Cornerstone Select Advisors, LLC
Sector Allocation
- Technology53.2%$126.3M
- Other7.4%$17.6M
- Financials7.0%$16.5M
- Energy7.0%$16.5M
- Healthcare6.9%$16.4M
- Industrials4.5%$10.8M
- Consumer Staples4.1%$9.7M
- Consumer Discretionary3.5%$8.4M
- Materials2.2%$5.2M
- Communication Services2.2%$5.1M
AUM History
13fpro.ai/research/fund/cornerstone-select-advisors-llc-2055366
Conviction and streaks
Concentrating · top 10 = 34.5%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
MU
$16.4MLRCX
$12.9MAVGO
$11.9MNVDA
$8.6MKLAC
$7.7MAAPL
$5.7MVRT
$5.1MDELL
$4.9MPANW
$4.5MCRWD
$4.4MCAH
$4.4MCSCO
$4.1MCVX
$4.0MBAC
$3.9M- VANECK$3.6M
VLO
$3.5MPLTR
$3.4MGLW
$3.4MABBV
$3.3MMRK
$3.3M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/cornerstone-select-advisors-llc-2055366
Cornerstone Select Advisors, LLC 13F holdings — Q2 2026
$237.6M portfolio (+48.8% QoQ) · 149 holdings · Q2 2026 13F · top 10 are 35% of the stock portfolio
$16.4M
6.9% of stocks
+9%This quarter+1.2%Since filed7+ qtrsHeld$12.9M
5.4% of stocks
+27%This quarter-22.7%Since filed7+ qtrsHeld$11.9M
5.0% of stocks
+10%This quarter-21.3%Since filed7+ qtrsHeld$8.6M
3.6% of stocks
+3%This quarter-1.5%Since filed7+ qtrsHeld$7.7M
3.3% of stocks
+984%This quarter-22.6%Since filed7+ qtrsHeld$5.7M
2.4% of stocks
+13%This quarter+10.6%Since filed7+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row$5.1M
2.1% of stocks
+12%This quarter-28.1%Since filed6 qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 6 qtrs in a row$4.9M
2.0% of stocks
+30%This quarter+0.9%Since filed6 qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 6 qtrs in a row$4.5M
1.9% of stocks
+12%This quarter+7.7%Since filed7+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 4 qtrs in a row$4.4M
1.9% of stocks
+12%This quarter+24.8%Since filed7+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 6 qtrs in a row
All holdings — Cornerstone Select Advisors, LLC (Q2 2026)
149 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | CARDINAL HEALTH INC | Consumer Staples | $4.4M | 1.9% | 18K | +9% | 7+ qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | CISCO SYSTEMS, INC. | Technology | $4.1M | 1.7% | 35K | +9% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | CHEVRON CORP | Energy | $4.0M | 1.7% | 24K | +22% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | BANK OF AMERICA CORP /DE/ | Financials | $3.9M | 1.6% | 69K | +8% | 7+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | — | VANECK ETF TRUST - SEMICONDUCTR ETFetf/fund | — | $3.6M | 1.5% | 5,443 | -2% | — | — | 13F |
| 16 | VALERO ENERGY CORP/TX | Energy | $3.5M | 1.5% | 13K | +26% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Palantir Technologies Inc. | Technology | $3.4M | 1.4% | 29K | +38% | 7+ qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | CORNING INC /NY | Materials | $3.4M | 1.4% | 13K | +0.5% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | AbbVie Inc. | Healthcare | $3.3M | 1.4% | 13K | +18% | 7+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Merck & Co., Inc. | Healthcare | $3.3M | 1.4% | 26K | +12% | 7+ qtrsAdded 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | ARES CAPITAL CORP | Other | $3.2M | 1.3% | 172K | +5% | 7+ qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Arista Networks, Inc. | Technology | $3.1M | 1.3% | 19K | +15% | 7+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | AMAZON COM INC | Consumer Discretionary | $3.1M | 1.3% | 13K | +13% | 7+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | AT&T INC. | Communication Services | $3.0M | 1.3% | 146K | +10% | 7+ qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | MICROSOFT CORP | Technology | $3.0M | 1.3% | 8,019 | +12% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $2.9M | 1.2% | 80K | +20% | |||
| 27 | $WCC | WESCO INTERNATIONAL INC | Consumer Discretionary | $2.6M | 1.1% | 7,469 | +3% | |||
| 28 | $GOOGL | Alphabet Inc. | Technology | $2.5M | 1.1% | 7,122 | +10% | |||
| 29 | $CRDO | Credo Technology Group Holding Ltd | Technology | $2.5M | 1.1% | 9,239 | +18% | |||
| 30 | $WMT | Walmart Inc. | Consumer Staples | $2.4M | 1.0% | 21K | +14% | |||
| 31 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $2.4M | 1.0% | 4,091 | +11% | |||
| 32 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $2.4M | 1.0% | 19K | +20% | |||
| 33 | $META | Meta Platforms, Inc. | Technology | $2.3M | 1.0% | 4,140 | +14% | |||
| 34 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $2.3M | 1.0% | 8,293 | +15% | |||
| 35 | $SHEL | Shell plc | Energy | $2.2M | 0.9% | 29K | +4% | |||
| 36 | $TGTX | TG THERAPEUTICS, INC. | Healthcare | $2.2M | 0.9% | 40K | -14% | |||
| 37 | $HPE | Hewlett Packard Enterprise Co | Technology | $2.2M | 0.9% | 49K | +14% | |||
| 38 | $CAT | CATERPILLAR INC | Industrials | $2.2M | 0.9% | 2,028 | +9% | |||
| 39 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $2.1M | 0.9% | 50K | +5% | |||
| 40 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $2.0M | 0.9% | 4,282 | -2% | |||
| 41 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $2.0M | 0.8% | 28K | +28% | |||
| 42 | $ORCL | ORACLE CORP | Technology | $2.0M | 0.8% | 13K | +13% | |||
| 43 | $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | Technology | $1.9M | 0.8% | 6,401 | +1% | |||
| 44 | $ASML | ASML HOLDING NV | Technology | $1.8M | 0.8% | 928 | +39% | |||
| 45 | $TMHC | Taylor Morrison Home Corp | Industrials | $1.7M | 0.7% | 24K | +7% | |||
| 46 | $AMGN | AMGEN INC | Healthcare | $1.7M | 0.7% | 4,743 | +8% | |||
| 47 | $EME | EMCOR Group, Inc. | Industrials | $1.7M | 0.7% | 2,046 | +76% | |||
| 48 | $CDNS | CADENCE DESIGN SYSTEMS INC | Technology | $1.7M | 0.7% | 4,506 | +13% | |||
| 49 | $COHR | COHERENT CORP. | Technology | $1.7M | 0.7% | 4,225 | +94% | |||
| 50 | $UGI | UGI CORP /PA/ | Utilities | $1.5M | 0.6% | 42K | +5% | |||
| 51 | $HSBC | HSBC HOLDINGS PLC | Financials | $1.3M | 0.6% | 14K | +12% | |||
| 52 | $TFC | TRUIST FINANCIAL CORP | Financials | $1.3M | 0.6% | 26K | +18% | |||
| 53 | $OHI | OMEGA HEALTHCARE INVESTORS INC | Real Estate | $1.3M | 0.6% | 27K | +20% | |||
| 54 | $V | VISA INC. | Financials | $1.3M | 0.6% | 3,783 | -0.4% | |||
| 55 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | — | $1.3M | 0.5% | 6,907 | +14% | |||
| 56 | — | VANGUARD WORLD FD - FINANCIALS ETF | — | $1.3M | 0.5% | 9,526 | +0.3% | |||
| 57 | $CMI | CUMMINS INC | Industrials | $1.2M | 0.5% | 1,695 | +60% | |||
| 58 | $STLD | STEEL DYNAMICS INC | Materials | $1.2M | 0.5% | 5,231 | +40% | |||
| 59 | $ALL | ALLSTATE CORP | Financials | $1.2M | 0.5% | 4,992 | — | |||
| 60 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $1.2M | 0.5% | 8,648 | +16% | |||
| 61 | $AGNC | AGNC Investment Corp. | Real Estate | $1.1M | 0.5% | 101K | +11% | |||
