Cornerstone Select Advisors, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Cornerstone Select Advisors, LLC reported 112 stock positions worth $103.7 million. Its top holding was Broadcom (AVGO) at 6.6% of the portfolio, followed by Nvidia (NVDA, 5.4%) and Apple (AAPL, 4.2%).
- Most Recent 13F
- Q2 2026
- Location
- ST. LOUIS, MO
- CIK
- 0002055366
- Portfolio Value
- $103.7M (Q4 2024)
- SEC Filing
- 0001104659-25-013755 ↗ filed Feb 14, 2025
Holdings Value
Holdings 112 stocks · $103.7M
| AVGO Broadcom Inc. | 6.60% | 29,524 | $6.8M | — |
| NVDA Nvidia Corp. | 5.37% | 41,454 | $5.6M | — |
| AAPL Apple Inc. | 4.16% | 17,232 | $4.3M | — |
| MSFT Microsoft Corp. | 2.88% | 7,097 | $3.0M | — |
| CVX Chevron Corp. | 2.74% | 19,592 | $2.8M | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 2.72% | 64,159 | $2.8M | — |
| ARCC Ares Capital Corp. | 2.70% | 128,132 | $2.8M | — |
| T AT&T Inc. | 2.67% | 121,683 | $2.8M | — |
| AMZN Amazon.com Inc. | 2.07% | 9,786 | $2.1M | — |
| VZ Verizon Communications Inc. | 1.87% | 48,427 | $1.9M | — |
| SHEL Shell PLC-ADR | 1.84% | 30,407 | $1.9M | — |
| TGTX TG Therapeutics Inc. | 1.84% | 63,270 | $1.9M | — |
| ABBV Abbvie Inc. | 1.72% | 10,021 | $1.8M | — |
| CSCO Cisco Systems Inc. | 1.71% | 29,931 | $1.8M | — |
| LRCX Lam Research Corp. | 1.64% | 23,613 | $1.7M | — |
| WMT Walmart Inc. | 1.63% | 18,735 | $1.7M | — |
| META Meta Platforms Inc. Class A | 1.63% | 2,890 | $1.7M | — |
| EPD Enterprise Products Partners | 1.63% | 53,784 | $1.7M | — |
| ANET Arista Networks Inc. | 1.58% | 14,875 | $1.6M | — |
| BMY Bristol-Myers Squibb Co. | 1.56% | 28,610 | $1.6M | — |
| PLTR Palantir Technologies Inc. Class A | 1.45% | 19,832 | $1.5M | — |
| MRK Merck & Co. Inc. | 1.43% | 14,902 | $1.5M | — |
| TMHC Taylor Morrison Home Corp. | 1.42% | 24,015 | $1.5M | — |
| CAH Cardinal Health Inc. | 1.37% | 12,055 | $1.4M | — |
| WCC Wesco International Inc. | 1.33% | 7,618 | $1.4M | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.28% | 6,059 | $1.3M | — |
| KLAC KLA Corp. | 1.24% | 2,037 | $1.3M | — |
| VLO Valero Energy Corp. | 1.20% | 10,188 | $1.2M | — |
| BG Bunge Global SA | 1.19% | 15,928 | $1.2M | — |
| CDNS Cadence Design SYS Inc. | 1.12% | 3,877 | $1.2M | — |
| PANW Palo Alto Networks Inc. | 1.08% | 6,186 | $1.1M | — |
| UNP Union Pacific Corp. | 1.06% | 4,844 | $1.1M | — |
| LHX L3HARRIS Technologies Inc. | 1.05% | 5,205 | $1.1M | — |
| MU Micron Technology Inc. | 0.99% | 12,216 | $1.0M | — |
| GILD Gilead Sciences Inc. | 0.96% | 10,834 | $1.0M | — |
| ADBE Adobe Inc. | 0.94% | 2,191 | $974K | — |
| TSM Taiwan Semiconductor-SP ADR | 0.92% | 4,824 | $953K | — |
| ALL Allstate Corp. | 0.91% | 4,916 | $948K | — |
| MO Altria Group Inc. | 0.88% | 17,505 | $915K | — |
| V Visa Inc. Class A | 0.86% | 2,838 | $897K | — |
| AMGN Amgen Inc. | 0.79% | 3,147 | $820K | — |
| GOOGL Alphabet Inc. Class A | 0.74% | 4,047 | $766K | — |
| CRWD CrowdStrike Holdings Inc. Class A | 0.74% | 2,236 | $765K | — |
| HPE Hewlett Packard Enterprise | 0.73% | 35,715 | $763K | — |
| LDOS Leidos Holdings Inc. | 0.71% | 5,095 | $734K | — |
| FISV Fiserv Inc. | 0.70% | 3,514 | $722K | — |
| OHI Omega Healthcare Investors | 0.66% | 18,225 | $690K | — |
| FTNT Fortinet Inc. | 0.65% | 7,113 | $672K | — |
| XOM Exxon Mobil Corp. | 0.61% | 5,930 | $638K | — |
| IWM iShares Russell 2000 ETF | 0.61% | 2,873 | $635K | — |
| TGT Target Corp. | 0.60% | 4,576 | $619K | — |
| CAT Caterpillar Inc. | 0.59% | 1,694 | $615K | — |
| DVN Devon Energy Corp. | 0.58% | 18,529 | $606K | — |
| CRM Salesforce Inc. | 0.55% | 1,721 | $575K | — |
| TPR Tapestry Inc. | 0.53% | 8,381 | $548K | — |
| KHC The Kraft Heinz Co. | 0.52% | 17,473 | $537K | — |
