Skip to main content

Cornerstone Select Advisors, LLC

SEC CIK
0002055366
Latest filing
Aug 5, 2026

Holdings in Q1 2025

Holdings as of Mar 31, 2025, filed May 14, 2025. Long positions only; changes compare share counts with Q4 2024.

Institution overview
Positions
112
0 vs. Q4 2024
Portfolio value
$105.6M
+$1.86M (+1.8%) vs. Q4 2024
Filed
May 14, 2025
SEC
Holdings of Cornerstone Select Advisors, LLC in Q1 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
AVGOBroadcom Inc.Stock28,662$4.80M4.5%−862−2.9%ReducedHistory
NVDANVIDIA CorpStock43,771$4.74M4.5%+2,317+5.6%AddedHistory
AAPLApple Inc.Stock17,185$3.82M3.6%−47−0.3%ReducedHistory
TAT&T Inc.Stock128,254$3.63M3.4%+6,571+5.4%AddedHistory
CVXChevron CorpStock20,034$3.35M3.2%+442+2.3%AddedHistory
ARCCAres Capital CorpCEF141,291$3.13M3.0%+13,159+10.3%AddedHistory
MSFTMicrosoft CorpStock6,993$2.63M2.5%−104−1.5%ReducedHistory
BACBank of America CorpStock61,635$2.57M2.4%−2,524−3.9%ReducedHistory
TGTXTG Therapeutics, Inc.COM56,302$2.22M2.1%−6,968−11.0%ReducedHistory
ABBVAbbVie Inc.Stock10,578$2.22M2.1%+557+5.6%AddedHistory
SHELShell plcADR30,219$2.21M2.1%−188−0.6%ReducedHistory
VZVerizon Communications IncStock47,516$2.16M2.0%−911−1.9%ReducedHistory
EPDEnterprise Products Partners L.P.Stock61,081$2.09M2.0%+7,297+13.6%AddedHistory
CSCOCisco Systems, Inc.Stock31,226$1.93M1.8%+1,295+4.3%AddedHistory
AMZNAmazon Com IncStock9,935$1.89M1.8%+149+1.5%AddedHistory
METAMeta Platforms, Inc.Stock3,120$1.80M1.7%+230+8.0%AddedHistory
BMYBristol Myers Squibb CoStock29,178$1.78M1.7%+568+2.0%AddedHistory
CAHCardinal Health IncStock12,803$1.76M1.7%+748+6.2%AddedHistory
LRCXLam Research CorpStock24,135$1.75M1.7%+522+2.2%AddedHistory
WMTWalmart Inc.Stock18,666$1.64M1.6%−69−0.4%ReducedHistory
PANWPalo Alto Networks IncStock9,581$1.63M1.5%+3,395+54.9%AddedHistory
PLTRPalantir Technologies Inc.Stock19,330$1.63M1.5%−502−2.5%ReducedHistory
IBMInternational Business Machines CorpStock6,312$1.57M1.5%+253+4.2%AddedHistory
MRKMerck & Co., Inc.Stock17,056$1.53M1.4%+2,154+14.5%AddedHistory
KLACKLA CorpCOM NEW2,250$1.53M1.4%+213+10.5%AddedHistory
TMHCTaylor Morrison Home CorpCOM24,190$1.45M1.4%+175+0.7%AddedHistory
VLOValero Energy CorpStock10,338$1.37M1.3%+150+1.5%AddedHistory
GILDGilead Sciences, Inc.Stock11,971$1.34M1.3%+1,137+10.5%AddedHistory
LHXL3HARRIS Technologies, Inc.Stock5,980$1.25M1.2%+775+14.9%AddedHistory
MOAltria Group, Inc.Stock20,759$1.25M1.2%+3,254+18.6%AddedHistory
VVisa Inc.Stock3,519$1.23M1.2%+681+24.0%AddedHistory
WCCWesco International IncCOM7,674$1.19M1.1%+56+0.7%AddedHistory
ANETArista Networks, Inc.Stock15,143$1.17M1.1%+268+1.8%AddedHistory
MUMicron Technology IncStock12,893$1.12M1.1%+677+5.5%AddedHistory
AMGNAmgen IncStock3,593$1.12M1.1%+446+14.2%AddedHistory
CRWDCrowdStrike Holdings, Inc.Stock2,963$1.04M1.0%+727+32.5%AddedHistory
CDNSCadence Design Systems IncStock4,056$1.03M1.0%+179+4.6%AddedHistory
ORCLOracle CorpStock7,298$1.02M1.0%+4,576+168.1%AddedHistory
ALLAllstate CorpStock4,866$1.01M1.0%−50−1.0%ReducedHistory
TFCTruist Financial CorpCOM23,920$984.3K0.9%+23,920NewHistory
UNPUnion Pacific CorpStock3,630$857.6K0.8%−1,214−25.1%ReducedHistory
FISVFiserv IncStock3,642$804.3K0.8%+128+3.6%AddedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR4,803$797.3K0.8%−21−0.4%ReducedHistory
GOOGLAlphabet Inc.Stock4,961$767.2K0.7%+914+22.6%AddedHistory
XOMExxonMobil Holdings CorpCOM6,421$763.6K0.7%+491+8.3%AddedHistory
OHIOmega Healthcare Investors IncCOM19,349$736.8K0.7%+1,124+6.2%AddedHistory
LDOSLeidos Holdings, Inc.COM5,298$714.9K0.7%+203+4.0%AddedHistory
FTNTFortinet, Inc.Stock6,922$666.3K0.6%−191−2.7%ReducedHistory
KHCKraft Heinz CoStock20,441$622.0K0.6%+2,968+17.0%AddedHistory
HSBCHSBC Holdings PLCSPON ADR NEW10,725$615.9K0.6%+10,725NewHistory
CRMSalesforce, Inc.Stock2,262$607.0K0.6%+541+31.4%AddedHistory
ADBEAdobe Inc.Stock1,559$597.9K0.6%−632−28.8%ReducedHistory
HPEHewlett Packard Enterprise CoCOM37,489$578.5K0.5%+1,774+5.0%AddedHistory
FNFFidelity National Financial, Inc.COM SHS8,672$564.4K0.5%+165+1.9%AddedHistory
CATCaterpillar IncStock1,700$560.7K0.5%+6+0.4%AddedHistory
STLDSteel Dynamics IncCOM4,353$544.5K0.5%−185−4.1%ReducedHistory
TPRTapestry, Inc.COM7,595$534.8K0.5%−786−9.4%ReducedHistory
iShares Russell 2000 ETF464287655ETF2,603$519.2K0.5%−270−9.4%Reduced–
JPMJPMorgan Chase & CoStock2,063$506.1K0.5%+35+1.7%AddedHistory
BGBunge Global SACOM SHS6,614$505.4K0.5%−9,314−58.5%ReducedHistory
UGIUgi CorpStock15,102$499.4K0.5%+8,013+113.0%AddedHistory
HASIHA Sustainable Infrastructure Capital, Inc.COM16,844$492.5K0.5%−448−2.6%ReducedHistory
JNJJohnson & JohnsonStock2,833$469.9K0.4%+160+6.0%AddedHistory
GLWCorning IncCOM10,155$464.9K0.4%+4,377+75.8%AddedHistory
ASMLASML Holding NVADR690$457.2K0.4%+246+55.4%AddedHistory
SLBSLB LimitedStock10,384$434.1K0.4%−2,561−19.8%ReducedHistory
DVNDevon Energy CorpStock11,314$423.1K0.4%−7,215−38.9%ReducedHistory
TGTTarget CorpStock3,997$417.1K0.4%−579−12.7%ReducedHistory
EMEEMCOR Group, Inc.Stock1,113$411.4K0.4%−50−4.3%ReducedHistory
Global X FDS37960A453X RUSSELL 2000 E5,126$402.9K0.4%−323−5.9%Reduced–
Kraneshares Trust500767306CSI CHI INTERNET11,205$391.2K0.4%−2,979−21.0%Reduced–
iShares Core S&P 500 ETF464287200ETF690$387.7K0.4%00.0%Unchanged–
IRIngersoll Rand Inc.COM4,799$384.1K0.4%+4,799NewHistory
URIUnited Rentals, Inc.COM610$382.3K0.4%+12+2.0%AddedHistory
COFCapital One Financial CorpStock2,033$364.5K0.3%00.0%UnchangedHistory
CMICummins IncStock1,116$349.8K0.3%00.0%UnchangedHistory
AMDAdvanced Micro Devices IncStock3,391$348.4K0.3%−251−6.9%ReducedHistory
DELLDell Technologies Inc.Stock3,670$334.5K0.3%+3,670NewHistory
PFEPfizer IncStock13,140$333.0K0.3%−3,135−19.3%ReducedHistory
AEPAmerican Electric Power Co IncStock2,857$312.2K0.3%+2,857NewHistory
ACNAccenture plcStock976$304.6K0.3%+338+53.0%AddedHistory
METMetlife IncStock3,775$303.1K0.3%+641+20.5%AddedHistory
HDHome Depot, Inc.Stock797$292.1K0.3%+34+4.5%AddedHistory
CBRECbre Group, Inc.CL A2,188$286.1K0.3%+183+9.1%AddedHistory
MELIMercadolibre IncCOM145$282.9K0.3%+10+7.4%AddedHistory
VRTVertiv Holdings CoCOM CL A3,897$281.4K0.3%+3,897NewHistory
GMGeneral Motors CoCOM5,694$267.8K0.3%−343−5.7%ReducedHistory
GDGeneral Dynamics CorpStock968$263.9K0.2%+10+1.0%AddedHistory
OGEOGE Energy Corp.COM5,647$259.5K0.2%−127−2.2%ReducedHistory
OCOwens CorningStock1,794$256.2K0.2%+3+0.2%AddedHistory
NVONovo Nordisk A SADR3,558$247.1K0.2%+563+18.8%AddedHistory
NSCNorfolk Southern CorpStock971$230.0K0.2%+5+0.5%AddedHistory
Global X FDS37954Y657US PFD ETF12,049$229.4K0.2%−1,063−8.1%Reduced–
VVXV2X, Inc.COM4,640$227.6K0.2%+4,640NewHistory
Alps ETF Tr00162Q452ALERIAN MLP4,375$227.2K0.2%00.0%Unchanged–
State Street Industrial Select Sector SPDR ETF81369Y704ETF1,698$222.6K0.2%−364−17.7%Reduced–
TXTernium S.A.SPONSORED ADS7,141$222.5K0.2%−247−3.3%ReducedHistory
Vanguard Real Estate ETF922908553ETF2,449$221.7K0.2%−1,864−43.2%Reduced–
UBERUber Technologies, IncStock3,031$220.8K0.2%+3,031NewHistory
ISRGIntuitive Surgical IncCOM NEW443$219.4K0.2%−36−7.5%ReducedHistory

Sold out since Q4 2024 (11)

Positions held at the end of Q4 2024 that are gone from this filing.

Positions of Cornerstone Select Advisors, LLC sold out since Q4 2024
SecurityClassShares in Q4 2024Value in Q4 2024% of portfolio in Q4 2024History
EGEverest Group, Ltd.COM1,244$450.9K0.4%History
Vanguard Morningstar Total Stock Market ETF922908769ETF1,010$292.7K0.3%–
ENVXEnovix CorpCOM26,080$283.5K0.3%History
MRV Financial Corp Common Stock553993023COM3,650$279.4K0.3%–
PEGPublic Service Enterprise Group IncCOM3,215$271.6K0.3%History
FDXFedEx CorpStock924$259.9K0.3%History
ITGartner IncCOM510$247.1K0.2%History
SUMSummit Materials, Inc.CL A4,675$236.6K0.2%History
Global X FDS37954Y632ARTIFICIAL ETF5,798$224.0K0.2%–
CGCarlyle Group Inc.COM4,415$222.9K0.2%History
COPConocoPhillipsStock2,106$208.9K0.2%History