Q2 2026 13F · SEC CIK 2055366

Cornerstone Select Advisors, LLC

Institutional asset managerFiled 2026-08-05 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $237.6M
Reported positions: 149
Holdings vs S&P 500, 3 yrs: —
Assets under management: $315.3M

Cornerstone Select Advisors, LLC is an institutional asset manager that reported 149 positions worth $237.6M in its Q2 2026 13F, filed 2026-08-05. Its largest holdings were Micron Technology Inc (MU, 6.9%), Lam Research Corp (LRCX, 5.4%), Broadcom Inc (AVGO, 5.0%).

Cornerstone Select Advisors, LLC holdings largest 50 of 149 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Cornerstone Select Advisors, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
MUMicron Technology Inc	6.9%	2.8%	14,227	+8.7%	$16.4M
LRCXLam Research Corp	5.4%	3.1%	29,766	+27.1%	$12.9M
AVGOBroadcom Inc	5.0%	5.5%	31,375	+9.7%	$11.9M
NVDANvidia Corporation	3.6%	4.6%	43,208	+3.0%	$8.6M
KLACKla Corp	3.3%	2.2%	25,598	+984.2%	$7.7M
AAPLApple Inc	2.4%	2.8%	19,752	+12.7%	$5.7M
VRTVertiv Holdings Co	2.1%	2.1%	15,234	+11.5%	$5.1M
DELLDell Technologies Inc	2.0%	0.9%	11,283	+30.0%	$4.9M
PANWPalo Alto Networks Inc	1.9%	1.2%	13,105	+12.2%	$4.5M
CRWDCrowdstrike Hldgs Inc	1.8%	1.3%	5,754	+11.9%	$4.4M
CAHCardinal Health Inc	1.8%	2.2%	18,456	+9.0%	$4.4M
CSCOCisco Sys Inc	1.7%	1.6%	34,903	+8.9%	$4.1M
CVXChevron Corporation	1.7%	2.6%	24,286	+22.0%	$4.0M
BACBank of Amer Corp	1.7%	1.9%	68,933	+8.1%	$3.9M
SMHVaneck ETF Trust	1.5%	1.3%	5,443	-2.4%	$3.6M
VLOValero Energy Corp	1.5%	1.6%	13,285	+26.2%	$3.5M
PLTRPalantir Technologies Inc	1.4%	1.9%	29,272	+37.6%	$3.4M
GLWCorning Inc	1.4%	1.1%	13,246	+0.5%	$3.4M
ABBVAbbvie Inc	1.4%	1.5%	13,222	+17.5%	$3.3M
MRKMerck & Co Inc	1.4%	1.7%	25,523	+12.1%	$3.3M
ARCCAres Capital Corp	1.3%	1.8%	171,613	+4.9%	$3.2M
ANETArista Networks Inc	1.3%	1.2%	18,523	+14.8%	$3.1M
AMZNAmazon Com Inc	1.3%	1.5%	12,996	+13.0%	$3.1M
TAt&t Inc	1.3%	2.4%	145,746	+10.0%	$3.0M
MSFTMicrosoft Corp	1.3%	1.7%	8,019	+11.8%	$3.0M
EPDEnterprise Prods Partners L	1.2%	1.6%	80,102	+20.1%	$2.9M
WCCWESCO International, Inc.	1.1%	1.2%	7,469	+3.4%	$2.6M
GOOGLAlphabet Inc	1.1%	1.2%	7,122	+9.9%	$2.5M
CRDOCredo Technology Group Holdi	1.1%	—	9,239	—	$2.5M
WMTWalmart Inc	1.0%	1.5%	21,447	+14.3%	$2.4M
AMDAdvanced Micro Devices Inc	1.0%	—	4,091	—	$2.4M
GILDGilead Sciences Inc	1.0%	1.4%	18,744	+20.1%	$2.4M
METAMeta Platforms Inc	1.0%	1.3%	4,140	+14.1%	$2.3M
IBMInternational Business Machs	1.0%	1.1%	8,293	+14.8%	$2.3M
SHELShell PLC	0.9%	1.6%	28,955	+4.1%	$2.2M
TGTXTG Therapeutics Inc	0.9%	1.0%	40,217	-14.3%	$2.2M
HPEHewlett Packard Enterprise C	0.9%	—	48,654	—	$2.2M
CATCaterpillar Inc	0.9%	0.8%	2,028	+9.4%	$2.2M
VZVerizon Communications Inc	0.9%	1.5%	50,240	+4.6%	$2.1M
TSMTaiwan Semiconductor Manufac	0.9%	0.9%	4,282	-1.7%	$2.0M
MOAltria Group Inc	0.9%	0.9%	28,195	+27.6%	$2.0M
ORCLOracle Corp	0.8%	1.1%	13,476	+13.4%	$2.0M
LHXL3harris Technologies Inc	0.8%	1.4%	6,401	+1.4%	$1.9M
ASMLAsml Hldg NV	0.8%	—	928	—	$1.8M
TMHCTaylor Morrison Home Corp	0.7%	0.8%	23,961	+7.0%	$1.7M
AMGNAmgen Inc	0.7%	1.0%	4,743	+8.2%	$1.7M
EMEEmcor Group Inc	0.7%	—	2,046	—	$1.7M
CDNSCadence Design System Inc	0.7%	0.7%	4,506	+13.2%	$1.7M
COHRCoherent Corp	0.7%	—	4,225	—	$1.7M
UGIUgi Corporation	0.6%	0.9%	42,218	+5.2%	$1.5M

What Cornerstone Select Advisors, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

KLAC Kla Corp+984.2% shares
PLTR Palantir Technologies Inc+37.6% shares
DELL Dell Technologies Inc+30.0% shares
MO Altria Group Inc+27.6% shares
LRCX Lam Research Corp+27.1% shares
VLO Valero Energy Corp+26.2% shares
CVX Chevron Corporation+22.0% shares
EPD Enterprise Prods Partners L+20.1% shares

Reduced

TGTX TG Therapeutics Inc-14.3% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +36.8% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$237.6M	149
Q1 2026	$159.7M	124
Q4 2025	$144.1M	117
Q3 2025	$136.0M	110
Q2 2025	$113.6M	110
Q1 2025	$105.6M	112
Q4 2024	$103.7M	112

Questions about Cornerstone Select Advisors, LLC's portfolio

What stocks does Cornerstone Select Advisors, LLC own?

Cornerstone Select Advisors, LLC's latest 13F, for Q2 2026 and filed Aug 5, 2026, lists 149 positions worth $237.6M. The largest are Micron Technology Inc (MU) at 6.9%, Lam Research Corp (LRCX) at 5.4%, Broadcom Inc (AVGO) at 5.0%, Nvidia Corporation (NVDA) at 3.6% and Kla Corp (KLAC) at 3.3%.

What did Cornerstone Select Advisors, LLC buy last quarter?

In Q2 2026, Cornerstone Select Advisors, LLC added Kla Corp (KLAC) (+984.2% shares), Palantir Technologies Inc (PLTR) (+37.6% shares) and Dell Technologies Inc (DELL) (+30.0% shares), compared with its Q1 2026 filing.

What did Cornerstone Select Advisors, LLC sell last quarter?

In Q2 2026, Cornerstone Select Advisors, LLC cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Visa Inc (V), cut from its top 50 Vanguard World Fd (VFH), cut from its top 50 Bristol-Myers Squibb Co (BMY), cut from its top 50 Allstate Corp (ALL) and TG Therapeutics Inc (TGTX) (-14.3% shares), compared with its Q1 2026 filing.

When is Cornerstone Select Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Cornerstone Select Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Cornerstone Select Advisors, LLC manage?

Cornerstone Select Advisors, LLC reported $315.3M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $237.6M.