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CIK: 0002055366
Total reported value
$237.6M
$237.6M
110 檔
12.4%
In Q3 2025, Cornerstone Select Advisors, LLC's U.S. equity holdings reached a combined market value of $237.6M, distributed across 110 disclosed stock positions.
In Q3 2025, Cornerstone Select Advisors, LLC displayed an active expansion posture, initiating 5 new positions and adding to 25 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | Stock-Tech | 6.94% | -0.55% | +5.74% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 6.06% | -0.94% | +23.84% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.20% | -0.37% | +4.80% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.76% | -0.40% | +7.43% | |
| 5 | T | At&t Inc | Stock-Comm Services | 2.68% | -1.13% | +2.37% | |
| 6 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 2.49% | -0.51% | +5.83% | |
| 7 | BAC | Bank Of America CORP | Stock-Financials | 2.35% | -0.30% | +4.67% | |
| 8 | LRCX | Lam Research CORP | Stock-Tech | 2.32% | +2.30% | -0.13% | |
| 9 | CVX | Chevron CORP | Stock-Energy | 2.30% | -0.89% | +3.67% | |
| 10 | ARCC | Ares Capital CORP | Stock-Financials | 2.19% | -0.51% | +5.79% | |
| 11 | ORCL | Oracle CORP | Stock-Tech | 1.88% | -0.26% | +25.85% | |
| 12 | KLAC | Kla CORP | Stock-Tech | 1.86% | +1.07% | +5.57% | |
| 13 | ABBV | Abbvie Inc | Stock-Healthcare | 1.85% | -0.13% | +9.69% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.79% | -0.32% | +13.48% | |
| 15 | CAH | Cardinal Health Inc | Stock-Healthcare | 1.71% | -0.39% | +23.78% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.68% | -0.20% | +5.90% | |
| 17 | ANET | Arista Networks Inc | Stock-Tech | 1.62% | +0.08% | +4.23% | |
| 18 | CSCO | Cisco Systems Inc | Stock-Tech | 1.60% | +0.17% | +5.53% | |
| 19 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.59% | +0.71% | +15.37% | |
| 20 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.58% | -0.61% | +7.10% | |
| 21 | MU | Micron Technology Inc | Stock-Tech | 1.54% | +4.14% | +5.28% | |
| 22 | SHEL | Shell Plc-adr | Stock-Energy | 1.52% | -0.68% | +0.39% | |
| 23 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.50% | +0.59% | +33.02% | |
| 24 | TGTX | Tg Therapeutics Inc | Stock-Healthcare | 1.47% | -0.05% | +4.30% | |
| 25 | IBM | Intl Business Machines CORP | Stock-Tech | 1.46% | -0.12% | +13.73% | |
| 26 | EPD | Enterprise Products Partners | Stock-Energy | 1.43% | -0.34% | +4.45% | |
| 27 | WMT | Walmart Inc | Stock-Consumer Staples | 1.40% | -0.44% | +6.41% | |
| 28 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.36% | -0.58% | +5.68% | |
| 29 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 1.32% | +0.01% | +61.61% | |
| 30 | VLO | Valero Energy CORP | Stock-Energy | 1.29% | -0.17% | +5.83% | |
| 31 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.28% | -0.33% | +16.86% | |
| 32 | WCC | Wesco International Inc | Stock-Industrials | 1.15% | -0.15% | +0.65% | |
| 33 | TMHC | Taylor Morrison Home CORP | Stock-Consumer Disc | 1.14% | -0.10% | +3.78% | |
| 34 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.07% | -0.36% | +11.29% | |
| 35 | MO | Altria Group Inc | Stock-Consumer Staples | 1.04% | -0.06% | +8.32% | |
| 36 | CDNS | Cadence Design Sys Inc | Stock-Tech | 1.02% | +0.02% | +4.95% | |
| 37 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.96% | -0.06% | — | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.94% | -0.10% | +8.75% | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.93% | -0.17% | +5.66% | |
| 40 | TFC | Truist Financial CORP | Stock-Financials | 0.82% | -0.09% | +4.09% | |
| 41 | AMGN | Amgen Inc | Stock-Healthcare | 0.82% | -0.25% | +8.98% | |
| 42 | LDOS | Leidos Holdings Inc | Stock-Tech | 0.80% | -0.35% | +13.91% | |
| 43 | DELL | Dell Technologies -c | Stock-Tech | 0.79% | +1.16% | +41.04% | |
| 44 | ALL | Allstate CORP | Stock-Financials | 0.77% | -0.15% | +0.64% | |
| 45 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.77% | -0.25% | -18.87% | |
| 46 | HPE | Hewlett Packard Enterprise | Stock-Tech | 0.73% | +0.29% | +9.55% | |
