Cornerstone Advisors, LLC

CIK: 0001775446SEC EDGAR →

Portfolio Value

$3.0B

Holdings

158

As of

Q4 2025

New Positions

6

Closed Positions

46

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

APPLE INC

778,700$211.0M
7.03%
2

NVIDIA CORPORATION

1,080,300$201.0M
6.69%
3

ALPHABET INC

620,200$194.0M
6.46%
4

MICROSOFT CORP

331,900$160.0M
5.33%
5

AMAZON COM INC

535,900$123.0M
4.10%
6

BROADCOM INC

230,854$79.0M
2.63%
7

SELECT SECTOR SPDR TR

1,429,652$63.0M
2.10%
8

META PLATFORMS INC

90,900$60.0M
2.00%
9

ELI LILLY & CO

53,500$57.0M
1.90%
10

JPMORGAN CHASE & CO.

172,200$55.0M
1.83%

Quarterly Changes

Top Buys

XLE↑ Increased
$59.9M
SMHNEW
$50.0M
XLUNEW
$47.0M
KBWBNEW
$30.0M
FICONEW
$24.0M

Top Sells

XLK↓ Decreased
$50.4M
XOMCLOSED
$41.4M
XLICLOSED
$36.2M
BACCLOSED
$34.2M
TSLA↓ Decreased
$29.9M

New Positions (40)

$50.0M · 139K shares
$47.0M · 1.1M shares
$30.0M · 361K shares
$24.0M · 15K shares
$20.0M · 89K shares
$16.0M · 36K shares
$15.0M · 49K shares
$15.0M · 119K shares
$15.0M · 89K shares
$14.0M · 12K shares
$13.0M · 227K shares
$13.0M · 15K shares
$12.0M · 83K shares
$12.0M · 202K shares
$12.0M · 40K shares
$11.0M · 63K shares
$11.0M · 335K shares
$11.0M · 289K shares
$10.0M · 19K shares
$9.0M · 48K shares
$9.0M · 43K shares
$9.0M · 14K shares
$9.0M · 57K shares
$8.0M · 59K shares
$8.0M · 53K shares
$8.0M · 30K shares
$8.0M · 78K shares
$7.0M · 34K shares
$7.0M · 95K shares
$7.0M · 29K shares
$7.0M · 10K shares
$7.0M · 17K shares
$7.0M · 12K shares
$5.0M · 32K shares
$5.0M · 9K shares
$4.0M · 38K shares
$4.0M · 126K shares
$2.0M · 16K shares
$2.0M · 7K shares
$2.0M · 1K shares

Closed Positions (117)

$41.4M · 367K shares
$36.2M · 235K shares
$34.2M · 662K shares
$29.2M · 126K shares
$27.8M · 660K shares
$23.0M · 305K shares
$23.0M · 76K shares
$22.7M · 66K shares
$21.3M · 107K shares
$19.1M · 123K shares
$18.5M · 237K shares
$17.0M · 602K shares
$15.7M · 137K shares
$10.7M · 157K shares
$9.7M · 390K shares
$8.2M · 262K shares
$7.0M · 23K shares
$6.8M · 23K shares
$6.3M · 13K shares
$6.2M · 93K shares
$6.2M · 34K shares
$6.0M · 18K shares
$5.6M · 19K shares
$5.5M · 202K shares
$5.0M · 120K shares
$4.8M · 77K shares
$4.7M · 67K shares
$4.6M · 371K shares
$4.6M · 96K shares
$4.4M · 72K shares
$4.3M · 51K shares
$4.2M · 34K shares
$4.2M · 44K shares
$3.9M · 80K shares
$3.7M · 19K shares
$3.7M · 83K shares
$3.7M · 38K shares
$3.7M · 10K shares
$3.5M · 39K shares
$3.4M · 12K shares
$3.4M · 41K shares
$3.4M · 7K shares
$3.3M · 12K shares
$3.2M · 242K shares
$3.1M · 4K shares
$3.1M · 19K shares
$3.0M · 20K shares
$3.0M · 7K shares
$3.0M · 16K shares
$2.9M · 47K shares
$2.7M · 33K shares
$2.7M · 25K shares
$2.7M · 13K shares
$2.7M · 21K shares
$2.7M · 6K shares
$2.6M · 600 shares
$2.5M · 206K shares
$2.5M · 10K shares
$2.4M · 7K shares
$2.3M · 59K shares
$2.1M · 17K shares
$2.1M · 86K shares
$2.0M · 4K shares
$2.0M · 56K shares
$2.0M · 23K shares
$1.9M · 2K shares
$1.8M · 12K shares
$1.8M · 20K shares
$1.7M · 6K shares
$1.7M · 29K shares
$1.6M · 34K shares
$1.6M · 4K shares
$1.6M · 14K shares
$1.5M · 3K shares
$1.5M · 14K shares
$1.4M · 12K shares
$1.3M · 6K shares
$1.3M · 8K shares
$1.3M · 19K shares
$1.2M · 4K shares
$1.2M · 5K shares
$1.2M · 26K shares
$1.2M · 15K shares
$1.2M · 16K shares
$1.1M · 34K shares
$1.1M · 17K shares
$979K · 7K shares
$974K · 12K shares
$949K · 63K shares
$942K · 21K shares
$936K · 5K shares
$841K · 8K shares
$834K · 6K shares
$831K · 70K shares
$826K · 4K shares
$798K · 10K shares
$785K · 28K shares
$777K · 5K shares
$771K · 6K shares
$763K · 5K shares
$751K · 9K shares
$748K · 6K shares
$738K · 5K shares
$713K · 4K shares
$692K · 85K shares
$660K · 19K shares
$592K · 68K shares
$426K · 11K shares
$324K · 22K shares
$178K · 7K shares
$175K · 11K shares
$157K · 9K shares
$132K · 32K shares
$95K · 1K shares
$72K · 4K shares
$13K · 2K shares
$2K · 72 shares

Sector Breakdown

Sector# HoldingsValue%
Technology37$972.0M33.2%
Financial Services38$599.0M20.5%
Communication Services8$325.0M11.1%
Healthcare21$278.0M9.5%
Consumer Cyclical11$273.0M9.3%
Industrials19$194.0M6.6%
Consumer Defensive6$126.0M4.3%
Unknown12$102.0M3.5%
Basic Materials4$30.0M1.0%
Real Estate1$17.0M0.6%
Utilities1$10.0M0.3%