Cornerstone Select Advisors, LLC Top Holdings and 13F Report (2026)

About Cornerstone Select Advisors, LLC

Investment Activity

Cornerstone Select Advisors, LLC has $237.61 million in total holdings as of June 30, 2026.
Cornerstone Select Advisors, LLC owns shares of 149 different stocks, but just 52 companies or ETFs make up 80% of its holdings.
Approximately 17.33% of the portfolio was purchased this quarter.
About 0.91% of the portfolio was sold this quarter.
This quarter, Cornerstone Select Advisors, LLC has purchased 124 new stocks and bought additional shares in 92 stocks.
Cornerstone Select Advisors, LLC sold shares of 19 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

Micron Technology: $16,421,907
LAM RESEARCH CORP: $12,898,671
Broadcom: $11,852,089
NVIDIA: $8,645,582
KLA: $7,723,178

Largest New Holdings this Quarter

85207K107 - SPROTT ASSET MANAGEMENT LP: $588,744 Holding
199908104 - Comfort Systems USA: $464,854 Holding
74762E102 - Quanta Services: $462,986 Holding
02079K107 - Alphabet: $462,509 Holding
35834F104 - T1 ENERGY INC: $402,398 Holding

Largest Purchases this Quarter

KLA: 23,237 shares (about $7.01M)
LAM RESEARCH CORP: 6,339 shares (about $2.75M)
Micron Technology: 1,133 shares (about $1.31M)
Dell Technologies: 2,602 shares (about $1.12M)
Broadcom: 2,783 shares (about $1.05M)

