Arkolith/Funds/Cornerstone Capital, Inc.

Cornerstone Capital, Inc.

CIK 819535
Holdings as of Jun 30, 2026·disclosed Aug 3, 2026·~34-day 13F lag·13F-HR
Active Filer

Cornerstone Capital, Inc. holds a diversified book of 120 stocks worth $1.1B as of Q2 2026 (disclosed Aug 3, 2026, a ~34-day 13F lag). This quarter they opened Intel Corp and trimmed Corning Inc. Their largest long position is Corning Inc at 7% of the equity book. Cloning the disclosed picks since 2024 would be +22% (+11.8%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Cornerstone Capital, Inc.'s latest
holdings, largest changes, and filing provenance.
Opened
33
new positions
Added to
31
existing
Trimmed
39
reduced
Sold out
8
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+21.8%
+11.8%/yr · since Oct '24
Their reported book
+21.5%
held from quarter-end
S&P 500
+31.1%
same window
$9K$10K$11K$12K$13KOct '24Mar '25Jul '25Nov '25Mar '26Jul '26
Cornerstone Capital, Inc. (copied at disclosure) S&P 500

Growth of $10,000 cloning Cornerstone Capital, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~34 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
24%
Top 10 holdings
41%
Top 20 holdings
65%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

94% mapped to company sectors

Information Technology
33%
Materials
14%
Health Care
13%
Financials
11%
Industrials
9%
Consumer Discretionary
9%
ETF / fund or unclassified
6%
Utilities
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Cornerstone Capital, Inc.

Manager / fundShared namesTheir $ in those
BlackRock, Inc.80 / 80$2.3T
FMR LLC80 / 80$798.0B
MORGAN STANLEY80 / 80$581.8B
JPMORGAN CHASE & CO80 / 80$560.0B
BANK OF AMERICA CORP /DE/80 / 80$372.7B
NORTHERN TRUST CORP80 / 80$319.0B
Bank of New York Mellon Corp80 / 80$206.0B
UBS Group AG80 / 80$147.7B

Ranked by how many of Cornerstone Capital, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

120 positions
#SecurityValueShares% PortLast moveHistory
1Corning Inc
COM
$77.2M302.3K
6.9%
−27%
Reduced · −113K sh
2Alphabet Inc
CAP STK CL A
$60.3M168.7K
5.4%
−1.4%
Reduced · −2K sh
3Visa Inc
COM CL A
$45.8M133.4K
4.1%
+1.6%
Added · +2K sh
4Amphenol Corp
CL A
$45.2M256.1K
4.0%
+0.2%
Added · +567 sh
5Microsoft Corp
COM
$44.6M119.5K
4.0%
+2.1%
Added · +2K sh
6Amazon Com Inc
COM
$43.2M181.1K
3.9%
−0.1%
Reduced · −131 sh
7Abbvie Inc
COM
$38.9M154.8K
3.5%
~0%
Added · +74 sh
8Cisco Sys Inc
COM
$34.0M289.5K
3.0%
−4.6%
Reduced · −14K sh
9Amgen Inc
COM
$32.9M90.9K
2.9%
+0.2%
Added · +153 sh
10Ametek Inc
COM
$32.4M133.7K
2.9%
−0.1%
Reduced · −116 sh
11Goldman Sachs Group Inc
COM
$32.1M31.7K
2.9%
~0%
Reduced · −3 sh
12Shopify Inc
CL A SUB VTG SHS
$30.8M270.0K
2.8%
+2.4%
Added · +6K sh
13Simpson MFG Inc
COM
$29.9M143.0K
2.7%
+35%
Added · +37K sh
14Johnson & Johnson
COM
$29.2M115.0K
2.6%
+18%
Added · +17K sh
15Home Depot Inc
COM
$28.7M81.3K
2.6%
+1.7%
Added · +1K sh
16State STR SPDR S&P 500 ETF T
TR UNIT
$26.1M34.9K
2.3%
+1.9%
Added · +638 sh
17Procter & Gamble Co
COM
$25.3M172.6K
2.3%
+3.2%
Added · +5K sh
18Aptargroup Inc
COM
$24.9M198.8K
2.2%
+8.3%
Added · +15K sh
19Thermo Fisher Scientific Inc
COM
$24.6M49.0K
2.2%
−0.7%
Reduced · −368 sh
20Reliance Inc
COM
$23.7M63.5K
2.1%
−0.4%
Reduced · −271 sh
21Gallagher Arthur J & Co
COM
$23.7M103.2K
2.1%
~0%
Reduced · −33 sh
22Uber Technologies Inc
COM
$21.7M301.4K
1.9%
+0.4%
Added · +1K sh
23Vertiv Holdings Co
COM CL A
$21.2M63.4K
1.9%
−26%
Reduced · −23K sh
24Select Sector SPDR TR
ST STR UTIL ETF
$18.3M402.9K
1.6%
+2.8%
Added · +11K sh
25Nike Inc
CL B
$17.9M435.1K
1.6%
−0.4%
Reduced · −2K sh
26Abbott Laboratories
COM
$17.7M195.6K
1.6%
−11%
Reduced · −24K sh
27Disney Walt Co
COM
$16.9M175.7K
1.5%
−0.2%
Reduced · −419 sh
28Kimberly-Clark Corp
COM
$15.7M142.9K
1.4%
−1.1%
Reduced · −2K sh
29Apple Inc
COM
$14.2M49.1K
1.3%
+0.7%
Added · +332 sh
30Meta Platforms Inc
CL A
$13.8M24.5K
1.2%
+0.2%
Added · +41 sh
31Verizon Communications Inc
COM
$13.4M317.3K
1.2%
+8.6%
Added · +25K sh
32Eaton Corp PLC
SHS
$13.0M30.6K
1.2%
+8.1%
Added · +2K sh
33Schwab Charles Corp
COM
$12.5M135.6K
1.1%
−0.4%
Reduced · −600 sh
34Trimble Inc
COM
$12.2M237.9K
1.1%
+0.6%
Added · +1K sh
35Pepsico Inc
COM
$11.5M85.0K
1.0%
−0.8%
Reduced · −698 sh
36Kinder Morgan Inc Del
COM
$10.8M338.5K
1.0%
+0.9%
Added · +3K sh
37Box Inc
CL A
$9.5M356.1K
0.8%
+1.5%
Added · +5K sh
38Robert Half Inc.
COM
$8.1M265.0K
0.7%
Held
39Healthpeak Properties Inc
COM
$7.6M356.4K
0.7%
+0.1%
Added · +336 sh
40Ishares TR
MSCI INDIA ETF
$7.6M153.9K
0.7%
−1.2%
Reduced · −2K sh
41Pfizer Inc
COM
$6.5M267.9K
0.6%
+259%
Added · +193K sh
42Crowdstrike Hldgs Inc
CL A
$5.3M6.9K
0.5%
−0.9%
Reduced · −60 sh
43Southern Co
COM
$4.8M50.3K
0.4%
−0.6%
Reduced · −300 sh
44Intuitive Surgical Inc
COM NEW
$4.6M11.7K
0.4%
−0.2%
Reduced · −19 sh
45Gilead Sciences Inc
COM
$4.6M36.2K
0.4%
+0.9%
Added · +340 sh
46Shake Shack Inc
CL A
$4.5M80.7K
0.4%
−37%
Reduced · −48K sh
47Crown Castle Inc
COM
$4.5M59.1K
0.4%
−1.5%
Reduced · −908 sh
48Analog Devices Inc
COM
$3.4M8.7K
0.3%
Held
49Nvidia Corporation
COM
$3.4M17.0K
0.3%
−0.4%
Reduced · −63 sh
50Viking Therapeutics Inc
COM
$3.3M85.5K
0.3%
−1.6%
Reduced · −1K sh
Showing 50 of 120 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 3, 2026120$1.1B13F-HR
Q1 2026Mar 31, 2026May 12, 2026118$1.0B13F-HR
Q4 2025Dec 31, 2025Feb 12, 2026109$1.0B13F-HR
Q3 2025Sep 30, 2025Nov 10, 2025108$1.0B13F-HR
Q2 2025Jun 30, 2025Aug 12, 202599$956.2M13F-HR
Q1 2025Mar 31, 2025May 13, 202598$929.3M13F-HR
Q4 2024Dec 31, 2024Feb 13, 2025101$949.8M13F-HR
Q3 2024Sep 30, 2024Oct 30, 2024103$1.1B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.