Cornerstone Select Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 5, 2026, Cornerstone Select Advisors, Llc disclosed 147 stock positions valued at approximately $237.61M as of quarter-end June 30, 2026. The largest holdings include MICRON TECHNOLOGY INC, LAM RESEARCH CORP, and BROADCOM INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 147
- Portfolio Value
- $237.61M
Holdings by Sector
Cornerstone Select Advisors, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| MICRON TECHNOLOGY INC | MU | Technology | 6.91% | 14,227 | +1,133 | +8.65% | $16,421,907 |
| LAM RESEARCH CORP | LRCX | Technology | 5.43% | 29,766 | +6,339 | +27.06% | $12,898,671 |
| BROADCOM INC | AVGO | Technology | 4.99% | 31,375 | +2,783 | +9.73% | $11,852,089 |
| NVIDIA CORPORATION | NVDA | Technology | 3.64% | 43,208 | +1,249 | +2.98% | $8,645,582 |
| KLA CORP | KLAC | Technology | 3.25% | 25,598 | +23,237 | +984.20% | $7,723,178 |
| APPLE INC | AAPL | Technology | 2.41% | 19,752 | +2,232 | +12.74% | $5,715,365 |
| VERTIV HOLDINGS CO | VRT | Industrials | 2.15% | 15,234 | +1,577 | +11.55% | $5,100,535 |
| DELL TECHNOLOGIES INC | DELL | Technology | 2.05% | 11,283 | +2,602 | +29.97% | $4,868,318 |
| PALO ALTO NETWORKS INC | PANW | Technology | 1.88% | 13,105 | +1,429 | +12.24% | $4,469,067 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 1.85% | 5,754 | +612 | +11.90% | $4,391,108 |
| CARDINAL HEALTH INC | CAH | Healthcare | 1.85% | 18,456 | +1,529 | +9.03% | $4,384,391 |
| CISCO SYS INC | CSCO | Technology | 1.73% | 34,903 | +2,849 | +8.89% | $4,099,726 |
| CHEVRON CORPORATION | CVX | Energy | 1.69% | 24,286 | +4,386 | +22.04% | $4,025,580 |
| BANK OF AMER CORP | BAC | Financial Services | 1.65% | 68,933 | +5,148 | +8.07% | $3,927,804 |
| VANECK ETF TRUST | SMH | Other | 1.50% | 5,443 | -133 | -2.39% | $3,570,009 |
| VALERO ENERGY CORP | VLO | Energy | 1.46% | 13,285 | +2,754 | +26.15% | $3,459,865 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 1.44% | 29,272 | +8,003 | +37.63% | $3,415,164 |
| CORNING INC | GLW | Technology | 1.42% | 13,246 | +67 | +0.51% | $3,383,443 |
| ABBVIE INC | ABBV | Healthcare | 1.40% | 13,222 | +1,973 | +17.54% | $3,327,153 |
| MERCK & CO INC | MRK | Healthcare | 1.38% | 25,523 | +2,762 | +12.13% | $3,279,727 |
| ARES CAPITAL CORP | ARCC | Financial Services | 1.34% | 171,613 | +8,073 | +4.94% | $3,179,997 |
| ARISTA NETWORKS INC | ANET | Technology | 1.32% | 18,523 | +2,392 | +14.83% | $3,146,688 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.30% | 12,996 | +1,494 | +12.99% | $3,097,489 |
| AT&T INC | T | Communication Services | 1.27% | 145,746 | +13,300 | +10.04% | $3,016,933 |
| MICROSOFT CORP | MSFT | Technology | 1.26% | 8,019 | +846 | +11.79% | $2,991,402 |
| ENTERPRISE PRODS PARTNERS L | EPD | Energy | 1.24% | 80,102 | +13,421 | +20.13% | $2,944,561 |
| WESCO INTL INC | WCC | Industrials | 1.09% | 7,469 | +249 | +3.45% | $2,580,016 |
| ALPHABET INC | GOOGL | Communication Services | 1.07% | 7,122 | +643 | +9.92% | $2,545,331 |
| CREDO TECHNOLOGY GROUP HOLDI | CRDO | Technology | 1.06% | 9,239 | +1,402 | +17.89% | $2,512,546 |
| WALMART INC | WMT | Consumer Defensive | 1.02% | 21,447 | +2,685 | +14.31% | $2,429,132 |
Showing 30 of 147 holdings in the latest reporting period.