Cornerstone Select Advisors
Latest statistics and disclosures from Cornerstone Select Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AVGO, NVDA, LRCX, AAPL, MU, and represent 18.81% of Cornerstone Select Advisors's stock portfolio.
- Added to shares of these 10 stocks: SMH, VFH, XLI, VHT, XLE, XLY, MPLX, VDC, AGNC, VNQ.
- Started 18 new stock positions in APLD, FDX, VDC, XLY, VAW, ESLT, BBT, BKR, XLI, VHT. BG, XLE, MPLX, VFH, DVN, SMH, ORLY, VNQ.
- Reduced shares in these 10 stocks: NVDA, Mrv Financial Corp, GD, KHC, UBER, KWEB, TGTX, ARKB, , TPR.
- Sold out of its positions in GOOG, ARKB, GD, KHC, KWEB, Mrv Financial Corp, MA, PLD, SPGI, UBER. WFC.
- Cornerstone Select Advisors was a net buyer of stock by $12M.
- Cornerstone Select Advisors has $160M in assets under management (AUM), dropping by 10.83%.
- Central Index Key (CIK): 0002055366
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Portfolio Holdings for Cornerstone Select Advisors
Cornerstone Select Advisors holds 124 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Broadcom (AVGO) | 5.5 | $8.8M | 29k | 309.51 |
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| NVIDIA Corporation (NVDA) | 4.6 | $7.3M | -5% | 42k | 174.40 |
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| Lam Research Corp Com New (LRCX) | 3.1 | $5.0M | +2% | 23k | 213.66 |
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| Apple (AAPL) | 2.8 | $4.4M | +2% | 18k | 253.78 |
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| Micron Technology (MU) | 2.8 | $4.4M | +5% | 13k | 337.83 |
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| Chevron Corporation (CVX) | 2.6 | $4.1M | -2% | 20k | 206.90 |
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| At&t (T) | 2.4 | $3.8M | 132k | 28.99 |
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| Cardinal Health (CAH) | 2.2 | $3.6M | +4% | 17k | 211.31 |
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| Kla Corp Com New (KLAC) | 2.2 | $3.5M | 2.4k | 1472.33 |
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| Vertiv Holdings Com Cl A (VRT) | 2.1 | $3.4M | +7% | 14k | 250.57 |
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| Palantir Technologies Cl A (PLTR) | 1.9 | $3.1M | +11% | 21k | 146.28 |
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| Bank of America Corporation (BAC) | 1.9 | $3.1M | +2% | 64k | 48.75 |
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| Ares Capital Corporation (ARCC) | 1.8 | $2.9M | +5% | 164k | 18.02 |
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| Merck & Co (MRK) | 1.7 | $2.7M | +4% | 23k | 120.29 |
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| Microsoft Corporation (MSFT) | 1.7 | $2.7M | 7.2k | 370.18 |
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| Valero Energy Corporation (VLO) | 1.6 | $2.6M | 11k | 247.08 |
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| Shell Spon Ads (SHEL) | 1.6 | $2.6M | 28k | 93.00 |
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| Enterprise Products Partners (EPD) | 1.6 | $2.5M | +4% | 67k | 37.84 |
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| Cisco Systems (CSCO) | 1.6 | $2.5M | 32k | 77.59 |
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| Abbvie (ABBV) | 1.5 | $2.4M | +3% | 11k | 217.49 |
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| Verizon Communications (VZ) | 1.5 | $2.4M | 48k | 50.20 |
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| Amazon (AMZN) | 1.5 | $2.4M | +9% | 12k | 208.27 |
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| Wal-Mart Stores (WMT) | 1.5 | $2.3M | +2% | 19k | 124.28 |
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| L3harris Technologies (LHX) | 1.4 | $2.2M | 6.3k | 345.17 |
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| Gilead Sciences (GILD) | 1.4 | $2.2M | +8% | 16k | 139.37 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 1.3 | $2.1M | NEW | 5.6k | 383.40 |
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| Meta Platforms Cl A (META) | 1.3 | $2.1M | +4% | 3.6k | 572.16 |
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| Crowdstrike Hldgs Cl A (CRWD) | 1.3 | $2.0M | +12% | 5.1k | 390.41 |
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| Arista Networks Com Shs (ANET) | 1.2 | $2.0M | +6% | 16k | 122.78 |
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| WESCO International (WCC) | 1.2 | $2.0M | 7.2k | 273.62 |
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| Palo Alto Networks (PANW) | 1.2 | $1.9M | +6% | 12k | 160.32 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $1.9M | +15% | 6.5k | 287.58 |
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| Corning Incorporated (GLW) | 1.1 | $1.8M | 13k | 135.97 |
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| International Business Machines (IBM) | 1.1 | $1.8M | 7.2k | 242.39 |
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| Oracle Corporation (ORCL) | 1.1 | $1.7M | +17% | 12k | 147.11 |
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| Tg Therapeutics (TGTX) | 1.0 | $1.6M | -13% | 47k | 33.22 |
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| Amgen (AMGN) | 1.0 | $1.5M | +7% | 4.4k | 351.87 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.9 | $1.5M | -2% | 4.4k | 337.95 |
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| UGI Corporation (UGI) | 0.9 | $1.5M | +15% | 40k | 36.42 |
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| Altria (MO) | 0.9 | $1.5M | 22k | 65.99 |
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| Dell Technologies CL C (DELL) | 0.9 | $1.4M | +7% | 8.7k | 164.13 |
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| Caterpillar (CAT) | 0.8 | $1.3M | +7% | 1.9k | 708.46 |
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| Taylor Morrison Hom (TMHC) | 0.8 | $1.3M | -4% | 22k | 58.24 |
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| Exxon Mobil Corporation (XOM) | 0.8 | $1.3M | +12% | 7.4k | 169.65 |
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| Visa Com Cl A (V) | 0.7 | $1.1M | 3.8k | 302.24 |
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| Vanguard World Financials Etf (VFH) | 0.7 | $1.1M | NEW | 9.5k | 120.81 |
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| Bristol Myers Squibb (BMY) | 0.7 | $1.1M | -9% | 19k | 60.65 |
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| Cadence Design Systems (CDNS) | 0.7 | $1.1M | 4.0k | 277.87 |
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| Allstate Corporation (ALL) | 0.6 | $1.0M | +2% | 5.0k | 207.34 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.6 | $1.0M | 13k | 82.49 |
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| Truist Financial Corp equities (TFC) | 0.6 | $1.0M | -10% | 22k | 45.97 |
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| Hewlett Packard Enterprise (HPE) | 0.6 | $1.0M | +2% | 43k | 23.81 |
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| Omega Healthcare Investors (OHI) | 0.6 | $1.0M | +6% | 23k | 43.82 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 0.6 | $983k | NEW | 6.1k | 161.73 |
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| Leidos Holdings (LDOS) | 0.6 | $927k | 6.0k | 155.52 |
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| Agnc Invt Corp Com reit (AGNC) | 0.6 | $911k | +79% | 91k | 10.03 |
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| Vanguard World Health Car Etf (VHT) | 0.6 | $907k | NEW | 3.3k | 272.33 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.6 | $885k | 670.00 | 1320.83 |
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| Emcor (EME) | 0.5 | $860k | +5% | 1.2k | 738.63 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.5 | $852k | NEW | 14k | 61.26 |
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| Johnson & Johnson (JNJ) | 0.5 | $821k | +3% | 3.4k | 244.45 |
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| Tapestry (TPR) | 0.5 | $796k | -21% | 5.6k | 141.11 |
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| Select Sector Spdr Tr State Street Con (XLY) | 0.5 | $794k | NEW | 7.3k | 108.98 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $782k | +25% | 2.7k | 294.16 |
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| MPLX Com Unit Rep Ltd (MPLX) | 0.5 | $757k | NEW | 13k | 57.07 |
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| Advanced Micro Devices (AMD) | 0.5 | $748k | 3.7k | 203.43 |
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| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.5 | $736k | +79% | 7.8k | 93.87 |
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| SLB Com Stk (SLB) | 0.4 | $716k | +3% | 14k | 51.39 |
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| Steel Dynamics (STLD) | 0.4 | $674k | -2% | 3.7k | 180.00 |
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| Union Pacific Corporation (UNP) | 0.4 | $668k | 2.8k | 242.65 |
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| Hannon Armstrong (HASI) | 0.4 | $620k | 17k | 36.75 |
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| Vanguard World Consum Stp Etf (VDC) | 0.4 | $585k | NEW | 2.6k | 224.59 |
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| Cummins (CMI) | 0.4 | $570k | -2% | 1.1k | 538.02 |
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| Coherent Corp (COHR) | 0.3 | $519k | +24% | 2.2k | 238.21 |
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| salesforce (CRM) | 0.3 | $519k | +6% | 2.8k | 186.67 |
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| Capital One Financial (COF) | 0.3 | $501k | +18% | 2.7k | 182.43 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $499k | +24% | 2.6k | 192.90 |
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| Galaxy Digital Cl A (GLXY) | 0.3 | $493k | +55% | 27k | 18.45 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $477k | -26% | 1.9k | 248.00 |
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| Fortinet (FTNT) | 0.3 | $446k | -3% | 5.5k | 81.72 |
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| Global X Fds X Russell 2000 E (RSSL) | 0.3 | $444k | 4.6k | 97.14 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $444k | 679.00 | 653.21 |
