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, MSFT, T, and represent 21.64% of Cornerstone Select Advisors's stock portfolio.
- Added to shares of these 10 stocks: NVDA, VRT, ORCL, AVGO, CRWD, CAH, DELL, META, PANW, AGNC.
- Started 5 new stock positions in PRU, TX, WFC, NWG, CSX.
- Reduced shares in these 10 stocks: , BMY, NVO, , PFE, TXN, BG, KHC, UNP, FNF.
- Sold out of its positions in DVN, NVO, PFE, XLI, TXN.
- Cornerstone Select Advisors was a net buyer of stock by $10M.
- Cornerstone Select Advisors has $136M in assets under management (AUM), dropping by 19.73%.
- Central Index Key (CIK): 0002055366
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Portfolio Holdings for Cornerstone Select Advisors
Cornerstone Select Advisors holds 110 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Broadcom (AVGO) | 6.9 | $9.4M | +5% | 29k | 329.91 |
|
| NVIDIA Corporation (NVDA) | 6.1 | $8.2M | +23% | 44k | 186.58 |
|
| Apple (AAPL) | 3.2 | $4.4M | +4% | 17k | 254.64 |
|
| Microsoft Corporation (MSFT) | 2.8 | $3.7M | +7% | 7.2k | 517.95 |
|
| At&t (T) | 2.7 | $3.6M | +2% | 129k | 28.24 |
|
| Palantir Technologies Cl A (PLTR) | 2.5 | $3.4M | +5% | 19k | 182.42 |
|
| Bank of America Corporation (BAC) | 2.3 | $3.2M | +4% | 62k | 51.59 |
|
| Lam Research Corp Com New (LRCX) | 2.3 | $3.2M | 24k | 133.90 |
|
|
| Chevron Corporation (CVX) | 2.3 | $3.1M | +3% | 20k | 155.29 |
|
| Ares Capital Corporation (ARCC) | 2.2 | $3.0M | +5% | 146k | 20.41 |
|
| Oracle Corporation (ORCL) | 1.9 | $2.6M | +25% | 9.1k | 281.23 |
|
| Kla Corp Com New (KLAC) | 1.9 | $2.5M | +5% | 2.3k | 1078.38 |
|
| Abbvie (ABBV) | 1.9 | $2.5M | +9% | 11k | 231.54 |
|
| Meta Platforms Cl A (META) | 1.8 | $2.4M | +13% | 3.3k | 734.40 |
|
| Cardinal Health (CAH) | 1.7 | $2.3M | +23% | 15k | 156.96 |
|
| Amazon (AMZN) | 1.7 | $2.3M | +5% | 10k | 219.57 |
|
| Arista Networks Com Shs (ANET) | 1.6 | $2.2M | +4% | 15k | 145.71 |
|
| Cisco Systems (CSCO) | 1.6 | $2.2M | +5% | 32k | 68.42 |
|
| Palo Alto Networks (PANW) | 1.6 | $2.2M | +15% | 11k | 203.62 |
|
| Verizon Communications (VZ) | 1.6 | $2.2M | +7% | 49k | 43.95 |
|
| Micron Technology (MU) | 1.5 | $2.1M | +5% | 13k | 167.33 |
|
| Shell Spon Ads (SHEL) | 1.5 | $2.1M | 29k | 71.53 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 1.5 | $2.0M | +33% | 4.2k | 490.38 |
|
| Tg Therapeutics (TGTX) | 1.5 | $2.0M | +4% | 55k | 36.12 |
|
| International Business Machines (IBM) | 1.5 | $2.0M | +13% | 7.0k | 282.18 |
|
| Enterprise Products Partners (EPD) | 1.4 | $1.9M | +4% | 62k | 31.27 |
|
| Wal-Mart Stores (WMT) | 1.4 | $1.9M | +6% | 18k | 103.06 |
|
| L3harris Technologies (LHX) | 1.4 | $1.9M | +5% | 6.1k | 305.41 |
|
| Vertiv Holdings Com Cl A (VRT) | 1.3 | $1.8M | +61% | 12k | 150.86 |
|
| Valero Energy Corporation (VLO) | 1.3 | $1.8M | +5% | 10k | 170.26 |
|
| Merck & Co (MRK) | 1.3 | $1.7M | +16% | 21k | 83.93 |
|
| WESCO International (WCC) | 1.1 | $1.6M | 7.4k | 211.50 |
|
|
| Taylor Morrison Hom (TMHC) | 1.1 | $1.6M | +3% | 24k | 66.01 |
|
| Gilead Sciences (GILD) | 1.1 | $1.5M | +11% | 13k | 111.00 |
|
| Altria (MO) | 1.0 | $1.4M | +8% | 22k | 66.06 |
|
| Cadence Design Systems (CDNS) | 1.0 | $1.4M | +4% | 4.0k | 351.26 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.0 | $1.3M | 4.7k | 279.29 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $1.3M | +8% | 5.2k | 243.12 |
|
| Visa Com Cl A (V) | 0.9 | $1.3M | +5% | 3.7k | 341.38 |
|
| Truist Financial Corp equities (TFC) | 0.8 | $1.1M | +4% | 24k | 45.72 |
|
| Amgen (AMGN) | 0.8 | $1.1M | +8% | 3.9k | 282.22 |
|
| Leidos Holdings (LDOS) | 0.8 | $1.1M | +13% | 5.7k | 188.96 |
|
| Dell Technologies CL C (DELL) | 0.8 | $1.1M | +41% | 7.5k | 141.77 |
|
| Allstate Corporation (ALL) | 0.8 | $1.0M | 4.9k | 214.65 |
|
|
| Bristol Myers Squibb (BMY) | 0.8 | $1.0M | -18% | 23k | 45.10 |
|
| Hewlett Packard Enterprise (HPE) | 0.7 | $991k | +9% | 40k | 24.56 |
|
| Corning Incorporated (GLW) | 0.7 | $958k | +3% | 12k | 82.03 |
|
| Omega Healthcare Investors (OHI) | 0.6 | $870k | +5% | 21k | 42.22 |
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.6 | $844k | +10% | 12k | 70.98 |
|
| Tapestry (TPR) | 0.6 | $842k | +11% | 7.4k | 113.22 |
|
| Caterpillar (CAT) | 0.6 | $821k | +6% | 1.7k | 477.15 |
|
| Exxon Mobil Corporation (XOM) | 0.5 | $745k | +13% | 6.6k | 112.75 |
|
| Emcor (EME) | 0.5 | $716k | 1.1k | 649.54 |
|
|
| UGI Corporation (UGI) | 0.5 | $716k | +34% | 22k | 33.26 |
|
| Union Pacific Corporation (UNP) | 0.5 | $694k | -13% | 2.9k | 236.38 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.5 | $694k | +11% | 717.00 | 968.09 |
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $664k | +12% | 2.1k | 315.43 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.5 | $662k | +11% | 2.7k | 241.98 |
|
| salesforce (CRM) | 0.4 | $609k | +11% | 2.6k | 237.00 |
|
| Fortinet (FTNT) | 0.4 | $592k | +11% | 7.0k | 84.08 |
|
| Johnson & Johnson (JNJ) | 0.4 | $587k | +15% | 3.2k | 185.45 |
|
| Advanced Micro Devices (AMD) | 0.4 | $583k | +55% | 3.6k | 161.79 |
|
| Adobe Systems Incorporated (ADBE) | 0.4 | $546k | +19% | 1.5k | 352.75 |
|
| United Rentals (URI) | 0.4 | $543k | -3% | 569.00 | 954.66 |
|
| Steel Dynamics (STLD) | 0.4 | $538k | -3% | 3.9k | 139.43 |
|
| Axsome Therapeutics (AXSM) | 0.4 | $531k | 4.4k | 121.45 |
|
|
| Hannon Armstrong (HASI) | 0.4 | $515k | 17k | 30.70 |
|
|
| Capital One Financial (COF) | 0.4 | $492k | -11% | 2.3k | 212.58 |
|
| Cummins (CMI) | 0.3 | $463k | 1.1k | 422.37 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $462k | 690.00 | 669.30 |
|
|
| Agnc Invt Corp Com reit (AGNC) | 0.3 | $456k | +151% | 47k | 9.79 |
|
| Schlumberger Com Stk (SLB) | 0.3 | $453k | +20% | 13k | 34.37 |
|
| Mongodb Cl A (MDB) | 0.3 | $453k | +18% | 1.5k | 310.38 |
|
| Fidelity National Financial Com Shs (FNF) | 0.3 | $448k | -14% | 7.4k | 60.49 |
|
| Global X Fds X Russell 2000 E (RSSL) | 0.3 | $434k | +3% | 4.6k | 95.22 |
|
| Kraft Heinz (KHC) | 0.3 | $415k | -22% | 16k | 26.04 |
|
| Fiserv (FI) | 0.3 | $414k | +10% | 3.2k | 128.93 |
|
| MercadoLibre (MELI) | 0.3 | $400k | +17% | 171.00 | 2336.94 |
|
| MetLife (MET) | 0.3 | $385k | +19% | 4.7k | 82.38 |
|
| Kraneshares Trust Csi Chi Internet (KWEB) | 0.3 | $380k | 9.1k | 42.01 |
|
|
| Cbre Group Cl A (CBRE) | 0.3 | $353k | +5% | 2.2k | 157.56 |
|
| Ingersoll Rand (IR) | 0.3 | $345k | -4% | 4.2k | 82.62 |
|
| American Electric Power Company (AEP) | 0.2 | $326k | -2% | 2.9k | 112.50 |
|
| General Motors Company (GM) | 0.2 | $326k | +20% | 5.3k | 60.97 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $319k | +20% | 1.9k | 167.33 |
|
| Home Depot (HD) | 0.2 | $315k | 778.00 | 405.19 |
|
|
| Ark 21shares Bitcoin Etf Shs Ben Int (ARKB) | 0.2 | $299k | +4% | 7.9k | 38.02 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $295k | +19% | 1.2k | 246.60 |
|
| General Dynamics Corporation (GD) | 0.2 | $291k | 854.00 | 341.00 |
|
|
| Uber Technologies (UBER) | 0.2 | $288k | +12% | 2.9k | 97.97 |
|
| Vectrus (VVX) | 0.2 | $283k | +9% | 4.9k | 58.09 |
|
| Carlyle Group (CG) | 0.2 | $277k | 4.4k | 62.70 |
|
|
| Norfolk Southern (NSC) | 0.2 | $268k | -8% | 891.00 | 300.41 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $257k | 15k | 17.16 |
|
|
| Oge Energy Corp (OGE) | 0.2 | $254k | 5.5k | 46.27 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.2 | $248k | +36% | 555.00 | 447.23 |
|
| Target Corporation (TGT) | 0.2 | $244k | -6% | 2.7k | 89.70 |
|
| Owens Corning #n/a (OC) | 0.2 | $239k | +14% | 1.7k | 141.48 |
|
| Bunge Global Sa Com Shs (BG) | 0.2 | $229k | -38% | 2.8k | 81.25 |
|
| Prudential Financial (PRU) | 0.2 | $226k | NEW | 2.2k | 103.72 |
|
| Global X Fds Us Pfd Etf (PFFD) | 0.2 | $224k | 12k | 19.43 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $222k | +5% | 391.00 | 568.83 |
|
| Ternium Sa Sponsored Ads (TX) | 0.2 | $215k | NEW | 6.2k | 34.73 |
|
| Csx Corp #n/a (CSX) | 0.2 | $208k | NEW | 5.9k | 35.51 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $207k | -7% | 310.00 | 666.96 |
|
| Wells Fargo & Co #n/a (WFC) | 0.1 | $203k | NEW | 2.4k | 83.82 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $202k | -12% | 717.00 | 282.01 |
|
| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.1 | $168k | 12k | 14.64 |
|
|
| Natwest Group Spons Adr (NWG) | 0.1 | $153k | NEW | 11k | 14.15 |
|
| Heron Therapeutics (HRTX) | 0.1 | $74k | +18% | 59k | 1.26 |
|
Past Filings by Cornerstone Select Advisors
SEC 13F filings are viewable for Cornerstone Select Advisors going back to 2025
- Cornerstone Select Advisors 2025 Q3 filed Nov. 14, 2025
- Cornerstone Select Advisors 2025 Q2 filed Aug. 12, 2025