Cornerstone Select Advisors, LLC
CIK 0002055366 · ST. LOUIS, MO · Quarter end: 2026-06-30 · Filed on: 2026-08-05 · Open the SEC source ↗
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
Top Holdings
MU
MICRON TECHNOLOGY INC
6.9%
LRCX
LAM RESEARCH CORP
5.4%
AVGO
BROADCOM INC
5.0%
NVDA
NVIDIA CORPORATION
3.6%
KLAC
KLA CORP
3.3%
AAPL
APPLE INC
2.4%
VRT
VERTIV HOLDINGS CO
2.1%
DELL
DELL TECHNOLOGIES INC
2.0%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.