| EME Emcor Group Inc. | 0.51% | 1,163 | $528K | — |
| STLD Steel Dynamics Inc. | 0.50% | 4,538 | $518K | — |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.48% | 12,945 | $496K | — |
| JPM JPMorgan Chase & Co. | 0.47% | 2,028 | $486K | — |
| FNF Fidelity National Financial | 0.46% | 8,507 | $478K | — |
| RSSL Global X Russell 2000 ETF | 0.46% | 5,449 | $473K | — |
| HASI Ha Sustainable Infrastructur | 0.45% | 17,292 | $464K | — |
| ORCL Oracle Corp. | 0.44% | 2,722 | $454K | — |
| EG Everest Group Ltd. | 0.43% | 1,244 | $451K | — |
| AMD Advanced Micro Devices | 0.42% | 3,642 | $440K | — |
| PFE Pfizer Inc. | 0.42% | 16,275 | $432K | — |
| URI United Rentals Inc. | 0.41% | 598 | $421K | — |
| KWEB Kranesh Csi China Internet | 0.40% | 14,184 | $415K | — |
| IVV iShares Core S&P 500 ETF | 0.39% | 690 | $406K | — |
| CMI Cummins Inc. | 0.38% | 1,116 | $389K | — |
| JNJ Johnson & Johnson | 0.37% | 2,673 | $387K | — |
| VNQ Vanguard Real Estate ETF | 0.37% | 4,313 | $384K | — |
| COF Capital One Financial Corp. | 0.35% | 2,033 | $363K | — |
| GM General Motors Co. | 0.31% | 6,037 | $322K | — |
| ASML ASML Holding NV-NY Reg SHS | 0.30% | 444 | $308K | — |
| OC Owens Corning | 0.29% | 1,791 | $305K | — |
| HD Home Depot Inc. | 0.29% | 763 | $297K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.28% | 1,010 | $293K | — |
| ENVX Enovix Corp. | 0.27% | 26,080 | $283K | — |
| MRV FINANCIAL CORP COMMON STOCK | 0.27% | 3,650 | $279K | — |
| GLW Corning Inc. | 0.26% | 5,778 | $275K | — |
| XLI SS Industrial Select Sector | 0.26% | 2,062 | $272K | — |
| PEG Public Service Enterprise GP | 0.26% | 3,215 | $272K | — |
| LGIH Lgi Homes Inc. | 0.26% | 3,034 | $271K | — |
| CBRE CBRE Group Inc. Class A | 0.25% | 2,005 | $263K | — |
| FDX FedEx Corp. | 0.25% | 924 | $260K | — |
| NVO Novo-Nordisk A/S-Spons ADR | 0.25% | 2,995 | $258K | — |
| MET Metlife Inc. | 0.25% | 3,134 | $257K | — |
| PFFD Global X US Preferred ETF | 0.25% | 13,112 | $256K | — |
| GD General Dynamics Corp. | 0.24% | 958 | $252K | — |
| ISRG Intuitive Surgical Inc. | 0.24% | 479 | $250K | — |
| IT Gartner Inc. | 0.24% | 510 | $247K | — |
| XLF SS Financial Select Sector | 0.23% | 5,045 | $244K | — |
| RCKT Rocket Pharmaceuticals Inc. | 0.23% | 19,045 | $239K | — |
| OGE Oge Energy Corp. | 0.23% | 5,774 | $238K | — |
| SUM Summit Materials Inc. Class A | 0.23% | 4,675 | $237K | — |
| MELI MercadoLibre Inc. | 0.22% | 135 | $230K | — |
| NSC Norfolk Southern Corp. | 0.22% | 966 | $227K | — |
| ACN Accenture PLC Class A | 0.22% | 638 | $224K | — |
| AIQ Global X Art Intel & Tech | 0.22% | 5,798 | $224K | — |
| CG The Carlyle Group Inc. | 0.21% | 4,415 | $223K | — |
| TX Ternium SA-Sponsored ADR | 0.21% | 7,388 | $215K | — |
| XLV SS Health Care Select Sector | 0.21% | 1,558 | $214K | — |
| XLE SS Energy Select Sector | 0.21% | 2,490 | $213K | — |
| AMLP Alerian MLP ETF | 0.20% | 4,375 | $211K | — |
| ET Energy Transfer LP | 0.20% | 10,720 | $210K | — |
| COP Conocophillips | 0.20% | 2,106 | $209K | — |
| UGI Ugi Corp. | 0.19% | 7,089 | $200K | — |
| TAK Takeda Pharmaceutic-SP ADR | 0.16% | 12,615 | $167K | — |
| HRTX Heron Therapeutics Inc. | 0.07% | 50,755 | $78K | — |
| REVIVA PHARMACEUTCLS HLDGS I | 0.03% | 17,500 | $32K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 149 | $237.6M | MU, LRCX, AVGO, NVDA, KLAC |
| Q1 2026 | 124 | $159.7M | AVGO, NVDA, LRCX, AAPL, MU |
| Q4 2025 | 117 | $144.1M | AVGO, NVDA, AAPL, LRCX, MU |
| Q3 2025 | 110 | $136.0M | AVGO, NVDA, AAPL, MSFT, T |
| Q2 2025 | 110 | $113.6M | AVGO, NVDA, T, MSFT, AAPL |
| Q1 2025 | 112 | $105.6M | AVGO, NVDA, AAPL, T, CVX |
| Q4 2024 | 112 | $103.7M | AVGO, NVDA, AAPL, MSFT, CVX |