Funds › Cornerstone Select Advisors, LLC
Cornerstone Select Advisors, LLC
13F for Q3 2026, filed Nov 12, 2026. 147 positions worth $246.3M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | MU Micron Technology, Inc. | 14,942 | $15.9M | 6.5% | +5.0% | 13F ↗ |
| 2 | AVGO Broadcom Inc. | 31,687 | $11.1M | 4.5% | +1.0% | 13F ↗ |
| 3 | NVDA NVIDIA Corporation | 43,182 | $9.9M | 4.0% | -0.1% | 13F ↗ |
| 4 | LRCX Lam Research Corporation | 29,875 | $9.8M | 4.0% | +0.4% | 13F ↗ |
| 5 | AAPL Apple Inc. | 20,614 | $6.9M | 2.8% | +4.4% | 13F ↗ |
| 6 | DELL Dell Technologies Inc. | 11,940 | $6.4M | 2.6% | +5.8% | 13F ↗ |
| 7 | CRWD CrowdStrike Holdings, Inc. | 23,057 | $6.1M | 2.5% | +0.2% | 13F ↗ |
| 8 | PLTR Palantir Technologies Inc. | 29,486 | $5.5M | 2.2% | +0.7% | 13F ↗ |
| 9 | VLO Valero Energy Corporation | 13,610 | $5.3M | 2.1% | +2.4% | 13F ↗ |
| 10 | PANW Palo Alto Networks, Inc. | 13,188 | $5.2M | 2.1% | +0.6% | 13F ↗ |
| 11 | KLAC KLA Corporation | 26,313 | $5.1M | 2.1% | +2.8% | 13F ↗ |
| 12 | CVX Chevron Corporation | 24,942 | $5.1M | 2.1% | +2.7% | 13F ↗ |
| 13 | MSFT Microsoft Corporation | 8,461 | $4.3M | 1.8% | +5.5% | 13F ↗ |
| 14 | CAH Cardinal Health, Inc. | 18,890 | $4.2M | 1.7% | +2.4% | 13F ↗ |
| 15 | VRT Vertiv Holdings Co | 17,189 | $4.1M | 1.7% | +12.8% | 13F ↗ |
| 16 | CSCO Cisco Systems, Inc. | 35,909 | $3.9M | 1.6% | +2.9% | 13F ↗ |
| 17 | MRK Merck & Company, Inc. | 26,249 | $3.8M | 1.5% | +2.8% | 13F ↗ |
| 18 | BAC Bank of America Corporation | 70,050 | $3.8M | 1.5% | +1.6% | 13F ↗ |
| 19 | ANET Arista Networks, Inc. | 18,528 | $3.8M | 1.5% | Unchanged | 13F ↗ |
| 20 | T AT&T Inc. | 149,202 | $3.6M | 1.5% | +2.4% | 13F ↗ |
| 21 | ABBV AbbVie Inc. | 13,445 | $3.5M | 1.4% | +1.7% | 13F ↗ |
| 22 | Vaneck ETF Trust Semiconductr Etf | 5,687 | $3.5M | 1.4% | +4.5% | 13F ↗ |
| 23 | ARCC Ares Capital Corporation | 179,738 | $3.4M | 1.4% | +4.7% | 13F ↗ |
| 24 | GLW Corning Incorporated | 22,280 | $3.4M | 1.4% | +68.2% | 13F ↗ |
| 25 | HPE Hewlett Packard Enterprise Company | 52,980 | $3.4M | 1.4% | +8.9% | 13F ↗ |
| 26 | AMZN Amazon.com, Inc. | 13,420 | $3.3M | 1.4% | +3.3% | 13F ↗ |
| 27 | META Meta Platforms, Inc. | 4,158 | $3.0M | 1.2% | +0.4% | 13F ↗ |
| 28 | GILD Gilead Sciences, Inc. | 19,759 | $2.9M | 1.2% | +5.4% | 13F ↗ |
| 29 | EPD Enterprise Products Partners L.P. | 82,372 | $2.9M | 1.2% | +2.8% | 13F ↗ |
| 30 | SHEL Shell PLC · ADR | 28,883 | $2.7M | 1.1% | -0.2% | 13F ↗ |
| 31 | WCC WESCO International, Inc. | 7,437 | $2.7M | 1.1% | -0.4% | 13F ↗ |
| 32 | GOOGL Alphabet Inc. Class A | 7,390 | $2.5M | 1.0% | +3.8% | 13F ↗ |
| 33 | AMD Advanced Micro Devices, Inc. | 4,148 | $2.5M | 1.0% | +1.4% | 13F ↗ |
| 34 | VZ Verizon Communications Inc. | 51,930 | $2.4M | 1.0% | +3.4% | 13F ↗ |
| 35 | TGTX TG Therapeutics, Inc. | 40,127 | $2.2M | 0.9% | -0.2% | 13F ↗ |
| 36 | WMT Walmart Inc. | 21,267 | $2.2M | 0.9% | -0.8% | 13F ↗ |
| 37 | AMGN Amgen Inc. | 4,971 | $2.1M | 0.9% | +4.8% | 13F ↗ |
| 38 | ORCL Oracle Corporation | 14,846 | $2.0M | 0.8% | +10.2% | 13F ↗ |
| 39 | MO Altria Group, Inc. | 30,254 | $2.0M | 0.8% | +7.3% | 13F ↗ |
| 40 | TSM Taiwan Semiconductor Manufacturing Company Ltd. | 4,433 | $2.0M | 0.8% | +3.5% | 13F ↗ |
| 41 | EME EMCOR Group, Inc. | 2,663 | $2.0M | 0.8% | +30.2% | 13F ↗ |
| 42 | CRDO Credo Technology Group Holding Ltd | 10,101 | $2.0M | 0.8% | +9.3% | 13F ↗ |
| 43 | IBM International Business Machines Corporation | 8,604 | $1.9M | 0.8% | +3.8% | 13F ↗ |
| 44 | ASML ASML Holding N.V. · Equities | 942 | $1.7M | 0.7% | +1.5% | 13F ↗ |
| 45 | LHX L3Harris Technologies, Inc. | 7,198 | $1.7M | 0.7% | +12.5% | 13F ↗ |
| 46 | UGI UGI Corporation | 46,239 | $1.6M | 0.7% | +9.5% | 13F ↗ |
| 47 | CAT Caterpillar, Inc. | 1,991 | $1.6M | 0.7% | -1.8% | 13F ↗ |
| 48 | CDNS Cadence Design Systems, Inc. | 4,524 | $1.5M | 0.6% | +0.4% | 13F ↗ |
| 49 | XOM ExxonMobil Holdings Corporation | 8,895 | $1.4M | 0.6% | New | 13F ↗ |
| 50 | V Visa Inc. | 3,959 | $1.4M | 0.6% | +4.7% | 13F ↗ |
Changes since Q2 2026
4 new, 103 added to, 17 trimmed, 6 exited, 23 unchanged. By estimated dollars.
New positions (4)
Added to (103)
| GLW Corning Incorporated | 22,280 | +68.2% | $1.4M |
| MU Micron Technology, Inc. | 14,942 | +5.0% | $761.5K |
| VRT Vertiv Holdings Co | 17,189 | +12.8% | $471.8K |
| EME EMCOR Group, Inc. | 2,663 | +30.2% | $465.4K |
| DELL Dell Technologies Inc. | 11,940 | +5.8% | $353.4K |
| AAPL Apple Inc. | 20,614 | +4.4% | $287.1K |
| HPE Hewlett Packard Enterprise Company | 52,980 | +8.9% | $276.4K |
| AGNC AGNC Investment Corp. | 127,041 | +25.6% | $234.9K |
| MSFT Microsoft Corporation | 8,461 | +5.5% | $226.7K |
| LHX L3Harris Technologies, Inc. | 7,198 | +12.5% | $188.7K |
Trimmed (17)
| CRM Salesforce, Inc. | 1,291 | -37.4% | -$177.0K |
| TE T1 Energy Inc. | 14,457 | -65.9% | -$108.0K |
| COF Capital One Financial Corporation | 3,133 | -11.3% | -$76.8K |
| ORLY O'Reilly Automotive, Inc. | 2,616 | -21.8% | -$62.3K |
| CAT Caterpillar, Inc. | 1,991 | -1.8% | -$30.0K |
| WMT Walmart Inc. | 21,267 | -0.8% | -$18.7K |
| FNF Fidelity National Financial, Inc. | 6,932 | -5.4% | -$15.2K |
| WCC WESCO International, Inc. | 7,437 | -0.4% | -$11.5K |
| TGT Target Corporation | 2,147 | -2.1% | -$7,051 |
| SHEL Shell PLC · ADR | 28,883 | -0.2% | -$6,844 |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Compare two quarters
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 12, 2026 | 13F-HR | 147 | $246.3M | Current | SEC ↗ |
| Q2 2026 | Aug 5, 2026 | 13F-HR | 149 | $237.6M | Current | SEC ↗ |
| Q1 2026 | May 13, 2026 | 13F-HR | 124 | $159.7M | Current | SEC ↗ |
| Q4 2025 | Feb 10, 2026 | 13F-HR | 117 | $144.1M | Current | SEC ↗ |
| Q3 2025 | Nov 14, 2025 | 13F-HR | 110 | $136.0M | Current | SEC ↗ |
| Q2 2025 | Aug 12, 2025 | 13F-HR | 110 | $113.6M | Current | SEC ↗ |
| Q1 2025 | May 14, 2025 | 13F-HR | 112 | $105.6M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer