Cornerstone Select Advisors, LLC
- SEC CIK
- 0002055366
- Latest filing
- Aug 5, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 5, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 149
- +25 vs. Q1 2026
- Portfolio value
- $237.6M
- +$77.9M (+48.8%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| COHRCoherent Corp. | COM | 4,225 | $1.67M | 0.7% | +2,045+93.8% | Added | History |
| CDNSCadence Design Systems Inc | Stock | 4,506 | $1.69M | 0.7% | +527+13.2% | Added | History |
| EMEEMCOR Group, Inc. | Stock | 2,046 | $1.70M | 0.7% | +882+75.8% | Added | History |
| AMGNAmgen Inc | Stock | 4,743 | $1.72M | 0.7% | +359+8.2% | Added | History |
| TMHCTaylor Morrison Home Corp | COM | 23,961 | $1.72M | 0.7% | +1,565+7.0% | Added | History |
| ASMLASML Holding NV | ADR | 928 | $1.85M | 0.8% | +258+38.5% | Added | History |
| LHXL3HARRIS Technologies, Inc. | Stock | 6,401 | $1.86M | 0.8% | +87+1.4% | Added | History |
| ORCLOracle Corp | Stock | 13,476 | $1.97M | 0.8% | +1,590+13.4% | Added | History |
| MOAltria Group, Inc. | Stock | 28,195 | $2.03M | 0.9% | +6,098+27.6% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 4,282 | $2.04M | 0.9% | −74−1.7% | Reduced | History |
| VZVerizon Communications Inc | Stock | 50,240 | $2.13M | 0.9% | +2,194+4.6% | Added | History |
| CATCaterpillar Inc | Stock | 2,028 | $2.16M | 0.9% | +175+9.4% | Added | History |
| HPEHewlett Packard Enterprise Co | COM | 48,654 | $2.19M | 0.9% | +6,155+14.5% | Added | History |
| TGTXTG Therapeutics, Inc. | COM | 40,217 | $2.21M | 0.9% | −6,691−14.3% | Reduced | History |
| SHELShell plc | ADR | 28,955 | $2.25M | 0.9% | +1,146+4.1% | Added | History |
| IBMInternational Business Machines Corp | Stock | 8,293 | $2.33M | 1.0% | +1,068+14.8% | Added | History |
| METAMeta Platforms, Inc. | Stock | 4,140 | $2.33M | 1.0% | +512+14.1% | Added | History |
| GILDGilead Sciences, Inc. | Stock | 18,744 | $2.37M | 1.0% | +3,140+20.1% | Added | History |
| AMDAdvanced Micro Devices Inc | Stock | 4,091 | $2.38M | 1.0% | +413+11.2% | Added | History |
| WMTWalmart Inc. | Stock | 21,447 | $2.43M | 1.0% | +2,685+14.3% | Added | History |
| CRDOCredo Technology Group Holding Ltd | Stock | 9,239 | $2.51M | 1.1% | +1,402+17.9% | Added | History |
| GOOGLAlphabet Inc. | Stock | 7,122 | $2.55M | 1.1% | +643+9.9% | Added | History |
| WCCWesco International Inc | COM | 7,469 | $2.58M | 1.1% | +249+3.4% | Added | History |
| EPDEnterprise Products Partners L.P. | Stock | 80,102 | $2.94M | 1.2% | +13,421+20.1% | Added | History |
| MSFTMicrosoft Corp | Stock | 8,019 | $2.99M | 1.3% | +846+11.8% | Added | History |
| TAT&T Inc. | Stock | 145,746 | $3.02M | 1.3% | +13,300+10.0% | Added | History |
| AMZNAmazon Com Inc | Stock | 12,996 | $3.10M | 1.3% | +1,494+13.0% | Added | History |
| ANETArista Networks, Inc. | Stock | 18,523 | $3.15M | 1.3% | +2,392+14.8% | Added | History |
| ARCCAres Capital Corp | CEF | 171,613 | $3.18M | 1.3% | +8,073+4.9% | Added | History |
| MRKMerck & Co., Inc. | Stock | 25,523 | $3.28M | 1.4% | +2,762+12.1% | Added | History |
| ABBVAbbVie Inc. | Stock | 13,222 | $3.33M | 1.4% | +1,973+17.5% | Added | History |
| GLWCorning Inc | COM | 13,246 | $3.38M | 1.4% | +67+0.5% | Added | History |
| PLTRPalantir Technologies Inc. | Stock | 29,272 | $3.42M | 1.4% | +8,003+37.6% | Added | History |
| VLOValero Energy Corp | Stock | 13,285 | $3.46M | 1.5% | +2,754+26.2% | Added | History |
| VanEck Semiconductor ETF92189F676 | ETF | 5,443 | $3.57M | 1.5% | −133−2.4% | Reduced | – |
| BACBank of America Corp | Stock | 68,933 | $3.93M | 1.7% | +5,148+8.1% | Added | History |
| CVXChevron Corp | Stock | 24,286 | $4.03M | 1.7% | +4,386+22.0% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 34,903 | $4.10M | 1.7% | +2,849+8.9% | Added | History |
| CAHCardinal Health Inc | Stock | 18,456 | $4.38M | 1.8% | +1,529+9.0% | Added | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 5,754 | $4.39M | 1.8% | +612+11.9% | Added | History |
| PANWPalo Alto Networks Inc | Stock | 13,105 | $4.47M | 1.9% | +1,429+12.2% | Added | History |
| DELLDell Technologies Inc. | Stock | 11,283 | $4.87M | 2.0% | +2,602+30.0% | Added | History |
| VRTVertiv Holdings Co | COM CL A | 15,234 | $5.10M | 2.1% | +1,577+11.5% | Added | History |
| AAPLApple Inc. | Stock | 19,752 | $5.72M | 2.4% | +2,232+12.7% | Added | History |
| KLACKLA Corp | COM NEW | 25,598 | $7.72M | 3.3% | +1,988+8.4% | AddedConverted for a 10-for-1 split | History |
| NVDANVIDIA Corp | Stock | 43,208 | $8.65M | 3.6% | +1,249+3.0% | Added | History |
| AVGOBroadcom Inc. | Stock | 31,375 | $11.9M | 5.0% | +2,783+9.7% | Added | History |
| LRCXLam Research Corp | Stock | 29,766 | $12.9M | 5.4% | +6,339+27.1% | Added | History |
| MUMicron Technology Inc | Stock | 14,227 | $16.4M | 6.9% | +1,133+8.7% | Added | History |
Sold out since Q1 2026 (6)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| ISRGIntuitive Surgical Inc | COM NEW | 570 | $262.8K | 0.2% | History |
| ADBEAdobe Inc. | Stock | 1,035 | $251.6K | 0.2% | History |
| ESLTElbit Systems Ltd | Stock | 259 | $219.9K | 0.1% | History |
| DVNDevon Energy Corp | Stock | 4,285 | $215.6K | 0.1% | History |
| CGCarlyle Group Inc. | COM | 4,415 | $213.6K | 0.1% | History |
| FDXFedEx Corp | Stock | 597 | $212.6K | 0.1% | History |