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CIK: 0001775446
Total reported value
$3.0B
$3.0B
275 檔
23.8%
As reported in its official Q2 2025 Form 13F filing, Cornerstone Advisors, LLC's tracked investment portfolio stood at $3.0B with 275 total positions.
During Q2 2025, Cornerstone Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 275 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 5.86% | +0.86% | +3.13% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.67% | -0.47% | +4.24% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.49% | -0.39% | +5.14% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.04% | +0.09% | +9.84% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.78% | +0.59% | +15.26% | |
| 6 | XLK | Ss Technology Select Sector | ETF-Tech | 2.63% | — | -0.85% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.29% | -0.28% | +1.46% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.71% | +0.06% | +0.88% | |
| 9 | XLI | Ss Industrial Select Sector | ETF-Other | 1.64% | — | -0.37% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 1.61% | +0.42% | -1.28% | |
| 11 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.57% | +0.43% | +4.13% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.48% | +0.14% | +7.64% | |
| 13 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.46% | — | +35.24% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 1.36% | — | +37.43% | |
| 15 | NFLX | Netflix Inc | Stock-Comm Services | 1.19% | -0.21% | +1.97% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.14% | +0.16% | +4.35% | |
| 17 | WMT | Walmart Inc | Stock-Consumer Staples | 1.08% | -0.43% | +1.41% | |
| 18 | BAC | Bank Of America CORP | Stock-Financials | 1.08% | +1.04% | NEW | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.01% | -0.38% | +1.02% | |
| 20 | ORCL | Oracle CORP | Stock-Tech | 1.00% | -0.06% | +34.44% | |
| 21 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.98% | — | -0.26% | |
| 22 | HD | Home Depot Inc | Stock-Consumer Disc | 0.96% | -0.24% | +27.05% | |
| 23 | MA | Mastercard Inc - A | Stock-Financials | 0.95% | -0.16% | +2.08% | |
| 24 | UTG | Reaves Utility Income Fund | Stock-Other | 0.91% | — | +80.17% | |
| 25 | CSQ | Calamos Strat Ttl Rtrn Fnd | Stock-Other | 0.90% | — | +12.33% | |
| 26 | ETG | Eaton Vance T/a Gl Dvd Incm | Stock-Other | 0.86% | — | — | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.84% | -0.43% | +21.88% | |
| 28 | ABBV | Abbvie Inc | Stock-Healthcare | 0.82% | +0.96% | NEW | |
| 29 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.80% | -0.30% | +177.40% | |
| 30 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.76% | — | +139.24% | |
| 31 | DHR | Danaher CORP | Stock-Healthcare | 0.74% | — | +207.00% | |
| 32 | NEE | Nextera Energy Inc | Stock-Utilities | 0.73% | — | +57.97% | |
| 33 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.72% | +0.41% | NEW | |
| 34 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.72% | -0.56% | EXIT | |
| 35 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.71% | — | +2.92% | |
| 36 | BLK | Blackrock Inc | Stock-Financials | 0.70% | — | +162.16% | |
| 37 | DE | Deere & Co | Stock-Industrials | 0.65% | -0.17% | +5.10% | |
| 38 | C | Citigroup Inc | Stock-Financials | 0.62% | — | +32.55% | |
| 39 | CAT | Caterpillar Inc | Stock-Industrials | 0.61% | +0.79% | NEW | |
| 40 | CRM | Salesforce Inc | Stock-Tech | 0.61% | — | +52.80% | |
| 41 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.61% | — | +243.74% | |
| 42 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.61% | — | +115.45% | |
| 43 | XLB | Ss Materials Select Sector | ETF-Other | 0.60% | — | -6.45% | |
| 44 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.58% | — | +53.87% | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.58% | — | +45.77% | |
| 46 | WFC | Wells Fargo & Co | Stock-Financials | 0.58% | — | +2.50% | |
| 47 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.56% | +0.40% | NEW | |
| 48 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.56% | +0.73% | NEW | |
| 49 | AMAT | Applied Materials Inc | Stock-Tech | 0.54% | +0.52% | NEW | |
| 50 | RTX | Rtx CORP | Stock-Industrials | 0.52% | +0.57% | NEW |
According to official SEC Form 13F filings, Cornerstone Advisors, LLC reported a total U.S. public equity portfolio value of $3.0B across 275 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, MSFT, AAPL) accounted for 23.8% of total reported equity market value during Q2 2025.
During Q2 2025, Cornerstone Advisors, LLC's top holdings by market value included NVDA (5.9%)、MSFT (5.7%)、AAPL (5.5%). The largest single position, NVDA, represented 5.9% of total portfolio value.
In Q2 2025, Cornerstone Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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