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

About Cornerstone Select Advisors, LLC

Investment Activity

Cornerstone Select Advisors, LLC has $159.72 million in total holdings as of March 31, 2026.
Cornerstone Select Advisors, LLC owns shares of 124 different stocks, but just 52 companies or ETFs make up 80% of its holdings.
Approximately 10.43% of the portfolio was purchased this quarter.
About 2.91% of the portfolio was sold this quarter.
This quarter, Cornerstone Select Advisors, LLC has purchased 117 new stocks and bought additional shares in 69 stocks.
Cornerstone Select Advisors, LLC sold shares of 32 stocks and completely divested from 11 stocks this quarter.

Largest Holdings

Broadcom: $8,849,410
NVIDIA: $7,317,678
LAM RESEARCH CORP: $5,005,482
Apple: $4,446,312
Micron Technology: $4,423,586

Largest New Holdings this Quarter

92189F676 - VanEck Semiconductor ETF: $2,137,838 Holding
92204A405 - Vanguard Financials ETF: $1,146,849 Holding
81369Y704 - Industrial Select Sector SPDR Fund: $982,855 Holding
92204A504 - Vanguard Health Care ETF: $906,587 Holding
81369Y506 - Energy Select Sector SPDR Fund: $851,550 Holding

Largest Purchases this Quarter

VanEck Semiconductor ETF: 5,576 shares (about $2.14M)
Vanguard Financials ETF: 9,493 shares (about $1.15M)
Industrial Select Sector SPDR Fund: 6,077 shares (about $982.86K)
Vanguard Health Care ETF: 3,329 shares (about $906.59K)
Energy Select Sector SPDR Fund: 13,901 shares (about $851.55K)

Largest Sales this Quarter

NVIDIA: 2,451 shares (about $427.46K)
TG Therapeutics: 7,177 shares (about $238.42K)
Tapestry: 1,535 shares (about $216.60K)
iShares Russell 2000 ETF: 693 shares (about $171.86K)
Truist Financial: 2,662 shares (about $122.37K)

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
AVGO Broadcom	$8,849,410	$1,548 â–²	0.0%	28,592	5.5%	Computer and Technology
NVDA NVIDIA	$7,317,678	$427,456 â–¼	-5.5%	41,959	4.6%	Computer and Technology
LAM RESEARCH CORP	$5,005,482	$111,105 â–²	2.3%	23,427	3.1%	COM NEW
AAPL Apple	$4,446,312	$128,161 â–²	3.0%	17,520	2.8%	Computer and Technology
MU Micron Technology	$4,423,586	$220,605 â–²	5.2%	13,094	2.8%	Computer and Technology
CVX Chevron	$4,117,339	$112,761 â–¼	-2.7%	19,900	2.6%	Energy
T AT&T	$3,839,604	$55,284 â–²	1.5%	132,446	2.4%	Computer and Technology
CAH Cardinal Health	$3,576,842	$160,384 â–²	4.7%	16,927	2.2%	Medical
KLAC KLA	$3,476,164	$17,668 â–¼	-0.5%	2,361	2.2%	Computer and Technology
VRT Vertiv	$3,422,060	$250,321 â–²	7.9%	13,657	2.1%	Computer and Technology
PALANTIR TECHNOLOGIES INC	$3,111,229	$312,893 â–²	11.2%	21,269	1.9%	CL A
BAC Bank of America	$3,109,509	$70,395 â–²	2.3%	63,785	1.9%	Finance
ARCC Ares Capital	$2,946,988	$162,450 â–²	5.8%	163,540	1.8%	Finance
MRK Merck & Co., Inc.	$2,737,869	$118,844 â–²	4.5%	22,761	1.7%	Medical
MSFT Microsoft	$2,655,321	$29,985 â–¼	-1.1%	7,173	1.7%	Computer and Technology
VLO Valero Energy	$2,602,007	$9,883 â–²	0.4%	10,531	1.6%	Energy
SHEL Shell	$2,586,281	$28,272 â–¼	-1.1%	27,809	1.6%	Energy
EPD Enterprise Products Partners	$2,523,214	$111,666 â–²	4.6%	66,681	1.6%	Energy
CSCO Cisco Systems	$2,487,079	$4,966 â–¼	-0.2%	32,054	1.6%	Computer and Technology
ABBV AbbVie	$2,446,548	$71,337 â–²	3.0%	11,249	1.5%	Medical
VZ Verizon Communications	$2,411,930	$39,357 â–¼	-1.6%	48,046	1.5%	Computer and Technology
AMZN Amazon.com	$2,395,541	$211,187 â–²	9.7%	11,502	1.5%	Retail/Wholesale
WALMART INC	$2,331,741	$52,446 â–²	2.3%	18,762	1.5%	COM
LHX L3Harris Technologies	$2,179,410	$20,020 â–²	0.9%	6,314	1.4%	Aerospace
GILD Gilead Sciences	$2,174,715	$176,999 â–²	8.9%	15,604	1.4%	Medical
SMH VanEck Semiconductor ETF	$2,137,838	$2,137,838 â–²	New Holding	5,576	1.3%	Manufacturing
META Meta Platforms	$2,075,803	$87,541 â–²	4.4%	3,628	1.3%	Computer and Technology
CRWD CrowdStrike	$2,007,488	$224,876 â–²	12.6%	5,142	1.3%	Computer and Technology
ARISTA NETWORKS INC	$1,980,564	$118,605 â–²	6.4%	16,131	1.2%	COM SHS
WCC WESCO International	$1,975,537	$37,760 â–¼	-1.9%	7,220	1.2%	Computer and Technology
PANW Palo Alto Networks	$1,871,896	$114,148 â–²	6.5%	11,676	1.2%	Computer and Technology
GOOGL Alphabet	$1,863,209	$249,617 â–²	15.5%	6,479	1.2%	Computer and Technology
GLW Corning	$1,791,960	$16,860 â–¼	-0.9%	13,179	1.1%	Computer and Technology
IBM International Business Machines	$1,751,279	$24,482 â–²	1.4%	7,225	1.1%	Computer and Technology
ORCL Oracle	$1,748,513	$254,642 â–²	17.0%	11,886	1.1%	Computer and Technology
TGTX TG Therapeutics	$1,558,284	$238,420 â–¼	-13.3%	46,908	1.0%	Medical
AMGN Amgen	$1,542,613	$111,544 â–²	7.8%	4,384	1.0%	Medical
TSM Taiwan Semiconductor Manufacturing	$1,472,110	$33,457 â–¼	-2.2%	4,356	0.9%	Computer and Technology
UGI UGI	$1,461,309	$200,855 â–²	15.9%	40,124	0.9%	Utilities
MO Altria Group	$1,458,189	$10,031 â–²	0.7%	22,097	0.9%	Consumer Staples
DELL Dell Technologies	$1,424,843	$95,854 â–²	7.2%	8,681	0.9%	Computer and Technology
CAT Caterpillar	$1,312,777	$94,225 â–²	7.7%	1,853	0.8%	Industrials
TMHC Taylor Morrison Home	$1,304,343	$66,568 â–¼	-4.9%	22,396	0.8%	Construction
XOM ExxonMobil	$1,262,532	$136,229 â–²	12.1%	7,442	0.8%	Energy
V Visa	$1,148,210	$7,556 â–²	0.7%	3,799	0.7%	Business Services
VFH Vanguard Financials ETF	$1,146,849	$1,146,849 â–²	New Holding	9,493	0.7%	ETF
BMY Bristol Myers Squibb	$1,128,514	$119,056 â–¼	-9.5%	18,607	0.7%	Medical
CDNS Cadence Design Systems	$1,105,645	$8,058 â–¼	-0.7%	3,979	0.7%	Computer and Technology
ALL Allstate	$1,035,041	$20,734 â–²	2.0%	4,992	0.6%	Finance
