Cornerstone Select Advisors
Latest statistics and disclosures from Cornerstone Select Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AVGO, NVDA, AAPL, LRCX, MU, and represent 21.01% of Cornerstone Select Advisors's stock portfolio.
- Added to shares of these 10 stocks: CRDO, UGI, GLXY, Mrv Financial Corp, COHR, CAH, FCX, MCK, QSR, AIQ.
- Started 14 new stock positions in MCK, BTQ, QSR, SPGI, GRNY, COHR, PLD, IVZ, GLXY, CRDO. AIQ, GOOG, Mrv Financial Corp, FCX.
- Reduced shares in these 10 stocks: AXSM, FI, IR, , OC, BG, , BMY, KHC, LRCX.
- Sold out of its positions in AXSM, FI, IR, OC, XLK, ACN, BG.
- Cornerstone Select Advisors was a net buyer of stock by $3.5M.
- Cornerstone Select Advisors has $144M in assets under management (AUM), dropping by 5.97%.
- Central Index Key (CIK): 0002055366
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Portfolio Holdings for Cornerstone Select Advisors
Cornerstone Select Advisors holds 117 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Broadcom (AVGO) | 6.9 | $9.9M | 29k | 346.10 |
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| NVIDIA Corporation (NVDA) | 5.7 | $8.3M | 44k | 186.50 |
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| Apple (AAPL) | 3.2 | $4.6M | 17k | 271.86 |
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| Lam Research Corp Com New (LRCX) | 2.7 | $3.9M | -2% | 23k | 171.18 |
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| Micron Technology (MU) | 2.5 | $3.6M | 12k | 285.40 |
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| Microsoft Corporation (MSFT) | 2.4 | $3.5M | 7.3k | 483.63 |
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| Bank of America Corporation (BAC) | 2.4 | $3.4M | 62k | 55.00 |
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| Palantir Technologies Cl A (PLTR) | 2.4 | $3.4M | +2% | 19k | 177.75 |
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| Cardinal Health (CAH) | 2.3 | $3.3M | +9% | 16k | 205.50 |
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| At&t (T) | 2.3 | $3.2M | 131k | 24.84 |
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| Ares Capital Corporation (ARCC) | 2.2 | $3.1M | +5% | 155k | 20.23 |
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| Chevron Corporation (CVX) | 2.2 | $3.1M | 20k | 152.41 |
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| Kla Corp Com New (KLAC) | 2.0 | $2.9M | 2.4k | 1214.93 |
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| Abbvie (ABBV) | 1.7 | $2.5M | 11k | 228.50 |
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| Cisco Systems (CSCO) | 1.7 | $2.5M | 32k | 77.03 |
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| Amazon (AMZN) | 1.7 | $2.4M | 11k | 230.82 |
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| Meta Platforms Cl A (META) | 1.6 | $2.3M | +5% | 3.5k | 660.12 |
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| Merck & Co (MRK) | 1.6 | $2.3M | +4% | 22k | 105.26 |
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| Crowdstrike Hldgs Cl A (CRWD) | 1.5 | $2.1M | +9% | 4.6k | 468.76 |
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| International Business Machines (IBM) | 1.5 | $2.1M | 7.1k | 296.21 |
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| Shell Spon Ads (SHEL) | 1.4 | $2.1M | -2% | 28k | 73.48 |
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| Vertiv Holdings Com Cl A (VRT) | 1.4 | $2.1M | +6% | 13k | 162.02 |
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| Wal-Mart Stores (WMT) | 1.4 | $2.0M | 18k | 111.41 |
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| Enterprise Products Partners (EPD) | 1.4 | $2.0M | +2% | 64k | 32.06 |
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| Palo Alto Networks (PANW) | 1.4 | $2.0M | +3% | 11k | 184.20 |
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| Verizon Communications (VZ) | 1.4 | $2.0M | 49k | 40.73 |
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| Arista Networks Com Shs (ANET) | 1.4 | $2.0M | 15k | 131.03 |
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| Oracle Corporation (ORCL) | 1.4 | $2.0M | +11% | 10k | 194.91 |
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| L3harris Technologies (LHX) | 1.3 | $1.8M | +3% | 6.3k | 293.58 |
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| WESCO International (WCC) | 1.2 | $1.8M | 7.4k | 244.64 |
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| Gilead Sciences (GILD) | 1.2 | $1.8M | +9% | 14k | 122.74 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $1.8M | +7% | 5.6k | 313.02 |
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| Valero Energy Corporation (VLO) | 1.2 | $1.7M | 11k | 162.80 |
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| Tg Therapeutics (TGTX) | 1.1 | $1.6M | -2% | 54k | 29.81 |
