Cornerstone Select Advisors, LLC

CIK 0002055366 · ST. LOUIS, MO · Quarter end: 2026-06-30 · Filed on: 2026-08-05 · Open the SEC source

Cornerstone Select Advisors, LLC reported 149 positions worth $237.6M as of June 30, 2026 (13F filed August 5, 2026). Largest holding: MU (6.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$237.6M
2026 Q2
Positions
149
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
34.5%
Est. Net Flow (Q)
2026 Q2
10 / 149 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1MUMICRON TECHNOLOGY INCSH$16.4M6.91%14,227
2LRCXLAM RESEARCH CORPSH$12.9M5.43%29,766
3AVGOBROADCOM INCSH$11.9M4.99%31,375
4NVDANVIDIA CORPORATIONSH$8.6M3.64%43,208
5KLACKLA CORPSH$7.7M3.25%25,598
6AAPLAPPLE INCSH$5.7M2.41%19,752
7VRTVERTIV HOLDINGS COSH$5.1M2.15%15,234
8DELLDELL TECHNOLOGIES INCSH$4.9M2.05%11,283
9PANWPALO ALTO NETWORKS INCSH$4.5M1.88%13,105
10CRWDCROWDSTRIKE HLDGS INCSH$4.4M1.85%5,754

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Cornerstone Select Advisors, LLC hold as of Q2 2026?

Cornerstone Select Advisors, LLC reported 149 positions worth $237.6M in its Q2 2026 13F filing. Largest positions: MU (6.9%), LRCX (5.4%), AVGO (5.0%), NVDA (3.6%) and KLAC (3.3%).

What did Cornerstone Select Advisors, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Cornerstone Select Advisors, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.