-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, SVjzdfC7pN6nu91UbwFS3vsQcgkl0gfLhga7bo1Yyv7hCn8jC5Q7IbojGgAhFZ3C gE0myl23IjwChX1WuCSw/g== 0001144204-09-022845.txt : 20090429 0001144204-09-022845.hdr.sgml : 20090429 20090429140430 ACCESSION NUMBER: 0001144204-09-022845 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20090331 FILED AS OF DATE: 20090429 DATE AS OF CHANGE: 20090429 EFFECTIVENESS DATE: 20090429 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Cornerstone Investment Partners, LLC CENTRAL INDEX KEY: 0001328062 IRS NUMBER: 582620541 STATE OF INCORPORATION: GA FISCAL YEAR END: 1204 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-11408 FILM NUMBER: 09778548 BUSINESS ADDRESS: STREET 1: 8097 ROSWELL ROAD STREET 2: BUILDING A CITY: ATLANTA STATE: GA ZIP: 30350 BUSINESS PHONE: 7703932852 MAIL ADDRESS: STREET 1: 8097 ROSWELL ROAD STREET 2: BUILDING A CITY: ATLANTA STATE: GA ZIP: 30350 13F-HR 1 v147386_13fhr.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: March 31, 2009 Check here if Amendment [ ]; Amendment Number: This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Cornerstone Investment Partners Address: 8097 Roswell Road, Building A Atlanta, GA 30350 Form 13F File Number: 028-11408 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Edward C. Mitchell, Jr. Title: Chief Compliance Officer Phone: 770-393-2852 Signature, Place, and Date of Signing: /s/ Edward C. Mitchell, Jr. Atlanta, GA 4/28/09 --------------------------- ------------- ---------------- [Signature] [City, State] [Date] Report Type (Check only one.): [X] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) [ ] 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) [ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) Form 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: Form 13F Information Table Entry Total: 87 Form 13F Information Table Value Total: $ 533,560 ----------- (thousands) List of Other Included Managers: Provide a numbered list of the names(s) and Form 13F file numbers(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. NONE
FORM 13F INFORMATION TABLE (greater than or equal to $200,000 and/or 10,000 shares) Column1 Column2 Column3 Column4 Column5 Column6 Column7 Column8 ------- ------- ------- ------- ------- ------- ------- ------- ISSUER CLASS CUSIP VALUE SHRS/PUT/CALL DISCRETION OTHER MANAGER AUTHORITY ------ ----- ----- ----- ------------- ---------- ------------ --------- AGL Resources COM 001204106 2,756,626 103,906 Sole None None AT&T Inc. COM 00206R102 22,356,831 887,175 Sole None None Alliant Energy Corp. COM 018802108 1,058,336 42,865 Sole None None BB&T Corp COM 054937107 4,399,961 260,045 Sole None None BE Aerospace Inc. COM 073302101 993,798 114,625 Sole None None Bank of America Corp. COM 060505104 13,694,745 2,008,027 Sole None None Boeing Company COM 097023105 9,467,517 266,091 Sole None None Bristol-Myers Squibb COM 110122108 2,127,226 97,045 Sole None None Canadian Natl Railway COM 136375102 15,423,302 435,072 Sole None None Capital One Financial COM 14040H105 11,047,824 902,600 Sole None None ChevronTexaco Corp COM 166764100 21,031,373 312,780 Sole None None Chubb Corp COM 171232101 19,322,846 456,589 Sole None None Cisco Systems Inc. COM 17275R102 207,193 12,355 Sole None None Citigroup Inc COM 172967101 940,199 371,620 Sole None None Coca-Cola Company COM 191216100 3,629,513 82,582 Sole None None ConAgra Foods Inc COM 205887102 2,363,598 140,106 Sole None None ConocoPhillips COM 20825C104 17,692,801 451,808 Sole None None Cousins Properties In COM 222795106 587,208 91,181 Sole None None Dell Inc COM 24702R101 345,072 36,400 Sole None None Dow Chemical Company COM 260543103 611,807 72,575 Sole None None Duke Energy Corporation COM 26441C105 3,050,589 213,030 Sole None None E.I. DuPont de Nemour COM 263534109 3,116,106 139,548 Sole None None Eli Lilly & Co. COM 532457108 21,078,402 630,901 Sole None None Exelon Corp COM 30161N101 963,402 21,225 Sole None None Exxon Mobil COM 30231G102 4,585,513 67,335 Sole None None Flextronics ORD Y2573F102 16,994,630 5,880,495 Sole None None