Cornerstone Select Advisors, LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$136.0B
Holdings
110
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (110 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AVGOBROADCOM INC | 28,611 | $9.4B | 6.94% | |
| 2 | NVDANVIDIA CORPORATION | 44,184 | $8.2B | 6.06% | |
| 3 | AAPLAPPLE INC | 17,097 | $4.4B | 3.20% | |
| 4 | MSFTMICROSOFT CORP | 7,240 | $3.7B | 2.76% | |
| 5 | TAT&T INC | 129,112 | $3.6B | 2.68% | |
| 6 | PLTRPALANTIR TECHNOLOGIES INC | 18,584 | $3.4B | 2.49% | |
| 7 | BACBANK AMERICA CORP | 61,920 | $3.2B | 2.35% | |
| 8 | LRCXLAM RESEARCH CORP | 23,566 | $3.2B | 2.32% | |
| 9 | CVXCHEVRON CORP NEW | 20,171 | $3.1B | 2.30% | |
| 10 | ARCCARES CAPITAL CORP | 146,104 | $3.0B | 2.19% | |
| 11 | ORCLORACLE CORP | 9,099 | $2.6B | 1.88% | |
| 12 | KLACKLA CORP | 2,349 | $2.5B | 1.86% | |
| 13 | ABBVABBVIE INC | 10,887 | $2.5B | 1.85% | |
| 14 | METAMETA PLATFORMS INC | 3,309 | $2.4B | 1.79% | |
| 15 | CAHCARDINAL HEALTH INC | 14,800 | $2.3B | 1.71% | |
| 16 | AMZNAMAZON COM INC | 10,427 | $2.3B | 1.68% | |
| 17 | ANETARISTA NETWORKS INC | 15,099 | $2.2B | 1.62% | |
| 18 | CSCOCISCO SYS INC | 31,854 | $2.2B | 1.60% | |
| 19 | PANWPALO ALTO NETWORKS INC | 10,638 | $2.2B | 1.59% | |
| 20 | BACVERIZON COMMUNICATIONS INC | 48,973 | $2.2B | 1.58% | |
| 21 | MUMICRON TECHNOLOGY INC | 12,553 | $2.1B | 1.54% | |
| 22 | SHELSHELL PLC | 28,847 | $2.1B | 1.52% | |
| 23 | CRWDCROWDSTRIKE HLDGS INC | 4,153 | $2.0B | 1.50% | |
| 24 | TGTXTG THERAPEUTICS INC | 55,284 | $2.0B | 1.47% | |
| 25 | IBMINTERNATIONAL BUSINESS MACHS | 7,041 | $2.0B | 1.46% | |
| 26 | EPDENTERPRISE PRODS PARTNERS L | 62,177 | $1.9B | 1.43% | |
| 27 | WMTWALMART INC | 18,435 | $1.9B | 1.40% | |
| 28 | LHXL3HARRIS TECHNOLOGIES INC | 6,066 | $1.9B | 1.36% | |
| 29 | VRTVERTIV HOLDINGS CO | 11,933 | $1.8B | 1.32% | |
| 30 | VLOVALERO ENERGY CORP | 10,334 | $1.8B | 1.29% | |
| 31 | MRKMERCK & CO INC | 20,816 | $1.7B | 1.28% | |
| 32 | WCCWESCO INTL INC | 7,391 | $1.6B | 1.15% | |
| 33 | TMHCTAYLOR MORRISON HOME CORP | 23,553 | $1.6B | 1.14% | |
| 34 | GILDGILEAD SCIENCES INC | 13,119 | $1.5B | 1.07% | |
| 35 | MOALTRIA GROUP INC | 21,510 | $1.4B | 1.04% | |
| 36 | CDNSCADENCE DESIGN SYSTEM INC | 3,965 | $1.4B | 1.02% | |
| 37 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 4,668 | $1.3B | 0.96% | |
| 38 | GOOGLALPHABET INC | 5,232 | $1.3B | 0.94% | |
| 39 | VVISA INC | 3,714 | $1.3B | 0.93% | |
| 40 | TFCTRUIST FINL CORP | 24,383 | $1.1B | 0.82% | |
| 41 | AMGNAMGEN INC | 3,930 | $1.1B | 0.82% | |
| 42 | LDOSLEIDOS HOLDINGS INC | 5,731 | $1.1B | 0.80% | |
| 43 | DELLDELL TECHNOLOGIES INC | 7,547 | $1.1B | 0.79% | |
| 44 | ALSALLSTATE CORP | 4,868 | $1.0B | 0.77% | |
| 45 | BMYBRISTOL-MYERS SQUIBB CO | 23,116 | $1.0B | 0.77% | |
| 46 | HPEHEWLETT PACKARD ENTERPRISE C | 40,352 | $991.0M | 0.73% | |
| 47 | GLWCORNING INC | 11,672 | $957.5M | 0.70% | |
| 48 | OHIOMEGA HEALTHCARE INVS INC | 20,597 | $869.6M | 0.64% | |
| 49 | HBC2HSBC HLDGS PLC | 11,884 | $843.5M | 0.62% | |
| 50 | TPRTAPESTRY INC | 7,434 | $841.7M | 0.62% | |
| 51 | CATCATERPILLAR INC | 1,720 | $820.7M | 0.60% | |
| 52 | XOMEXXON MOBIL CORP | 6,604 | $744.6M | 0.55% | |
| 53 | EMEEMCOR GROUP INC | 1,103 | $716.4M | 0.53% | |
| 54 | UGIUGI CORP NEW | 21,519 | $715.7M | 0.53% | |
| 55 | UNPUNION PAC CORP | 2,937 | $694.3M | 0.51% | |
| 56 | ASMLASML HOLDING N V | 717 | $694.1M | 0.51% | |
| 57 | JPMJPMORGAN CHASE & CO. | 2,104 | $663.7M | 0.49% | |
| 58 | IWMISHARES TR | 2,734 | $661.6M | 0.49% | |
| 59 | CRMSALESFORCE INC | 2,571 | $609.3M | 0.45% | |
| 60 | FTNTFORTINET INC | 7,042 | $592.1M | 0.44% | |
| 61 | JNJJOHNSON & JOHNSON | 3,164 | $586.8M | 0.43% | |
| 62 | AMDADVANCED MICRO DEVICES INC | 3,605 | $583.3M | 0.43% | |
| 63 | ADBEADOBE INC | 1,548 | $546.1M | 0.40% | |
| 64 | URIUNITED RENTALS INC | 569 | $543.2M | 0.40% | |
| 65 | STLDSTEEL DYNAMICS INC | 3,861 | $538.3M | 0.40% | |
| 66 | AXSMAXSOME THERAPEUTICS INC | 4,375 | $531.3M | 0.39% | |
| 67 | HASIHA SUSTAINABLE INFRA CAP INC | 16,776 | $515.0M | 0.38% | |
| 68 | COFCAPITAL ONE FINL CORP | 2,316 | $492.3M | 0.36% | |
| 69 | CMICUMMINS INC | 1,096 | $462.9M | 0.34% | |
| 70 | IVVISHARES TR | 690 | $461.8M | 0.34% | |
| 71 | AGNCAGNC INVT CORP | 46,529 | $455.5M | 0.33% | |
| 72 | SLBSCHLUMBERGER LTD | 13,189 | $453.3M | 0.33% | |
| 73 | MDBMONGODB INC | 1,459 | $452.8M | 0.33% | |
| 74 | FNFFIDELITY NATIONAL FINANCIAL | 7,404 | $447.9M | 0.33% | |
| 75 | RSSLGLOBAL X FDS | 4,558 | $434.0M | 0.32% | |
| 76 | KHCKRAFT HEINZ CO | 15,925 | $414.7M | 0.30% | |
| 77 | FISVFISERV INC | 3,214 | $414.4M | 0.30% | |
| 78 | MLB1MERCADOLIBRE INC | 171 | $399.6M | 0.29% | |
| 79 | METMETLIFE INC | 4,669 | $384.6M | 0.28% | |
| 80 | KWEBKRANESHARES TRUST | 9,056 | $380.4M | 0.28% | |
| 81 | CBRECBRE GROUP INC | 2,242 | $353.3M | 0.26% | |
| 82 | IRINGERSOLL RAND INC | 4,180 | $345.4M | 0.25% | |
| 83 | AEPAMERICAN ELEC PWR CO INC | 2,899 | $326.1M | 0.24% | |
| 84 | GMGENERAL MTRS CO | 5,342 | $325.7M | 0.24% | |
| 85 | RTXRTX CORPORATION | 1,904 | $318.6M | 0.23% | |
| 86 | HDHOME DEPOT INC | 778 | $315.2M | 0.23% | |
| 87 | ARKBARK 21SHARES BITCOIN ETF | 7,869 | $299.2M | 0.22% | |
| 88 | ACNACCENTURE PLC IRELAND | 1,198 | $295.4M | 0.22% | |
| 89 | GDGENERAL DYNAMICS CORP | 854 | $291.2M | 0.21% | |
| 90 | UBERUBER TECHNOLOGIES INC | 2,937 | $287.7M | 0.21% | |
| 91 | VVXV2X INC | 4,870 | $282.9M | 0.21% | |
| 92 | CGCARLYLE GROUP INC | 4,415 | $276.8M | 0.20% | |
| 93 | NSCNORFOLK SOUTHN CORP | 891 | $267.7M | 0.20% | |
| 94 | ETENERGY TRANSFER L P | 14,977 | $257.0M | 0.19% | |
| 95 | OGEOGE ENERGY CORP | 5,486 | $253.8M | 0.19% | |
| 96 | ISRGINTUITIVE SURGICAL INC | 555 | $248.2M | 0.18% | |
| 97 | DYHTARGET CORP | 2,722 | $244.2M | 0.18% | |
| 98 | OCOWENS CORNING NEW COM | 1,690 | $239.1M | 0.18% | |
| 99 | BGBUNGE GLOBAL SA | 2,812 | $228.5M | 0.17% | |
| 100 | PRUPRUDENTIAL FINL INC | 2,174 | $225.5M | 0.17% |
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