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Livermore
Livermore
ZHEN

Cornerstone Select Advisors, LLC

SEC CIK
0002055366
Latest filing
Aug 5, 2026

Holdings in Q1 2026

Holdings as of Mar 31, 2026, filed May 13, 2026. Long positions only; changes compare share counts with Q4 2025.

Institution overview
Positions
124
+7 vs. Q4 2025
Portfolio value
$159.7M
+$15.6M (+10.8%) vs. Q4 2025
Filed
May 13, 2026
SEC
Holdings of Cornerstone Select Advisors, LLC in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
AVGOBroadcom Inc.Stock28,592$8.85M5.5%+50.0%AddedHistory
NVDANVIDIA CorpStock41,959$7.32M4.6%−2,451−5.5%ReducedHistory
LRCXLam Research CorpStock23,427$5.01M3.1%+520+2.3%AddedHistory
AAPLApple Inc.Stock17,520$4.45M2.8%+505+3.0%AddedHistory
MUMicron Technology IncStock13,094$4.42M2.8%+653+5.2%AddedHistory
CVXChevron CorpStock19,900$4.12M2.6%−545−2.7%ReducedHistory
TAT&T Inc.Stock132,446$3.84M2.4%+1,907+1.5%AddedHistory
CAHCardinal Health IncStock16,927$3.58M2.2%+759+4.7%AddedHistory
KLACKLA CorpCOM NEW2,361$3.48M2.2%−12−0.5%ReducedHistory
VRTVertiv Holdings CoCOM CL A13,657$3.42M2.1%+999+7.9%AddedHistory
PLTRPalantir Technologies Inc.Stock21,269$3.11M1.9%+2,139+11.2%AddedHistory
BACBank of America CorpStock63,785$3.11M1.9%+1,444+2.3%AddedHistory
ARCCAres Capital CorpCEF163,540$2.95M1.8%+9,015+5.8%AddedHistory
MRKMerck & Co., Inc.Stock22,761$2.74M1.7%+988+4.5%AddedHistory
MSFTMicrosoft CorpStock7,173$2.66M1.7%−81−1.1%ReducedHistory
VLOValero Energy CorpStock10,531$2.60M1.6%+40+0.4%AddedHistory
SHELShell plcADR27,809$2.59M1.6%−304−1.1%ReducedHistory
EPDEnterprise Products Partners L.P.Stock66,681$2.52M1.6%+2,951+4.6%AddedHistory
CSCOCisco Systems, Inc.Stock32,054$2.49M1.6%−64−0.2%ReducedHistory
ABBVAbbVie Inc.Stock11,249$2.45M1.5%+328+3.0%AddedHistory
VZVerizon Communications IncStock48,046$2.41M1.5%−784−1.6%ReducedHistory
AMZNAmazon Com IncStock11,502$2.40M1.5%+1,014+9.7%AddedHistory
WMTWalmart Inc.Stock18,762$2.33M1.5%+422+2.3%AddedHistory
LHXL3HARRIS Technologies, Inc.Stock6,314$2.18M1.4%+58+0.9%AddedHistory
GILDGilead Sciences, Inc.Stock15,604$2.17M1.4%+1,270+8.9%AddedHistory
VanEck Semiconductor ETF92189F676ETF5,576$2.14M1.3%+5,576New–
METAMeta Platforms, Inc.Stock3,628$2.08M1.3%+153+4.4%AddedHistory
CRWDCrowdStrike Holdings, Inc.Stock5,142$2.01M1.3%+576+12.6%AddedHistory
ANETArista Networks, Inc.Stock16,131$1.98M1.2%+966+6.4%AddedHistory
WCCWesco International IncCOM7,220$1.98M1.2%−138−1.9%ReducedHistory
PANWPalo Alto Networks IncStock11,676$1.87M1.2%+712+6.5%AddedHistory
GOOGLAlphabet Inc.Stock6,479$1.86M1.2%+868+15.5%AddedHistory
GLWCorning IncCOM13,179$1.79M1.1%−124−0.9%ReducedHistory
