Cornerstone Select Advisors, LLC Top Holdings and 13F Report (2026) About Cornerstone Select Advisors, LLCInvestment ActivityCornerstone Select Advisors, LLC has $246.26 million in total holdings as of September 30, 2026.Cornerstone Select Advisors, LLC owns shares of 147 different stocks, but just 51 companies or ETFs make up 80% of its holdings.Approximately 6.98% of the portfolio was purchased this quarter.About 1.70% of the portfolio was sold this quarter.This quarter, Cornerstone Select Advisors, LLC has purchased 149 new stocks and bought additional shares in 103 stocks.Cornerstone Select Advisors, LLC sold shares of 17 stocks and completely divested from 6 stocks this quarter.Largest Holdings Micron Technology $15,914,591Broadcom $11,128,030NVIDIA $9,861,841LAM RESEARCH CORP $9,814,137Apple $6,864,858 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $1,447,587 Holding55024U109 - Lumentum $568,235 Holding46266C105 - IQVIA $206,208 Holding09175A206 - BITMINE IMMERSION TECHS INC $201,635 Holding Largest Purchases this Quarter CrowdStrike 17,303 shares (about $4.58M)EXXONMOBIL HOLDINGS CORP 8,895 shares (about $1.45M)Corning 9,034 shares (about $1.39M)Micron Technology 715 shares (about $761.54K)Lumentum 585 shares (about $568.24K) Largest Sales this Quarter Salesforce 771 shares (about $177.00K)T1 ENERGY INC 27,990 shares (about $108.04K)Capital One Financial 398 shares (about $76.84K)O'Reilly Automotive 729 shares (about $62.26K)Caterpillar 37 shares (about $30.00K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCornerstone Select Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMUMicron Technology$15,914,591$761,540 ▲5.0%14,9426.5%TechnologyAVGOBroadcom$11,128,030$109,570 ▲1.0%31,6874.5%TechnologyNVDANVIDIA$9,861,841$5,938 ▼-0.1%43,1824.0%TechnologyLAM RESEARCH CORP$9,814,137$35,807 ▲0.4%29,8754.0%COM NEWAAPLApple$6,864,858$287,063 ▲4.4%20,6142.8%TechnologyDELLDell Technologies$6,422,968$353,425 ▲5.8%11,9402.6%TechnologyCRWDCrowdStrike$6,104,384$4,581,002 ▲300.7%23,0572.5%TechnologyPALANTIR TECHNOLOGIES INC$5,515,322$40,028 ▲0.7%29,4862.2%CL AVLOValero Energy$5,275,427$125,975 ▲2.4%13,6102.1%EnergyPANWPalo Alto Networks$5,239,701$32,977 ▲0.6%13,1882.1%TechnologyKLACKLA$5,129,154$139,374 ▲2.8%26,3132.1%TechnologyCVXChevron$5,093,488$133,964 ▲2.7%24,9422.1%EnergyMSFTMicrosoft$4,339,825$226,711 ▲5.5%8,4611.8%TechnologyCAHCardinal Health$4,202,924$96,563 ▲2.4%18,8901.7%HealthcareVRTVertiv$4,147,846$471,757 ▲12.8%17,1891.7%IndustrialsCSCOCisco Systems$3,864,850$108,275 ▲2.9%35,9091.6%TechnologyMRKMerck & Co., Inc.$3,814,183$105,493 ▲2.8%26,2491.5%HealthcareBACBank of America$3,812,839$60,799 ▲1.6%70,0501.5%FinanceARISTA NETWORKS INC$3,772,049$1,018 ▲0.0%18,5281.5%COM SHSTAT&T$3,640,519$84,326 ▲2.4%149,2021.5%Communication ServicesABBVAbbVie$3,516,958$58,333 ▲1.7%13,4451.4%HealthcareSMHVanEck Semiconductor ETF$3,463,383$148,596 ▲4.5%5,6871.4%ETFARCCAres Capital$3,432,998$155,188 ▲4.7%179,7381.4%FinanceGLWCorning$3,425,761$1,389,063 ▲68.2%22,2801.4%TechnologyHPEHewlett Packard Enterprise$3,384,901$276,389 ▲8.9%52,9801.4%TechnologyAMZNAmazon.com$3,343,504$105,637 ▲3.3%13,4201.4%Consumer DiscretionaryMETAMeta Platforms$3,015,569$13,054 ▲0.4%4,1581.2%Communication ServicesGILDGilead Sciences$2,945,023$151,283 ▲5.4%19,7591.2%HealthcareEPDEnterprise Products Partners$2,933,252$80,834 ▲2.8%82,3721.2%EnergySHELShell$2,745,358$6,844 ▼-0.2%28,8831.1%EnergyWCCWESCO International$2,674,271$11,507 ▼-0.4%7,4371.1%IndustrialsGOOGLAlphabet$2,542,650$92,210 ▲3.8%7,3901.0%Communication ServicesAMDAdvanced Micro Devices$2,537,580$34,870 ▲1.4%4,1481.0%TechnologyVZVerizon Communications$2,382,020$77,520 ▲3.4%51,9301.0%Communication ServicesTGTXTG Therapeutics$2,238,284$5,020 ▼-0.2%40,1270.9%HealthcareWALMART INC$2,210,067$18,706 ▼-0.8%21,2670.9%COMAMGNAmgen$2,095,526$96,113 ▲4.8%4,9710.9%HealthcareORCLOracle$2,038,423$188,107 ▲10.2%14,8460.8%TechnologyMOAltria Group$2,037,318$138,654 ▲7.3%30,2540.8%Consumer StaplesTSMTaiwan Semiconductor Manufacturing$2,022,290$68,885 ▲3.5%4,4330.8%TechnologyEMEEMCOR Group$2,008,838$465,435 ▲30.2%2,6630.8%IndustrialsCRDOCredo Technology Group$1,967,624$167,913 ▲9.3%10,1010.8%TechnologyIBMInternational Business Machines$1,892,377$68,402 ▲3.8%8,6040.8%TechnologyASMLASML$1,706,593$25,363 ▲1.5%9420.7%TechnologyLHXL3Harris Technologies$1,704,402$188,720 ▲12.5%7,1980.7%IndustrialsUGIUGI$1,649,344$143,429 ▲9.5%46,2390.7%UtilitiesCATCaterpillar$1,614,283$29,999 ▼-1.8%1,9910.7%IndustrialsCDNSCadence Design Systems$1,493,757$5,943 ▲0.4%4,5240.6%TechnologyEXXONMOBIL HOLDINGS CORP$1,447,587$1,447,587 ▲New Holding8,8950.6%COM SHS *A*VVisa$1,422,570$63,241 ▲4.7%3,9590.6%FinanceHSBCHSBC$1,395,504$1,291 ▲0.1%14,0520.6%FinanceCOHRCoherent$1,365,829$149,936 ▲12.3%4,7460.6%TechnologyOHIOmega Healthcare Investors$1,355,682$84,840 ▲6.7%29,2740.6%Real EstateVFHVanguard Financials ETF$1,324,706$85,469 ▲6.9%10,1830.5%ETFFTNTFortinet$1,292,256$83,838 ▲6.9%7,2290.5%TechnologyBMYBristol Myers Squibb$1,278,101$92,479 ▲7.8%20,4820.5%HealthcareTFCTruist Financial$1,258,596$40,930 ▲3.4%27,1830.5%FinanceXLIIndustrial Select Sector SPDR Fund$1,224,880$71,472 ▲6.2%7,3350.5%ETFJNJJohnson & Johnson$1,174,235$88,696 ▲8.2%4,4350.5%HealthcareJPMJPMorgan Chase & Co.$1,174,116$82,046 ▲7.5%3,5490.5%FinanceSTLDSteel Dynamics$1,159,2420.0%5,2310.5%MaterialsAGNCAGNC Investment$1,152,261$234,904 ▲25.6%127,0410.5%FinanceVHTVanguard Health Care ETF$1,130,302$72,698 ▲6.9%3,5760.5%ETFALLAllstate$1,112,184$4,659 ▲0.4%5,0130.5%FinanceMPLXMplx$882,664$68,430 ▲8.4%15,6720.4%EnergyXLEEnergy Select Sector SPDR Fund$881,601$31,242 ▲3.7%14,3350.4%ETFCMICummins$875,070$517 ▼-0.1%1,6940.4%IndustrialsXLYConsumer Discretionary Select Sector SPDR Fund$859,727$71,834 ▲9.1%7,8990.3%ETFGALAXY DIGITAL INC.$816,366$19,329 ▲2.4%35,9000.3%CL AURIUnited Rentals$814,6350.0%8140.3%IndustrialsTPRTapestry$758,2290.0%6,5910.3%Consumer DiscretionaryUNPUnion Pacific$739,486$1,361 ▲0.2%2,7170.3%IndustrialsSLBSLB$717,239$5,457 ▲0.8%14,7220.3%EnergyIWMiShares Russell 2000 ETF$669,805$11,673 ▲1.8%2,4100.3%ETFLDOSLeidos$628,026$4,751 ▼-0.8%5,1550.3%IndustrialsVDCVanguard Consumer Staples ETF$623,208$52,152 ▲9.1%2,8560.3%ETFSPROTT ASSET MANAGEMENT LP$615,966$11,622 ▲1.9%31,8000.3%PHYSICAL SILVERCOFCapital One Financial$604,888$76,842 ▼-11.3%3,1330.2%FinanceHASIHA Sustainable Infrastructure Capital$604,5340.0%16,8770.2%FinanceGMGeneral Motors$571,032$6,699 ▲1.2%7,4160.2%Consumer DiscretionaryLITELumentum$568,235$568,235 ▲New Holding5850.2%TechnologyRTXRTX$544,833$21,533 ▲4.1%2,9350.2%IndustrialsMETMetLife$540,539$23,633 ▲4.6%5,7410.2%FinanceSNOWSnowflake$530,716$40,067 ▲8.2%1,5630.2%TechnologyIVViShares Core S&P 500 ETF$520,0120.0%6790.2%ETFGLOBAL X FDS$518,387$10,501 ▲2.1%4,7390.2%RUSSELL 2000 ETFPRUPrudential Financial$495,012$147,663 ▲42.5%4,3580.2%FinanceFIXComfort Systems USA$490,526$102,399 ▲26.4%2970.2%IndustrialsAEPAmerican Electric Power$479,211$117,697 ▲32.6%4,0390.2%UtilitiesTXTernium$478,754$152,309 ▲46.7%8,8170.2%MaterialsAIQGlobal X Artificial Intelligence & Technology ETF$472,633$10,687 ▲2.3%7,2530.2%ETFGOOGAlphabet$456,251$10,222 ▲2.3%1,3390.2%Communication ServicesPWRQuanta Services$454,255$41,121 ▲10.0%7070.2%IndustrialsMPCMarathon Petroleum$429,373$89,354 ▲26.3%1,0860.2%EnergyFCXFreeport-McMoRan$416,2900.0%5,9470.2%MaterialsOGEOGE Energy$412,232$64,315 ▲18.5%9,0760.2%UtilitiesVVXV2X$410,046$6,936 ▲1.7%5,7940.2%IndustrialsLLYEli Lilly and Company$394,564$16,199 ▲4.3%3410.2%HealthcareVNQVanguard Real Estate ETF$389,801$16,402 ▲4.4%4,3490.2%ETFENERGY TRANSFER L P$386,178$43,414 ▲12.7%19,5340.2%COM UT LTD PTNShowing largest 100 holdings. 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