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CIK: 0002055366
Total reported value
$237.6M
$237.6M
117 檔
12.7%
At the close of Q4 2025, Cornerstone Select Advisors, LLC disclosed equity holdings valued at approximately $237.6M, spread across 117 reported holdings.
In Q4 2025, Cornerstone Select Advisors, LLC displayed an active expansion posture, initiating 13 new positions and adding to 21 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | Stock-Tech | 6.87% | -0.55% | -0.08% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 5.75% | -0.94% | +0.51% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.21% | -0.37% | -0.48% | |
| 4 | LRCX | Lam Research CORP | Stock-Tech | 2.72% | +2.30% | -2.80% | |
| 5 | MU | Micron Technology Inc | Stock-Tech | 2.46% | +4.14% | -0.89% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.43% | -0.40% | +0.19% | |
| 7 | BAC | Bank Of America CORP | Stock-Financials | 2.38% | -0.30% | +0.68% | |
| 8 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 2.36% | -0.51% | +2.94% | |
| 9 | CAH | Cardinal Health Inc | Stock-Healthcare | 2.31% | -0.39% | +9.24% | |
| 10 | T | At&t Inc | Stock-Comm Services | 2.25% | -1.13% | +1.11% | |
| 11 | ARCC | Ares Capital CORP | Stock-Financials | 2.17% | -0.51% | +5.76% | |
| 12 | CVX | Chevron CORP | Stock-Energy | 2.16% | -0.89% | +1.36% | |
| 13 | KLAC | Kla CORP | Stock-Tech | 2.00% | +1.07% | +1.02% | |
| 14 | ABBV | Abbvie Inc | Stock-Healthcare | 1.73% | -0.13% | +0.31% | |
| 15 | CSCO | Cisco Systems Inc | Stock-Tech | 1.72% | +0.17% | +0.83% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.68% | -0.20% | +0.58% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.59% | -0.32% | +5.02% | |
| 18 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.59% | -0.33% | +4.60% | |
| 19 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.49% | +0.59% | +9.94% | |
| 20 | IBM | Intl Business Machines CORP | Stock-Tech | 1.46% | -0.12% | +1.18% | |
| 21 | SHEL | Shell Plc-adr | Stock-Energy | 1.43% | -0.68% | -2.54% | |
| 22 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 1.42% | +0.01% | +6.08% | |
| 23 | WMT | Walmart Inc | Stock-Consumer Staples | 1.42% | -0.44% | -0.52% | |
| 24 | EPD | Enterprise Products Partners | Stock-Energy | 1.42% | -0.34% | +2.50% | |
| 25 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.40% | +0.71% | +3.06% | |
| 26 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.38% | -0.61% | -0.29% | |
| 27 | ANET | Arista Networks Inc | Stock-Tech | 1.38% | +0.08% | +0.44% | |
| 28 | ORCL | Oracle CORP | Stock-Tech | 1.37% | -0.26% | +11.61% | |
| 29 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.27% | -0.58% | +3.13% | |
| 30 | WCC | Wesco International Inc | Stock-Industrials | 1.25% | -0.15% | -0.45% | |
| 31 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.22% | -0.36% | +9.26% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.22% | -0.10% | +7.24% | |
| 33 | VLO | Valero Energy CORP | Stock-Energy | 1.19% | -0.17% | +1.52% | |
| 34 | TGTX | Tg Therapeutics Inc | Stock-Healthcare | 1.12% | -0.05% | -2.17% | |
| 35 | TMHC | Taylor Morrison Home CORP | Stock-Consumer Disc | 0.96% | -0.10% | -0.06% | |
| 36 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.94% | -0.06% | -4.56% | |
| 37 | AMGN | Amgen Inc | Stock-Healthcare | 0.92% | -0.25% | +3.49% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.92% | -0.17% | +1.62% | |
| 39 | UGI | Ugi CORP | Stock-Utilities | 0.90% | -0.30% | +60.83% | |
| 40 | MO | Altria Group Inc | Stock-Consumer Staples | 0.88% | -0.06% | +2.02% | |
| 41 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.87% | +0.02% | +1.08% | |
| 42 | TFC | Truist Financial CORP | Stock-Financials | 0.85% | -0.09% | +2.09% | |
| 43 | GLW | Corning Inc | Stock-Tech | 0.81% | +0.30% | +13.97% | |
| 44 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.77% | -0.25% | -11.01% | |
| 45 | LDOS | Leidos Holdings Inc | Stock-Tech | 0.73% | -0.35% | +2.27% | |
| 46 | DELL | Dell Technologies -c | Stock-Tech | 0.71% | +1.16% | +7.29% | |
| 47 | ALL | Allstate CORP | Stock-Financials | 0.71% | -0.15% | +0.49% | |
| 48 | HPE | Hewlett Packard Enterprise | Stock-Tech | 0.69% | +0.29% | +3.19% | |
| 49 | HSBC | Hsbc Holdings Plc-spons Adr | Stock-Financials | 0.69% | -0.08% | +6.09% | |
| 50 | CAT | Caterpillar Inc | Stock-Industrials | 0.68% | +0.09% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +0.9% | -0.89% | Trim |
| 2 | CAH | Cardinal Health Inc | +0.6% | +9.24% | Add |
| 3 | LRCX | Lam Research CORP | +0.4% | -2.80% | Trim |
| 4 | UGI | Ugi CORP | +0.4% | +60.83% | Add |
| 5 | MRK | Merck & Co. Inc. | +0.3% | +4.60% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.3% | +7.24% | Add |
| 7 | GILD | Gilead Sciences Inc | +0.2% | +9.26% | Add |
| 8 | KLAC | Kla CORP | +0.1% | +1.02% | Add |
| 9 | CSCO | Cisco Systems Inc | +0.1% | +0.83% | Add |
| 10 | GLW | Corning Inc | +0.1% | +13.97% | Add |
| 11 | AMD | Advanced Micro Devices | +0.1% | +0.69% | Add |
| 12 | VRT | Vertiv Holdings Co-a | +0.1% | +6.08% | Add |
| 13 | WCC | Wesco International Inc | +0.1% | -0.45% | Trim |
| 14 | AMGN | Amgen Inc | +0.1% | +3.49% | Add |
| 15 | MDB | Mongodb Inc | +0.1% | +1.17% | Add |
| 16 | CAT | Caterpillar Inc | +0.1% | — | Unchanged |
| 17 | HSBC | Hsbc Holdings Plc-spons Adr | +0.1% | +6.09% | Add |
| 18 | BAC | Bank Of America CORP | 0% | +0.68% | Add |
| 19 | AAPL | Apple Inc | 0% | -0.48% | Trim |
| 20 | ARCC | Ares Capital CORP | 0% | +5.76% | Add |
| 21 | AVGO | Broadcom Inc | -0.1% | -0.08% | Trim |
| 22 | MO | Altria Group Inc | -0.2% | +2.02% | Add |
| 23 | TMHC | Taylor Morrison Home CORP | -0.2% | -0.06% | Trim |
| 24 | PANW | Palo Alto Networks Inc | -0.2% | +3.06% | Add |
| 25 | VZ | Verizon Communications Inc | -0.2% | -0.29% | Trim |
| 26 | ANET | Arista Networks Inc | -0.2% | +0.44% | Add |
| 27 | MSFT | Microsoft CORP | -0.3% | +0.19% | Add |
| 28 | TGTX | Tg Therapeutics Inc | -0.4% | -2.17% | Trim |
| 29 | T | At&t Inc | -0.4% | +1.11% | Add |
| 30 | ORCL | Oracle CORP | -0.5% | +11.61% | Add |
| 31 | CRDO | Credo Technology Group Holding Ltd | — | NEW | New buy |
| 32 | AXSM | Axsome Therapeutics Inc | — | EXIT | Sold out |
| 33 | FISV | Fiserv Inc | — | EXIT | Sold out |
| 34 | GLXY | Galaxy Digital Inc-a | — | NEW | New buy |
| 35 | ✓ | Mrv Financial CORP Common Stock | — | NEW | New buy |
| 36 | IR | Ingersoll-rand Inc | — | EXIT | Sold out |
| 37 | COHR | Coherent CORP | — | NEW | New buy |
| 38 | ACN | Accenture plc | — | EXIT | Sold out |
| 39 | OC | Owens Corning | — | EXIT | Sold out |
| 40 | FCX | Freeport-mcmoran Inc | — | NEW | New buy |
| 41 | BG | Bunge Global SA | — | EXIT | Sold out |
| 42 | MCK | Mckesson CORP | — | NEW | New buy |
| 43 | QSR | Restaurant Brands Intern | — | NEW | New buy |
| 44 | AIQ | Global X Art Intel & Tech | — | NEW | New buy |
| 45 | IVZ | Invesco Ltd. | — | NEW | New buy |
| 46 | SPGI | S&p Global Inc | — | NEW | New buy |
| 47 | PLD | Prologis Inc | — | NEW | New buy |
| 48 | GRNY | Fundstr Gran Sh US Lrg Cap | — | NEW | New buy |
| 49 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 50 | XLK | Ss Technology Select Sector | — | EXIT | Sold out |
According to official SEC Form 13F filings, Cornerstone Select Advisors, LLC reported a total U.S. public equity portfolio value of $237.6M across 117 disclosed positions in Q4 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 12.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
CRDO
市值: $627.9K
Top Position Liquidated / Trimmed
AXSM
前期市值: $531.3K
During Q4 2025, Cornerstone Select Advisors, LLC's top holdings by market value included AVGO (6.9%)、NVDA (5.8%)、AAPL (3.2%). The largest single position, AVGO, represented 6.9% of total portfolio value.
In Q4 2025, Cornerstone Select Advisors, LLC made 49 total portfolio adjustments, initiating 13 new buys, adding to 21 positions, trimming 8 holdings, and fully liquidating 7 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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