IBMInternational Business Machines CorpStock7,225$1.75M1.1%+101+1.4%AddedHistory
ORCLOracle CorpStock11,886$1.75M1.1%+1,731+17.0%AddedHistory
TGTXTG Therapeutics, Inc.COM46,908$1.56M1.0%−7,177−13.3%ReducedHistory
AMGNAmgen IncStock4,384$1.54M1.0%+317+7.8%AddedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR4,356$1.47M0.9%−99−2.2%ReducedHistory
UGIUgi CorpStock40,124$1.46M0.9%+5,515+15.9%AddedHistory
MOAltria Group, Inc.Stock22,097$1.46M0.9%+152+0.7%AddedHistory
DELLDell Technologies Inc.Stock8,681$1.42M0.9%+584+7.2%AddedHistory
CATCaterpillar IncStock1,853$1.31M0.8%+133+7.7%AddedHistory
TMHCTaylor Morrison Home CorpCOM22,396$1.30M0.8%−1,143−4.9%ReducedHistory
XOMExxonMobil Holdings CorpCOM7,442$1.26M0.8%+803+12.1%AddedHistory
VVisa Inc.Stock3,799$1.15M0.7%+25+0.7%AddedHistory
Vanguard Financials ETF92204A405ETF9,493$1.15M0.7%+9,493New–
BMYBristol Myers Squibb CoStock18,607$1.13M0.7%−1,963−9.5%ReducedHistory
CDNSCadence Design Systems IncStock3,979$1.11M0.7%−29−0.7%ReducedHistory
ALLAllstate CorpStock4,992$1.04M0.6%+100+2.0%AddedHistory
HSBCHSBC Holdings PLCSPON ADR NEW12,488$1.03M0.6%−120−1.0%ReducedHistory
TFCTruist Financial CorpCOM22,231$1.02M0.6%−2,662−10.7%ReducedHistory
HPEHewlett Packard Enterprise CoCOM42,499$1.01M0.6%+861+2.1%AddedHistory
OHIOmega Healthcare Investors IncCOM22,873$1.00M0.6%+1,358+6.3%AddedHistory
State Street Industrial Select Sector SPDR ETF81369Y704ETF6,077$982.9K0.6%+6,077New–
LDOSLeidos Holdings, Inc.COM5,959$926.7K0.6%+98+1.7%AddedHistory
AGNCAGNC Investment Corp.REIT90,859$911.3K0.6%+40,114+79.1%AddedHistory
Vanguard Health Care ETF92204A504ETF3,329$906.6K0.6%+3,329New–
ASMLASML Holding NVADR670$885.0K0.6%−1−0.1%ReducedHistory
EMEEMCOR Group, Inc.Stock1,164$859.8K0.5%+61+5.5%AddedHistory
State Street Energy Select Sector SPDR ETF81369Y506ETF13,901$851.5K0.5%+13,901New–
JNJJohnson & JohnsonStock3,357$820.6K0.5%+128+4.0%AddedHistory
TPRTapestry, Inc.COM5,640$795.9K0.5%−1,535−21.4%ReducedHistory
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF7,288$794.2K0.5%+7,288New–
JPMJPMorgan Chase & CoStock2,657$781.6K0.5%+541+25.6%AddedHistory
MPLXMPLX LPCOM UNIT REP LTD13,259$756.7K0.5%+13,259NewHistory
AMDAdvanced Micro Devices IncStock3,678$748.2K0.5%+48+1.3%AddedHistory
CRDOCredo Technology Group Holding LtdStock7,837$735.7K0.5%+3,473+79.6%AddedHistory
SLBSLB LimitedStock13,936$716.1K0.4%+456+3.4%AddedHistory
STLDSteel Dynamics IncCOM3,743$673.7K0.4%−102−2.7%ReducedHistory
UNPUnion Pacific CorpStock2,751$667.5K0.4%−7−0.3%ReducedHistory
HASIHA Sustainable Infrastructure Capital, Inc.COM16,877$620.2K0.4%00.0%UnchangedHistory
Vanguard Consumer Staples ETF92204A207ETF2,604$584.8K0.4%+2,604New–
