Holders — by stockHoldings — by fund
Cornerstone Select Advisors, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002055366
$237.6M
disclosed book value
149
positions
6.9%
largest position share
Positions, as of 2026-06-30
top 100 of 149 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | MUMICRON TECHNOLOGY INC | 14,227 | $16.4M | 6.9% |
| 2 | LRCXLAM RESEARCH CORP | 29,766 | $12.9M | 5.4% |
| 3 | AVGOBROADCOM INC | 31,375 | $11.9M | 5% |
| 4 | NVDANVIDIA CORPORATION | 43,208 | $8.6M | 3.6% |
| 5 | KLACKLA CORP | 25,598 | $7.7M | 3.3% |
| 6 | AAPLAPPLE INC | 19,752 | $5.7M | 2.4% |
| 7 | VRTVERTIV HOLDINGS CO | 15,234 | $5.1M | 2.1% |
| 8 | DELLDELL TECHNOLOGIES INC | 11,283 | $4.9M | 2% |
| 9 | PANWPALO ALTO NETWORKS INC | 13,105 | $4.5M | 1.9% |
| 10 | CRWDCROWDSTRIKE HLDGS INC | 5,754 | $4.4M | 1.8% |
| 11 | CAHCARDINAL HEALTH INC | 18,456 | $4.4M | 1.8% |
| 12 | CSCOCISCO SYS INC | 34,903 | $4.1M | 1.7% |
| 13 | CVXCHEVRON CORPORATION | 24,286 | $4.0M | 1.7% |
| 14 | BACBANK OF AMER CORP | 68,933 | $3.9M | 1.7% |
| 15 | SMHVANECK ETF TRUST | 5,443 | $3.6M | 1.5% |
| 16 | VLOVALERO ENERGY CORP | 13,285 | $3.5M | 1.5% |
| 17 | PLTRPALANTIR TECHNOLOGIES INC | 29,272 | $3.4M | 1.4% |
| 18 | GLWCORNING INC | 13,246 | $3.4M | 1.4% |
| 19 | ABBVABBVIE INC | 13,222 | $3.3M | 1.4% |
| 20 | MRKMERCK & CO INC | 25,523 | $3.3M | 1.4% |
| 21 | ARCCARES CAPITAL CORP | 171,613 | $3.2M | 1.3% |
| 22 | ANETARISTA NETWORKS INC | 18,523 | $3.1M | 1.3% |
| 23 | AMZNAMAZON COM INC | 12,996 | $3.1M | 1.3% |
| 24 | TAT&T INC | 145,746 | $3.0M | 1.3% |
| 25 | MSFTMICROSOFT CORP | 8,019 | $3.0M | 1.3% |
| 26 | EPDENTERPRISE PRODS PARTNERS L | 80,102 | $2.9M | 1.2% |
| 27 | WCCWESCO INTL INC | 7,469 | $2.6M | 1.1% |
| 28 | GOOGLALPHABET INC | 7,122 | $2.5M | 1.1% |
| 29 | CREDO TECHNOLOGY GROUP HOLDI | 9,239 | $2.5M | 1.1% |
| 30 | WMTWALMART INC | 21,447 | $2.4M | 1% |
| 31 | AMDADVANCED MICRO DEVICES INC | 4,091 | $2.4M | 1% |
| 32 | GILDGILEAD SCIENCES INC | 18,744 | $2.4M | 1% |
| 33 | METAMETA PLATFORMS INC | 4,140 | $2.3M | 1% |
| 34 | IBMINTERNATIONAL BUSINESS MACHS | 8,293 | $2.3M | 1% |
| 35 | SHELSHELL PLC | 28,955 | $2.2M | 0.9% |
| 36 | TGTXTG THERAPEUTICS INC | 40,217 | $2.2M | 0.9% |
| 37 | HPEHEWLETT PACKARD ENTERPRISE C | 48,654 | $2.2M | 0.9% |
| 38 | CATCATERPILLAR INC | 2,028 | $2.2M | 0.9% |
| 39 | VZVERIZON COMMUNICATIONS INC | 50,240 | $2.1M | 0.9% |
| 40 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 4,282 | $2.0M | 0.9% |
| 41 | MOALTRIA GROUP INC | 28,195 | $2.0M | 0.9% |
| 42 | ORCLORACLE CORP | 13,476 | $2.0M | 0.8% |
| 43 | LHXL3HARRIS TECHNOLOGIES INC | 6,401 | $1.9M | 0.8% |
| 44 | ASML HLDG NV | 928 | $1.8M | 0.8% |
| 45 | TMHC*TAYLOR MORRISON HOME CORP | 23,961 | $1.7M | 0.7% |
| 46 | AMGNAMGEN INC | 4,743 | $1.7M | 0.7% |
| 47 | EMEEMCOR GROUP INC | 2,046 | $1.7M | 0.7% |
| 48 | CDNSCADENCE DESIGN SYSTEM INC | 4,506 | $1.7M | 0.7% |
