Cornerstone Select Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$159.7M
Q ending 2026-03-31
Prior quarter
$144.1M
Q ending 2025-12-31
Change
+10.8% QoQ · +51.2% YoY
Positions
124
reported holdings
Largest positions
Top 100 of 124 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Broadcom Inc | AVGO | Shares | $8.8M | 29K |
| Nvidia Corporation | NVDA | Shares | $7.3M | 42K |
| Lam Research Corp | LRCX | Shares | $5.0M | 23K |
| Apple Inc | AAPL | Shares | $4.4M | 18K |
| Micron Technology Inc | MU | Shares | $4.4M | 13K |
| Chevron Corporation | CVX | Shares | $4.1M | 20K |
| At&T Inc | T | Shares | $3.8M | 132K |
| Cardinal Health Inc | CAH | Shares | $3.6M | 17K |
| Kla Corp | KLAC | Shares | $3.5M | 2K |
| Vertiv Holdings Co | VRT | Shares | $3.4M | 14K |
| Palantir Technologies Inc | PLTR | Shares | $3.1M | 21K |
| Bank America Corp | BAC | Shares | $3.1M | 64K |
| Ares Capital Corp | ARCC | Shares | $2.9M | 164K |
| Merck & Co Inc | MRK | Shares | $2.7M | 23K |
| Microsoft Corp | MSFT | Shares | $2.7M | 7K |
| Valero Energy Corp | VLO | Shares | $2.6M | 11K |
| Shell Plc | SHEL | Shares | $2.6M | 28K |
| Enterprise Prods Partners L | EPD | Shares | $2.5M | 67K |
| Cisco Sys Inc | CSCO | Shares | $2.5M | 32K |
| Abbvie Inc | ABBV | Shares | $2.4M | 11K |
| Verizon Communications Inc | VZ | Shares | $2.4M | 48K |
| Amazon Com Inc | AMZN | Shares | $2.4M | 12K |
| Walmart Inc | WMT | Shares | $2.3M | 19K |
| L3Harris Technologies Inc | LHX | Shares | $2.2M | 6K |
| Gilead Sciences Inc | GILD | Shares | $2.2M | 16K |
| Vaneck Etf Trust | SMH | Shares | $2.1M | 6K |
| Meta Platforms Inc | META | Shares | $2.1M | 4K |
| Crowdstrike Hldgs Inc | CRWD | Shares | $2.0M | 5K |
| Arista Networks Inc | ANET | Shares | $2.0M | 16K |
| Wesco Intl Inc | WCC | Shares | $2.0M | 7K |
| Palo Alto Networks Inc | PANW | Shares | $1.9M | 12K |
| Alphabet Inc | GOOGL | Shares | $1.9M | 6K |
| Corning Inc | GLW | Shares | $1.8M | 13K |
| International Business Machs | IBM | Shares | $1.8M | 7K |
| Oracle Corp | ORCL | Shares | $1.7M | 12K |
| Tg Therapeutics Inc | TGTX | Shares | $1.6M | 47K |
| Amgen Inc | AMGN | Shares | $1.5M | 4K |
| Taiwan Semiconductor Manufac | TSM | Shares | $1.5M | 4K |
| Ugi Corp New | UGI | Shares | $1.5M | 40K |
| Altria Group Inc | MO | Shares | $1.5M | 22K |
| Dell Technologies Inc | DELL | Shares | $1.4M | 9K |
| Caterpillar Inc | CAT | Shares | $1.3M | 2K |
| Taylor Morrison Home Corp | TMHC | Shares | $1.3M | 22K |
| Exxon Mobil Corp | XOM | Shares | $1.3M | 7K |
| Visa Inc | V | Shares | $1.1M | 4K |
| Vanguard World Fd | VFH | Shares | $1.1M | 9K |
| Bristol-Myers Squibb Co | BMY | Shares | $1.1M | 19K |
| Cadence Design System Inc | CDNS | Shares | $1.1M | 4K |
| Allstate Corp | ALL | Shares | $1.0M | 5K |
| Hsbc Hldgs Plc | HSBC | Shares | $1.0M | 12K |
| Truist Finl Corp | TFC | Shares | $1.0M | 22K |
| Hewlett Packard Enterprise C | HPE | Shares | $1.0M | 42K |
| Omega Healthcare Invs Inc | OHI | Shares | $1.0M | 23K |
| Select Sector Spdr Tr | XLI | Shares | $983K | 6K |
| Leidos Holdings Inc | LDOS | Shares | $927K | 6K |
| Agnc Invt Corp | AGNC | Shares | $911K | 91K |
| Vanguard World Fd | VHT | Shares | $907K | 3K |
| Asml Hldg Nv | Shares | $885K | 670 | |
| Emcor Group Inc | EME | Shares | $860K | 1K |
| Select Sector Spdr Tr | XLE | Shares | $852K | 14K |
| Johnson & Johnson | JNJ | Shares | $821K | 3K |
| Tapestry Inc | TPR | Shares | $796K | 6K |
| Select Sector Spdr Tr | XLY | Shares | $794K | 7K |
| Jpmorgan Chase & Co | JPM | Shares | $782K | 3K |
| Mplx Lp | MPLX | Shares | $757K | 13K |
| Advanced Micro Devices Inc | AMD | Shares | $748K | 4K |
| Credo Technology Group Holdi | Shares | $736K | 8K | |
| Slb Limited | SLB | Shares | $716K | 14K |
| Steel Dynamics Inc | STLD | Shares | $674K | 4K |
| Union Pac Corp | UNP | Shares | $668K | 3K |
| Ha Sustainable Infra Cap Inc | HASI | Shares | $620K | 17K |
| Vanguard World Fd | VDC | Shares | $585K | 3K |
| Cummins Inc | CMI | Shares | $570K | 1K |
| Coherent Corp | COHR | Shares | $519K | 2K |
| Salesforce Inc | CRM | Shares | $519K | 3K |
| Capital One Finl Corp | COF | Shares | $501K | 3K |
| Rtx Corporation | RTX | Shares | $499K | 3K |
| Galaxy Digital Inc. | GLXY | Shares | $493K | 27K |
| Ishares Tr | IWM | Shares | $477K | 2K |
| Fortinet Inc | FTNT | Shares | $446K | 5K |
| Global X Fds | RSSL | Shares | $444K | 5K |
| Ishares Tr | IVV | Shares | $444K | 679 |
| General Mtrs Co | GM | Shares | $410K | 6K |
| American Elec Pwr Co Inc | AEP | Shares | $405K | 3K |
| United Rentals Inc | URI | Shares | $404K | 554 |
| Vanguard Index Fds | VNQ | Shares | $370K | 4K |
| Metlife Inc | MET | Shares | $353K | 5K |
| Mckesson Corp | MCK | Shares | $343K | 396 |
| V2X Inc | VVX | Shares | $331K | 5K |
| Energy Transfer L P | ET | Shares | $329K | 17K |
| Fidelity Natl Finl Inc | FNF | Shares | $328K | 7K |
| Oreilly Automotive Inc | ORLY | Shares | $327K | 4K |
| Prudential Finl Inc | PRU | Shares | $306K | 3K |
| Mercadolibre Inc | MELI | Shares | $306K | 177 |
| Freeport Mcmoran Inc | FCX | Shares | $288K | 5K |
| Cbre Group Inc | CBRE | Shares | $280K | 2K |
| Bunge Global Sa | Shares | $278K | 2K | |
| Global X Fds | AIQ | Shares | $270K | 6K |
| Restaurant Brands Intl Inc | QSR | Shares | $268K | 4K |
| Target Corp | TGT | Shares | $266K | 2K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.