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| General Motors Company (GM) | 0.3 | $410k | +2% | 5.5k | 74.50 |
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| American Electric Power Company (AEP) | 0.3 | $405k | +2% | 3.1k | 131.07 |
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| United Rentals (URI) | 0.3 | $404k | 554.00 | 728.56 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $370k | NEW | 4.2k | 88.70 |
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| MetLife (MET) | 0.2 | $353k | 5.0k | 70.72 |
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| McKesson Corporation (MCK) | 0.2 | $343k | +44% | 396.00 | 865.36 |
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| Vectrus (VVX) | 0.2 | $331k | 4.8k | 68.50 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $329k | +16% | 17k | 19.30 |
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| Fidelity Natl Finl Com Shs (FNF) | 0.2 | $328k | -3% | 7.1k | 46.38 |
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| O'reilly Automotive (ORLY) | 0.2 | $327k | NEW | 3.5k | 92.31 |
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| Prudential Financial (PRU) | 0.2 | $306k | +17% | 3.1k | 97.68 |
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| MercadoLibre (MELI) | 0.2 | $306k | 177.00 | 1729.02 |
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| Freeport Mcmoran CL B (FCX) | 0.2 | $289k | +5% | 4.9k | 58.78 |
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| Cbre Group Cl A (CBRE) | 0.2 | $280k | 2.1k | 135.46 |
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| Bunge Global Sa Com Shs (BG) | 0.2 | $278k | NEW | 2.2k | 127.20 |
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| Global X Fds Artificial Etf (AIQ) | 0.2 | $271k | +35% | 5.8k | 46.67 |
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| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.2 | $268k | +11% | 3.6k | 73.90 |
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| Target Corporation (TGT) | 0.2 | $266k | +2% | 2.2k | 121.20 |
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| Oge Energy Corp (OGE) | 0.2 | $263k | 5.5k | 47.96 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $263k | 570.00 | 460.99 |
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| Home Depot (HD) | 0.2 | $261k | +2% | 794.00 | 328.89 |
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| Mongodb Cl A (MDB) | 0.2 | $257k | -28% | 1.0k | 244.77 |
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| Norfolk Southern (NSC) | 0.2 | $256k | 891.00 | 287.00 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $252k | -16% | 1.0k | 243.08 |
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| CSX Corporation (CSX) | 0.2 | $241k | 5.9k | 41.05 |
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| Ternium Sa Sponsored Ads (TX) | 0.1 | $236k | +7% | 5.9k | 40.15 |
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| Tidal Trust I Fundstrat Granny (GRNY) | 0.1 | $231k | +16% | 9.7k | 23.87 |
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| Baker Hughes Company Cl A (BKR) | 0.1 | $231k | NEW | 3.8k | 61.05 |
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| Berkshire Hills Ban (BBT) | 0.1 | $220k | NEW | 7.3k | 30.00 |
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| Elbit Sys Ord (ESLT) | 0.1 | $220k | NEW | 259.00 | 849.09 |
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| Devon Energy Corporation (DVN) | 0.1 | $216k | NEW | 4.3k | 50.32 |
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| Carlyle Group (CG) | 0.1 | $214k | 4.4k | 48.39 |
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| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.1 | $213k | 12k | 18.52 |
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| FedEx Corporation (FDX) | 0.1 | $213k | NEW | 597.00 | 356.18 |
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| Vanguard World Materials Etf (VAW) | 0.1 | $211k | NEW | 935.00 | 225.34 |
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| Global X Fds Us Pfd Etf (PFFD) | 0.1 | $208k | 11k | 18.40 |
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| Applied Digital Corp Com New (APLD) | 0.1 | $207k | NEW | 8.7k | 23.74 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $206k | 316.00 | 651.16 |
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| Invesco SHS (IVZ) | 0.1 | $206k | +2% | 8.5k | 24.29 |
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| Natwest Group Spons Adr (NWG) | 0.1 | $192k | +3% | 13k | 14.90 |
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| Btq Technologies Corp (BTQ) | 0.0 | $55k | +37% | 21k | 2.67 |
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| Heron Therapeutics (HRTX) | 0.0 | $48k | +2% | 59k | 0.80 |
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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 2026 Q1 filed May 13, 2026
- 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