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Cornerstone Select Advisors, LLC

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$159.7M

Reporting period: 2026-03-31 · Number of holdings: 124

Cornerstone Select Advisors, LLC disclosed 124 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $159.7M and a quarterly turnover rate of 23.6%.

Personality snowflake

Concentration
7.04
Portfolio Stability
23.59
Momentum/Contrarian
100
Sector conviction
69.33
Diversification
100
Sizing Uniformity
89.08

Recent moves

  • Trim AVGO

    +0.0%　-$1.0M

  • Trim NVDA

    -5.5%　-$964.8K

  • Trim MSFT

    -1.1%　-$852.9K

  • Add VRT

    +7.9%　$1.4M

  • Add VLO

    +0.4%　$894.1K

  • Trim BAC

    +2.3%　-$319.2K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1AVGOBroadcom INCStock-Tech5.54%-1.33%+0.02%
2NVDANvidia CORPStock-Tech4.58%-1.17%-5.52%
3LRCXLam Research CORPStock-Tech3.13%+0.41%+2.27%
4AAPLApple INCStock-Tech2.78%—+2.97%
5MUMicron Technology INCStock-Tech2.77%+0.31%+5.25%
6CVXChevron CORPStock-Energy2.58%+0.42%-2.67%
7TAt&t INCStock-Comm Services2.40%+0.15%+1.46%
8CAHCardinal Health INCStock-Healthcare2.24%-0.07%+4.69%
9KLACKla CORPStock-Tech2.18%+0.18%-0.51%
10VRTVertiv Holdings Co-aStock-Industrials2.14%+0.72%+7.89%
11PLTRPalantir Technologies Inc-aStock-Tech1.95%-0.41%+11.18%
12BACBank Of America CORPStock-Financials1.95%-0.43%+2.32%
13ARCCAres Capital CORPStock-Financials1.85%—+5.83%
14MRKMerck & Co. INC.Stock-Healthcare1.71%+0.12%+4.54%
15MSFTMicrosoft CORPStock-Tech1.66%-0.77%-1.12%
16VLOValero Energy CORPStock-Energy1.63%+0.44%+0.38%
17SHELShell Plc-adrStock-Energy1.62%+0.19%-1.08%
18EPDEnterprise Products PartnersStock-Energy1.58%+0.16%+4.63%
19CSCOCisco Systems INCStock-Tech1.56%—-0.20%
20ABBVAbbvie INCStock-Healthcare1.53%—+3.00%
21VZVerizon Communications INCStock-Comm Services1.51%+0.13%-1.61%
22AMZNAmazon.com INCStock-Consumer Disc1.50%—+9.67%
23WMTWalmart INCStock-Consumer Staples1.46%+0.04%+2.30%
24LHXL3harris Technologies INCStock-Industrials1.36%+0.09%+0.93%
25GILDGilead Sciences INCStock-Healthcare1.36%+0.14%+8.86%
26SMHVaneck Semiconductor ETFETF-Other1.34%+1.34%NEW
27METAMeta Platforms Inc-class AStock-Comm Services1.30%-0.29%+4.40%
28CRWDCrowdstrike Holdings INC - AStock-Tech1.26%—+12.62%
29ANETArista Networks INCStock-Tech1.24%—+6.37%
30WCCWesco International INCStock-Industrials1.24%—-1.88%
31PANWPalo Alto Networks INCStock-Tech1.17%—+6.49%
32GOOGLAlphabet Inc-cl AStock-Comm Services1.17%—+15.47%
33GLWCorning INCStock-Tech1.12%+0.31%-0.93%
34IBMIntl Business Machines CORPStock-Tech1.10%-0.36%+1.42%
35ORCLOracle CORPStock-Tech1.09%-0.28%+17.05%
36TGTXTg Therapeutics INCStock-Healthcare0.98%—-13.27%
37AMGNAmgen INCStock-Healthcare0.97%—+7.79%
38TSMTaiwan Semiconductor-sp AdrStock-Tech0.92%—-2.22%
39UGIUgi CORPStock-Utilities0.91%—+15.94%
40MOAltria Group INCStock-Consumer Staples0.91%—+0.69%
41DELLDell Technologies -cStock-Tech0.89%+0.18%+7.21%
42CATCaterpillar INCStock-Industrials0.82%+0.14%+7.73%
43TMHCTaylor Morrison Home CORPStock-Consumer Disc0.82%—-4.86%
44XOMExxon Mobil CORPStock-Energy0.79%+0.24%+12.10%
45VVisa Inc-class A SharesStock-Financials0.72%—+0.66%
46VFHVanguard Financials ETFETF-Other0.72%+0.72%NEW
47BMYBristol-myers Squibb CoStock-Healthcare0.71%—-9.54%
48CDNSCadence Design Sys INCStock-Tech0.69%—-0.72%
49ALLAllstate CORPStock-Financials0.65%—+2.04%
50HSBCHsbc Holdings Plc-spons AdrStock-Financials0.64%—-0.95%
1–50 of 124

Holding changes this quarter

Cornerstone Select Advisors, LLC's most significant position changes for 2026-03-31: New buy: Vaneck Semiconductor ETF (SMH); New buy: Vanguard Financials ETF (VFH); New buy: Ss Industrial Select Sector (XLI); New buy: Vanguard Health Care ETF (VHT); New buy: Ss Energy Select Sector (XLE).

Position changes disclosed by Cornerstone Select Advisors, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1VRTVertiv Holdings Co-a+0.7%+7.89%Add
2VLOValero Energy CORP+0.4%+0.38%Add
3CVXChevron CORP+0.4%-2.67%Trim
4LRCXLam Research CORP+0.4%+2.27%Add
5MUMicron Technology INC+0.3%+5.25%Add
6GLWCorning INC+0.3%-0.93%Trim
7XOMExxon Mobil CORP+0.2%+12.10%Add
8SHELShell Plc-adr+0.2%-1.08%Trim
9AGNCAgnc Investment CORP+0.2%+79.05%Add
10KLACKla CORP+0.2%-0.51%Trim
11DELLDell Technologies -c+0.2%+7.21%Add
12EPDEnterprise Products Partners+0.2%+4.63%Add
13TAt&t INC+0.2%+1.46%Add
14GILDGilead Sciences INC+0.1%+8.86%Add
15CATCaterpillar INC+0.1%+7.73%Add
16VZVerizon Communications INC+0.1%-1.61%Trim
17MRKMerck & Co. INC.+0.1%+4.54%Add
18LHXL3harris Technologies INC+0.1%+0.93%Add
19WMTWalmart INC0%+2.30%Add
20CAHCardinal Health INC-0.1%+4.69%Add
21MDBMongodb INC-0.3%-28.93%Trim
22ORCLOracle CORP-0.3%+17.05%Add
23METAMeta Platforms Inc-class A-0.3%+4.40%Add
24IBMIntl Business Machines CORP-0.4%+1.42%Add
25PLTRPalantir Technologies Inc-a-0.4%+11.18%Add
26BACBank Of America CORP-0.4%+2.32%Add
27MSFTMicrosoft CORP-0.8%-1.12%Trim
28NVDANvidia CORP-1.2%-5.52%Trim
29AVGOBroadcom INC-1.3%+0.02%Add
30SMHVaneck Semiconductor ETF—NEWNew buy
31VFHVanguard Financials ETF—NEWNew buy
32XLISs Industrial Select Sector—NEWNew buy
33VHTVanguard Health Care ETF—NEWNew buy
34XLESs Energy Select Sector—NEWNew buy
35XLYSs Consumer Disc Select Sect—NEWNew buy
36MPLXMplx LP—NEWNew buy
37VDCVanguard Consumer Staple ETF—NEWNew buy
38VNQVanguard Real Estate ETF—NEWNew buy
39✓ Mrv Financial CORP Common Stock—EXITSold out
40ORLYO'reilly Automotive INC—NEWNew buy
41GDGeneral Dynamics CORP—EXITSold out
42BGBunge Global SA—NEWNew buy
43KHCKraft Heinz Co/the—EXITSold out
44UBERUber Technologies INC—EXITSold out
45KWEBKranesh Csi China Internet—EXITSold out
46BKRBaker Hughes Co—NEWNew buy
47ARKBArk 21shares Bitcoin ETF—EXITSold out
48MAMastercard INC - A—EXITSold out
49BBTBeacon Financial CORP—NEWNew buy
50ESLTElbit Systems Ltd.—NEWNew buy

FAQ

What is Cornerstone Select Advisors, LLC and what type of investor is it?
Cornerstone Select Advisors, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $159.7M, spread across 124 disclosed positions.
What are Cornerstone Select Advisors, LLC's largest equity positions?
Based on the latest 13F filing, Cornerstone Select Advisors, LLC's top holdings by market value are: 1. Broadcom INC (AVGO) — $8.8M (5.5%) 2. Nvidia CORP (NVDA) — $7.3M (4.6%) 3. Lam Research CORP (LRCX) — $5.0M (3.1%) 4. Apple INC (AAPL) — $4.4M (2.8%) 5. Micron Technology INC (MU) — $4.4M (2.8%)
What changes did Cornerstone Select Advisors, LLC make in its most recent portfolio filing?
In the latest reported quarter, Cornerstone Select Advisors, LLC made 50 notable position adjustments: 14 new positions were initiated, 21 existing holdings were added to, 8 positions were partially reduced, and 7 were completely exited. The largest of these moves: New buy: Vaneck Semiconductor ETF (SMH); New buy: Vanguard Financials ETF (VFH); New buy: Ss Industrial Select Sector (XLI); New buy: Vanguard Health Care ETF (VHT); New buy: Ss Energy Select Sector (XLE)
What sectors does Cornerstone Select Advisors, LLC focus on?
Cornerstone Select Advisors, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 42.8% • Health Care: 11.3% • Energy: 10.4% • Financials: 9.3% • Industrials: 8.7% • Communication Services: 6.9%