43%55,954CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$15.0M1.40%232,106CommonSOLE
770323103RHIROBERT HALF INC.$15.0M1.40%222,332CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$13.7M1.28%305,651CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$13.2M1.23%51,092CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$12.3M1.15%37,860CommonSOLE
037833100AAPLAPPLE INC$10.9M1.01%46,608CommonSOLE
10316T104BOXBOX INC$10.7M1.00%326,365CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$9.7M0.90%423,724CommonSOLE
22822V101CCICROWN CASTLE INC$9.2M0.86%77,344CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$9.1M0.85%413,900CommonSOLE
832696405SJMSMUCKER J M CO$8.9M0.83%73,640CommonSOLE
46429B598INDAISHARES TR$8.8M0.83%151,177CommonSOLE
742718109PGPROCTER AND GAMBLE CO$8.6M0.80%49,525CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$6.2M0.58%12,694CommonSOLE
842587107SOSOUTHERN CO$6.2M0.58%68,557CommonSOLE
032095101APHAMPHENOL CORP NEW$3.5M0.33%53,505CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$3.1M0.29%31,495CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$3.1M0.29%26,818CommonSOLE
G29183103ETNEATON CORP PLC$3.0M0.28%9,075CommonSOLE
375558103GILDGILEAD SCIENCES INC$3.0M0.28%35,363CommonSOLE
67066G104NVDANVIDIA CORPORATION$2.2M0.20%17,852CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.0M0.19%4,370CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$2.0M0.18%6,965CommonSOLE
92686J106VKTXVIKING THERAPEUTICS INC$1.9M0.18%29,770CommonSOLE
855244109SBUXSTARBUCKS CORP$1.6M0.15%16,867CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX F$1.6M0.15%23,000CommonSOLE
46434G822EWJISHARES INC$1.6M0.15%22,790CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$1.3M0.12%4,805CommonSOLE
46090E103QQQINVESCO QQQ TR$1.1M0.11%2,309CommonSOLE
499049104KNXKNIGHT-SWIFT TRANSN HLDGS IN$1.1M0.10%20,170CommonSOLE
922908769VTIVANGUARD INDEX FDS$1.1M0.10%3,713CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$1.0M0.10%4,650CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$971,5390.09%1,662CommonSOLE
025072885AVUSAMERICAN CENTY ETF TR$969,1030.09%10,185CommonSOLE
025072703AVDEAMERICAN CENTY ETF TR$899,5430.08%13,420CommonSOLE
78464A854SPYMSPDR SER TR$761,9850.07%11,287CommonSOLE
68218J103OABIOMNIAB INC$727,6280.07%172,016CommonSOLE
209115104EDCONSOLIDATED EDISON INC$717,4560.07%6,890CommonSOLE
68621T102OBKORIGIN BANCORP INC$691,9550.06%21,516CommonSOLE
30231G102XOMEXXON MOBIL CORP$689,2540.06%5,880CommonSOLE
88160R101TSLATESLA INC$682,3310.06%2,608CommonSOLE
025072604AVEMAMERICAN CENTY ETF TR$651,2330.06%10,081CommonSOLE
53220K504LGNDLIGAND PHARMACEUTICALS INC$650,3180.06%6,497CommonSOLE
00724F101ADBEADOBE INC$646,7070.06%1,249CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$638,4710.06%1,092CommonSOLE
58933Y105MRKMERCK & CO INC$632,3020.06%5,568CommonSOLE
191216100KOCOCA COLA CO$629,7810.06%8,764CommonSOLE
464288687PFFISHARES TR$606,5800.06%18,254CommonSOLE
166764100CVXCHEVRON CORP NEW$597,4740.06%4,057CommonSOLE
032654105ADIANALOG DEVICES INC$536,5260.05%2,331CommonSOLE
717081103PFEPFIZER INC$534,9850.05%18,486CommonSOLE
97717W836DFJWISDOMTREE TR$521,2250.05%6,462CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$488,6330.05%9,444CommonSOLE
464287689IWVISHARES TR$485,8480.05%1,487CommonSOLE
78463V107GLDSPDR GOLD TR$476,3980.04%1,960CommonSOLE
87612G101TRGPTARGA RES CORP$447,4340.04%3,023CommonSOLE
025072877AVUVAMERICAN CENTY ETF TR$446,2630.04%4,651CommonSOLE
291011104EMREMERSON ELEC CO$417,1370.04%3,814CommonSOLE
336433107FSLRFIRST SOLAR INC$404,0930.04%1,620CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$391,8420.04%442CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$302,0310.03%2,230CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$300,8010.03%1,953CommonSOLE
008073108AVAVAEROVIRONMENT INC$290,7250.03%1,450CommonSOLE
009066101ABNBAIRBNB INC$272,0070.03%2,145CommonSOLE
260003108DOVDOVER CORP$256,9320.02%1,340CommonSOLE
65339F101NEENEXTERA ENERGY INC$253,5900.02%3,000CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$235,9830.02%2,300CommonSOLE
704326107PAYXPAYCHEX INC$220,0720.02%1,640CommonSOLE
548661107LOWLOWES COS INC$215,8670.02%797CommonSOLE
369604301GEGE AEROSPACE$212,1530.02%1,125CommonSOLE
8676EP108STKLSUNOPTA INC$123,9000.01%19,420CommonSOLE

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.