Largest Sales this Quarter

TG Therapeutics: 6,691 shares (about $367.60K)
Salesforce: 718 shares (about $112.48K)
VanEck Semiconductor ETF: 133 shares (about $87.23K)
Leidos: 765 shares (about $78.77K)
Taiwan Semiconductor Manufacturing: 74 shares (about $35.34K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MU Micron Technology	$16,421,907	$1,307,796 â–²	8.7%	14,227	6.9%	Technology
LAM RESEARCH CORP	$12,898,671	$2,746,915 â–²	27.1%	29,766	5.4%	COM NEW
AVGO Broadcom	$11,852,089	$1,051,294 â–²	9.7%	31,375	5.0%	Technology
NVDA NVIDIA	$8,645,582	$249,915 â–²	3.0%	43,208	3.6%	Technology
KLAC KLA	$7,723,178	$7,010,840 â–²	984.2%	25,598	3.3%	Technology
AAPL Apple	$5,715,365	$645,843 â–²	12.7%	19,752	2.4%	Technology
VRT Vertiv	$5,100,535	$527,999 â–²	11.5%	15,234	2.1%	Industrials
DELL Dell Technologies	$4,868,318	$1,122,695 â–²	30.0%	11,283	2.0%	Technology
PANW Palo Alto Networks	$4,469,067	$487,318 â–²	12.2%	13,105	1.9%	Technology
CRWD CrowdStrike	$4,391,108	$467,042 â–²	11.9%	5,754	1.8%	Technology
CAH Cardinal Health	$4,384,391	$363,228 â–²	9.0%	18,456	1.8%	Healthcare
CSCO Cisco Systems	$4,099,726	$334,645 â–²	8.9%	34,903	1.7%	Technology
CVX Chevron	$4,025,580	$727,011 â–²	22.0%	24,286	1.7%	Energy
BAC Bank of America	$3,927,804	$293,333 â–²	8.1%	68,933	1.7%	Finance
SMH VanEck Semiconductor ETF	$3,570,009	$87,233 â–¼	-2.4%	5,443	1.5%	ETF
VLO Valero Energy	$3,459,865	$717,235 â–²	26.2%	13,285	1.5%	Energy
PALANTIR TECHNOLOGIES INC	$3,415,164	$933,710 â–²	37.6%	29,272	1.4%	CL A
GLW Corning	$3,383,443	$17,114 â–²	0.5%	13,246	1.4%	Technology
ABBV AbbVie	$3,327,153	$496,481 â–²	17.5%	13,222	1.4%	Healthcare
MRK Merck & Co., Inc.	$3,279,727	$354,919 â–²	12.1%	25,523	1.4%	Healthcare
ARCC Ares Capital	$3,179,997	$149,593 â–²	4.9%	171,613	1.3%	Finance
ARISTA NETWORKS INC	$3,146,688	$406,353 â–²	14.8%	18,523	1.3%	COM SHS
AMZN Amazon.com	$3,097,489	$356,083 â–²	13.0%	12,996	1.3%	Consumer Discretionary
T AT&T	$3,016,933	$275,309 â–²	10.0%	145,746	1.3%	Communication Services
MSFT Microsoft	$2,991,402	$315,591 â–²	11.8%	8,019	1.3%	Technology
EPD Enterprise Products Partners	$2,944,561	$493,358 â–²	20.1%	80,102	1.2%	Energy
WCC WESCO International	$2,580,016	$86,012 â–²	3.4%	7,469	1.1%	Industrials
GOOGL Alphabet	$2,545,331	$229,802 â–²	9.9%	7,122	1.1%	Communication Services
CRDO Credo Technology Group	$2,512,546	$381,274 â–²	17.9%	9,239	1.1%	Technology
WALMART INC	$2,429,132	$304,109 â–²	14.3%	21,447	1.0%	COM
AMD Advanced Micro Devices	$2,376,503	$239,916 â–²	11.2%	4,091	1.0%	Technology
GILD Gilead Sciences	$2,368,100	$396,705 â–²	20.1%	18,744	1.0%	Healthcare
META Meta Platforms	$2,332,177	$288,424 â–²	14.1%	4,140	1.0%	Communication Services
IBM International Business Machines	$2,332,117	$300,338 â–²	14.8%	8,293	1.0%	Technology
SHEL Shell	$2,245,136	$88,859 â–²	4.1%	28,955	0.9%	Energy
TGTX TG Therapeutics	$2,209,522	$367,604 â–¼	-14.3%	40,217	0.9%	Healthcare
HPE Hewlett Packard Enterprise	$2,194,765	$277,650 â–²	14.5%	48,654	0.9%	Technology
CAT Caterpillar	$2,159,617	$186,357 â–²	9.4%	2,028	0.9%	Industrials
VZ Verizon Communications	$2,127,154	$92,894 â–²	4.6%	50,240	0.9%	Communication Services
TSM Taiwan Semiconductor Manufacturing	$2,044,955	$35,340 â–¼	-1.7%	4,282	0.9%	Technology
MO Altria Group	$2,028,660	$438,758 â–²	27.6%	28,195	0.9%	Consumer Staples
ORCL Oracle	$1,974,835	$233,006 â–²	13.4%	13,476	0.8%	Technology
LHX L3Harris Technologies	$1,859,983	$25,280 â–²	1.4%	6,401	0.8%	Industrials
ASML ASML	$1,846,200	$513,275 â–²	38.5%	928	0.8%	Technology
TMHC Taylor Morrison Home	$1,718,963	$112,273 â–²	7.0%	23,961	0.7%	Consumer Discretionary
AMGN Amgen	$1,717,547	$130,002 â–²	8.2%	4,743	0.7%	Healthcare
EME EMCOR Group	$1,697,531	$731,780 â–²	75.8%	2,046	0.7%	Industrials
CDNS Cadence Design Systems	$1,691,192	$197,794 â–²	13.2%	4,506	0.7%	Technology
COHR Coherent	$1,666,636	$806,691 â–²	93.8%	4,225	0.7%	Technology
UGI UGI	$1,458,220	$72,327 â–²	5.2%	42,218	0.6%	Utilities
