Cornerstone Select Advisors, LLC 13F Holdings · Q2 2026
Cornerstone Select Advisors, LLC reported 149 securities worth $237.61M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: MU (6.91%), LRCX (5.43%), AVGO (4.99%). Among its top 25 positions this quarter: 24 added, 1 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MU | MICRON TECHNOLOGY INC | $16.4M | 6.91% | 14,227 | Added |
| 2 | LRCX | LAM RESEARCH CORP | $12.9M | 5.43% | 29,766 | Added |
| 3 | AVGO | BROADCOM INC | $11.9M | 4.99% | 31,375 | Added |
| 4 | NVDA | NVIDIA CORPORATION | $8.6M | 3.64% | 43,208 | Added |
| 5 | KLAC | KLA CORP | $7.7M | 3.25% | 25,598 | Added |
| 6 | AAPL | APPLE INC | $5.7M | 2.41% | 19,752 | Added |
| 7 | VRT | VERTIV HOLDINGS CO | $5.1M | 2.15% | 15,234 | Added |
| 8 | DELL | DELL TECHNOLOGIES INC | $4.9M | 2.05% | 11,283 | Added |
| 9 | PANW | PALO ALTO NETWORKS INC | $4.5M | 1.88% | 13,105 | Added |
| 10 | CAH | CARDINAL HEALTH INC | $4.4M | 1.85% | 18,456 | Added |
| 11 | CRWD | CROWDSTRIKE HLDGS INC | $4.4M | 1.85% | 5,754 | Added |
| 12 | CSCO | CISCO SYS INC | $4.1M | 1.73% | 34,903 | Added |
| 13 | CVX | CHEVRON CORPORATION | $4.0M | 1.69% | 24,286 | Added |
| 14 | BAC | BANK OF AMER CORP | $3.9M | 1.65% | 68,933 | Added |
| 15 | SMH | VANECK ETF TRUST | $3.6M | 1.50% | 5,443 | Trimmed |
| 16 | VLO | VALERO ENERGY CORP | $3.5M | 1.46% | 13,285 | Added |
| 17 | PLTR | PALANTIR TECHNOLOGIES INC | $3.4M | 1.44% | 29,272 | Added |
| 18 | GLW | CORNING INC | $3.4M | 1.42% | 13,246 | Added |
| 19 | ABBV | ABBVIE INC | $3.3M | 1.40% | 13,222 | Added |
| 20 | MRK | MERCK & CO INC | $3.3M | 1.38% | 25,523 | Added |
| 21 | ARCC | ARES CAPITAL CORP | $3.2M | 1.34% | 171,613 | Added |
| 22 | ANET | ARISTA NETWORKS INC | $3.1M | 1.32% | 18,523 | Added |
| 23 | AMZN | AMAZON COM INC | $3.1M | 1.30% | 12,996 | Added |
| 24 | T | AT&T INC | $3.0M | 1.27% | 145,746 | Added |
| 25 | MSFT | MICROSOFT CORP | $3.0M | 1.26% | 8,019 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR