Investor
Cornerstone Select Advisors, LLC
CIK 0002055366 · filed 2026-05-13 · SEC filing
13F book
$159.7M
Positions
124
18 new · 11 sold
Largest name
5.5%
Broadcom Inc. · AVGO
Est. mark
$3.61M
Price effect on 106 names still held. Flow $12M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Broadcom Inc. | AVGO | 28.6K | $8.85M | 5.5% | −$1.05M | Added−$1.04M |
| Nvidia Corp | NVDA | 42K | $7.32M | 4.6% | −$507.7K | Cut−$964.8K |
| Lam Research Corp | LRCX | 23.4K | $5.01M | 3.1% | $973.1K | Added$1.08M |
| Apple Inc. | AAPL | 17.5K | $4.45M | 2.8% | −$307.5K | Added−$179.4K |
| Micron Technology Inc | MU | 13.1K | $4.42M | 2.8% | $652.3K | Added$872.9K |
| Chevron Corp New | CVX | 19.9K | $4.12M | 2.6% | $1.08M | Cut$1M |
| At&T Inc | — | 132.4K | $3.84M | 2.4% | $541.7K | Added$597K |
| Cardinal Health Inc | CAH | 16.9K | $3.58M | 2.2% | $93.9K | Added$254.3K |
| Kla Corp | KLAC | 2.36K | $3.48M | 2.2% | $607.7K | Cut$593.1K |
| Vertiv Holdings Co | VRT | 13.7K | $3.42M | 2.1% | $1.12M | Added$1.37M |
| Palantir Technologies Inc. | PLTR | 21.3K | $3.11M | 1.9% | −$602K | Added−$289.1K |
| Bank America Corp | — | 63.8K | $3.11M | 1.9% | −$389.6K | Added−$319.2K |
| Ares Capital Corp | ARCC | 163.5K | $2.95M | 1.8% | −$341.5K | Added−$179K |
| Merck & Co., Inc. | MRK | 22.8K | $2.74M | 1.7% | $327.2K | Added$446K |
| Microsoft Corp | MSFT | 7.17K | $2.66M | 1.7% | −$813.7K | Cut−$852.9K |
| Valero Energy Corp | — | 10.5K | $2.6M | 1.6% | $884.2K | Added$894.1K |
| Shell Plc | — | 27.8K | $2.59M | 1.6% | $542.9K | Cut$520.5K |
| Enterprise Prods Partners L | — | 66.7K | $2.52M | 1.6% | $368.4K | Added$480K |
| Cisco Sys Inc | — | 32.1K | $2.49M | 1.6% | $17.9K | Cut$13K |
| AbbVie Inc. | ABBV | 11.2K | $2.45M | 1.5% | −$120.2K | Added−$48.8K |
| Verizon Communications Inc | VZ | 48K | $2.41M | 1.5% | $455K | Cut$423.1K |
| Amazon Com Inc | AMZN | 11.5K | $2.4M | 1.5% | −$236.5K | Added−$25.3K |
| Walmart Inc. | WMT | 18.8K | $2.33M | 1.5% | $236K | Added$288.5K |
| L3harris Technologies Inc | — | 6.31K | $2.18M | 1.4% | $322.8K | Added$342.8K |
| Gilead Sciences, Inc. | GILD | 15.6K | $2.17M | 1.4% | $238.3K | Added$415.3K |
| Vaneck Etf Trust | — | 5.58K | $2.14M | 1.3% | — | New |
| Meta Platforms, Inc. | META | 3.63K | $2.08M | 1.3% | −$305.7K | Added−$218.1K |
| Crowdstrike Hldgs Inc | — | 5.14K | $2.01M | 1.3% | −$357.7K | Added−$132.9K |
| Arista Networks, Inc. | ANET | 16.1K | $1.98M | 1.2% | −$125.1K | Added−$6.51K |
| Wesco Intl Inc | — | 7.22K | $1.98M | 1.2% | $209.2K | Cut$175.5K |
| Palo Alto Networks Inc | PANW | 11.7K | $1.87M | 1.2% | −$261.8K | Added−$147.7K |
| Alphabet Inc | — | 6.48K | $1.86M | 1.2% | −$142.8K | Added$106.9K |
| Corning Inc | — | 13.2K | $1.79M | 1.1% | $638K | Cut$627.1K |
| International Business Machs | — | 7.22K | $1.75M | 1.1% | −$383.4K | Added−$358.9K |
| Oracle Corp | — | 11.9K | $1.75M | 1.1% | −$485.4K | Added−$230.8K |
| Tg Therapeutics, Inc. | TGTX | 46.9K | $1.56M | 1.0% | $160K | Cut−$54K |
| Amgen Inc | AMGN | 4.38K | $1.54M | 1.0% | $100K | Added$211.6K |
| Taiwan Semiconductor Mfg Ltd | — | 4.36K | $1.47M | 0.9% | $148.4K | Cut$118.3K |
