MondegarAI
Cornerstone Capital, Inc.

Q4 2024 · 13F-HR

Cornerstone Capital, Inc.holdings as filed

Filed 2025-02-13 · accession 0001172661-25-000791

$949.8M
Reported value
101
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$52.6M5.53%124,686CommonSOLE
02079K305GOOGLALPHABET INC$48.1M5.06%254,013CommonSOLE
023135106AMZNAMAZON COM INC$47.8M5.04%218,016CommonSOLE
92826C839VVISA INC$43.7M4.60%138,333CommonSOLE
82509L107SHOPSHOPIFY INC$35.4M3.72%332,615CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$32.6M3.43%114,894CommonSOLE
00287Y109ABBVABBVIE INC$29.7M3.13%167,086CommonSOLE
002824100ABTABBOTT LABS$26.0M2.73%229,449CommonSOLE
219350105GLWCORNING INC$25.7M2.71%541,404CommonSOLE
031162100AMGNAMGEN INC$25.1M2.64%96,277CommonSOLE
98138H101WDAYWORKDAY INC$24.9M2.62%96,589CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$24.4M2.57%46,973CommonSOLE
819047101SHAKSHAKE SHACK INC$23.8M2.51%183,742CommonSOLE
337738108FISVFISERV INC$21.7M2.28%105,602CommonSOLE
254687106DISDISNEY WALT CO$20.3M2.14%182,437CommonSOLE
031100100AMEAMETEK INC$20.2M2.13%112,296CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$18.9M1.99%312,726CommonSOLE
17275R102CSCOCISCO SYS INC$18.7M1.97%315,844CommonSOLE
437076102HDHOME DEPOT INC$18.6M1.96%47,929CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$18.5M1.95%31,561CommonSOLE
829073105SSDSIMPSON MFG INC$18.4M1.93%110,676CommonSOLE
759509102RSRELIANCE INC$18.2M1.92%67,713CommonSOLE
81762P102NOWSERVICENOW INC$18.2M1.91%17,146CommonSOLE
79466L302CRMSALESFORCE INC$17.2M1.82%51,579CommonSOLE
896239100TRMBTRIMBLE INC$16.5M1.73%233,197CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$16.4M1.72%125,034CommonSOLE
038336103ATRAPTARGROUP INC$16.3M1.72%104,010CommonSOLE
30303M102METAMETA PLATFORMS INC$16.2M1.70%27,591CommonSOLE
713448108PEPPEPSICO INC$16.1M1.69%105,598CommonSOLE
770323103RHIROBERT HALF INC.$15.7M1.65%222,332CommonSOLE
478160104JNJJOHNSON & JOHNSON$14.8M1.56%102,567CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$14.8M1.56%200,141CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$14.4M1.51%190,016CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$12.1M1.28%303,751CommonSOLE
037833100AAPLAPPLE INC$11.8M1.24%47,094CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$10.9M1.14%31,690CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$10.1M1.07%45,858CommonSOLE
10316T104BOXBOX INC$9.9M1.04%311,815CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$9.4M0.99%341,915CommonSOLE
742718109PGPROCTER AND GAMBLE CO$9.0M0.94%53,430CommonSOLE
46429B598INDAISHARES TR$8.0M0.84%151,567CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$7.1M0.75%351,049CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$6.6M0.69%12,625CommonSOLE
832696405SJMSMUCKER J M CO$5.8M0.61%52,395CommonSOLE
22822V101CCICROWN CASTLE INC$5.5M0.58%60,846CommonSOLE
842587107SOSOUTHERN CO$5.3M0.55%63,964CommonSOLE
375558103GILDGILEAD SCIENCES INC$3.2M0.34%35,108CommonSOLE
032095101APHAMPHENOL CORP NEW$3.0M0.31%42,980CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$2.6M0.27%22,515CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$2.4M0.26%22,601CommonSOLE
G29183103ETNEATON CORP PLC$2.4M0.25%7,213CommonSOLE
67066G104NVDANVIDIA CORPORATION$2.3M0.25%17,482CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$2.3M0.25%6,850CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.0M0.21%4,370CommonSOLE
46434G822EWJISHARES INC$1.5M0.16%22,790CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX F$1.5M0.15%23,000CommonSOLE
88160R101TSLATESLA INC$1.3M0.14%3,286CommonSOLE
922908769VTIVANGUARD INDEX FDS$1.2M0.13%4,166CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$1.2M0.13%4,735CommonSOLE
46090E103QQQINVESCO QQQ TR$1.2M0.12%2,309CommonSOLE
499049104KNXKNIGHT-SWIFT TRANSN HLDGS IN$1.1M0.11%20,170CommonSOLE
92686J106VKTXVIKING THERAPEUTICS INC$997,9520.11%24,800CommonSOLE
025072885AVUSAMERICAN CENTY ETF TR$909,2030.10%9,380CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$896,3650.09%3,855CommonSOLE
025072703AVDEAMERICAN CENTY ETF TR$823,5850.09%13,420CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$807,6320.09%1,662CommonSOLE
53220K504LGNDLIGAND PHARMACEUTICALS INC$696,1890.07%6,497CommonSOLE
30231G102XOMEXXON MOBIL CORP$641,2250.07%5,961CommonSOLE
68621T102OBKORIGIN BANCORP INC$616,3980.06%18,516CommonSOLE
209115104EDCONSOLIDATED EDISON INC$614,7950.06%6,890CommonSOLE
68218J103OABIOMNIAB INC$608,9370.06%172,016CommonSOLE
025072604AVEMAMERICAN CENTY ETF TR$592,6620.06%10,081CommonSOLE
166764100CVXCHEVRON CORP NEW$587,6160.06%4,057CommonSOLE
464288687PFFISHARES TR$573,9060.06%18,254CommonSOLE
00724F101ADBEADOBE INC$554,0710.06%1,246CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$552,3990.06%1,092CommonSOLE
58933Y105MRKMERCK & CO INC$546,9410.06%5,498CommonSOLE
191216100KOCOCA COLA CO$537,9260.06%8,640CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$534,1530.06%9,444CommonSOLE
87612G101TRGPTARGA RES CORP$503,0130.05%2,818CommonSOLE
032654105ADIANALOG DEVICES INC$495,2440.05%2,331CommonSOLE
97717W836DFJWISDOMTREE TR$485,5550.05%6,462CommonSOLE
464287689IWVISHARES TR$485,3310.05%1,452CommonSOLE
291011104EMREMERSON ELEC CO$472,6690.05%3,814CommonSOLE
717081103PFEPFIZER INC$466,7950.05%17,595CommonSOLE
025072877AVUVAMERICAN CENTY ETF TR$448,9610.05%4,651CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$395,8290.04%432CommonSOLE
78463V107GLDSPDR GOLD TR$384,9870.04%1,590CommonSOLE
11135F101AVGOBROADCOM INC$384,3910.04%1,658CommonSOLE
336433107FSLRFIRST SOLAR INC$285,5090.03%1,620CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$268,6740.03%1,953CommonSOLE
260003108DOVDOVER CORP$251,3840.03%1,340CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$242,0160.03%3,200CommonSOLE
008073108AVAVAEROVIRONMENT INC$223,1410.02%1,450CommonSOLE
969457100WMBWILLIAMS COS INC$223,0290.02%4,121CommonSOLE
704326107PAYXPAYCHEX INC$220,8470.02%1,575CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$212,1290.02%2,300CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$210,8160.02%1,600CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$207,5870.02%1,175CommonSOLE
009066101ABNBAIRBNB INC$205,6570.02%1,565CommonSOLE
8676EP108STKLSUNOPTA INC$149,5340.02%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.