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Cornerstone Select Advisors, LLC

SEC CIK
0002055366
Latest filing
Aug 5, 2026

Holdings in Q3 2025

Holdings as of Sep 30, 2025, filed Nov 14, 2025. Long positions only; changes compare share counts with Q2 2025.

Institution overview
Positions
110
0 vs. Q2 2025
Portfolio value
$136.0M
+$22.4M (+19.7%) vs. Q2 2025
Filed
Nov 14, 2025
SEC
Holdings of Cornerstone Select Advisors, LLC in Q3 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
AVGOBroadcom Inc.Stock28,611$9.44M6.9%+1,554+5.7%AddedHistory
NVDANVIDIA CorpStock44,184$8.24M6.1%+8,507+23.8%AddedHistory
AAPLApple Inc.Stock17,097$4.35M3.2%+783+4.8%AddedHistory
MSFTMicrosoft CorpStock7,240$3.75M2.8%+501+7.4%AddedHistory
TAT&T Inc.Stock129,112$3.65M2.7%+2,984+2.4%AddedHistory
PLTRPalantir Technologies Inc.Stock18,584$3.39M2.5%+1,023+5.8%AddedHistory
BACBank of America CorpStock61,920$3.19M2.3%+2,765+4.7%AddedHistory
LRCXLam Research CorpStock23,566$3.16M2.3%−31−0.1%ReducedHistory
CVXChevron CorpStock20,171$3.13M2.3%+715+3.7%AddedHistory
ARCCAres Capital CorpCEF146,104$2.98M2.2%+8,000+5.8%AddedHistory
ORCLOracle CorpStock9,099$2.56M1.9%+1,869+25.9%AddedHistory
KLACKLA CorpCOM NEW2,349$2.53M1.9%+124+5.6%AddedHistory
ABBVAbbVie Inc.Stock10,887$2.52M1.9%+962+9.7%AddedHistory
METAMeta Platforms, Inc.Stock3,309$2.43M1.8%+393+13.5%AddedHistory
CAHCardinal Health IncStock14,800$2.32M1.7%+2,843+23.8%AddedHistory
AMZNAmazon Com IncStock10,427$2.29M1.7%+581+5.9%AddedHistory
ANETArista Networks, Inc.Stock15,099$2.20M1.6%+613+4.2%AddedHistory
CSCOCisco Systems, Inc.Stock31,854$2.18M1.6%+1,668+5.5%AddedHistory
PANWPalo Alto Networks IncStock10,638$2.17M1.6%+1,417+15.4%AddedHistory
VZVerizon Communications IncStock48,973$2.15M1.6%+3,246+7.1%AddedHistory
MUMicron Technology IncStock12,553$2.10M1.5%+630+5.3%AddedHistory
SHELShell plcADR28,847$2.06M1.5%+113+0.4%AddedHistory
CRWDCrowdStrike Holdings, Inc.Stock4,153$2.04M1.5%+1,031+33.0%AddedHistory
TGTXTG Therapeutics, Inc.COM55,284$2.00M1.5%+2,280+4.3%AddedHistory
IBMInternational Business Machines CorpStock7,041$1.99M1.5%+850+13.7%AddedHistory
EPDEnterprise Products Partners L.P.Stock62,177$1.94M1.4%+2,647+4.4%AddedHistory
WMTWalmart Inc.Stock18,435$1.90M1.4%+1,111+6.4%AddedHistory
LHXL3HARRIS Technologies, Inc.Stock6,066$1.85M1.4%+326+5.7%AddedHistory
VRTVertiv Holdings CoCOM CL A11,933$1.80M1.3%+4,549+61.6%AddedHistory
VLOValero Energy CorpStock10,334$1.76M1.3%+569+5.8%AddedHistory
MRKMerck & Co., Inc.Stock20,816$1.75M1.3%+3,003+16.9%AddedHistory