HSBC HSBC	$1,334,969	$147,485 â–²	12.4%	14,039	0.6%	Finance
TFC Truist Financial	$1,310,192	$202,664 â–²	18.3%	26,299	0.6%	Finance
OHI Omega Healthcare Investors	$1,308,423	$217,848 â–²	20.0%	27,442	0.6%	Real Estate
V Visa	$1,297,909	$5,489 â–¼	-0.4%	3,783	0.5%	Finance
XLI Industrial Select Sector SPDR Fund	$1,279,390	$153,742 â–²	13.7%	6,907	0.5%	ETF
VFH Vanguard Financials ETF	$1,253,622	$4,343 â–²	0.3%	9,526	0.5%	ETF
CMI Cummins	$1,208,891	$452,888 â–²	59.9%	1,695	0.5%	Industrials
STLD Steel Dynamics	$1,200,305	$341,436 â–²	39.8%	5,231	0.5%	Materials
ALL Allstate	$1,187,796		0.0%	4,992	0.5%	Finance
XOM ExxonMobil	$1,182,292	$164,876 â–²	16.2%	8,648	0.5%	Energy
AGNC AGNC Investment	$1,102,443	$112,084 â–²	11.3%	101,142	0.5%	Finance
BMY Bristol Myers Squibb	$1,094,766	$22,644 â–²	2.1%	19,000	0.5%	Healthcare
JPM JPMorgan Chase & Co.	$1,080,516	$210,800 â–²	24.2%	3,301	0.5%	Finance
JNJ Johnson & Johnson	$1,041,236	$188,692 â–²	22.1%	4,100	0.4%	Healthcare
FTNT Fortinet	$1,038,471	$199,245 â–²	23.7%	6,760	0.4%	Technology
VHT Vanguard Health Care ETF	$1,000,487	$5,083 â–²	0.5%	3,346	0.4%	ETF
TPR Tapestry	$964,791	$139,207 â–²	16.9%	6,591	0.4%	Consumer Discretionary
GALAXY DIGITAL INC.	$958,267	$227,223 â–²	31.1%	35,050	0.4%	CL A
URI United Rentals	$922,172	$294,551 â–²	46.9%	814	0.4%	Industrials
XLY Consumer Discretionary Select Sector SPDR Fund	$848,990	$5,747 â–¼	-0.7%	7,239	0.4%	ETF
MPLX Mplx	$814,377	$67,485 â–²	9.0%	14,457	0.3%	Energy
UNP Union Pacific	$737,628	$10,607 â–¼	-1.4%	2,712	0.3%	Industrials
XLE Energy Select Sector SPDR Fund	$734,351	$3,930 â–¼	-0.5%	13,827	0.3%	ETF
IWM iShares Russell 2000 ETF	$711,513	$133,409 â–²	23.1%	2,368	0.3%	ETF
COF Capital One Financial	$708,389	$157,888 â–²	28.7%	3,531	0.3%	Finance
SLB SLB	$679,197	$31,333 â–²	4.8%	14,610	0.3%	Energy
HASI HA Sustainable Infrastructure Capital	$659,047		0.0%	16,877	0.3%	Finance
VDC Vanguard Consumer Staples ETF	$590,107	$2,931 â–²	0.5%	2,617	0.2%	ETF
SPROTT ASSET MANAGEMENT LP	$588,744	$588,744 â–²	New Holding	31,200	0.2%	PHYSICAL SILVER
GM General Motors	$564,919	$140,825 â–²	33.2%	7,329	0.2%	Consumer Discretionary
GLOBAL X FDS	$547,370	$8,488 â–²	1.6%	4,643	0.2%	RUSSELL 2000 ETF
RTX RTX	$534,849	$43,638 â–²	8.9%	2,819	0.2%	Industrials
LDOS Leidos	$534,826	$78,772 â–¼	-12.8%	5,194	0.2%	Industrials
IVV iShares Core S&P 500 ETF	$508,496		0.0%	679	0.2%	ETF
AIQ Global X Artificial Intelligence & Technology ETF	$465,110	$84,899 â–²	22.3%	7,089	0.2%	ETF
FIX Comfort Systems USA	$464,854	$464,854 â–²	New Holding	235	0.2%	Industrials
MET MetLife	$464,535	$42,561 â–²	10.1%	5,490	0.2%	Finance
PWR Quanta Services	$462,986	$462,986 â–²	New Holding	643	0.2%	Industrials
GOOG Alphabet	$462,509	$462,509 â–²	New Holding	1,309	0.2%	Communication Services
VVX V2X	$424,694	$64,942 â–²	18.1%	5,696	0.2%	Industrials
AEP American Electric Power	$416,856	$5,746 â–¼	-1.4%	3,047	0.2%	Utilities
T1 ENERGY INC	$402,398	$402,398 â–²	New Holding	42,447	0.2%	COM NEW
VNQ Vanguard Real Estate ETF	$401,727	$386 â–¼	-0.1%	4,166	0.2%	ETF
LLY Eli Lilly and Company	$392,214	$392,214 â–²	New Holding	327	0.2%	Healthcare
AMAT Applied Materials	$383,190	$383,190 â–²	New Holding	530	0.2%	Technology
FCX Freeport-McMoRan	$374,007	$65,343 â–²	21.2%	5,947	0.2%	Materials
OGE OGE Energy	$372,735	$105,787 â–²	39.6%	7,660	0.2%	Utilities
SNOW Snowflake	$367,753	$367,753 â–²	New Holding	1,445	0.2%	Technology
CSX CSX	$364,080	$85,316 â–²	30.6%	7,660	0.2%	Industrials
BKR Baker Hughes	$354,701	$145,077 â–²	69.2%	6,391	0.1%	Energy

Showing largest 100 holdings. View all holdings.

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Cornerstone Select Advisors, LLC Top Holdings and 13F Report (2026)

About Cornerstone Select Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Cornerstone Select Advisors, LLC Top Holdings and 13F Report (2026)

About Cornerstone Select Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofCornerstone Select Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools