Cornerstone Advisors, LLC

Est. AUM

$2.72B

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$197.6M	778700	7.27%	SOLE
2	NVIDIA CORPORATION	COM	$188.4M	1080300	6.93%	SOLE
3	ALPHABET INC	CAP STK CL C	$157.3M	548422	5.79%	SOLE
4	MICROSOFT CORP	COM	$131.7M	355668	4.84%	SOLE
5	SELECT SECTOR SPDR TR	STATE STREET ENE	$108.8M	1776143	4.00%	SOLE
6	AMAZON COM INC	COM	$106.8M	512629	3.93%	SOLE
7	BROADCOM INC	COM	$71.5M	230854	2.63%	SOLE
8	VANECK ETF TRUST	SEMICONDUCTR ETF	$68.1M	177495	2.50%	SOLE
9	META PLATFORMS INC	CL A	$63.3M	110643	2.33%	SOLE
10	SELECT SECTOR SPDR TR	STATE STREET UTI	$61.3M	1335910	2.26%	SOLE
11	ELI LILLY & CO	COM	$54.3M	59050	2.00%	SOLE
12	INVESCO EXCH TRADED FD TR II	KBW BK ETF	$52.6M	665269	1.94%	SOLE
13	JPMORGAN CHASE & CO	COM	$52.4M	177996	1.93%	SOLE
14	JOHNSON & JOHNSON	COM	$44.4M	181797	1.63%	SOLE
15	WALMART INC	COM	$43.7M	351466	1.61%	SOLE
16	COSTCO WHOLESALE CORPORATION	COM	$39.1M	39204	1.44%	SOLE
17	NETFLIX INC.	COM	$32.2M	334475	1.18%	SOLE
18	PROCTER & GAMBLE CO	COM	$30.4M	210278	1.12%	SOLE
19	PHILIP MORRIS INTL INC	COM	$29.2M	176843	1.08%	SOLE
20	MASTERCARD INCORPORATED	CL A	$29.2M	58373	1.07%	SOLE
21	TESLA INC	COM	$28.4M	76300	1.04%	SOLE
22	GE VERNOVA INC	COM	$27.5M	31533	1.01%	SOLE
23	GE AEROSPACE	COM NEW	$26.5M	93368	0.97%	SOLE
24	ISHARES TR	ISHARES BIOTECH	$25.0M	148027	0.92%	SOLE
25	HOME DEPOT INC	COM	$24.8M	75548	0.91%	SOLE
26	LINDE PLC	SHS	$24.7M	49806	0.91%	SOLE
27	WELLTOWER INC	COM	$23.7M	120083	0.87%	SOLE
28	CME GROUP INC	COM	$23.2M	78438	0.85%	SOLE
29	VISA INC	COM CL A	$21.9M	72534	0.81%	SOLE
30	PROGRESSIVE CORP	COM	$21.0M	106066	0.77%	SOLE
31	MICRON TECHNOLOGY INC	COM	$21.0M	62034	0.77%	SOLE
32	UNION PAC CORP	COM	$20.9M	86115	0.77%	SOLE
33	AMERICAN EXPRESS CO	COM	$20.3M	67094	0.75%	SOLE
34	T-MOBILE US INC	COM	$19.3M	91942	0.71%	SOLE
35	DEERE & CO	COM	$19.1M	33886	0.70%	SOLE
36	MCKESSON CORP	COM	$18.8M	21751	0.69%	SOLE
37	DIGITAL RLTY TR INC	COM	$18.8M	104203	0.69%	SOLE
38	INTUITIVE SURGICAL INC	COM NEW	$18.7M	40613	0.69%	SOLE
39	MONSTER BEVERAGE CORP NEW	COM	$18.7M	257615	0.69%	SOLE
40	S&P GLOBAL INC	COM	$18.6M	43830	0.69%	SOLE
41	OREILLY AUTOMOTIVE INC	COM	$18.6M	201861	0.69%	SOLE
42	AMPHENOL CORP	CL A	$18.4M	145885	0.68%	SOLE
43	HILTON WORLDWIDE HLDGS INC	COM	$18.2M	59924	0.67%	SOLE
44	KLA CORP	COM NEW	$18.1M	12314	0.67%	SOLE
45	EATON CORP PLC	SHS	$17.8M	49659	0.65%	SOLE
46	ARISTA NETWORKS INC	COM SHS	$17.4M	141739	0.64%	SOLE
47	PROLOGIS INC.	COM	$17.3M	130777	0.64%	SOLE
48	WASTE CONNECTIONS INC	COM	$17.2M	105970	0.63%	SOLE
49	LABCORP HOLDINGS INC	COM SHS	$17.1M	64071	0.63%	SOLE
50	ECOLAB INC	COM	$15.9M	59933	0.59%	SOLE

1–50 of 99

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.