Cornerstone Select Advisors, LLC Q2 2025 Filing
Filed August 12, 2025
Portfolio Value
$113.6B
Holdings
110
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (110 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AVGOBROADCOM INC | 27,057 | $7.5B | 6.57% | |
| 2 | NVDANVIDIA CORPORATION | 35,677 | $5.6B | 4.96% | |
| 3 | TAT&T INC | 126,128 | $3.7B | 3.21% | |
| 4 | MSFTMICROSOFT CORP | 6,739 | $3.4B | 2.95% | |
| 5 | AAPLAPPLE INC | 16,314 | $3.3B | 2.95% | |
| 6 | ARCCARES CAPITAL CORP | 138,104 | $3.0B | 2.67% | |
| 7 | BACBANK AMERICA CORP | 59,155 | $2.8B | 2.46% | |
| 8 | CVXCHEVRON CORP NEW | 19,456 | $2.8B | 2.45% | |
| 9 | PLTRPALANTIR TECHNOLOGIES INC | 17,561 | $2.4B | 2.11% | |
| 10 | LRCXLAM RESEARCH CORP | 23,597 | $2.3B | 2.02% | |
| 11 | AMZNAMAZON COM INC | 9,846 | $2.2B | 1.90% | |
| 12 | METAMETA PLATFORMS INC | 2,916 | $2.2B | 1.89% | |
| 13 | CSCOCISCO SYS INC | 30,186 | $2.1B | 1.84% | |
| 14 | SHELSHELL PLC | 28,734 | $2.0B | 1.78% | |
| 15 | CAHCARDINAL HEALTH INC | 11,957 | $2.0B | 1.77% | |
| 16 | KLACKLA CORP | 2,225 | $2.0B | 1.75% | |
| 17 | BACVERIZON COMMUNICATIONS INC | 45,727 | $2.0B | 1.74% | |
| 18 | TGTXTG THERAPEUTICS INC | 53,004 | $1.9B | 1.68% | |
| 19 | PANWPALO ALTO NETWORKS INC | 9,221 | $1.9B | 1.66% | |
| 20 | EPDENTERPRISE PRODS PARTNERS L | 59,530 | $1.8B | 1.63% | |
| 21 | ABBVABBVIE INC | 9,925 | $1.8B | 1.62% | |
| 22 | IBMINTERNATIONAL BUSINESS MACHS | 6,191 | $1.8B | 1.61% | |
| 23 | WMTWALMART INC | 17,324 | $1.7B | 1.49% | |
| 24 | CRWDCROWDSTRIKE HLDGS INC | 3,122 | $1.6B | 1.40% | |
| 25 | ORCLORACLE CORP | 7,230 | $1.6B | 1.39% | |
| 26 | ANETARISTA NETWORKS INC | 14,486 | $1.5B | 1.30% | |
| 27 | MUMICRON TECHNOLOGY INC | 11,923 | $1.5B | 1.29% | |
| 28 | LHXL3HARRIS TECHNOLOGIES INC | 5,740 | $1.4B | 1.27% | |
| 29 | MRKMERCK & CO INC | 17,813 | $1.4B | 1.24% | |
| 30 | TMHCTAYLOR MORRISON HOME CORP | 22,696 | $1.4B | 1.23% | |
| 31 | WCCWESCO INTL INC | 7,343 | $1.4B | 1.20% | |
| 32 | BMYBRISTOL-MYERS SQUIBB CO | 28,492 | $1.3B | 1.16% | |
| 33 | VLOVALERO ENERGY CORP | 9,765 | $1.3B | 1.16% | |
| 34 | GILDGILEAD SCIENCES INC | 11,788 | $1.3B | 1.15% | |
| 35 | VVISA INC | 3,515 | $1.2B | 1.10% | |
| 36 | CDNSCADENCE DESIGN SYSTEM INC | 3,778 | $1.2B | 1.02% | |
| 37 | MOALTRIA GROUP INC | 19,857 | $1.2B | 1.02% | |
| 38 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 4,668 | $1.1B | 0.93% | |
| 39 | TFCTRUIST FINL CORP | 23,425 | $1.0B | 0.89% | |
| 40 | AMGNAMGEN INC | 3,606 | $1.0B | 0.89% | |
| 41 | ALSALLSTATE CORP | 4,837 | $973.7M | 0.86% | |
| 42 | VRTVERTIV HOLDINGS CO | 7,384 | $948.2M | 0.83% | |
| 43 | GOOGLALPHABET INC | 4,811 | $847.9M | 0.75% | |
| 44 | LDOSLEIDOS HOLDINGS INC | 5,031 | $793.7M | 0.70% | |
| 45 | UNPUNION PAC CORP | 3,383 | $778.3M | 0.69% | |
| 46 | HPEHEWLETT PACKARD ENTERPRISE C | 36,833 | $753.2M | 0.66% | |
| 47 | OHIOMEGA HEALTHCARE INVS INC | 19,566 | $717.1M | 0.63% | |
| 48 | FTNTFORTINET INC | 6,290 | $665.0M | 0.59% | |
| 49 | DELLDELL TECHNOLOGIES INC | 5,351 | $656.0M | 0.58% | |
| 50 | HBC2HSBC HLDGS PLC | 10,734 | $652.5M | 0.57% | |
| 51 | CATCATERPILLAR INC | 1,620 | $628.9M | 0.55% | |
| 52 | XOMEXXON MOBIL CORP | 5,833 | $628.8M | 0.55% | |
| 53 | CRMSALESFORCE INC | 2,297 | $626.4M | 0.55% | |
| 54 | EMEEMCOR GROUP INC | 1,113 | $595.3M | 0.52% | |
| 55 | GLWCORNING INC | 11,251 | $591.7M | 0.52% | |
| 56 | TPRTAPESTRY INC | 6,692 | $587.6M | 0.52% | |
| 57 | UGIUGI CORP NEW | 15,995 | $582.5M | 0.51% | |
| 58 | COFCAPITAL ONE FINL CORP | 2,631 | $559.8M | 0.49% | |
| 59 | JPMJPMORGAN CHASE & CO. | 1,866 | $541.0M | 0.48% | |
| 60 | KHCKRAFT HEINZ CO | 20,548 | $530.5M | 0.47% | |
| 61 | IWMISHARES TR | 2,450 | $528.7M | 0.47% | |
| 62 | ASMLASML HOLDING N V | 644 | $516.1M | 0.45% | |
| 63 | STLDSTEEL DYNAMICS INC | 3,988 | $510.5M | 0.45% | |
| 64 | FISVFISERV INC | 2,919 | $503.3M | 0.44% | |
| 65 | ADBEADOBE INC | 1,300 | $502.9M | 0.44% | |
| 66 | FNFFIDELITY NATIONAL FINANCIAL | 8,640 | $484.4M | 0.43% | |
| 67 | AXSMAXSOME THERAPEUTICS INC | 4,375 | $456.7M | 0.40% | |
| 68 | URIUNITED RENTALS INC | 592 | $446.0M | 0.39% | |
| 69 | HASIHA SUSTAINABLE INFRA CAP INC | 16,483 | $442.7M | 0.39% | |
| 70 | IVVISHARES TR | 690 | $428.4M | 0.38% | |
| 71 | JNJJOHNSON & JOHNSON | 2,736 | $418.0M | 0.37% | |
| 72 | MLB1MERCADOLIBRE INC | 145 | $379.0M | 0.33% | |
| 73 | RSSLGLOBAL X FDS | 4,412 | $375.6M | 0.33% | |
| 74 | SLBSCHLUMBERGER LTD | 10,954 | $370.2M | 0.33% | |
| 75 | BGBUNGE GLOBAL SA | 4,539 | $364.4M | 0.32% | |
| 76 | IRINGERSOLL RAND INC | 4,375 | $363.9M | 0.32% | |
| 77 | CMICUMMINS INC | 1,096 | $358.9M | 0.32% | |
| 78 | AMDADVANCED MICRO DEVICES INC | 2,315 | $328.5M | 0.29% | |
| 79 | DVNDEVON ENERGY CORP NEW | 9,925 | $315.7M | 0.28% | |
| 80 | METMETLIFE INC | 3,892 | $313.0M | 0.28% | |
| 81 | AEPAMERICAN ELEC PWR CO INC | 2,976 | $308.8M | 0.27% | |
| 82 | KWEBKRANESHARES TRUST | 8,976 | $308.1M | 0.27% | |
| 83 | CBRECBRE GROUP INC | 2,133 | $298.9M | 0.26% | |
| 84 | ACNACCENTURE PLC IRELAND | 999 | $298.6M | 0.26% | |
| 85 | DYHTARGET CORP | 2,915 | $287.6M | 0.25% | |
| 86 | HDHOME DEPOT INC | 783 | $287.1M | 0.25% | |
| 87 | ARKBARK 21SHARES BITCOIN ETF | 7,509 | $268.7M | 0.24% | |
| 88 | ETENERGY TRANSFER L P | 14,814 | $268.6M | 0.24% | |
| 89 | MDBMONGODB INC | 1,235 | $259.3M | 0.23% | |
| 90 | GDGENERAL DYNAMICS CORP | 859 | $250.5M | 0.22% | |
| 91 | NSCNORFOLK SOUTHN CORP | 971 | $248.5M | 0.22% | |
| 92 | UBERUBER TECHNOLOGIES INC | 2,622 | $244.6M | 0.22% | |
| 93 | OGEOGE ENERGY CORP | 5,510 | $244.5M | 0.22% | |
| 94 | NVONOVO-NORDISK A S | 3,443 | $237.6M | 0.21% | |
| 95 | RTXRTX CORPORATION | 1,576 | $230.1M | 0.20% | |
| 96 | CGCARLYLE GROUP INC | 4,415 | $226.9M | 0.20% | |
| 97 | ISRGINTUITIVE SURGICAL INC | 406 | $220.6M | 0.19% | |
| 98 | GMGENERAL MTRS CO | 4,438 | $218.4M | 0.19% | |
| 99 | PFFDGLOBAL X FDS | 11,549 | $217.5M | 0.19% | |
| 100 | VVXV2X INC | 4,440 | $215.6M | 0.19% |
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