Cornerstone Select Advisors, LLC
Net buyer this quarter
$238M
132
+$31.5M
34.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 MU | $16.4M | 6.91% | 0.00% | +8.7% | Q4 2024 |
 LRCX | $12.9M | 5.43% | 0.00% | +27.1% | Q4 2024 |
 AVGO | $11.9M | 4.99% | 0.00% | +9.7% | Q4 2024 |
 NVDA | $8.65M | 3.64% | 0.00% | +3.0% | Q4 2024 |
 KLAC | $7.72M | 3.25% | 0.00% | +8.4% | Q4 2024 |
 AAPL | $5.72M | 2.41% | 0.00% | +12.7% | Q4 2024 |
 VRT | $5.1M | 2.15% | 0.00% | +11.6% | Q1 2025 |
 DELL | $4.87M | 2.05% | 0.00% | +30.0% | Q1 2025 |
 PANW | $4.47M | 1.88% | 0.00% | +12.2% | Q4 2024 |
 CRWD | $4.39M | 1.85% | 0.00% | +11.9% | Q4 2024 |
 CAH | $4.38M | 1.85% | 0.01% | +9.0% | Q4 2024 |
 CSCO | $4.1M | 1.73% | 0.00% | +8.9% | Q4 2024 |
 CVX | $4.03M | 1.69% | 0.00% | +22.0% | Q4 2024 |
 BAC | $3.93M | 1.65% | 0.00% | +8.1% | Q4 2024 |
 SMH | $3.57M | 1.50% | Not reported | -2.4% | Q1 2026 |
 VLO | $3.46M | 1.46% | 0.00% | +26.2% | Q4 2024 |
 PLTR | $3.42M | 1.44% | 0.00% | +37.6% | Q4 2024 |
 GLW | $3.38M | 1.42% | 0.00% | +0.5% | Q4 2024 |
 ABBV | $3.33M | 1.40% | 0.00% | +17.5% | Q4 2024 |
 MRK | $3.28M | 1.38% | 0.00% | +12.1% | Q4 2024 |
 ARCC | $3.18M | 1.34% | 0.02% | +4.9% | Q4 2024 |
 ANET | $3.15M | 1.32% | 0.00% | +14.8% | Q4 2024 |
 AMZN | $3.1M | 1.30% | 0.00% | +13.0% | Q4 2024 |
 T | $3.02M | 1.27% | 0.00% | +10.0% | Q4 2024 |
 MSFT | $2.99M | 1.26% | 0.00% | +11.8% | Q4 2024 |
 EPD | $2.94M | 1.24% | 0.00% | +20.1% | Q4 2024 |
 WCC | $2.58M | 1.09% | 0.02% | +3.5% | Q4 2024 |
 GOOGL | $2.55M | 1.07% | 0.00% | +9.9% | Q4 2024 |
 CRDO | $2.51M | 1.06% | 0.01% | +17.9% | Q4 2025 |
 WMT | $2.43M | 1.02% | 0.00% | +14.3% | Q4 2024 |
 AMD | $2.38M | 1.00% | 0.00% | +11.2% | Q4 2024 |
 GILD | $2.37M | 1.00% | 0.00% | +20.1% | Q4 2024 |
 META | $2.33M | 0.98% | Not reported | +14.1% | Q4 2024 |
 IBM | $2.33M | 0.98% | 0.00% | +14.8% | Q4 2024 |
 SHEL | $2.25M | 0.94% | 0.00% | +4.1% | Q4 2024 |
 TGTX | $2.21M | 0.93% | 0.03% | -14.3% | Q4 2024 |
 HPE | $2.19M | 0.92% | 0.00% | +14.5% | Q4 2024 |
 CAT | $2.16M | 0.91% | 0.00% | +9.4% | Q4 2024 |
 VZ | $2.13M | 0.90% | 0.00% | +4.6% | Q4 2024 |
 TSM | $2.04M | 0.86% | 0.00% | -1.7% | Q4 2024 |
 MO | $2.03M | 0.85% | 0.00% | +27.6% | Q4 2024 |
 ORCL | $1.97M | 0.83% | 0.00% | +13.4% | Q4 2024 |
 LHX | $1.86M | 0.78% | 0.00% | +1.4% | Q4 2024 |
 ASML | $1.85M | 0.78% | 0.00% | +38.5% | Q4 2024 |
| TMHC | $1.72M | 0.72% | 0.03% | +7.0% | Q4 2024 |
 AMGN | $1.72M | 0.72% | 0.00% | +8.2% | Q4 2024 |
 EME | $1.7M | 0.71% | 0.00% | +75.8% | Q4 2024 |
 CDNS | $1.69M | 0.71% | 0.00% | +13.2% | Q4 2024 |
 COHR | $1.67M | 0.70% | 0.00% | +93.8% | Q4 2025 |
 UGI | $1.46M | 0.61% | 0.02% | +5.2% | Q4 2024 |
| Q1 2026 | |||||
| AVGO | $8.85M | 5.54% | 0.00% | 0.0% | Q4 2024 |
| NVDA | $7.32M | 4.58% | 0.00% | -5.5% | Q4 2024 |
| LRCX | $5.01M | 3.13% | 0.00% | +2.3% | Q4 2024 |
| AAPL | $4.45M | 2.78% | 0.00% | +3.0% | Q4 2024 |
| MU | $4.42M | 2.77% | 0.00% | +5.3% | Q4 2024 |
| CVX | $4.12M | 2.58% | 0.00% | -2.7% | Q4 2024 |
| T | $3.84M | 2.40% | 0.00% | +1.5% | Q4 2024 |
| CAH | $3.58M | 2.24% | 0.01% | +4.7% | Q4 2024 |
| KLAC | $3.48M | 2.18% | 0.00% | -0.5% | Q4 2024 |
| VRT | $3.42M | 2.14% | 0.00% | +7.9% | Q1 2025 |
| PLTR | $3.11M | 1.95% | 0.00% | +11.2% | Q4 2024 |
| BAC | $3.11M | 1.95% | 0.00% | +2.3% | Q4 2024 |
| ARCC | $2.95M | 1.85% | 0.02% | +5.8% | Q4 2024 |
| MRK | $2.74M | 1.71% | 0.00% | +4.5% | Q4 2024 |
| MSFT | $2.66M | 1.66% | 0.00% | -1.1% | Q4 2024 |
| VLO | $2.6M | 1.63% | 0.00% | +0.4% | Q4 2024 |
| SHEL | $2.59M | 1.62% | 0.00% | -1.1% | Q4 2024 |
| EPD | $2.52M | 1.58% | 0.00% | +4.6% | Q4 2024 |
| CSCO | $2.49M | 1.56% | 0.00% | -0.2% | Q4 2024 |
| ABBV | $2.45M | 1.53% | 0.00% | +3.0% | Q4 2024 |
| VZ | $2.41M | 1.51% | 0.00% | -1.6% | Q4 2024 |
| AMZN | $2.4M | 1.50% | 0.00% | +9.7% | Q4 2024 |
| WMT | $2.33M | 1.46% | 0.00% | +2.3% | Q4 2024 |
| LHX | $2.18M | 1.36% | 0.00% | +0.9% | Q4 2024 |
| GILD | $2.17M | 1.36% | 0.00% | +8.9% | Q4 2024 |
| SMH | $2.14M | 1.34% | Not reported | New | Q1 2026 |
| META | $2.08M | 1.30% | Not reported | +4.4% | Q4 2024 |
| CRWD | $2.01M | 1.26% | 0.00% | +12.6% | Q4 2024 |
| ANET | $1.98M | 1.24% | 0.00% | +6.4% | Q4 2024 |
