Cornerstone Select Advisors as of Dec. 31, 2025
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 | |
| NVIDIA Corporation (NVDA) | 5.7 | $8.3M | 44k | 186.50 | |
| Apple (AAPL) | 3.2 | $4.6M | 17k | 271.86 | |
| Lam Research Corp Com New (LRCX) | 2.7 | $3.9M | 23k | 171.18 | |
| Micron Technology (MU) | 2.5 | $3.6M | 12k | 285.40 | |
| Microsoft Corporation (MSFT) | 2.4 | $3.5M | 7.3k | 483.63 | |
| Bank of America Corporation (BAC) | 2.4 | $3.4M | 62k | 55.00 | |
| Palantir Technologies Cl A (PLTR) | 2.4 | $3.4M | 19k | 177.75 | |
| Cardinal Health (CAH) | 2.3 | $3.3M | 16k | 205.50 | |
| At&t (T) | 2.3 | $3.2M | 131k | 24.84 | |
| Ares Capital Corporation (ARCC) | 2.2 | $3.1M | 155k | 20.23 | |
| Chevron Corporation (CVX) | 2.2 | $3.1M | 20k | 152.41 | |
| Kla Corp Com New (KLAC) | 2.0 | $2.9M | 2.4k | 1214.93 | |
| Abbvie (ABBV) | 1.7 | $2.5M | 11k | 228.50 | |
| Cisco Systems (CSCO) | 1.7 | $2.5M | 32k | 77.03 | |
| Amazon (AMZN) | 1.7 | $2.4M | 11k | 230.82 | |
| Meta Platforms Cl A (META) | 1.6 | $2.3M | 3.5k | 660.12 | |
| Merck & Co (MRK) | 1.6 | $2.3M | 22k | 105.26 | |
| Crowdstrike Hldgs Cl A (CRWD) | 1.5 | $2.1M | 4.6k | 468.76 | |
| International Business Machines (IBM) | 1.5 | $2.1M | 7.1k | 296.21 | |
| Shell Spon Ads (SHEL) | 1.4 | $2.1M | 28k | 73.48 | |
| Vertiv Holdings Com Cl A (VRT) | 1.4 | $2.1M | 13k | 162.02 | |
| Wal-Mart Stores (WMT) | 1.4 | $2.0M | 18k | 111.41 | |
| Enterprise Products Partners (EPD) | 1.4 | $2.0M | 64k | 32.06 | |
| Palo Alto Networks (PANW) | 1.4 | $2.0M | 11k | 184.20 | |
| Verizon Communications (VZ) | 1.4 | $2.0M | 49k | 40.73 | |
| Arista Networks Com Shs (ANET) | 1.4 | $2.0M | 15k | 131.03 | |
| Oracle Corporation (ORCL) | 1.4 | $2.0M | 10k | 194.91 | |
| L3harris Technologies (LHX) | 1.3 | $1.8M | 6.3k | 293.58 | |
| WESCO International (WCC) | 1.2 | $1.8M | 7.4k | 244.64 | |
| Gilead Sciences (GILD) | 1.2 | $1.8M | 14k | 122.74 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $1.8M | 5.6k | 313.02 | |
| Valero Energy Corporation (VLO) | 1.2 | $1.7M | 11k | 162.80 | |
| Tg Therapeutics (TGTX) | 1.1 | $1.6M | 54k | 29.81 | |
| Taylor Morrison Hom (TMHC) | 1.0 | $1.4M | 24k | 58.87 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.9 | $1.4M | 4.5k | 303.89 | |
| Amgen (AMGN) | 0.9 | $1.3M | 4.1k | 327.28 | |
| Visa Com Cl A (V) | 0.9 | $1.3M | 3.8k | 350.71 | |
| UGI Corporation (UGI) | 0.9 | $1.3M | 35k | 37.43 | |
| Altria (MO) | 0.9 | $1.3M | 22k | 57.66 | |
| Cadence Design Systems (CDNS) | 0.9 | $1.3M | 4.0k | 312.58 | |
| Truist Financial Corp equities (TFC) | 0.8 | $1.2M | 25k | 49.21 | |
| Corning Incorporated (GLW) | 0.8 | $1.2M | 13k | 87.56 | |
| Bristol Myers Squibb (BMY) | 0.8 | $1.1M | 21k | 53.94 | |
| Leidos Holdings (LDOS) | 0.7 | $1.1M | 5.9k | 180.40 | |
| Dell Technologies CL C (DELL) | 0.7 | $1.0M | 8.1k | 125.88 | |
| Allstate Corporation (ALL) | 0.7 | $1.0M | 4.9k | 208.15 | |
| Hewlett Packard Enterprise (HPE) | 0.7 | $1.0M | 42k | 24.02 | |
| HSBC HLDGS Spon Adr New (HSBC) | 0.7 | $992k | 13k | 78.67 | |
| Caterpillar (CAT) | 0.7 | $985k | 1.7k | 572.87 | |
| Omega Healthcare Investors (OHI) | 0.7 | $954k | 22k | 44.34 | |
| Tapestry (TPR) | 0.6 | $917k | 7.2k | 127.77 | |
| Exxon Mobil Corporation (XOM) | 0.6 | $799k | 6.6k | 120.34 | |
| Advanced Micro Devices (AMD) | 0.5 | $777k | 3.6k | 214.16 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.5 | $718k | 671.00 | 1069.86 | |
| salesforce (CRM) | 0.5 | $691k | 2.6k | 264.91 | |
| JPMorgan Chase & Co. (JPM) | 0.5 | $682k | 2.1k | 322.22 | |
| Emcor (EME) | 0.5 | $675k | 1.1k | 611.79 | |
| Johnson & Johnson (JNJ) | 0.5 | $668k | 3.2k | 206.92 | |