CMICummins IncStock1,060$570.3K0.4%−28−2.6%ReducedHistory
COHRCoherent Corp.COM2,180$519.3K0.3%+424+24.1%AddedHistory
CRMSalesforce, Inc.Stock2,780$518.9K0.3%+172+6.6%AddedHistory
COFCapital One Financial CorpStock2,744$500.6K0.3%+428+18.5%AddedHistory
RTXRTX CorpStock2,589$499.4K0.3%+517+25.0%AddedHistory
GLXYGalaxy Digital Inc.CL A26,739$493.3K0.3%+9,565+55.7%AddedHistory
iShares Russell 2000 ETF464287655ETF1,924$477.2K0.3%−693−26.5%Reduced–
FTNTFortinet, Inc.Stock5,463$446.4K0.3%−200−3.5%ReducedHistory
Global X FDS37960A453X RUSSELL 2000 E4,571$444.0K0.3%−54−1.2%Reduced–
iShares Core S&P 500 ETF464287200ETF679$443.5K0.3%−11−1.6%Reduced–
GMGeneral Motors CoCOM5,502$409.9K0.3%+155+2.9%AddedHistory
AEPAmerican Electric Power Co IncStock3,089$404.9K0.3%+86+2.9%AddedHistory
URIUnited Rentals, Inc.COM554$403.6K0.3%−2−0.4%ReducedHistory
Vanguard Real Estate ETF922908553ETF4,170$369.9K0.2%+4,170New–
METMetlife IncStock4,987$352.7K0.2%+7+0.1%AddedHistory
MCKMcKesson CorpStock396$342.7K0.2%+121+44.0%AddedHistory
VVXV2X, Inc.COM4,825$330.5K0.2%+13+0.3%AddedHistory
ETEnergy Transfer LPCOM UT LTD PTN17,054$329.2K0.2%+2,379+16.2%AddedHistory
FNFFidelity National Financial, Inc.COM SHS7,065$327.7K0.2%−272−3.7%ReducedHistory
ORLYO Reilly Automotive IncStock3,541$326.9K0.2%+3,541NewHistory
PRUPrudential Financial IncStock3,135$306.2K0.2%+457+17.1%AddedHistory
MELIMercadolibre IncCOM177$306.0K0.2%+1+0.6%AddedHistory
FCXFreeport-McMoran IncStock4,908$288.5K0.2%+250+5.4%AddedHistory
CBRECbre Group, Inc.CL A2,068$280.1K0.2%−4−0.2%ReducedHistory
BGBunge Global SACOM SHS2,185$277.9K0.2%+2,185NewHistory
Global X FDS37954Y632ARTIFICIAL ETF5,795$270.5K0.2%+1,527+35.8%Added–
QSRRestaurant Brands International Inc.COM3,630$268.3K0.2%+369+11.3%AddedHistory
TGTTarget CorpStock2,192$265.7K0.2%+55+2.6%AddedHistory

Sold out since Q4 2025 (11)

Positions held at the end of Q4 2025 that are gone from this filing.

Positions of Cornerstone Select Advisors, LLC sold out since Q4 2025
SecurityClassShares in Q4 2025Value in Q4 2025% of portfolio in Q4 2025History
MRV Financial Corp Common Stock553993023COM13,950$361.0K0.3%–
GDGeneral Dynamics CorpStock854$287.5K0.2%History
KHCKraft Heinz CoStock11,232$272.4K0.2%History
UBERUber Technologies, IncStock3,006$245.6K0.2%History
Kraneshares Trust500767306CSI CHI INTERNET7,138$243.0K0.2%–
ARKBArk 21Shares Bitcoin ETFSHS BEN INT7,869$228.5K0.2%History
MAMastercard IncStock397$226.6K0.2%History
WFCWells Fargo & CompanyStock2,296$214.0K0.1%History
SPGIS&P Global Inc.Stock406$212.2K0.1%History
PLDPrologis, Inc.REIT1,628$207.8K0.1%History
GOOGAlphabet Inc.Stock645$202.4K0.1%History