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CIK: 0002055366
Total reported value
$237.6M
$237.6M
112 檔
8.6%
At the close of Q1 2025, Cornerstone Select Advisors, LLC disclosed equity holdings valued at approximately $237.6M, spread across 112 reported holdings.
During Q1 2025, Cornerstone Select Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | Stock-Tech | 4.54% | -0.55% | -2.92% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.49% | -0.94% | +5.59% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.61% | -0.37% | -0.27% | |
| 4 | T | At&t Inc | Stock-Comm Services | 3.43% | -1.13% | +5.40% | |
| 5 | CVX | Chevron CORP | Stock-Energy | 3.17% | -0.89% | +2.26% | |
| 6 | ARCC | Ares Capital CORP | Stock-Financials | 2.96% | -0.51% | +10.27% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.49% | -0.40% | -1.47% | |
| 8 | BAC | Bank Of America CORP | Stock-Financials | 2.44% | -0.30% | -3.93% | |
| 9 | TGTX | Tg Therapeutics Inc | Stock-Healthcare | 2.10% | -0.05% | -11.01% | |
| 10 | ABBV | Abbvie Inc | Stock-Healthcare | 2.10% | -0.13% | +5.56% | |
| 11 | SHEL | Shell Plc-adr | Stock-Energy | 2.10% | -0.68% | -0.62% | |
| 12 | VZ | Verizon Communications Inc | Stock-Comm Services | 2.04% | -0.61% | -1.88% | |
| 13 | EPD | Enterprise Products Partners | Stock-Energy | 1.97% | -0.34% | +13.57% | |
| 14 | CSCO | Cisco Systems Inc | Stock-Tech | 1.82% | +0.17% | +4.33% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.79% | -0.20% | +1.52% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.70% | -0.32% | +7.96% | |
| 17 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.69% | -0.25% | +1.99% | |
| 18 | CAH | Cardinal Health Inc | Stock-Healthcare | 1.67% | -0.39% | +6.20% | |
| 19 | LRCX | Lam Research CORP | Stock-Tech | 1.66% | +2.30% | +2.21% | |
| 20 | WMT | Walmart Inc | Stock-Consumer Staples | 1.55% | -0.44% | -0.37% | |
| 21 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.55% | +0.71% | +54.88% | |
| 22 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.54% | -0.51% | -2.53% | |
| 23 | IBM | Intl Business Machines CORP | Stock-Tech | 1.49% | -0.12% | +4.18% | |
| 24 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.45% | -0.33% | +14.45% | |
| 25 | KLAC | Kla CORP | Stock-Tech | 1.45% | +1.07% | +10.46% | |
| 26 | TMHC | Taylor Morrison Home CORP | Stock-Consumer Disc | 1.38% | -0.10% | +0.73% | |
| 27 | VLO | Valero Energy CORP | Stock-Energy | 1.29% | -0.17% | +1.47% | |
| 28 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.27% | -0.36% | +10.49% | |
| 29 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.19% | -0.58% | +14.89% | |
| 30 | MO | Altria Group Inc | Stock-Consumer Staples | 1.18% | -0.06% | +18.59% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 1.17% | -0.17% | +24.00% | |
| 32 | WCC | Wesco International Inc | Stock-Industrials | 1.13% | -0.15% | +0.74% | |
| 33 | ANET | Arista Networks Inc | Stock-Tech | 1.11% | +0.08% | +1.80% | |
| 34 | MU | Micron Technology Inc | Stock-Tech | 1.06% | +4.14% | +5.54% | |
| 35 | AMGN | Amgen Inc | Stock-Healthcare | 1.06% | -0.25% | +14.17% | |
| 36 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.99% | +0.59% | +32.51% | |
| 37 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.98% | +0.02% | +4.62% | |
| 38 | ORCL | Oracle CORP | Stock-Tech | 0.97% | -0.26% | +168.11% | |
| 39 | ALL | Allstate CORP | Stock-Financials | 0.95% | -0.15% | -1.02% | |
| 40 | TFC | Truist Financial CORP | Stock-Financials | 0.93% | -0.09% | — | |
| 41 | UNP | Union Pacific CORP | Stock-Industrials | 0.81% | -0.11% | -25.06% | |
| 42 | FISV | Fiserv Inc | Stock-Other | 0.76% | — | +3.64% | |
| 43 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.75% | -0.06% | -0.44% | |
| 44 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.73% | -0.10% | +22.58% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.72% | -0.29% | +8.28% | |
| 46 | OHI | Omega Healthcare Investors | Stock-Real Estate | 0.70% | -0.08% | +6.17% | |
| 47 | LDOS | Leidos Holdings Inc | Stock-Tech | 0.68% | -0.35% | +3.98% | |
| 48 | FTNT | Fortinet Inc | Stock-Tech | 0.63% | +0.16% | -2.69% | |
| 49 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.59% | — | +16.99% | |
| 50 | HSBC | Hsbc Holdings Plc-spons Adr | Stock-Financials | 0.58% | -0.08% | — |
According to official SEC Form 13F filings, Cornerstone Select Advisors, LLC reported a total U.S. public equity portfolio value of $237.6M across 112 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including AVGO, NVDA, AAPL) accounted for 8.6% of total reported equity market value during Q1 2025.
During Q1 2025, Cornerstone Select Advisors, LLC's top holdings by market value included AVGO (4.5%)、NVDA (4.5%)、AAPL (3.6%). The largest single position, AVGO, represented 4.5% of total portfolio value.
In Q1 2025, Cornerstone Select 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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