| Steel Dynamics (STLD) | 0.5 | $652k | 3.8k | 169.45 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $644k | 2.6k | 246.15 | |
| Union Pacific Corporation (UNP) | 0.4 | $638k | 2.8k | 231.30 | |
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.4 | $628k | 4.4k | 143.89 | |
| Mongodb Cl A (MDB) | 0.4 | $620k | 1.5k | 419.69 | |
| Capital One Financial (COF) | 0.4 | $561k | 2.3k | 242.36 | |
| Cummins (CMI) | 0.4 | $555k | 1.1k | 510.45 | |
| Agnc Invt Corp Com reit (AGNC) | 0.4 | $544k | 51k | 10.72 | |
| Hannon Armstrong (HASI) | 0.4 | $530k | 17k | 31.43 | |
| SLB Com Stk (SLB) | 0.4 | $517k | 14k | 38.38 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $473k | 690.00 | 684.94 | |
| United Rentals (URI) | 0.3 | $450k | 556.00 | 809.32 | |
| Fortinet (FTNT) | 0.3 | $450k | 5.7k | 79.41 | |
| Global X Fds X Russell 2000 E (RSSL) | 0.3 | $447k | 4.6k | 96.60 | |
| Adobe Systems Incorporated (ADBE) | 0.3 | $435k | 1.2k | 349.99 | |
| General Motors Company (GM) | 0.3 | $435k | 5.3k | 81.32 | |
| Fidelity National Financial Com Shs (FNF) | 0.3 | $401k | 7.3k | 54.59 | |
| MetLife (MET) | 0.3 | $393k | 5.0k | 78.93 | |
| Galaxy Digital Cl A (GLXY) | 0.3 | $384k | 17k | 22.36 | |
| Raytheon Technologies Corp (RTX) | 0.3 | $380k | 2.1k | 183.40 | |
| Mrv Financial Corp Common Stock | 0.3 | $361k | 14k | 25.88 | |
| MercadoLibre (MELI) | 0.2 | $355k | 176.00 | 2014.26 | |
| American Electric Power Company (AEP) | 0.2 | $346k | 3.0k | 115.30 | |
| Cbre Group Cl A (CBRE) | 0.2 | $333k | 2.1k | 160.79 | |
| Coherent Corp (COHR) | 0.2 | $324k | 1.8k | 184.57 | |
| Intuitive Surgical Com New (ISRG) | 0.2 | $319k | 564.00 | 566.36 | |
| Prudential Financial (PRU) | 0.2 | $302k | 2.7k | 112.88 | |
| General Dynamics Corporation (GD) | 0.2 | $288k | 854.00 | 336.66 | |
| Kraft Heinz (KHC) | 0.2 | $272k | 11k | 24.25 | |
| Home Depot (HD) | 0.2 | $268k | 778.00 | 344.10 | |
| Vectrus (VVX) | 0.2 | $263k | 4.8k | 54.55 | |
| Carlyle Group (CG) | 0.2 | $261k | 4.4k | 59.11 | |
| Norfolk Southern (NSC) | 0.2 | $257k | 891.00 | 288.72 | |
| Uber Technologies (UBER) | 0.2 | $246k | 3.0k | 81.71 | |
| Kraneshares Trust Csi Chi Internet (KWEB) | 0.2 | $243k | 7.1k | 34.05 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $242k | 15k | 16.49 | |
| Freeport-mcmoran CL B (FCX) | 0.2 | $237k | 4.7k | 50.79 | |
| Oge Energy Corp (OGE) | 0.2 | $234k | 5.5k | 42.70 | |
| Ark 21shares Bitcoin Etf Shs Ben Int (ARKB) | 0.2 | $229k | 7.9k | 29.04 | |
| Mastercard Incorporated Cl A (MA) | 0.2 | $227k | 397.00 | 570.88 | |
| McKesson Corporation (MCK) | 0.2 | $226k | 275.00 | 820.29 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.2 | $223k | 3.3k | 68.23 | |
| Global X Fds Us Pfd Etf (PFFD) | 0.2 | $218k | 12k | 18.91 | |
| Natwest Group Spons Adr (NWG) | 0.2 | $217k | 12k | 17.50 | |
| Global X Fds Artificial Etf (AIQ) | 0.2 | $217k | 4.3k | 50.86 | |
| Invesco SHS (IVZ) | 0.2 | $217k | 8.2k | 26.27 | |
| Wells Fargo & Company (WFC) | 0.1 | $214k | 2.3k | 93.20 | |
| CSX Corporation (CSX) | 0.1 | $213k | 5.9k | 36.25 | |
| S&p Global (SPGI) | 0.1 | $212k | 406.00 | 522.59 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $212k | 310.00 | 682.76 | |
| Target Corporation (TGT) | 0.1 | $209k | 2.1k | 97.75 | |
| Ternium Sa Sponsored Ads (TX) | 0.1 | $209k | 5.5k | 38.19 | |
| Prologis (PLD) | 0.1 | $208k | 1.6k | 127.64 | |
| Tidal Trust I Fundstrat Granny (GRNY) | 0.1 | $206k | 8.3k | 24.76 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $202k | 645.00 | 313.80 | |
| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.1 | $181k | 12k | 15.59 | |
| Btq Technologies Corp (BTQ) | 0.1 | $77k | 15k | 5.12 | |
| Heron Therapeutics (HRTX) | 0.1 | $76k | 58k | 1.30 |