| 49 | COHRCOHERENT CORP | 4,225 | $1.7M | 0.7% |
| 50 | UGIUGI CORP NEW | 42,218 | $1.5M | 0.6% |
| 51 | HSBCHSBC HLDGS PLC | 14,039 | $1.3M | 0.6% |
| 52 | TFCTRUIST FINL CORP | 26,299 | $1.3M | 0.6% |
| 53 | OHIOMEGA HEALTHCARE INVS INC | 27,442 | $1.3M | 0.6% |
| 54 | VVISA INC | 3,783 | $1.3M | 0.5% |
| 55 | XLISELECT SECTOR SPDR TR | 6,907 | $1.3M | 0.5% |
| 56 | VFHVANGUARD WORLD FD | 9,526 | $1.3M | 0.5% |
| 57 | CMICUMMINS INC | 1,695 | $1.2M | 0.5% |
| 58 | STLDSTEEL DYNAMICS INC | 5,231 | $1.2M | 0.5% |
| 59 | ALLALLSTATE CORP | 4,992 | $1.2M | 0.5% |
| 60 | EXMOCEXXON MOBIL CORP | 8,648 | $1.2M | 0.5% |
| 61 | AGNCAGNC INVT CORP | 101,142 | $1.1M | 0.5% |
| 62 | BMYBRISTOL-MYERS SQUIBB CO | 19,000 | $1.1M | 0.5% |
| 63 | JPMJPMORGAN CHASE & CO | 3,301 | $1.1M | 0.5% |
| 64 | JNJJOHNSON & JOHNSON | 4,100 | $1.0M | 0.4% |
| 65 | FTNTFORTINET INC | 6,760 | $1.0M | 0.4% |
| 66 | VHTVANGUARD WORLD FD | 3,346 | $1.0M | 0.4% |
| 67 | TPRTAPESTRY INC | 6,591 | $964,791 | 0.4% |
| 68 | GLXYGALAXY DIGITAL INC. | 35,050 | $958,267 | 0.4% |
| 69 | URIUNITED RENTALS INC | 814 | $922,172 | 0.4% |
| 70 | XLYSELECT SECTOR SPDR TR | 7,239 | $848,990 | 0.4% |
| 71 | MPLXMPLX LP | 14,457 | $814,377 | 0.3% |
| 72 | UNPUNION PAC CORP | 2,712 | $737,628 | 0.3% |
| 73 | XLESELECT SECTOR SPDR TR | 13,827 | $734,351 | 0.3% |
| 74 | IWMISHARES TR | 2,368 | $711,513 | 0.3% |
| 75 | COFCAPITAL ONE FINL CORP | 3,531 | $708,389 | 0.3% |
| 76 | SLBSLB LIMITED | 14,610 | $679,197 | 0.3% |
| 77 | HASIHA SUSTAINABLE INFRA CAP INC | 16,877 | $659,047 | 0.3% |
| 78 | VDCVANGUARD WORLD FD | 2,617 | $590,107 | 0.2% |
| 79 | PSLVSPROTT ASSET MANAGEMENT LP | 31,200 | $588,744 | 0.2% |
| 80 | GMGENERAL MTRS CO | 7,329 | $564,919 | 0.2% |
| 81 | RSSLGLOBAL X FDS | 4,643 | $547,370 | 0.2% |
| 82 | RTXRTX CORPORATION | 2,819 | $534,849 | 0.2% |
| 83 | LDOSLEIDOS HOLDINGS INC | 5,194 | $534,826 | 0.2% |
| 84 | IVVISHARES TR | 679 | $508,496 | 0.2% |
| 85 | AIQGLOBAL X FDS | 7,089 | $465,110 | 0.2% |
| 86 | FIXCOMFORT SYS USA INC | 235 | $464,854 | 0.2% |
| 87 | METMETLIFE INC | 5,490 | $464,535 | 0.2% |
| 88 | PWRQUANTA SVCS INC | 643 | $462,986 | 0.2% |
| 89 | GOOGALPHABET INC | 1,309 | $462,509 | 0.2% |
| 90 | VVXV2X INC | 5,696 | $424,694 | 0.2% |
| 91 | AEPAMERICAN ELEC PWR CO INC | 3,047 | $416,856 | 0.2% |
| 92 | TET1 ENERGY INC | 42,447 | $402,398 | 0.2% |
| 93 | VNQVANGUARD INDEX FDS | 4,166 | $401,727 | 0.2% |
| 94 | LLYELI LILLY & CO | 327 | $392,214 | 0.2% |
| 95 | AMATAPPLIED MATLS INC | 530 | $383,190 | 0.2% |
| 96 | FCXFREEPORT MCMORAN INC | 5,947 | $374,007 | 0.2% |
| 97 | OGEOGE ENERGY CORP | 7,660 | $372,735 | 0.2% |
| 98 | SNOWSNOWFLAKE INC | 1,445 | $367,753 | 0.2% |
| 99 | CSXCSX CORP | 7,660 | $364,080 | 0.2% |
| 100 | BKRBAKER HUGHES COMPANY | 6,391 | $354,701 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.