| Ugi Corp New | — | 40.1K | $1.46M | 0.9% | −$35K | Added$165.9K |
| Altria Group, Inc. | MO | 22.1K | $1.46M | 0.9% | $182.8K | Added$192.9K |
| Dell Technologies Inc. | DELL | 8.68K | $1.42M | 0.9% | $309.7K | Added$405.6K |
| Caterpillar Inc | CAT | 1.85K | $1.31M | 0.8% | $233.2K | Added$327.4K |
| Taylor Morrison Home Corp | — | 22.4K | $1.3M | 0.8% | −$14.1K | Cut−$81.4K |
| Exxon Mobil Corp | — | 7.44K | $1.26M | 0.8% | $327.4K | Added$463.6K |
| Visa Inc. | V | 3.8K | $1.15M | 0.7% | −$182.9K | Added−$175.4K |
| Vanguard World Fd | — | 9.49K | $1.15M | 0.7% | — | New |
| Bristol-Myers Squibb Co | — | 18.6K | $1.13M | 0.7% | $124.9K | Cut$19K |
| Cadence Design System Inc | — | 3.98K | $1.11M | 0.7% | −$138.1K | Cut−$147.2K |
| Allstate Corp | — | 4.99K | $1.04M | 0.6% | −$3.96K | Added$16.8K |
| Hsbc Hldgs Plc | — | 12.5K | $1.03M | 0.6% | $47.7K | Cut$38.3K |
| Truist Finl Corp | — | 22.2K | $1.02M | 0.6% | −$72K | Cut−$203K |
| Hewlett Packard Enterprise C | — | 42.5K | $1.01M | 0.6% | −$8.74K | Added$11.8K |
| Omega Healthcare Invs Inc | — | 22.9K | $1M | 0.6% | −$11.2K | Added$48.3K |
| Select Sector Spdr Tr | — | 6.08K | $982.9K | 0.6% | — | New |
| Leidos Holdings, Inc. | LDOS | 5.96K | $926.7K | 0.6% | −$145.8K | Added−$130.6K |
| Agnc Invt Corp | — | 90.9K | $911.3K | 0.6% | −$35K | Added$367.3K |
| Vanguard World Fd | — | 3.33K | $906.6K | 0.6% | — | New |
| Asml Holding N V | — | 670 | $885K | 0.6% | $168.1K | Cut$167.1K |
| EMCOR Group, Inc. | EME | 1.16K | $859.8K | 0.5% | $139.9K | Added$185K |
| Select Sector Spdr Tr | — | 13.9K | $851.5K | 0.5% | — | New |
| Johnson & Johnson | JNJ | 3.36K | $820.6K | 0.5% | $121.2K | Added$152.5K |
| Tapestry, Inc. | TPR | 5.64K | $795.9K | 0.5% | $75.2K | Cut−$120.9K |
| Select Sector Spdr Tr | — | 7.29K | $794.2K | 0.5% | — | New |
| Jpmorgan Chase & Co. | — | 2.66K | $781.6K | 0.5% | −$59.4K | Added$99.8K |
| Mplx Lp | — | 13.3K | $756.7K | 0.5% | — | New |
| Advanced Micro Devices Inc | AMD | 3.68K | $748.2K | 0.5% | −$38.9K | Added−$29.2K |
| Credo Technology Group Holdi | — | 7.84K | $735.7K | 0.5% | −$218.3K | Added$107.7K |
| Slb Limited/Nv | SLB | 13.9K | $716.1K | 0.4% | $175.4K | Added$198.8K |
| Steel Dynamics Inc | STLD | 3.74K | $673.7K | 0.4% | $39.5K | Cut$22.2K |
| Union Pac Corp | — | 2.75K | $667.5K | 0.4% | $31.2K | Cut$29.6K |
| Ha Sustainable Infra Cap Inc | — | 16.9K | $620.2K | 0.4% | $89.8K | Held |
| Vanguard World Fd | — | 2.6K | $584.8K | 0.4% | — | New |
| Cummins Inc | CMI | 1.06K | $570.3K | 0.4% | $29.2K | Cut$14.9K |
| Coherent Corp. | COHR | 2.18K | $519.3K | 0.3% | $94.2K | Added$195.2K |
| Salesforce, Inc. | CRM | 2.78K | $518.9K | 0.3% | −$204.1K | Added−$171.9K |
| Capital One Finl Corp | — | 2.74K | $500.6K | 0.3% | −$138.8K | Added−$60.7K |
| RTX Corp | RTX | 2.59K | $499.4K | 0.3% | $19.7K | Added$119.4K |
| Galaxy Digital Inc. | GLXY | 26.7K | $493.3K | 0.3% | −$67.2K | Added$109.3K |
| Ishares Tr | — | 1.92K | $477.2K | 0.3% | $3.56K | Cut−$167K |
| Fortinet, Inc. | FTNT | 5.46K | $446.4K | 0.3% | $12.6K | Cut−$3.26K |
| Global X Fds | — | 4.57K | $444K | 0.3% | $2.47K | Cut−$2.75K |