| 62 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $1.1M | 0.5% | 19K | +2% | |||
| 63 | $JPM | JPMORGAN CHASE & CO | Financials | $1.1M | 0.5% | 3,301 | +24% | |||
| 64 | $JNJ | JOHNSON & JOHNSON | Healthcare | $1.0M | 0.4% | 4,100 | +22% | |||
| 65 | $FTNT | Fortinet, Inc. | Technology | $1.0M | 0.4% | 6,760 | +24% | |||
| 66 | — | VANGUARD WORLD FD - HEALTH CAR ETF | — | $1.0M | 0.4% | 3,346 | +0.5% | |||
| 67 | $TPR | TAPESTRY, INC. | Consumer Discretionary | $965K | 0.4% | 6,591 | +17% | |||
| 68 | $GLXY | Galaxy Digital Inc. | Financials | $958K | 0.4% | 35K | +31% | |||
| 69 | $URI | UNITED RENTALS, INC. | Industrials | $922K | 0.4% | 814 | +47% | |||
| 70 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | — | $849K | 0.4% | 7,239 | -0.7% | |||
| 71 | $MPLX | MPLX LP | Energy | $814K | 0.3% | 14K | +9% | |||
| 72 | $UNP | UNION PACIFIC CORP | Industrials | $738K | 0.3% | 2,712 | -1% | |||
| 73 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $734K | 0.3% | 14K | -0.5% | |||
| 74 | — | ISHARES TR - RUSSELL 2000 ETF | — | $712K | 0.3% | 2,368 | +23% | |||
| 75 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $708K | 0.3% | 3,531 | +29% | |||
| 76 | $SLB | SLB LIMITED/NV | Energy | $679K | 0.3% | 15K | +5% | |||
| 77 | $HASI | HA Sustainable Infrastructure Capital, Inc. | Financials | $659K | 0.3% | 17K | — | |||
| 78 | — | VANGUARD WORLD FD - CONSUM STP ETF | — | $590K | 0.3% | 2,617 | +0.5% | |||
| 79 | $PSLV | Sprott Physical Silver Trust | Financials | $589K | 0.3% | 31K | New | |||
| 80 | $GM | General Motors Co | Consumer Discretionary | $565K | 0.2% | 7,329 | +33% | |||
| 81 | — | GLOBAL X FDS - RUSSELL 2000 ETF | — | $547K | 0.2% | 4,643 | +2% | |||
| 82 | $RTX | RTX Corp | Industrials | $535K | 0.2% | 2,819 | +9% | |||
| 83 | $LDOS | Leidos Holdings, Inc. | Technology | $535K | 0.2% | 5,194 | -13% | |||
| 84 | — | ISHARES TR - CORE S&P500 ETF | — | $508K | 0.2% | 679 | — | |||
| 85 | — | GLOBAL X FDS - ARTIFICIAL ETF | — | $465K | 0.2% | 7,089 | +22% | |||
| 86 | $FIX | COMFORT SYSTEMS USA INC | Industrials | $465K | 0.2% | 235 | New | |||
| 87 | $MET | METLIFE INC | Financials | $465K | 0.2% | 5,490 | +10% | |||
| 88 | $PWR | QUANTA SERVICES, INC. | Industrials | $463K | 0.2% | 643 | New | |||
| 89 | $GOOG | Alphabet Inc. | Technology | $463K | 0.2% | 1,309 | New | |||
| 90 | $VVX | V2X, Inc. | Technology | $425K | 0.2% | 5,696 | +18% | |||
| 91 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $417K | 0.2% | 3,047 | -1% | |||
| 92 | $TE | T1 Energy Inc. | Technology | $402K | 0.2% | 42K | New | |||
| 93 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | — | $402K | 0.2% | 4,166 | -0.1% | |||
| 94 | $LLY | ELI LILLY & Co | Healthcare | $392K | 0.2% | 327 | New | |||
| 95 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $383K | 0.2% | 530 | New | |||
| 96 | $FCX | FREEPORT-MCMORAN INC | Materials | $374K | 0.2% | 5,947 | +21% | |||
| 97 | $OGE | OGE ENERGY CORP. | Utilities | $373K | 0.2% | 7,660 | +40% | |||
| 98 | $SNOW | Snowflake Inc. | Technology | $368K | 0.1% | 1,445 | New | |||
| 99 | $CSX | CSX CORP | Industrials | $364K | 0.1% | 7,660 | +31% | |||
| 100 | $BKR | Baker Hughes Co | Energy | $355K | 0.1% | 6,391 | +69% | |||
| 101 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $348K | 0.1% | 4,211 | New | |||
