Cornerstone Select Advisors, LLC

CIK: 0002055366Latest portfolio: $144.1M · Q4 2025

Holdings

117

Total Value

$144.1M

New Positions

13

Closed Positions

7

#StockSharesValue% PortfolioChangeType
1
AVGOBROADCOM INC
28,587$9.9M6.86%-24
2
NVDANVIDIA CORPORATION
44,410$8.3M5.75%+226
3
AAPLAPPLE INC
17,015$4.6M3.21%-82
4
LRCXLAM RESEARCH CORP
22,907$3.9M2.72%-659
5
MUMICRON TECHNOLOGY INC
12,441$3.5M2.46%-112
6
MSFTMICROSOFT CORP
7,254$3.5M2.43%+14
7
BACBANK AMERICA CORP
62,341$3.4M2.38%+421
8
PLTRPALANTIR TECHNOLOGIES INC
19,130$3.4M2.36%+546
9
CAHCARDINAL HEALTH INC
16,168$3.3M2.31%+1K
10
TAT&T INC
130,539$3.2M2.25%+1K
11
ARCCARES CAPITAL CORP
154,525$3.1M2.17%+8K
12
CVXCHEVRON CORP NEW
20,445$3.1M2.16%+274
13
KLACKLA CORP
2,373$2.9M2.00%+24
14
ABBVABBVIE INC
10,921$2.5M1.73%+34
15
CSCOCISCO SYS INC
32,118$2.5M1.72%+264
16
AMZNAMAZON COM INC
10,488$2.4M1.68%+61
17
METAMETA PLATFORMS INC
3,475$2.3M1.59%+166
18
MRKMERCK & CO INC
21,773$2.3M1.59%+957
19
CRWDCROWDSTRIKE HLDGS INC
4,566$2.1M1.48%+413
20
IBMINTERNATIONAL BUSINESS MACHS
7,124$2.1M1.46%+83
21
SHELSHELL PLC
28,113$2.1M1.43%-734
22
VRTVERTIV HOLDINGS CO
12,658$2.0M1.42%+725
23
EPDENTERPRISE PRODS PARTNERS L
63,730$2.0M1.42%+2K
24
WMTWALMART INC
18,340$2.0M1.42%-95
25
PANWPALO ALTO NETWORKS INC
10,964$2.0M1.40%+326

Quarterly Changes

New Positions

Closed Positions

  • AXSMCLOSED
    $531.3M
  • FISVCLOSED
    $414.4M
  • IRCLOSED
    $345.4M
  • ACNCLOSED
    $295.4M
  • OCCLOSED
    $239.1M
  • BGCLOSED
    $228.5M
  • XLKCLOSED
    $202.2M

Increased Positions

NameSharesChange
UGI35K+13K
ARCC155K+8K
AGNC51K+4K
GLW13K+2K
NWG12K+2K
EPD64K+2K
T131K+1K
CAH16K+1K
HPE42K+1K
GILD14K+1K

Decreased Positions

NameSharesChange
KHC11K-4693
BMY21K-2546
KWEB7K-1918
FTNT6K-1379
TGTX54K-1199
HRTX58K-1000
SHEL28K-734
TX5K-718
LRCX23K-659
DYH2K-585

Sector Breakdown

Technology0.0% ($9.893828246253921e+99T)
Financial Services0.0% ($3.4283126198813233e+76T)
Healthcare0.0% ($3.3222495229117594e+32T)
Industrials0.0% ($2.0501836180098566e+32T)
Energy0.0% ($3115206520431707.5T)
Consumer Cyclical0.0% ($24201385916.4T)
Unknown0.0% ($1018991.4T)
Communication Services0.0% ($324222.9T)
Real Estate0.0% ($953.5T)
Consumer Defensive0.0% ($20.4T)
Utilities0.0% ($1.3T)
Basic Materials0.0% ($651.2B)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 10, 2026$144.1M117
Q3 2025Nov 14, 2025$136.0B110
Q2 2025Aug 12, 2025$113.6B110
Q1 2025May 14, 2025$105.6B112
Q4 2024Feb 14, 2025$103.7B112

Fund Information

CIK0002055366
Most Recent FilingFeb 10, 2026
Number of Filings5

Cornerstone Select Advisors, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $144.1M across 117 holdings. The largest position is BROADCOM INC (AVGO), representing 6.9% of the portfolio. Compared to the previous quarter, the fund opened 14 new positions and closed 7 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.