| Ishares Tr | — | 679 | $443.5K | 0.3% | −$21.5K | Cut−$29.1K |
| General Mtrs Co | — | 5.5K | $409.9K | 0.3% | −$36.5K | Added−$24.9K |
| American Elec Pwr Co Inc | — | 3.09K | $404.9K | 0.3% | $47.4K | Added$58.6K |
| United Rentals, Inc. | URI | 554 | $403.6K | 0.3% | −$44.7K | Cut−$46.4K |
| Vanguard Index Fds | — | 4.17K | $369.9K | 0.2% | — | New |
| Metlife Inc | — | 4.99K | $352.7K | 0.2% | −$40.9K | Added−$40.4K |
| Mckesson Corp | MCK | 396 | $342.7K | 0.2% | $12.4K | Added$117.1K |
| V2X, Inc. | VVX | 4.83K | $330.5K | 0.2% | $67.1K | Added$68K |
| Energy Transfer L P | — | 17.1K | $329.2K | 0.2% | $41.3K | Added$87.2K |
| Fidelity National Financial, Inc. | FNF | 7.07K | $327.7K | 0.2% | −$58K | Cut−$72.9K |
| Oreilly Automotive Inc | — | 3.54K | $326.9K | 0.2% | — | New |
| Prudential Finl Inc | — | 3.13K | $306.2K | 0.2% | −$40.7K | Added$3.96K |
| Mercadolibre Inc | MELI | 177 | $306K | 0.2% | −$50.2K | Added−$48.5K |
| Freeport-Mcmoran Inc | FCX | 4.91K | $288.5K | 0.2% | $37.2K | Added$51.9K |
| Cbre Group, Inc. | CBRE | 2.07K | $280.1K | 0.2% | −$52.4K | Cut−$53K |
| Bunge Global Sa | BG | 2.19K | $277.9K | 0.2% | — | New |
| Global X Fds | — | 5.79K | $270.5K | 0.2% | −$17.9K | Added$53.4K |
| Restaurant Brands Intl Inc | — | 3.63K | $268.3K | 0.2% | $18.5K | Added$45.8K |
| Target Corp | TGT | 2.19K | $265.7K | 0.2% | $50.1K | Added$56.8K |
| Oge Energy Corp. | OGE | 5.49K | $263.1K | 0.2% | $28.9K | Held |
| Intuitive Surgical Inc | ISRG | 570 | $262.8K | 0.2% | −$59.4K | Added−$56.7K |
| Home Depot, Inc. | HD | 794 | $261.1K | 0.2% | −$11.8K | Added−$6.57K |
| MongoDB, Inc. | MDB | 1.05K | $256.8K | 0.2% | −$183.5K | Cut−$362.7K |
| Norfolk Southn Corp | — | 891 | $255.7K | 0.2% | −$1.53K | Held |
| Adobe Inc. | ADBE | 1.03K | $251.6K | 0.2% | −$110.7K | Cut−$183.4K |
| Csx Corp | CSX | 5.87K | $240.8K | 0.2% | $28.2K | Held |
| Ternium Sa | — | 5.89K | $236.4K | 0.1% | $10.7K | Added$27.7K |
| Tidal Trust I | — | 9.68K | $231K | 0.1% | −$7.4K | Added$25.1K |
| Baker Hughes Company | — | 3.78K | $230.6K | 0.1% | — | New |
| Beacon Financial Corp | BBT | 7.34K | $220.2K | 0.1% | — | New |
| Elbit Sys Ltd | — | 259 | $219.9K | 0.1% | — | New |
| Devon Energy Corp New | — | 4.29K | $215.6K | 0.1% | — | New |
| Carlyle Group Inc | — | 4.42K | $213.6K | 0.1% | −$47.3K | Held |
| Takeda Pharmaceutical Co Ltd | — | 11.5K | $212.8K | 0.1% | $33.7K | Cut$32.1K |
| Fedex Corp | FDX | 597 | $212.6K | 0.1% | — | New |
| Vanguard World Fd | — | 935 | $210.7K | 0.1% | — | New |
| Global X Fds | — | 11.3K | $208.4K | 0.1% | −$5.78K | Cut−$9.97K |
| Applied Digital Corp. | APLD | 8.73K | $207.2K | 0.1% | — | New |
| Spdr S&P 500 Etf Tr | — | 316 | $205.8K | 0.1% | −$9.79K | Added−$5.89K |
| Invesco Ltd. | IVZ | 8.47K | $205.7K | 0.1% | −$16.3K | Added−$10.9K |
| Natwest Group Plc | — | 12.9K | $191.6K | 0.1% | −$32.3K | Added−$25.6K |
| BTQ Technologies Corp. | BTQ | 20.6K | $55K | 0.0% | −$36.6K | Added−$21.5K |
| Heron Therapeutics Inc | — | 59.4K | $47.5K | 0.0% | −$29K | Added−$28K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.