| 102 | $FNF | Fidelity National Financial, Inc. | Financials | $345K | 0.1% | 7,325 | +4% | |||
| 103 | $MDB | MongoDB, Inc. | Technology | $339K | 0.1% | 1,009 | -4% | |||
| 104 | $APLD | Applied Digital Corp. | Technology | $334K | 0.1% | 8,967 | +3% | |||
| 105 | $ET | Energy Transfer LP | Energy | $332K | 0.1% | 17K | +2% | |||
| 106 | $PFH | PRUDENTIAL FINANCIAL INC | Financials | $330K | 0.1% | 3,058 | -2% | |||
| 107 | $WULF | TERAWULF INC. | Financials | $329K | 0.1% | 13K | New | |||
| 108 | $CRM | Salesforce, Inc. | Technology | $323K | 0.1% | 2,062 | -26% | |||
| 109 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $319K | 0.1% | 1,674 | New | |||
| 110 | $ORLY | O REILLY AUTOMOTIVE INC | Consumer Discretionary | $308K | 0.1% | 3,345 | -6% | |||
| 111 | $MCK | MCKESSON CORP | Consumer Staples | $303K | 0.1% | 401 | +1% | |||
| 112 | $MELI | MERCADOLIBRE INC | Consumer Discretionary | $300K | 0.1% | 177 | — | |||
| 113 | $CEF | Sprott Physical Gold & Silver Trust | Financials | $297K | 0.1% | 7,380 | New | |||
| 114 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $296K | 0.1% | 840 | +6% | |||
| 115 | — | TIDAL TRUST I - FUND GRAN US ETF | — | $288K | 0.1% | 10K | +8% | |||
| 116 | $TGT | TARGET CORP | Consumer Staples | $286K | 0.1% | 2,192 | — | |||
| 117 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $280K | 0.1% | 891 | — | |||
| 118 | $QSR | Restaurant Brands International Inc. | Consumer Discretionary | $276K | 0.1% | 3,803 | +5% | |||
| 119 | $MA | Mastercard Inc | Financials | $272K | 0.1% | 529 | New | |||
| 120 | $CBRE | CBRE GROUP, INC. | Real Estate | $272K | 0.1% | 2,017 | -2% | |||
| 121 | $TX | Ternium S.A. | Materials | $257K | 0.1% | 6,012 | +2% | |||
| 122 | — | VANECK ETF TRUST - GOLD MINERS ETF | — | $256K | 0.1% | 3,397 | New | |||
| 123 | $COP | CONOCOPHILLIPS | Energy | $255K | 0.1% | 2,455 | New | |||
| 124 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $243K | 0.1% | 330 | New | |||
| 125 | $BG | Bunge Global SA | Consumer Staples | $241K | 0.1% | 2,260 | +3% | |||
| 126 | — | VANGUARD WORLD FD - INF TECH ETF | — | $240K | 0.1% | 2,008 | New | |||
| 127 | $SPY | SPDR S&P 500 ETF TRUST | — | $236K | 0.1% | 316 | — | |||
| 128 | $NWG | NatWest Group plc | Financials | $236K | 0.1% | 13K | +4% | |||
| 129 | $TXN | TEXAS INSTRUMENTS INC | Technology | $233K | 0.1% | 781 | New | |||
| 130 | $IREN | IREN Ltd | Financials | $232K | 0.1% | 5,064 | New | |||
| 131 | $BBT | Beacon Financial Corp | Financials | $231K | 0.1% | 7,574 | +3% | |||
| 132 | $TAK | TAKEDA PHARMACEUTICAL CO LTD | Healthcare | $228K | 0.1% | 14K | +24% | |||
| 133 | $GEV | GE Vernova Inc. | Industrials | $222K | 0.1% | 189 | New | |||
| 134 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $221K | 0.1% | 441 | New | |||
| 135 | $MPC | Marathon Petroleum Corp | Energy | $220K | 0.1% | 860 | New | |||
| 136 | $UBER | Uber Technologies, Inc | Technology | $215K | 0.1% | 2,978 | New | |||
| 137 | — | VANGUARD WORLD FD - MATERIALS ETF | — | $214K | 0.1% | 934 | -0.1% | |||
| 138 | — | AMPLIFY ETF TR - JR SILV MINE ETF | — | $212K | 0.1% | 8,161 | New | |||
| 139 | $IVZ | Invesco Ltd. | Financials | $209K | 0.1% | 7,923 | -6% | |||
| 140 | $NTRA | Natera, Inc. | Healthcare | $209K | 0.1% | 770 | New | |||
| 141 | $EXC | EXELON CORP | Utilities | $209K | 0.1% | 4,475 | New | |||
| 142 | $NOTV | Inotiv, Inc. | Healthcare | $204K | 0.1% | 11K | -4% | |||
