Cornerstone Select Advisors, LLC

Est. AUM

$159.7M

13F long equity, this entity only

Positions

124

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	BROADCOM INC	COM	$8.8M	28592	5.54%	SOLE
2	NVIDIA CORPORATION	COM	$7.3M	41959	4.58%	SOLE
3	LAM RESEARCH CORP	COM NEW	$5.0M	23427	3.13%	SOLE
4	APPLE INC	COM	$4.4M	17520	2.78%	SOLE
5	MICRON TECHNOLOGY INC	COM	$4.4M	13094	2.77%	SOLE
6	CHEVRON CORPORATION	COM	$4.1M	19900	2.58%	SOLE
7	AT&T INC	COM	$3.8M	132446	2.40%	SOLE
8	CARDINAL HEALTH INC	COM	$3.6M	16927	2.24%	SOLE
9	KLA CORP	COM NEW	$3.5M	2361	2.18%	SOLE
10	VERTIV HOLDINGS CO	COM CL A	$3.4M	13657	2.14%	SOLE
11	PALANTIR TECHNOLOGIES INC	CL A	$3.1M	21269	1.95%	SOLE
12	BANK AMERICA CORP	COM	$3.1M	63785	1.95%	SOLE
13	ARES CAPITAL CORP	COM	$2.9M	163540	1.85%	SOLE
14	MERCK & CO INC	COM	$2.7M	22761	1.71%	SOLE
15	MICROSOFT CORP	COM	$2.7M	7173	1.66%	SOLE
16	VALERO ENERGY CORP	COM	$2.6M	10531	1.63%	SOLE
17	SHELL PLC	SPON ADS	$2.6M	27809	1.62%	SOLE
18	ENTERPRISE PRODS PARTNERS L	COM	$2.5M	66681	1.58%	SOLE
19	CISCO SYS INC	COM	$2.5M	32054	1.56%	SOLE
20	ABBVIE INC	COM	$2.4M	11249	1.53%	SOLE
21	VERIZON COMMUNICATIONS INC	COM	$2.4M	48046	1.51%	SOLE
22	AMAZON COM INC	COM	$2.4M	11502	1.50%	SOLE
23	WALMART INC	COM	$2.3M	18762	1.46%	SOLE
24	L3HARRIS TECHNOLOGIES INC	COM	$2.2M	6314	1.36%	SOLE
25	GILEAD SCIENCES INC	COM	$2.2M	15604	1.36%	SOLE
26	VANECK ETF TRUST	SEMICONDUCTR ETF	$2.1M	5576	1.34%	SOLE
27	META PLATFORMS INC	CL A	$2.1M	3628	1.30%	SOLE
28	CROWDSTRIKE HLDGS INC	CL A	$2.0M	5142	1.26%	SOLE
29	ARISTA NETWORKS INC	COM SHS	$2.0M	16131	1.24%	SOLE
30	WESCO INTL INC	COM	$2.0M	7220	1.24%	SOLE
31	PALO ALTO NETWORKS INC	COM	$1.9M	11676	1.17%	SOLE
32	ALPHABET INC	CAP STK CL A	$1.9M	6479	1.17%	SOLE
33	CORNING INC	COM	$1.8M	13179	1.12%	SOLE
34	INTERNATIONAL BUSINESS MACHS	COM	$1.8M	7225	1.10%	SOLE
35	ORACLE CORP	COM	$1.7M	11886	1.10%	SOLE
36	TG THERAPEUTICS INC	COM	$1.6M	46908	0.98%	SOLE
37	AMGEN INC	COM	$1.5M	4384	0.97%	SOLE
38	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$1.5M	4356	0.92%	SOLE
39	UGI CORP NEW	COM	$1.5M	40124	0.91%	SOLE
40	ALTRIA GROUP INC	COM	$1.5M	22097	0.91%	SOLE
41	DELL TECHNOLOGIES INC	CL C	$1.4M	8681	0.89%	SOLE
42	CATERPILLAR INC	COM	$1.3M	1853	0.82%	SOLE
43	TAYLOR MORRISON HOME CORP	COM	$1.3M	22396	0.82%	SOLE
44	EXXON MOBIL CORP	COM	$1.3M	7442	0.79%	SOLE
45	VISA INC	COM CL A	$1.1M	3799	0.72%	SOLE
46	VANGUARD WORLD FD	FINANCIALS ETF	$1.1M	9493	0.72%	SOLE
47	BRISTOL-MYERS SQUIBB CO	COM	$1.1M	18607	0.71%	SOLE
48	CADENCE DESIGN SYSTEM INC	COM	$1.1M	3979	0.69%	SOLE
49	ALLSTATE CORP	COM	$1.0M	4992	0.65%	SOLE
50	HSBC HLDGS PLC	SPON ADR NEW	$1.0M	12488	0.64%	SOLE

1–50 of 124

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