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| Taylor Morrison Hom (TMHC) | 1.0 | $1.4M | 24k | 58.87 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.9 | $1.4M | -4% | 4.5k | 303.89 |
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| Amgen (AMGN) | 0.9 | $1.3M | +3% | 4.1k | 327.28 |
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| Visa Com Cl A (V) | 0.9 | $1.3M | 3.8k | 350.71 |
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| UGI Corporation (UGI) | 0.9 | $1.3M | +60% | 35k | 37.43 |
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| Altria (MO) | 0.9 | $1.3M | +2% | 22k | 57.66 |
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| Cadence Design Systems (CDNS) | 0.9 | $1.3M | 4.0k | 312.58 |
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| Truist Financial Corp equities (TFC) | 0.8 | $1.2M | +2% | 25k | 49.21 |
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| Corning Incorporated (GLW) | 0.8 | $1.2M | +13% | 13k | 87.56 |
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| Bristol Myers Squibb (BMY) | 0.8 | $1.1M | -11% | 21k | 53.94 |
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| Leidos Holdings (LDOS) | 0.7 | $1.1M | +2% | 5.9k | 180.40 |
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| Dell Technologies CL C (DELL) | 0.7 | $1.0M | +7% | 8.1k | 125.88 |
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| Allstate Corporation (ALL) | 0.7 | $1.0M | 4.9k | 208.15 |
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| Hewlett Packard Enterprise (HPE) | 0.7 | $1.0M | +3% | 42k | 24.02 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.7 | $992k | +6% | 13k | 78.67 |
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| Caterpillar (CAT) | 0.7 | $985k | 1.7k | 572.87 |
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| Omega Healthcare Investors (OHI) | 0.7 | $954k | +4% | 22k | 44.34 |
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| Tapestry (TPR) | 0.6 | $917k | -3% | 7.2k | 127.77 |
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| Exxon Mobil Corporation (XOM) | 0.6 | $799k | 6.6k | 120.34 |
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| Advanced Micro Devices (AMD) | 0.5 | $777k | 3.6k | 214.16 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.5 | $718k | -6% | 671.00 | 1069.86 |
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| salesforce (CRM) | 0.5 | $691k | 2.6k | 264.91 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $682k | 2.1k | 322.22 |
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| Emcor (EME) | 0.5 | $675k | 1.1k | 611.79 |
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| Johnson & Johnson (JNJ) | 0.5 | $668k | +2% | 3.2k | 206.92 |
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| Steel Dynamics (STLD) | 0.5 | $652k | 3.8k | 169.45 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $644k | -4% | 2.6k | 246.15 |
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| Union Pacific Corporation (UNP) | 0.4 | $638k | -6% | 2.8k | 231.30 |
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| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.4 | $628k | NEW | 4.4k | 143.89 |
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| Mongodb Cl A (MDB) | 0.4 | $620k | 1.5k | 419.69 |
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| Capital One Financial (COF) | 0.4 | $561k | 2.3k | 242.36 |
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| Cummins (CMI) | 0.4 | $555k | 1.1k | 510.45 |
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| Agnc Invt Corp Com reit (AGNC) | 0.4 | $544k | +9% | 51k | 10.72 |
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| Hannon Armstrong (HASI) | 0.4 | $530k | 17k | 31.43 |
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| SLB Com Stk (SLB) | 0.4 | $517k | +2% | 14k | 38.38 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $473k | 690.00 | 684.94 |
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| United Rentals (URI) | 0.3 | $450k | -2% | 556.00 | 809.32 |
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| Fortinet (FTNT) | 0.3 | $450k | -19% | 5.7k | 79.41 |
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| Global X Fds X Russell 2000 E (RSSL) | 0.3 | $447k | 4.6k | 96.60 |
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| Adobe Systems Incorporated (ADBE) | 0.3 | $435k | -19% | 1.2k | 349.99 |
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| General Motors Company (GM) | 0.3 | $435k | 5.3k | 81.32 |
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| Fidelity National Financial Com Shs (FNF) | 0.3 | $401k | 7.3k | 54.59 |
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| MetLife (MET) | 0.3 | $393k | +6% | 5.0k | 78.93 |
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| Galaxy Digital Cl A (GLXY) | 0.3 | $384k | NEW | 17k | 22.36 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $380k | +8% | 2.1k | 183.40 |
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| Mrv Financial Corp Common Stock | 0.3 | $361k | NEW | 14k | 25.88 |
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| MercadoLibre (MELI) | 0.2 | $355k | +2% | 176.00 | 2014.26 |
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| American Electric Power Company (AEP) | 0.2 | $346k | +3% | 3.0k | 115.30 |
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| Cbre Group Cl A (CBRE) | 0.2 | $333k | -7% | 2.1k | 160.79 |
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| Coherent Corp (COHR) | 0.2 | $324k | NEW | 1.8k | 184.57 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $319k | 564.00 | 566.36 |
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| Prudential Financial (PRU) | 0.2 | $302k | +23% | 2.7k | 112.88 |
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| General Dynamics Corporation (GD) | 0.2 | $288k | 854.00 | 336.66 |
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| Kraft Heinz (KHC) | 0.2 | $272k | -29% | 11k | 24.25 |
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| Home Depot (HD) | 0.2 | $268k | 778.00 | 344.10 |
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| Vectrus (VVX) | 0.2 | $263k | 4.8k | 54.55 |
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| Carlyle Group (CG) | 0.2 | $261k | 4.4k | 59.11 |
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| Norfolk Southern (NSC) | 0.2 | $257k | 891.00 | 288.72 |
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| Uber Technologies (UBER) | 0.2 | $246k | +2% | 3.0k | 81.71 |
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| Kraneshares Trust Csi Chi Internet (KWEB) | 0.2 | $243k | -21% | 7.1k | 34.05 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $242k | -2% | 15k | 16.49 |
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| Freeport-mcmoran CL B (FCX) | 0.2 | $237k | NEW | 4.7k | 50.79 |
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| Oge Energy Corp (OGE) | 0.2 | $234k | 5.5k | 42.70 |
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| Ark 21shares Bitcoin Etf Shs Ben Int (ARKB) | 0.2 | $229k | 7.9k | 29.04 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $227k | 397.00 | 570.88 |
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| McKesson Corporation (MCK) | 0.2 | $226k | NEW | 275.00 | 820.29 |
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| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.2 | $223k | NEW | 3.3k | 68.23 |
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| Global X Fds Us Pfd Etf (PFFD) | 0.2 | $218k | 12k | 18.91 |
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| Natwest Group Spons Adr (NWG) | 0.2 | $217k | +15% | 12k | 17.50 |
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| Global X Fds Artificial Etf (AIQ) | 0.2 | $217k | NEW | 4.3k | 50.86 |
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| Invesco SHS (IVZ) | 0.2 | $217k | NEW | 8.2k | 26.27 |
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| Wells Fargo & Company (WFC) | 0.1 | $214k | -5% | 2.3k | 93.20 |
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| CSX Corporation (CSX) | 0.1 | $213k | 5.9k | 36.25 |
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| S&p Global (SPGI) | 0.1 | $212k | NEW | 406.00 | 522.59 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $212k | 310.00 | 682.76 |
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| Target Corporation (TGT) | 0.1 | $209k | -21% | 2.1k | 97.75 |
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| Ternium Sa Sponsored Ads (TX) | 0.1 | $209k | -11% | 5.5k | 38.19 |
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| Prologis (PLD) | 0.1 | $208k | NEW | 1.6k | 127.64 |
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| Tidal Trust I Fundstrat Granny (GRNY) | 0.1 | $206k | NEW | 8.3k | 24.76 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $202k | NEW | 645.00 | 313.80 |
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| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.1 | $181k | 12k | 15.59 |
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| Btq Technologies Corp (BTQ) | 0.1 | $77k | NEW | 15k | 5.12 |
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| Heron Therapeutics (HRTX) | 0.1 | $76k | 58k | 1.30 |
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Past Filings by Cornerstone Select Advisors
SEC 13F filings are viewable for Cornerstone Select Advisors going back to 2025
- Cornerstone Select Advisors 2025 Q4 filed Feb. 10, 2026
- Cornerstone Select Advisors 2025 Q3 filed Nov. 14, 2025
- Cornerstone Select Advisors 2025 Q2 filed Aug. 12, 2025