| 143 | $FSK | FS KKR Capital Corp | Other | $200K | 0.1% | 19K | New | |||
| 144 | $RDZN | Roadzen Inc. | Financials | $167K | 0.1% | 115K | New | |||
| 145 | $GSBD | Goldman Sachs BDC, Inc. | Other | $162K | 0.1% | 17K | New | |||
| 146 | $BTQ | BTQ Technologies Corp. | Technology | $155K | 0.1% | 29K | +40% | |||
| 147 | — | PROTHENA CORP PLC - SHS | — | $98K | 0.0% | 10K | New | |||
| 148 | $SPAI | Safe Pro Group Inc. | Healthcare | $51K | 0.0% | 12K | New | |||
| 149 | $HRTX | HERON THERAPEUTICS, INC. /DE/ | Healthcare | $17K | 0.0% | 40K | -33% |
What changed in Q2 2026
Against the previous quarter's 13F: 30 new, 92 added to, 19 trimmed, 6 sold out. Share-count changes; largest moves by dollar size first.
New positions (30)
$PSLVSprott Physical Silver Trust$589K
first bought this quarter
$FIXCOMFORT SYSTEMS USA INC$465K
first bought this quarter
$PWRQUANTA SERVICES, INC.$463K
first bought this quarter
$TET1 Energy Inc.$402K
first bought this quarter
$LLYELI LILLY & Co$392K
first bought this quarter
$AMATAPPLIED MATERIALS INC /DE$383K
first bought this quarter
+24 more in the Excel export
Added to (92)
now $7.7M · held 7+ qtrs
now $12.9M · held 7+ qtrs, 2 adds in a row
now $16.4M · held 7+ qtrs, 2 adds in a row
now $4.9M · held 6 qtrs, 6 adds in a row
now $11.9M · held 7+ qtrs
now $3.4M · held 7+ qtrs, 4 adds in a row
+86 more in the Excel export
Trimmed (19)
$TGTXTG THERAPEUTICS, INC.-14%
now $2.2M · held 7+ qtrs, 3 trims in a row
$CRMSalesforce, Inc.-26%
now $323K · held 7+ qtrs
- VANECK ETF TRUST - SEMICONDUCTR ETF-2%
now $3.6M
$LDOSLeidos Holdings, Inc.-13%
now $535K · held 7+ qtrs
$TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD-2%
now $2.0M · held 7+ qtrs, 3 trims in a row
$ORLYO REILLY AUTOMOTIVE INC-6%
now $308K · held 2 qtrs
+13 more in the Excel export
Holdings by quarter
Every 13F Cornerstone Select Advisors, LLC has filed, 6 earlier quarters. Pick one to see what it held then.
Is it too late to follow Cornerstone Select Advisors?
Q2 2026 13F filed with the SEC on Aug 5, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Cornerstone Select Advisors's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)
Top 10 since filing
-7.9%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 8% over the last 4
Top 10 weight
35%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
93%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Cornerstone Select Advisors, LLC disclosed 149 positions worth $237.6M in its Form 13F-HR for Q2 2026, led by $MU (MICRON TECHNOLOGY INC) at 6.9% of the equity portfolio, followed by $LRCX and $AVGO. During the quarter the fund opened 30 new positions and exited 6 — including a new stake in $PSLV and a full exit from $ISRG. The portfolio is most concentrated in Technology (53.2% of disclosed assets). All figures are sourced directly from Cornerstone Select Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 2055366.
Funds like this
managers whose biggest positions overlap Cornerstone Select Advisors'sBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
AI-Powered Hedge Fund Analysis: Cornerstone Select Advisors, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Cornerstone Select Advisors, LLC (SEC CIK: 2055366), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Cornerstone Select Advisors, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.