| WCC | $1.98M | 1.24% | 0.01% | -1.9% | Q4 2024 |
| PANW | $1.87M | 1.17% | 0.00% | +6.5% | Q4 2024 |
| GOOGL | $1.86M | 1.17% | 0.00% | +15.5% | Q4 2024 |
| GLW | $1.79M | 1.12% | 0.00% | -0.9% | Q4 2024 |
| IBM | $1.75M | 1.10% | 0.00% | +1.4% | Q4 2024 |
| ORCL | $1.75M | 1.09% | 0.00% | +17.1% | Q4 2024 |
| TGTX | $1.56M | 0.98% | 0.03% | -13.3% | Q4 2024 |
| AMGN | $1.54M | 0.97% | 0.00% | +7.8% | Q4 2024 |
| TSM | $1.47M | 0.92% | 0.00% | -2.2% | Q4 2024 |
| UGI | $1.46M | 0.91% | 0.02% | +15.9% | Q4 2024 |
| MO | $1.46M | 0.91% | 0.00% | +0.7% | Q4 2024 |
| DELL | $1.42M | 0.89% | 0.00% | +7.2% | Q1 2025 |
| CAT | $1.31M | 0.82% | 0.00% | +7.7% | Q4 2024 |
| TMHC | $1.3M | 0.82% | 0.02% | -4.9% | Q4 2024 |
 XOM | $1.26M | 0.79% | 0.00% | +12.1% | Q4 2024 |
 V | $1.15M | 0.72% | 0.00% | +0.7% | Q4 2024 |
 BMY | $1.13M | 0.71% | 0.00% | -9.5% | Q4 2024 |
| CDNS | $1.11M | 0.69% | 0.00% | -0.7% | Q4 2024 |
 ALL | $1.04M | 0.65% | 0.00% | +2.0% | Q4 2024 |
 HSBC | $1.03M | 0.64% | 0.00% | -1.0% | Q1 2025 |
 TFC | $1.02M | 0.64% | 0.00% | -10.7% | Q1 2025 |
| Q4 2025 | |||||
| AVGO | $9.89M | 6.87% | 0.00% | -0.1% | Q4 2024 |
| NVDA | $8.28M | 5.75% | 0.00% | +0.5% | Q4 2024 |
| AAPL | $4.63M | 3.21% | 0.00% | -0.5% | Q4 2024 |
| LRCX | $3.92M | 2.72% | 0.00% | -2.8% | Q4 2024 |
| MU | $3.55M | 2.46% | 0.00% | -0.9% | Q4 2024 |
| MSFT | $3.51M | 2.43% | 0.00% | +0.2% | Q4 2024 |
| BAC | $3.43M | 2.38% | 0.00% | +0.7% | Q4 2024 |
| PLTR | $3.4M | 2.36% | 0.00% | +2.9% | Q4 2024 |
| CAH | $3.32M | 2.31% | 0.01% | +9.2% | Q4 2024 |
| T | $3.24M | 2.25% | 0.00% | +1.1% | Q4 2024 |
| ARCC | $3.13M | 2.17% | 0.02% | +5.8% | Q4 2024 |
| CVX | $3.12M | 2.16% | 0.00% | +1.4% | Q4 2024 |
| KLAC | $2.88M | 2.00% | 0.00% | +1.0% | Q4 2024 |
| ABBV | $2.5M | 1.73% | 0.00% | +0.3% | Q4 2024 |
| CSCO | $2.47M | 1.72% | 0.00% | +0.8% | Q4 2024 |
| AMZN | $2.42M | 1.68% | 0.00% | +0.6% | Q4 2024 |
| META | $2.29M | 1.59% | Not reported | +5.0% | Q4 2024 |
| MRK | $2.29M | 1.59% | 0.00% | +4.6% | Q4 2024 |
| CRWD | $2.14M | 1.49% | 0.00% | +9.9% | Q4 2024 |
| IBM | $2.11M | 1.46% | 0.00% | +1.2% | Q4 2024 |
| SHEL | $2.07M | 1.43% | 0.00% | -2.5% | Q4 2024 |
| VRT | $2.05M | 1.42% | 0.00% | +6.1% | Q1 2025 |
| WMT | $2.04M | 1.42% | 0.00% | -0.5% | Q4 2024 |
| EPD | $2.04M | 1.42% | 0.00% | +2.5% | Q4 2024 |
| PANW | $2.02M | 1.40% | 0.00% | +3.1% | Q4 2024 |
| VZ | $1.99M | 1.38% | 0.00% | -0.3% | Q4 2024 |
| ANET | $1.99M | 1.38% | 0.00% | +0.4% | Q4 2024 |
| ORCL | $1.98M | 1.37% | 0.00% | +11.6% | Q4 2024 |
| LHX | $1.84M | 1.27% | 0.00% | +3.1% | Q4 2024 |
| WCC | $1.8M | 1.25% | 0.02% | -0.5% | Q4 2024 |
| GILD | $1.76M | 1.22% | 0.00% | +9.3% | Q4 2024 |
| GOOGL | $1.76M | 1.22% | 0.00% | +7.2% | Q4 2024 |
| VLO | $1.71M | 1.19% | 0.00% | +1.5% | Q4 2024 |
| TGTX | $1.61M | 1.12% | 0.03% | -2.2% | Q4 2024 |
| TMHC | $1.39M | 0.96% | 0.02% | -0.1% | Q4 2024 |
| TSM | $1.35M | 0.94% | 0.00% | -4.6% | Q4 2024 |
| AMGN | $1.33M | 0.92% | 0.00% | +3.5% | Q4 2024 |
| V | $1.32M | 0.92% | 0.00% | +1.6% | Q4 2024 |
| UGI | $1.3M | 0.90% | 0.02% | +60.8% | Q4 2024 |
| MO | $1.27M | 0.88% | 0.00% | +2.0% | Q4 2024 |
| CDNS | $1.25M | 0.87% | 0.00% | +1.1% | Q4 2024 |
| TFC | $1.22M | 0.85% | 0.00% | +2.1% | Q1 2025 |
| GLW | $1.16M | 0.81% | 0.00% | +14.0% | Q4 2024 |
| BMY | $1.11M | 0.77% | 0.00% | -11.0% | Q4 2024 |
 LDOS | $1.06M | 0.73% | 0.00% | +2.3% | Q4 2024 |
| DELL | $1.02M | 0.71% | 0.00% | +7.3% | Q1 2025 |
| ALL | $1.02M | 0.71% | 0.00% | +0.5% | Q4 2024 |
| HPE | $1M | 0.69% | 0.00% | +3.2% | Q4 2024 |
| HSBC | $992K | 0.69% | 0.00% | +6.1% | Q1 2025 |
| CAT | $985K | 0.68% | 0.00% | Not reported | Q4 2024 |
| Q3 2025 | |||||
| AVGO | $9.44M | 6.94% | 0.00% | +5.7% | Q4 2024 |
| NVDA | $8.24M | 6.06% | 0.00% | +23.8% | Q4 2024 |
| AAPL | $4.35M | 3.20% | 0.00% | +4.8% | Q4 2024 |
| MSFT | $3.75M | 2.76% | 0.00% | +7.4% | Q4 2024 |
| T | $3.65M | 2.68% | 0.00% | +2.4% | Q4 2024 |
| PLTR | $3.39M | 2.49% | 0.00% | +5.8% | Q4 2024 |
| BAC | $3.19M | 2.35% | 0.00% | +4.7% | Q4 2024 |
| LRCX | $3.16M | 2.32% | 0.00% | -0.1% | Q4 2024 |
| CVX | $3.13M | 2.30% | 0.00% | +3.7% | Q4 2024 |
| ARCC | $2.98M | 2.19% | 0.02% | +5.8% | Q4 2024 |
| ORCL | $2.56M | 1.88% | 0.00% | +25.9% | Q4 2024 |
| KLAC | $2.53M | 1.86% | 0.00% | +5.6% | Q4 2024 |
| ABBV | $2.52M | 1.85% | 0.00% | +9.7% | Q4 2024 |
| META | $2.43M | 1.79% | Not reported | +13.5% | Q4 2024 |
| CAH | $2.32M | 1.71% | 0.01% | +23.8% | Q4 2024 |
| AMZN | $2.29M | 1.68% | 0.00% | +5.9% | Q4 2024 |
| ANET | $2.2M | 1.62% | 0.00% | +4.2% | Q4 2024 |
| CSCO | $2.18M | 1.60% | 0.00% | +5.5% | Q4 2024 |
| PANW | $2.17M | 1.59% | 0.00% | +15.4% | Q4 2024 |
| VZ | $2.15M | 1.58% | 0.00% | +7.1% | Q4 2024 |
| MU | $2.1M | 1.54% | 0.00% | +5.3% | Q4 2024 |
| SHEL | $2.06M | 1.52% | 0.00% | +0.4% | Q4 2024 |
| CRWD | $2.04M | 1.50% | 0.00% | +33.0% | Q4 2024 |
| TGTX | $2M | 1.47% | 0.04% | +4.3% | Q4 2024 |
| IBM | $1.99M | 1.46% | 0.00% | +13.7% | Q4 2024 |
| EPD | $1.94M | 1.43% | 0.00% | +4.5% | Q4 2024 |
| WMT | $1.9M | 1.40% | 0.00% | +6.4% | Q4 2024 |
| LHX | $1.85M | 1.36% | 0.00% | +5.7% | Q4 2024 |
| VRT | $1.8M | 1.32% | 0.00% | +61.6% | Q1 2025 |
| VLO | $1.76M | 1.29% | 0.00% | +5.8% | Q4 2024 |
| MRK | $1.75M | 1.28% | 0.00% | +16.9% | Q4 2024 |
| WCC | $1.56M | 1.15% | 0.02% | +0.7% | Q4 2024 |
| TMHC | $1.55M | 1.14% | 0.02% | +3.8% | Q4 2024 |
| GILD | $1.46M | 1.07% | 0.00% | +11.3% | Q4 2024 |
| MO | $1.42M | 1.04% | 0.00% | +8.3% | Q4 2024 |
| CDNS | $1.39M | 1.02% | 0.00% | +5.0% | Q4 2024 |
| TSM | $1.3M | 0.96% | 0.00% | Not reported | Q4 2024 |
| GOOGL | $1.27M | 0.94% | 0.00% | +8.8% | Q4 2024 |
| V | $1.27M | 0.93% | 0.00% | +5.7% | Q4 2024 |
| TFC | $1.11M | 0.82% | 0.00% | +4.1% | Q1 2025 |
| AMGN | $1.11M | 0.82% | 0.00% | +9.0% | Q4 2024 |
| LDOS | $1.08M | 0.80% | 0.00% | +13.9% | Q4 2024 |
| DELL | $1.07M | 0.79% | 0.00% | +41.0% | Q1 2025 |
| ALL | $1.04M | 0.77% | 0.00% | +0.6% | Q4 2024 |
| BMY | $1.04M | 0.77% | 0.00% | -18.9% | Q4 2024 |
| HPE | $991K | 0.73% | 0.00% | +9.6% | Q4 2024 |
| GLW | $957K | 0.70% | 0.00% | +3.7% | Q4 2024 |
 OHI | $870K | 0.64% | 0.01% | +5.3% | Q4 2024 |
| HSBC | $844K | 0.62% | 0.00% | +10.7% | Q1 2025 |
 TPR | $842K | 0.62% | 0.00% | +11.1% | Q4 2024 |