Gannett Co. Inc. COM 364730101 3,367,078 1,530,490 Sole None None H&R Block Inc. COM 093671105 589,128 32,387 Sole None None HCC Insurance Holdings COM 404132102 21,396,058 849,387 Sole None None Halliburton Company COM 406216101 16,307,579 1,054,142 Sole None None Honeywell International Inc COM 438516106 15,019,065 539,090 Sole None None Hugoton Royalty Trust UNIT BEN INT 444717102 673,371 70,436 Sole None None IBM Corp COM 459200101 17,813,489 183,852 Sole None None ITT Industries Inc. COM 450911102 19,396,112 504,188 Sole None None Illinois Tool Works COM 452308109 918,527 29,774 Sole None None Ingersoll-Rand Co CL A G4776G101 804,540 58,300 Sole None None Intel Corporation COM 458140100 12,324,684 820,005 Sole None None Interface Inc cl A CL A 458665106 260,259 87,043 Sole None None J P Morgan Chase COM 46625H100 321,618 12,100 Sole None None Jackson Hewitt Tax COM 468202106 421,932 80,830 Sole None None Johnson & Johnson COM 478160104 13,577,953 258,136 Sole None None KBR COM 48242W106 992,248 71,850 Sole None None Merck & Co. Inc. COM 589331107 1,050,472 39,270 Sole None None Microsoft Corporation COM 594918104 10,538,299 573,669 Sole None None Morgan Stanley COM 617446448 16,470,155 723,327 Sole None None NII Holdings CL B NEW 62913f201 3,509,925 233,995 Sole None None Newell Rubbermaid In COM 651229106 1,289,908 202,180 Sole None None Nike Inc cl B CL B 654106103 16,289,351 347,395 Sole None None Old Republic Intl COM 680223104 284,739 26,316 Sole None None Oracle Corporation COM 68389X105 21,428,562 1,185,864 Sole None None PETsMART Inc. COM 716768106 895,498 42,724 Sole None None PartnerRe Ltd. COM G6852T105 4,255,395 68,558 Sole None None PepsiCo Inc. COM 713448108 15,399,263 299,131 Sole None None Pfizer Inc. COM 717081103 16,629,038 1,220,927 Sole None None Philip Morris Intl Inc COM 718172109 566,324 15,916 Sole None None Pinnacle West Capital COM 723484101 1,056,025 39,760 Sole None None Precision Castparts COM 740189105 14,213,072 237,280 Sole None None Sara Lee Corp. COM 803111103 353,257 43,720 Sole None None SuperValu Inc. COM 868536103 13,239,345 927,125 Sole None None Sysco Corporation COM 871829107 4,532,526 198,795 Sole None None Verizon Communication COM 92343V104 2,748,049 90,995 Sole None None Wal-Mart Stores Inc. COM 931142103 1,012,042 19,425 Sole None None Wyeth COM 983024100 20,354,778 472,927 Sole None None Cavalier Homes COM 149507105 31,000 20,000 Sole None None Champion Enterprises COM 158496109 37,104 77,300 Sole None None Coachmen Industries COM 189873102 13,716 21,102 Sole None None Ecotality, Inc. COM 27922Y103 360 10,000 Sole None None Human Genome Sciences COM 444903108 8,300 10,000 Sole None None LSI Logic Corporation COM 502161102 30,412 10,004 Sole None None Sanmina-SCI Corp COM 800907107 5,490 18,000 Sole None None Selective Insurance G COM 816300107 145,920 12,000 Sole None None Affiliated Computer S COM 008190100 299,312 6,250 Sole None None Apple Computer Inc. COM 037833100 706,091 6,717 Sole None None Baxter International COM 071813109 276,588 5,400 Sole None None Hewlett-Packard Co COM 428236103 275,748 8,601 Sole None None ISHARES INVEST GRADE CORP BOND IBOXX INV CPBD 464287242 502,789 5,342 Sole None None Procter & Gamble Co. COM 742718109 249,577 5,300 Sole None None S&P Depositary Receipts UNIT SER 1 78462F103 385,672 4,850 Sole None None Vanguard Growth VIPERs GROWTH ETF 922908736 221,544 5,930 Sole None None Vanguard Value VIPERs VALUE ETF 922908744 214,096 6,323 Sole None None Honda Motor Co. Ltd. AMERN SHS 438128308 1,531,138 64,605 Sole None None Invesco Plc SHS G491BT108 596,534 43,040 Sole None None Nokia Corporation SPONSORED ADR 654902204 14,778,234 1,266,344 Sole None None Royal Dutch Shell ADR A SPONS ADR A 780259206 18,656,280 421,135 Sole None None ISHARES BARCLAYS AGGREGATE BOND FUND BARCLYS US AGG B 464287226 3,125,276 30,800 Sole None None ISHARES Lehman Short Treasury Bond LEHMAN SH TREA 464288679 1,122,752 10,180 Sole None None Vanguard Bond Market ETF TOTAL BND MRKT 921937835 200,590 2,600 Sole None None
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