HSBC HSBC	$1,030,136	$9,899 â–¼	-1.0%	12,488	0.6%	Finance
TFC Truist Financial	$1,021,980	$122,375 â–¼	-10.7%	22,231	0.6%	Finance
HPE Hewlett Packard Enterprise	$1,011,893	$20,500 â–²	2.1%	42,499	0.6%	Computer and Technology
OHI Omega Healthcare Investors	$1,002,291	$59,507 â–²	6.3%	22,873	0.6%	Finance
XLI Industrial Select Sector SPDR Fund	$982,855	$982,855 â–²	New Holding	6,077	0.6%	ETF
LDOS Leidos	$926,744	$15,241 â–²	1.7%	5,959	0.6%	Computer and Technology
AGNC AGNC Investment	$911,312	$402,342 â–²	79.1%	90,859	0.6%	Finance
VHT Vanguard Health Care ETF	$906,587	$906,587 â–²	New Holding	3,329	0.6%	ETF
ASML ASML	$884,956	$1,321 â–¼	-0.1%	670	0.6%	Computer and Technology
EME EMCOR Group	$859,761	$45,056 â–²	5.5%	1,164	0.5%	Construction
XLE Energy Select Sector SPDR Fund	$851,550	$851,550 â–²	New Holding	13,901	0.5%	ETF
JNJ Johnson & Johnson	$820,627	$31,290 â–²	4.0%	3,357	0.5%	Medical
TPR Tapestry	$795,861	$216,604 â–¼	-21.4%	5,640	0.5%	Retail/Wholesale
XLY Consumer Discretionary Select Sector SPDR Fund	$794,246	$794,246 â–²	New Holding	7,288	0.5%	Finance
JPM JPMorgan Chase & Co.	$781,583	$159,141 â–²	25.6%	2,657	0.5%	Finance
MPLX Mplx	$756,680	$756,680 â–²	New Holding	13,259	0.5%	Energy
AMD Advanced Micro Devices	$748,216	$9,765 â–²	1.3%	3,678	0.5%	Computer and Technology
CRDO Credo Technology Group	$735,659	$326,010 â–²	79.6%	7,837	0.5%	Computer and Technology
SLB SLB	$716,147	$23,433 â–²	3.4%	13,936	0.4%	Energy
STLD Steel Dynamics	$673,740	$18,360 â–¼	-2.7%	3,743	0.4%	Basic Materials
UNP Union Pacific	$667,533	$1,699 â–¼	-0.3%	2,751	0.4%	Transportation
HASI HA Sustainable Infrastructure Capital	$620,230		0.0%	16,877	0.4%	Finance
VDC Vanguard Consumer Staples ETF	$584,832	$584,832 â–²	New Holding	2,604	0.4%	ETF
CMI Cummins	$570,301	$15,065 â–¼	-2.6%	1,060	0.4%	Auto/Tires/Trucks
COHR Coherent	$519,298	$101,001 â–²	24.1%	2,180	0.3%	Business Services
CRM Salesforce	$518,943	$32,107 â–²	6.6%	2,780	0.3%	Computer and Technology
COF Capital One Financial	$500,588	$78,080 â–²	18.5%	2,744	0.3%	Finance
RTX RTX	$499,418	$99,729 â–²	25.0%	2,589	0.3%	Aerospace
GALAXY DIGITAL INC.	$493,335	$176,474 â–²	55.7%	26,739	0.3%	CL A
IWM iShares Russell 2000 ETF	$477,154	$171,865 â–¼	-26.5%	1,924	0.3%	Finance
FTNT Fortinet	$446,436	$16,344 â–¼	-3.5%	5,463	0.3%	Computer and Technology
GLOBAL X FDS	$444,016	$5,245 â–¼	-1.2%	4,571	0.3%	X RUSSELL 2000 E
IVV iShares Core S&P 500 ETF	$443,530	$7,185 â–¼	-1.6%	679	0.3%	ETF
GM General Motors	$409,899	$11,548 â–²	2.9%	5,502	0.3%	Auto/Tires/Trucks
AEP American Electric Power	$404,878	$11,272 â–²	2.9%	3,089	0.3%	Utilities
URI United Rentals	$403,622	$1,457 â–¼	-0.4%	554	0.3%	Construction
VNQ Vanguard Real Estate ETF	$369,879	$369,879 â–²	New Holding	4,170	0.2%	ETF
MET MetLife	$352,675	$495 â–²	0.1%	4,987	0.2%	Finance
MCK McKesson	$342,683	$104,709 â–²	44.0%	396	0.2%	Medical
VVX V2X	$330,513	$891 â–²	0.3%	4,825	0.2%	Business Services
ET Energy Transfer	$329,151	$45,916 â–²	16.2%	17,054	0.2%	Energy
FNF Fidelity National Financial	$327,690	$12,616 â–¼	-3.7%	7,065	0.2%	Finance
ORLY O'Reilly Automotive	$326,870	$326,870 â–²	New Holding	3,541	0.2%	Retail/Wholesale
PRU Prudential Financial	$306,240	$44,642 â–²	17.1%	3,135	0.2%	Finance
MELI MercadoLibre	$306,037	$1,729 â–²	0.6%	177	0.2%	Retail/Wholesale
FCX Freeport-McMoRan	$288,492	$14,695 â–²	5.4%	4,908	0.2%	Basic Materials
CBRE CBRE Group	$280,131	$542 â–¼	-0.2%	2,068	0.2%	Finance
BUNGE GLOBAL SA	$277,932	$277,932 â–²	New Holding	2,185	0.2%	COM SHS
AIQ Global X Artificial Intelligence & Technology ETF	$270,453	$71,265 â–²	35.8%	5,795	0.2%	ETF
QSR Restaurant Brands International	$268,257	$27,269 â–²	11.3%	3,630	0.2%	Retail/Wholesale
TGT Target	$265,670	$6,666 â–²	2.6%	2,192	0.2%	Retail/Wholesale

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