| 47 | GLW | Corning Inc | Stock-Tech | 0.70% | +0.30% | +3.74% | |
| 48 | OHI | Omega Healthcare Investors | Stock-Real Estate | 0.64% | -0.08% | +5.27% | |
| 49 | HSBC | Hsbc Holdings Plc-spons Adr | Stock-Financials | 0.62% | -0.08% | +10.71% | |
| 50 | TPR | Tapestry Inc | Stock-Consumer Disc | 0.62% | -0.09% | +11.09% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +2.4% | +5.74% | Trim |
| 2 | NVDA | Nvidia CORP | +1.6% | +23.84% | Add |
| 3 | VRT | Vertiv Holdings Co-a | +1.1% | +61.61% | Add |
| 4 | PLTR | Palantir Technologies Inc-a | +1% | +5.83% | Trim |
| 5 | ORCL | Oracle CORP | +0.9% | +25.85% | Add |
| 6 | LRCX | Lam Research CORP | +0.7% | -0.13% | Trim |
| 7 | ANET | Arista Networks Inc | +0.5% | +4.23% | Trim |
| 8 | CRWD | Crowdstrike Holdings Inc - A | +0.5% | +33.02% | Add |
| 9 | MU | Micron Technology Inc | +0.5% | +5.28% | Trim |
| 10 | DELL | Dell Technologies -c | +0.5% | +41.04% | Add |
| 11 | KLAC | Kla CORP | +0.4% | +5.57% | Add |
| 12 | MSFT | Microsoft CORP | +0.3% | +7.43% | Add |
| 13 | GLW | Corning Inc | +0.3% | +3.74% | Add |
| 14 | AGNC | Agnc Investment CORP | +0.2% | +151.01% | Add |
| 15 | GOOGL | Alphabet Inc-cl A | +0.2% | +8.75% | Add |
| 16 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | — | Trim |
| 17 | HPE | Hewlett Packard Enterprise | +0.2% | +9.55% | Add |
| 18 | LHX | L3harris Technologies Inc | +0.2% | +5.68% | Add |
| 19 | EME | Emcor Group Inc | +0.1% | -0.90% | Trim |
| 20 | LDOS | Leidos Holdings Inc | +0.1% | +13.91% | Add |
| 21 | TPR | Tapestry Inc | +0.1% | +11.09% | Trim |
| 22 | AMD | Advanced Micro Devices | +0.1% | +55.72% | Add |
| 23 | META | Meta Platforms Inc-class A | +0.1% | +13.48% | Add |
| 24 | ASML | ASML Holding N.V. | +0.1% | +11.34% | Add |
| 25 | CAT | Caterpillar Inc | +0.1% | +6.17% | Add |
| 26 | CAH | Cardinal Health Inc | 0% | +23.78% | Add |
| 27 | PANW | Palo Alto Networks Inc | 0% | +15.37% | Add |
| 28 | CDNS | Cadence Design Sys Inc | 0% | +4.95% | Trim |
| 29 | HSBC | Hsbc Holdings Plc-spons Adr | 0% | +10.71% | Add |
| 30 | WCC | Wesco International Inc | 0% | +0.65% | Trim |
| 31 | VLO | Valero Energy CORP | — | +5.83% | Trim |
| 32 | IBM | Intl Business Machines CORP | 0% | +13.73% | Add |
| 33 | BAC | Bank Of America CORP | -0.1% | +4.67% | Add |
| 34 | AMZN | Amazon.com Inc | -0.1% | +5.90% | Add |
| 35 | WMT | Walmart Inc | -0.2% | +6.41% | Trim |
| 36 | CSCO | Cisco Systems Inc | -0.2% | +5.53% | Add |
| 37 | ABBV | Abbvie Inc | -0.3% | +9.69% | Add |
| 38 | BG | Bunge Global SA | -0.3% | -38.05% | Trim |
| 39 | AAPL | Apple Inc | -0.4% | +4.80% | Trim |
| 40 | FISV | Fiserv Inc | -0.5% | +10.11% | Trim |
| 41 | BMY | Bristol-myers Squibb Co | -0.9% | -18.87% | Trim |
| 42 | AXSM | Axsome Therapeutics Inc | — | NEW | New buy |
| 43 | MDB | Mongodb Inc | — | NEW | New buy |
| 44 | DVN | Devon Energy CORP | — | EXIT | Sold out |
| 45 | PFE | Pfizer Inc | — | EXIT | Sold out |
| 46 | RTX | Rtx CORP | — | NEW | New buy |
| 47 | CG | Carlyle Group Inc/the | — | NEW | New buy |
| 48 | NVO | Novo-nordisk A/s-spons Adr | — | EXIT | Sold out |
| 49 | AMLP | Alerian Mlp ETF | — | EXIT | Sold out |
| 50 | PRU | Prudential Financial Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Cornerstone Select Advisors, LLC reported a total U.S. public equity portfolio value of $237.6M across 110 disclosed positions in Q3 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 AVGO, NVDA, AAPL) accounted for 12.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
AXSM
市值: $531.3K
Top Position Liquidated / Trimmed
DVN
前期市值: $423.1K
During Q3 2025, Cornerstone Select Advisors, LLC's top holdings by market value included AVGO (6.9%)、NVDA (6.1%)、AAPL (3.2%). The largest single position, AVGO, represented 6.9% of total portfolio value.
In Q3 2025, Cornerstone Select Advisors, LLC made 50 total portfolio adjustments, initiating 5 new buys, adding to 25 positions, trimming 16 holdings, and fully liquidating 4 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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