CORNERCAP INVESTMENT COUNSEL INC — 13F Holdings & Portfolio

CIK 1062938 · latest 13F-HR filed 2026-02-13

CORNERCAP INVESTMENT COUNSEL INC manages $203.0M in 13F-reported U.S. long-equity assets across 151 reported positions as of its 2025-12-31 13F-HR filing. Its largest disclosed positions are JNJ (2.22%), WFC (1.94%), CSCO (1.83%). Quarter over quarter (versus its 2025-09-30 filing) the fund opened 7 new positions, exited 5, added to 41, and trimmed 58.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$203.0M

Long-equity book

Holdings

151

Distinct positions

Period

2025-12-31

Filed 2026-02-13

Q/Q Activity

+7 / −5 / ↑41 / ↓58

vs 2025-09-30

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • Alphabet Inc$587.4K +27.0%
  • Lam Research Corp$559.3K +26.1%
  • Teradyne Inc$478.9K +38.7%
  • Merck & Co Inc$476.0K +23.7%
  • Kimberly-Clark Corp$415.5K +36.0%
Show all 41

Top Trims

  • DuPont de Nemours Inc-$423.7K -49.1%
  • Booking Holdings Inc-$423.5K -20.9%
  • HCA Healthcare Inc-$377.2K -19.4%
  • Vistra Corp-$367.1K -18.7%
  • Lennar Corp-$316.0K -19.5%
Show all 58

New Positions

  • Amazon.com Inc$1.7M
  • Cardinal Health Inc$1.7M
  • Halliburton Co$1.7M
  • STAG Industrial Inc$786.0K
  • Qnity Electronics Inc$446.3K
Show all 7

Exited Positions

  • Masco Corp$1.3M
  • General Mills Inc$1.2M
  • LyondellBasell Industries NV$589.0K
  • Fiserv Inc$558.4K
  • SBA Communications Corp$467.7K
Show all 5
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 Johnson & Johnson JNJ 478160104 $4.5M 2.22% 21,729 SH
2 Wells Fargo & Co WFC 949746101 $3.9M 1.94% 42,336 SH
3 Cisco Systems Inc CSCO 17275R102 $3.7M 1.83% 48,254 SH
4 Citigroup Inc C 172967424 $3.1M 1.52% 26,361 SH
5 Newmont Corp NEM 651639106 $2.8M 1.40% 28,499 SH
6 Alphabet Inc GOOGL 02079K305 $2.8M 1.36% 8,821 SH
7 Lam Research Corp LRCX 512807306 $2.7M 1.33% 15,778 SH
8 JPMORGAN CHASE & CO. JPM 46625H100 $2.7M 1.32% 8,288 SH
9 Merck & Co Inc MRK 58933Y105 $2.5M 1.22% 23,591 SH
10 AbbVie Inc ABBV 00287Y109 $2.4M 1.19% 10,529 SH
11 ConocoPhillips COP 20825C104 $2.4M 1.17% 25,356 SH
12 CVS Health Corp CVS 126650100 $2.2M 1.10% 28,227 SH
13 Charles Schwab Corp/The SCHW 808513105 $2.2M 1.10% 22,287 SH
14 Meta Platforms Inc META 30303M102 $2.1M 1.03% 3,157 SH
15 Honeywell International Inc HON 438516106 $2.0M 1.00% 10,358 SH
16 Bristol-Myers Squibb Co BMY 110122108 $2.0M 0.99% 37,213 SH
17 ULTA BEAUTY INC ULTA 90384S303 $2.0M 0.99% 3,309 SH
18 Chevron Corp CVX 166764100 $2.0M 0.98% 13,036 SH
19 Electronic Arts Inc EA 285512109 $2.0M 0.96% 9,558 SH
20 Regions Financial Corp RF 7591EP100 $1.9M 0.94% 70,187 SH
21 TRUIST FINANCIAL CORP TFC 89832Q109 $1.9M 0.91% 37,701 SH
22 Leidos Holdings Inc LDOS 525327102 $1.8M 0.90% 10,173 SH
23 Bank of America Corp BAC 060505104 $1.8M 0.89% 32,847 SH
24 Northern Trust Corp NTRS 665859104 $1.8M 0.89% 13,200 SH
25 Hartford Insurance Group Inc/T HIG 416515104 $1.8M 0.87% 12,761 SH
26 Mastercard Inc MA 57636Q104 $1.7M 0.86% 3,048 SH
27 Teradyne Inc TER 880770102 $1.7M 0.84% 8,860 SH
28 Amazon.com Inc AMZN 023135106 $1.7M 0.84% 7,420 SH
29 GE HealthCare Technologies Inc GEHC 36266G107 $1.7M 0.84% 20,771 SH
30 Cardinal Health Inc CAH 14149Y108 $1.7M 0.84% 8,289 SH
31 Gilead Sciences Inc GILD 375558103 $1.7M 0.83% 13,725 SH
32 Tyson Foods Inc TSN 902494103 $1.7M 0.82% 28,558 SH
33 Thermo Fisher Scientific Inc TMO 883556102 $1.7M 0.82% 2,866 SH
34 RTX Corp RTX 75513E101 $1.7M 0.82% 9,037 SH
35 Halliburton Co HAL 406216101 $1.7M 0.81% 58,395 SH
36 Visa Inc V 92826C839 $1.6M 0.81% 4,702 SH
37 US Bancorp USB 902973304 $1.6M 0.80% 30,308 SH
38 Expedia Group Inc EXPE 30212P303 $1.6M 0.79% 5,691 SH
39 Travelers Cos Inc/The TRV 89417E109 $1.6M 0.79% 5,521 SH
40 Booking Holdings Inc BKNG 09857L108 $1.6M 0.79% 299 SH
41 eBay Inc EBAY 278642103 $1.6M 0.79% 18,356 SH
42 Vistra Corp VST 92840M102 $1.6M 0.78% 9,865 SH
43 Devon Energy Corp DVN 25179M103 $1.6M 0.78% 43,381 SH
44 Caterpillar Inc CAT 149123101 $1.6M 0.78% 2,756 SH
45 SS&C Technologies Holdings Inc SSNC 78467J100 $1.6M 0.78% 18,011 SH
46 3M Co MMM 88579Y101 $1.6M 0.78% 9,829 SH
47 SLB Ltd SLB 806857108 $1.6M 0.78% 40,994 SH
48 HCA Healthcare Inc HCA 40412C101 $1.6M 0.77% 3,365 SH
49 Kimberly-Clark Corp KMB 494368103 $1.6M 0.77% 15,566 SH
50 Microsoft Corp MSFT 594918104 $1.6M 0.77% 3,244 SH
Filing History
Period Filed AUM Holdings Accession
2025-12-31 2026-02-13 $203.0M 151 0001104659-26-014618
2025-09-30 2025-10-15 $200.9M 149 0001104659-25-099705