WCCWesco International IncCOM7,391$1.56M1.1%+48+0.7%AddedHistory
TMHCTaylor Morrison Home CorpCOM23,553$1.55M1.1%+857+3.8%AddedHistory
GILDGilead Sciences, Inc.Stock13,119$1.46M1.1%+1,331+11.3%AddedHistory
MOAltria Group, Inc.Stock21,510$1.42M1.0%+1,653+8.3%AddedHistory
CDNSCadence Design Systems IncStock3,965$1.39M1.0%+187+4.9%AddedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR4,668$1.30M1.0%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock5,232$1.27M0.9%+421+8.8%AddedHistory
VVisa Inc.Stock3,714$1.27M0.9%+199+5.7%AddedHistory
TFCTruist Financial CorpCOM24,383$1.11M0.8%+958+4.1%AddedHistory
AMGNAmgen IncStock3,930$1.11M0.8%+324+9.0%AddedHistory
LDOSLeidos Holdings, Inc.COM5,731$1.08M0.8%+700+13.9%AddedHistory
DELLDell Technologies Inc.Stock7,547$1.07M0.8%+2,196+41.0%AddedHistory
ALLAllstate CorpStock4,868$1.04M0.8%+31+0.6%AddedHistory
BMYBristol Myers Squibb CoStock23,116$1.04M0.8%−5,376−18.9%ReducedHistory
HPEHewlett Packard Enterprise CoCOM40,352$991.0K0.7%+3,519+9.6%AddedHistory
GLWCorning IncCOM11,672$957.5K0.7%+421+3.7%AddedHistory
OHIOmega Healthcare Investors IncCOM20,597$869.6K0.6%+1,031+5.3%AddedHistory
HSBCHSBC Holdings PLCSPON ADR NEW11,884$843.5K0.6%+1,150+10.7%AddedHistory
TPRTapestry, Inc.COM7,434$841.7K0.6%+742+11.1%AddedHistory
CATCaterpillar IncStock1,720$820.7K0.6%+100+6.2%AddedHistory
XOMExxonMobil Holdings CorpCOM6,604$744.6K0.5%+771+13.2%AddedHistory
EMEEMCOR Group, Inc.Stock1,103$716.4K0.5%−10−0.9%ReducedHistory
UGIUgi CorpStock21,519$715.7K0.5%+5,524+34.5%AddedHistory
UNPUnion Pacific CorpStock2,937$694.3K0.5%−446−13.2%ReducedHistory
ASMLASML Holding NVADR717$694.1K0.5%+73+11.3%AddedHistory
JPMJPMorgan Chase & CoStock2,104$663.7K0.5%+238+12.8%AddedHistory
iShares Russell 2000 ETF464287655ETF2,734$661.6K0.5%+284+11.6%Added–
CRMSalesforce, Inc.Stock2,571$609.3K0.4%+274+11.9%AddedHistory
FTNTFortinet, Inc.Stock7,042$592.1K0.4%+752+12.0%AddedHistory
JNJJohnson & JohnsonStock3,164$586.8K0.4%+428+15.6%AddedHistory
AMDAdvanced Micro Devices IncStock3,605$583.3K0.4%+1,290+55.7%AddedHistory
ADBEAdobe Inc.Stock1,548$546.1K0.4%+248+19.1%AddedHistory
URIUnited Rentals, Inc.COM569$543.2K0.4%−23−3.9%ReducedHistory
STLDSteel Dynamics IncCOM3,861$538.3K0.4%−127−3.2%ReducedHistory
AXSMAxsome Therapeutics, Inc.COM4,375$531.3K0.4%00.0%UnchangedHistory
HASIHA Sustainable Infrastructure Capital, Inc.COM16,776$515.0K0.4%+293+1.8%AddedHistory
COFCapital One Financial CorpStock2,316$492.3K0.4%−315−12.0%ReducedHistory
CMICummins IncStock1,096$462.9K0.3%00.0%UnchangedHistory
iShares Core S&P 500 ETF464287200ETF690$461.8K0.3%00.0%Unchanged–
AGNCAGNC Investment Corp.REIT46,529$455.5K0.3%+27,992+151.0%AddedHistory
SLBSLB LimitedStock13,189$453.3K0.3%+2,235+20.4%AddedHistory
MDBMongoDB, Inc.CL A1,459$452.8K0.3%+224+18.1%AddedHistory
FNFFidelity National Financial, Inc.COM SHS7,404$447.9K0.3%−1,236−14.3%ReducedHistory
Global X FDS37960A453X RUSSELL 2000 E4,558$434.0K0.3%+146+3.3%Added–
KHCKraft Heinz CoStock15,925$414.7K0.3%−4,623−22.5%ReducedHistory
FISVFiserv IncStock3,214$414.4K0.3%+295+10.1%AddedHistory
MELIMercadolibre IncCOM171$399.6K0.3%+26+17.9%AddedHistory
METMetlife IncStock4,669$384.6K0.3%+777+20.0%AddedHistory
Kraneshares Trust500767306CSI CHI INTERNET9,056$380.4K0.3%+80+0.9%Added–
CBRECbre Group, Inc.CL A2,242$353.3K0.3%+109+5.1%AddedHistory
IRIngersoll Rand Inc.COM4,180$345.4K0.3%−195−4.5%ReducedHistory
AEPAmerican Electric Power Co IncStock2,899$326.1K0.2%−77−2.6%ReducedHistory
GMGeneral Motors CoCOM5,342$325.7K0.2%+904+20.4%AddedHistory
RTXRTX CorpStock1,904$318.6K0.2%+328+20.8%AddedHistory
HDHome Depot, Inc.Stock778$315.2K0.2%−5−0.6%ReducedHistory
ARKBArk 21Shares Bitcoin ETFSHS BEN INT7,869$299.2K0.2%+360+4.8%AddedHistory
ACNAccenture plcStock1,198$295.4K0.2%+199+19.9%AddedHistory
GDGeneral Dynamics CorpStock854$291.2K0.2%−5−0.6%ReducedHistory
UBERUber Technologies, IncStock2,937$287.7K0.2%+315+12.0%AddedHistory
VVXV2X, Inc.COM4,870$282.9K0.2%+430+9.7%AddedHistory
CGCarlyle Group Inc.COM4,415$276.8K0.2%00.0%UnchangedHistory
NSCNorfolk Southern CorpStock891$267.7K0.2%−80−8.2%ReducedHistory
ETEnergy Transfer LPCOM UT LTD PTN14,977$257.0K0.2%+163+1.1%AddedHistory
OGEOGE Energy Corp.COM5,486$253.8K0.2%−24−0.4%ReducedHistory
ISRGIntuitive Surgical IncCOM NEW555$248.2K0.2%+149+36.7%AddedHistory
TGTTarget CorpStock2,722$244.2K0.2%−193−6.6%ReducedHistory
OCOwens CorningStock1,690$239.1K0.2%+219+14.9%AddedHistory
BGBunge Global SACOM SHS2,812$228.5K0.2%−1,727−38.0%ReducedHistory
PRUPrudential Financial IncStock2,174$225.5K0.2%+2,174NewHistory

Sold out since Q2 2025 (5)

Positions held at the end of Q2 2025 that are gone from this filing.

Positions of Cornerstone Select Advisors, LLC sold out since Q2 2025
SecurityClassShares in Q2 2025Value in Q2 2025% of portfolio in Q2 2025History
DVNDevon Energy CorpStock9,925$315.7K0.3%History
NVONovo Nordisk A SADR3,443$237.6K0.2%History
State Street Industrial Select Sector SPDR ETF81369Y704ETF1,448$213.7K0.2%–
PFEPfizer IncStock8,653$209.7K0.2%History
TXNTexas Instruments IncStock971$201.6K0.2%History