Cornerstone Select Advisors, LLC — 13F Holdings & Portfolio

CIK 2055366 · latest 13F-HR filed 2026-08-05

Cornerstone Select Advisors, LLC manages $237.6M in 13F-reported U.S. long-equity assets across 149 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are MU (6.91%), LRCX (5.43%), AVGO (4.99%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 31 new positions, exited 6, added to 91, and trimmed 13.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
13171 OLIVE BOULEVARD
SUITE 302
ST. LOUIS, MO 63141
Phone
(314) 862-5155
Filing Manager
Cornerstone Select Advisors, LLC
ST. LOUIS, MO
Signatory
Byron Gustus
Chief Financial Officer
Loading holdings…
AUM

$237.6M

Long-equity book

Holdings

149

Distinct positions

Period

2026-06-30

Filed 2026-08-05

Q/Q Activity

+31 / −6 / ↑91 / ↓13

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • MICRON TECHNOLOGY INC$12.0M +271.2%
  • LAM RESEARCH CORP$7.9M +157.7%
  • KLA CORP$4.2M +122.2%
  • DELL TECHNOLOGIES INC$3.4M +241.7%
  • BROADCOM INC$3.0M +33.9%
Show all 91 →

Top Trims

  • AT&T INC-$822.7K -21.4%
  • LEIDOS HOLDINGS INC-$391.9K -42.3%
  • SHELL PLC-$341.1K -13.2%
  • L3HARRIS TECHNOLOGIES INC-$319.4K -14.7%
  • VERIZON COMMUNICATIONS INC-$284.8K -11.8%
Show all 13 →

New Positions

  • SPROTT ASSET MANAGEMENT LP$588.7K
  • COMFORT SYS USA INC$464.9K
  • QUANTA SVCS INC$463.0K
  • ALPHABET INC$462.5K
  • T1 ENERGY INC$402.4K
Show all 31 →

Exited Positions

  • INTUITIVE SURGICAL INC$262.8K
  • ADOBE INC$251.6K
  • ELBIT SYS LTD$219.9K
  • DEVON ENERGY CORP NEW$215.6K
  • CARLYLE GROUP INC$213.6K
Show all 6 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 MICRON TECHNOLOGY INC MU 595112103 $16.4M 6.91% 14,227 SH
2 LAM RESEARCH CORP LRCX 512807306 $12.9M 5.43% 29,766 SH
3 BROADCOM INC AVGO 11135F101 $11.9M 4.99% 31,375 SH
4 NVIDIA CORPORATION NVDA 67066G104 $8.6M 3.64% 43,208 SH
5 KLA CORP KLAC 482480100 $7.7M 3.25% 25,598 SH
6 APPLE INC AAPL 037833100 $5.7M 2.41% 19,752 SH
7 VERTIV HOLDINGS CO VRT 92537N108 $5.1M 2.15% 15,234 SH
8 DELL TECHNOLOGIES INC DELL 24703L202 $4.9M 2.05% 11,283 SH
9 PALO ALTO NETWORKS INC PANW 697435105 $4.5M 1.88% 13,105 SH
10 CROWDSTRIKE HLDGS INC CRWD 22788C105 $4.4M 1.85% 5,754 SH
11 CARDINAL HEALTH INC CAH 14149Y108 $4.4M 1.85% 18,456 SH
12 CISCO SYS INC CSCO 17275R102 $4.1M 1.73% 34,903 SH
13 CHEVRON CORPORATION CVX 166764100 $4.0M 1.69% 24,286 SH
14 BANK OF AMER CORP BAC 060505104 $3.9M 1.65% 68,933 SH
15 VANECK ETF TRUST SMH 92189F676 $3.6M 1.50% 5,443 SH
16 VALERO ENERGY CORP VLO 91913Y100 $3.5M 1.46% 13,285 SH
17 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $3.4M 1.44% 29,272 SH
18 CORNING INC GLW 219350105 $3.4M 1.42% 13,246 SH
19 ABBVIE INC ABBV 00287Y109 $3.3M 1.40% 13,222 SH
20 MERCK & CO INC MRK 58933Y105 $3.3M 1.38% 25,523 SH
21 ARES CAPITAL CORP ARCC 04010L103 $3.2M 1.34% 171,613 SH
22 ARISTA NETWORKS INC ANET 040413205 $3.1M 1.32% 18,523 SH
23 AMAZON COM INC AMZN 023135106 $3.1M 1.30% 12,996 SH
24 AT&T INC T 00206R102 $3.0M 1.27% 145,746 SH
25 MICROSOFT CORP MSFT 594918104 $3.0M 1.26% 8,019 SH
26 ENTERPRISE PRODS PARTNERS L EPD 293792107 $2.9M 1.24% 80,102 SH
27 WESCO INTL INC WCC 95082P105 $2.6M 1.09% 7,469 SH
28 ALPHABET INC GOOGL 02079K305 $2.5M 1.07% 7,122 SH
29 CREDO TECHNOLOGY GROUP HOLDI CRDO G25457105 $2.5M 1.06% 9,239 SH
30 WALMART INC WMT 931142103 $2.4M 1.02% 21,447 SH
31 ADVANCED MICRO DEVICES INC AMD 007903107 $2.4M 1.00% 4,091 SH
32 GILEAD SCIENCES INC GILD 375558103 $2.4M 1.00% 18,744 SH
33 META PLATFORMS INC META 30303M102 $2.3M 0.98% 4,140 SH
34 INTERNATIONAL BUSINESS MACHS IBM 459200101 $2.3M 0.98% 8,293 SH
35 SHELL PLC SHEL 780259305 $2.2M 0.94% 28,955 SH
36 TG THERAPEUTICS INC TGTX 88322Q108 $2.2M 0.93% 40,217 SH
37 HEWLETT PACKARD ENTERPRISE C HPE 42824C109 $2.2M 0.92% 48,654 SH
38 CATERPILLAR INC CAT 149123101 $2.2M 0.91% 2,028 SH
39 VERIZON COMMUNICATIONS INC VZ 92343V104 $2.1M 0.90% 50,240 SH
40 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $2.0M 0.86% 4,282 SH
41 ALTRIA GROUP INC MO 02209S103 $2.0M 0.85% 28,195 SH
42 ORACLE CORP ORCL 68389X105 $2.0M 0.83% 13,476 SH
43 L3HARRIS TECHNOLOGIES INC LHX 502431109 $1.9M 0.78% 6,401 SH
44 ASML HLDG NV ASML N07059210 $1.8M 0.78% 928 SH
45 TAYLOR MORRISON HOME CORP TMHC 87724P106 $1.7M 0.72% 23,961 SH
46 AMGEN INC AMGN 031162100 $1.7M 0.72% 4,743 SH
47 EMCOR GROUP INC EME 29084Q100 $1.7M 0.71% 2,046 SH
48 CADENCE DESIGN SYSTEM INC CDNS 127387108 $1.7M 0.71% 4,506 SH
49 COHERENT CORP COHR 19247G107 $1.7M 0.70% 4,225 SH
50 UGI CORP NEW UGI 902681105 $1.5M 0.61% 42,218 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-05 $237.6M 149 0001104659-26-091031
2026-03-31 2026-05-13 $159.7M 124 0001104659-26-060022
2025-12-31 2026-02-10 $144.1M 117 0001104659-26-012390
2025-09-30 2025-11-14 $136.0M 110 0001104659-25-112068