Cornerstone Select Advisors, LLC Q4 2025 Filing
Filed February 10, 2026
Portfolio Value
$144.1B
Holdings
117
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (117 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AVGOBROADCOM INC | 28,587 | $9.9B | 6.86% | |
| 2 | NVDANVIDIA CORPORATION | 44,410 | $8.3B | 5.75% | |
| 3 | AAPLAPPLE INC | 17,015 | $4.6B | 3.21% | |
| 4 | LRCXLAM RESEARCH CORP | 22,907 | $3.9B | 2.72% | |
| 5 | MUMICRON TECHNOLOGY INC | 12,441 | $3.5B | 2.46% | |
| 6 | MSFTMICROSOFT CORP | 7,254 | $3.5B | 2.43% | |
| 7 | BACBANK AMERICA CORP | 62,341 | $3.4B | 2.38% | |
| 8 | PLTRPALANTIR TECHNOLOGIES INC | 19,130 | $3.4B | 2.36% | |
| 9 | CAHCARDINAL HEALTH INC | 16,168 | $3.3B | 2.31% | |
| 10 | TAT&T INC | 130,539 | $3.2B | 2.25% | |
| 11 | ARCCARES CAPITAL CORP | 154,525 | $3.1B | 2.17% | |
| 12 | CVXCHEVRON CORP NEW | 20,445 | $3.1B | 2.16% | |
| 13 | KLACKLA CORP | 2,373 | $2.9B | 2.00% | |
| 14 | ABBVABBVIE INC | 10,921 | $2.5B | 1.73% | |
| 15 | CSCOCISCO SYS INC | 32,118 | $2.5B | 1.72% | |
| 16 | AMZNAMAZON COM INC | 10,488 | $2.4B | 1.68% | |
| 17 | METAMETA PLATFORMS INC | 3,475 | $2.3B | 1.59% | |
| 18 | MRKMERCK & CO INC | 21,773 | $2.3B | 1.59% | |
| 19 | CRWDCROWDSTRIKE HLDGS INC | 4,566 | $2.1B | 1.48% | |
| 20 | IBMINTERNATIONAL BUSINESS MACHS | 7,124 | $2.1B | 1.46% | |
| 21 | SHELSHELL PLC | 28,113 | $2.1B | 1.43% | |
| 22 | VRTVERTIV HOLDINGS CO | 12,658 | $2.0B | 1.42% | |
| 23 | EPDENTERPRISE PRODS PARTNERS L | 63,730 | $2.0B | 1.42% | |
| 24 | WMTWALMART INC | 18,340 | $2.0B | 1.42% | |
| 25 | PANWPALO ALTO NETWORKS INC | 10,964 | $2.0B | 1.40% | |
| 26 | BACVERIZON COMMUNICATIONS INC | 48,830 | $2.0B | 1.38% | |
| 27 | ANETARISTA NETWORKS INC | 15,165 | $2.0B | 1.38% | |
| 28 | ORCLORACLE CORP | 10,155 | $2.0B | 1.37% | |
| 29 | LHXL3HARRIS TECHNOLOGIES INC | 6,256 | $1.8B | 1.27% | |
| 30 | WCCWESCO INTL INC | 7,358 | $1.8B | 1.25% | |
| 31 | GILDGILEAD SCIENCES INC | 14,334 | $1.8B | 1.22% | |
| 32 | GOOGLALPHABET INC | 5,611 | $1.8B | 1.22% | |
| 33 | VLOVALERO ENERGY CORP | 10,491 | $1.7B | 1.18% | |
| 34 | TGTXTG THERAPEUTICS INC | 54,085 | $1.6B | 1.12% | |
| 35 | TMHCTAYLOR MORRISON HOME CORP | 23,539 | $1.4B | 0.96% | |
| 36 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 4,455 | $1.4B | 0.94% | |
| 37 | AMGNAMGEN INC | 4,067 | $1.3B | 0.92% | |
| 38 | VVISA INC | 3,774 | $1.3B | 0.92% | |
| 39 | UGIUGI CORP NEW | 34,609 | $1.3B | 0.90% | |
| 40 | MOALTRIA GROUP INC | 21,945 | $1.3B | 0.88% | |
| 41 | CDNSCADENCE DESIGN SYSTEM INC | 4,008 | $1.3B | 0.87% | |
| 42 | TFCTRUIST FINL CORP | 24,893 | $1.2B | 0.85% | |
| 43 | GLWCORNING INC | 13,303 | $1.2B | 0.81% | |
| 44 | BMYBRISTOL-MYERS SQUIBB CO | 20,570 | $1.1B | 0.77% | |
| 45 | LDOSLEIDOS HOLDINGS INC | 5,861 | $1.1B | 0.73% | |
| 46 | DELLDELL TECHNOLOGIES INC | 8,097 | $1.0B | 0.71% | |
| 47 | ALSALLSTATE CORP | 4,892 | $1.0B | 0.71% | |
| 48 | HPEHEWLETT PACKARD ENTERPRISE C | 41,638 | $1.0B | 0.69% | |
| 49 | HBC2HSBC HLDGS PLC | 12,608 | $991.0M | 0.69% | |
| 50 | CATCATERPILLAR INC | 1,720 | $985.0M | 0.68% | |
| 51 | OHIOMEGA HEALTHCARE INVS INC | 21,515 | $953.0M | 0.66% | |
| 52 | TPRTAPESTRY INC | 7,175 | $916.0M | 0.64% | |
| 53 | XOMEXXON MOBIL CORP | 6,639 | $798.0M | 0.55% | |
| 54 | AMDADVANCED MICRO DEVICES INC | 3,630 | $777.0M | 0.54% | |
| 55 | ASMLASML HOLDING N V | 671 | $717.0M | 0.50% | |
| 56 | CRMSALESFORCE INC | 2,608 | $690.0M | 0.48% | |
| 57 | JPMJPMORGAN CHASE & CO. | 2,116 | $681.0M | 0.47% | |
| 58 | EMEEMCOR GROUP INC | 1,103 | $674.0M | 0.47% | |
| 59 | JNJJOHNSON & JOHNSON | 3,229 | $668.0M | 0.46% | |
| 60 | STLDSTEEL DYNAMICS INC | 3,845 | $651.0M | 0.45% | |
| 61 | IWMISHARES TR | 2,617 | $644.0M | 0.45% | |
| 62 | UNPUNION PAC CORP | 2,758 | $637.0M | 0.44% | |
| 63 | CRDOCREDO TECHNOLOGY GROUP HOLDI | 4,364 | $627.0M | 0.44% | |
| 64 | MDBMONGODB INC | 1,476 | $619.0M | 0.43% | |
| 65 | COFCAPITAL ONE FINL CORP | 2,316 | $561.0M | 0.39% | |
| 66 | CMICUMMINS INC | 1,088 | $555.0M | 0.39% | |
| 67 | AGNCAGNC INVT CORP | 50,745 | $543.0M | 0.38% | |
| 68 | HASIHA SUSTAINABLE INFRA CAP INC | 16,877 | $530.0M | 0.37% | |
| 69 | SLBSLB LIMITED | 13,480 | $517.0M | 0.36% | |
| 70 | IVVISHARES TR | 690 | $472.0M | 0.33% | |
| 71 | FTNTFORTINET INC | 5,663 | $449.0M | 0.31% | |
| 72 | URIUNITED RENTALS INC | 556 | $449.0M | 0.31% | |
| 73 | RSSLGLOBAL X FDS | 4,625 | $446.0M | 0.31% | |
| 74 | ADBEADOBE INC | 1,243 | $435.0M | 0.30% | |
| 75 | GMGENERAL MTRS CO | 5,347 | $434.0M | 0.30% | |
| 76 | FNFFIDELITY NATIONAL FINANCIAL | 7,337 | $400.0M | 0.28% | |
| 77 | METMETLIFE INC | 4,980 | $393.0M | 0.27% | |
| 78 | GLXYGALAXY DIGITAL INC. | 17,174 | $384.0M | 0.27% | |
| 79 | RTXRTX CORPORATION | 2,072 | $380.0M | 0.26% | |
| 80 | —MRV FINANCIAL CORP COMMON STOCK | 13,950 | $361.0M | 0.25% | |
| 81 | MLB1MERCADOLIBRE INC | 176 | $354.0M | 0.25% | |
| 82 | AEPAMERICAN ELEC PWR CO INC | 3,003 | $346.0M | 0.24% | |
| 83 | CBRECBRE GROUP INC | 2,072 | $333.0M | 0.23% | |
| 84 | COHRCOHERENT CORP | 1,756 | $324.0M | 0.22% | |
| 85 | ISRGINTUITIVE SURGICAL INC | 564 | $319.0M | 0.22% | |
| 86 | PRUPRUDENTIAL FINL INC | 2,678 | $302.0M | 0.21% | |
| 87 | GDGENERAL DYNAMICS CORP | 854 | $287.0M | 0.20% | |
| 88 | KHCKRAFT HEINZ CO | 11,232 | $272.0M | 0.19% | |
| 89 | HDHOME DEPOT INC | 778 | $267.0M | 0.19% | |
| 90 | VVXV2X INC | 4,812 | $262.0M | 0.18% | |
| 91 | CGCARLYLE GROUP INC | 4,415 | $260.0M | 0.18% | |
| 92 | NSCNORFOLK SOUTHN CORP | 891 | $257.0M | 0.18% | |
| 93 | UBERUBER TECHNOLOGIES INC | 3,006 | $245.0M | 0.17% | |
| 94 | KWEBKRANESHARES TRUST | 7,138 | $243.0M | 0.17% | |
| 95 | ETENERGY TRANSFER L P | 14,675 | $241.0M | 0.17% | |
| 96 | FCXFREEPORT-MCMORAN INC | 4,658 | $236.0M | 0.16% | |
| 97 | OGEOGE ENERGY CORP | 5,486 | $234.0M | 0.16% | |
| 98 | ARKBARK 21SHARES BITCOIN ETF | 7,869 | $228.0M | 0.16% | |
| 99 | MAMASTERCARD INCORPORATED | 397 | $226.0M | 0.16% | |
| 100 | MCKMCKESSON CORP | 275 | $225.0M | 0.16% |
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