Cornerstone Select Advisors, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), Cornerstone Select Advisors, LLC reported 112 stock positions worth $105.6 million. Its top holding was Broadcom (AVGO) at 4.5% of the portfolio, followed by Nvidia (NVDA, 4.5%) and Apple (AAPL, 3.6%). Compared with Q4 2024, it opened 11 new positions, sold out of 11, added to 56 and reduced 39. The biggest buy was a new position in Truist Financial (TFC) and the biggest sale Broadcom (AVGO, shares −3%).

Most Recent 13F
Q2 2026
Location
ST. LOUIS, MO
CIK
0002055366
Portfolio Value
$105.6M (Q1 2025)
SEC Filing
0001104659-25-047903 ↗ filed May 14, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q4 2024: $103.7M Q4 2024 Q1 2025: $105.6M $105.6M Q1 2025 Q2 2025: $113.6M Q2 2025 Q3 2025: $136.0M Q3 2025 Q4 2025: $144.1M Q4 2025 Q1 2026: $159.7M Q1 2026 Q2 2026: $237.6M Q2 2026

Holdings 112 stocks · $105.6M
AVGO Broadcom Inc. 4.54% 28,662 $4.8M Reduce -2.9%
NVDA Nvidia Corp. 4.49% 43,771 $4.7M Add +5.6%
AAPL Apple Inc. 3.61% 17,185 $3.8M Reduce -0.3%
T AT&T Inc. 3.43% 128,254 $3.6M Add +5.4%
CVX Chevron Corp. 3.17% 20,034 $3.4M Add +2.3%
ARCC Ares Capital Corp. 2.96% 141,291 $3.1M Add +10.3%
MSFT Microsoft Corp. 2.49% 6,993 $2.6M Reduce -1.5%
BAC Bank of America Corp. filed as BANK AMERICA CORP 2.44% 61,635 $2.6M Reduce -3.9%
TGTX TG Therapeutics Inc. 2.10% 56,302 $2.2M Reduce -11.0%
ABBV Abbvie Inc. 2.10% 10,578 $2.2M Add +5.6%
SHEL Shell PLC-ADR 2.10% 30,219 $2.2M Reduce -0.6%
VZ Verizon Communications Inc. 2.04% 47,516 $2.2M Reduce -1.9%
EPD Enterprise Products Partners 1.97% 61,081 $2.1M Add +13.6%
CSCO Cisco Systems Inc. 1.82% 31,226 $1.9M Add +4.3%
AMZN Amazon.com Inc. 1.79% 9,935 $1.9M Add +1.5%
META Meta Platforms Inc. Class A 1.70% 3,120 $1.8M Add +8.0%
BMY Bristol-Myers Squibb Co. 1.69% 29,178 $1.8M Add +2.0%
CAH Cardinal Health Inc. 1.67% 12,803 $1.8M Add +6.2%
LRCX Lam Research Corp. 1.66% 24,135 $1.8M Add +2.2%
WMT Walmart Inc. 1.55% 18,666 $1.6M Reduce -0.4%
PANW Palo Alto Networks Inc. 1.55% 9,581 $1.6M Add +54.9%
PLTR Palantir Technologies Inc. Class A 1.54% 19,330 $1.6M Reduce -2.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.49% 6,312 $1.6M Add +4.2%
MRK Merck & Co. Inc. 1.45% 17,056 $1.5M Add +14.4%
KLAC KLA Corp. 1.45% 2,250 $1.5M Add +10.5%
TMHC Taylor Morrison Home Corp. 1.38% 24,190 $1.5M Add +0.7%
VLO Valero Energy Corp. 1.29% 10,338 $1.4M Add +1.5%
GILD Gilead Sciences Inc. 1.27% 11,971 $1.3M Add +10.5%
LHX L3HARRIS Technologies Inc. 1.19% 5,980 $1.3M Add +14.9%
MO Altria Group Inc. 1.18% 20,759 $1.2M Add +18.6%
V Visa Inc. Class A 1.17% 3,519 $1.2M Add +24.0%
WCC Wesco International Inc. 1.13% 7,674 $1.2M Add +0.7%
ANET Arista Networks Inc. 1.11% 15,143 $1.2M Add +1.8%
MU Micron Technology Inc. 1.06% 12,893 $1.1M Add +5.5%
AMGN Amgen Inc. 1.06% 3,593 $1.1M Add +14.2%
CRWD CrowdStrike Holdings Inc. Class A 0.99% 2,963 $1.0M Add +32.5%
CDNS Cadence Design SYS Inc. 0.98% 4,056 $1.0M Add +4.6%
ORCL Oracle Corp. 0.97% 7,298 $1.0M Add +168.1%
ALL Allstate Corp. 0.95% 4,866 $1.0M Reduce -1.0%
TFC Truist Financial Corp. 0.93% 23,920 $984K New
UNP Union Pacific Corp. 0.81% 3,630 $858K Reduce -25.1%
FISV Fiserv Inc. 0.76% 3,642 $804K Add +3.6%
TSM Taiwan Semiconductor-SP ADR 0.76% 4,803 $797K Reduce -0.4%
GOOGL Alphabet Inc. Class A 0.73% 4,961 $767K Add +22.6%
XOM Exxon Mobil Corp. 0.72% 6,421 $764K Add +8.3%
OHI Omega Healthcare Investors 0.70% 19,349 $737K Add +6.2%
LDOS Leidos Holdings Inc. 0.68% 5,298 $715K Add +4.0%
FTNT Fortinet Inc. 0.63% 6,922 $666K Reduce -2.7%
KHC The Kraft Heinz Co. 0.59% 20,441 $622K Add +17.0%
HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC 0.58% 10,725 $616K New
CRM Salesforce Inc. 0.57% 2,262 $607K Add +31.4%
ADBE Adobe Inc. 0.57% 1,559 $598K Reduce -28.9%
HPE Hewlett Packard Enterprise 0.55% 37,489 $578K Add +5.0%
FNF Fidelity National Financial 0.53% 8,672 $564K Add +1.9%
CAT Caterpillar Inc. 0.53% 1,700 $561K Add +0.3%
STLD Steel Dynamics Inc. 0.52% 4,353 $544K Reduce -4.1%
TPR Tapestry Inc. 0.51% 7,595 $535K Reduce -9.4%
IWM iShares Russell 2000 ETF 0.49% 2,603 $519K Reduce -9.4%
JPM JPMorgan Chase & Co. 0.48% 2,063 $506K Add +1.7%
BG Bunge Global SA 0.48% 6,614 $505K Reduce -58.5%
UGI Ugi Corp. 0.47% 15,102 $499K Add +113.0%
HASI Ha Sustainable Infrastructur 0.47% 16,844 $493K Reduce -2.6%
JNJ Johnson & Johnson 0.44% 2,833 $470K Add +6.0%
GLW Corning Inc. 0.44% 10,155 $465K Add +75.8%
ASML ASML Holding NV-NY Reg SHS 0.43% 690 $457K Add +55.4%
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.41% 10,384 $434K Reduce -19.8%
DVN Devon Energy Corp. 0.40% 11,314 $423K Reduce -38.9%
TGT Target Corp. 0.40% 3,997 $417K Reduce -12.7%
EME Emcor Group Inc. 0.39% 1,113 $411K Reduce -4.3%
RSSL Global X Russell 2000 ETF 0.38% 5,126 $403K Reduce -5.9%
KWEB Kranesh Csi China Internet 0.37% 11,205 $391K Reduce -21.0%
IVV iShares Core S&P 500 ETF 0.37% 690 $388K No change
IR Ingersoll-Rand Inc. 0.36% 4,799 $384K New
URI United Rentals Inc. 0.36% 610 $382K Add +2.0%
COF Capital One Financial Corp. 0.35% 2,033 $365K No change
CMI Cummins Inc. 0.33% 1,116 $350K No change
AMD Advanced Micro Devices 0.33% 3,391 $348K Reduce -6.9%
DELL Dell Technologies -C 0.32% 3,670 $335K New
PFE Pfizer Inc. 0.32% 13,140 $333K Reduce -19.3%
AEP American Electric Power 0.30% 2,857 $312K New
ACN Accenture PLC Class A 0.29% 976 $305K Add +53.0%
MET Metlife Inc. 0.29% 3,775 $303K Add +20.4%
HD Home Depot Inc. 0.28% 797 $292K Add +4.5%
CBRE CBRE Group Inc. Class A 0.27% 2,188 $286K Add +9.1%
MELI MercadoLibre Inc. 0.27% 145 $283K Add +7.4%
VRT Vertiv Holdings Co. Class A 0.27% 3,897 $281K New
GM General Motors Co. 0.25% 5,694 $268K Reduce -5.7%
GD General Dynamics Corp. 0.25% 968 $264K Add +1.0%
OGE Oge Energy Corp. 0.25% 5,647 $260K Reduce -2.2%
OC Owens Corning 0.24% 1,794 $256K Add +0.2%
NVO Novo-Nordisk A/S-Spons ADR 0.23% 3,558 $247K Add +18.8%
NSC Norfolk Southern Corp. 0.22% 971 $230K Add +0.5%
PFFD Global X US Preferred ETF 0.22% 12,049 $229K Reduce -8.1%
VVX V2X Inc. 0.22% 4,640 $228K New
AMLP Alerian MLP ETF 0.22% 4,375 $227K No change
XLI SS Industrial Select Sector 0.21% 1,698 $223K Reduce -17.6%
TX Ternium SA-Sponsored ADR 0.21% 7,141 $223K Reduce -3.3%
VNQ Vanguard Real Estate ETF 0.21% 2,449 $222K Reduce -43.2%
UBER Uber Technologies Inc. 0.21% 3,031 $221K New
ISRG Intuitive Surgical Inc. 0.21% 443 $219K Reduce -7.5%
ARKB ARK 21SHARES Bitcoin ETF 0.21% 2,651 $218K New
XLF SS Financial Select Sector 0.21% 4,369 $218K Reduce -13.4%
XLV SS Health Care Select Sector 0.20% 1,442 $211K Reduce -7.5%
XLE SS Energy Select Sector 0.20% 2,252 $210K Reduce -9.6%
ET Energy Transfer LP 0.19% 11,020 $205K Add +2.8%
MA Mastercard Inc. Class A 0.19% 370 $203K New
LGIH Lgi Homes Inc. 0.19% 3,034 $202K No change
TAK Takeda Pharmaceutic-SP ADR 0.16% 11,485 $171K Reduce -9.0%
RCKT Rocket Pharmaceuticals Inc. 0.14% 22,265 $149K Add +16.9%
AGNC AGNC Investment Corp. 0.11% 11,776 $113K New
HRTX Heron Therapeutics Inc. 0.10% 49,855 $110K Reduce -1.8%
REVIVA PHARMACEUTCLS HLDGS I 0.02% 17,500 $17K No change

Portfolio Sells Q4 2024 → Q1 2025
AVGO Broadcom Inc. Reduce -2.9% 4.54% −2.05
BG Bunge Global SA Reduce -58.5% 0.48% −0.72
AAPL Apple Inc. Reduce -0.3% 3.61% −0.54
EG Everest Group Ltd. Sold out 0.00% −0.43
MSFT Microsoft Corp. Reduce -1.5% 2.49% −0.40
ADBE Adobe Inc. Reduce -28.9% 0.57% −0.37
BAC Bank of America Corp. Reduce -3.9% 2.44% −0.28
VTI VG Morningstar TS MKT ETF-US Sold out 0.00% −0.28
ENVX Enovix Corp. Sold out 0.00% −0.27
MRV FINANCIAL CORP COMMON STOCK Sold out 0.00% −0.27
PEG Public Service Enterprise GP Sold out 0.00% −0.26
UNP Union Pacific Corp. Reduce -25.1% 0.81% −0.25
FDX FedEx Corp. Sold out 0.00% −0.25
IT Gartner Inc. Sold out 0.00% −0.24
SUM Summit Materials Inc. Class A Sold out 0.00% −0.23
AIQ Global X Art Intel & Tech Sold out 0.00% −0.22
CG The Carlyle Group Inc. Sold out 0.00% −0.21
COP Conocophillips Sold out 0.00% −0.20
TGT Target Corp. Reduce -12.7% 0.40% −0.20
DVN Devon Energy Corp. Reduce -38.9% 0.40% −0.18
TSM Taiwan Semiconductor-SP ADR Reduce -0.4% 0.76% −0.16
VNQ Vanguard Real Estate ETF Reduce -43.2% 0.21% −0.16
IWM iShares Russell 2000 ETF Reduce -9.4% 0.49% −0.12
EME Emcor Group Inc. Reduce -4.3% 0.39% −0.12
PFE Pfizer Inc. Reduce -19.3% 0.32% −0.10
AMD Advanced Micro Devices Reduce -6.9% 0.33% −0.09
WMT Walmart Inc. Reduce -0.4% 1.55% −0.08
RSSL Global X Russell 2000 ETF Reduce -5.9% 0.38% −0.07
SLB SLB Ltd. Reduce -19.8% 0.41% −0.07
GM General Motors Co. Reduce -5.7% 0.25% −0.06
XLI SS Industrial Select Sector Reduce -17.6% 0.21% −0.05
ISRG Intuitive Surgical Inc. Reduce -7.5% 0.21% −0.03
PFFD Global X US Preferred ETF Reduce -8.1% 0.22% −0.03
KWEB Kranesh Csi China Internet Reduce -21.0% 0.37% −0.03
XLF SS Financial Select Sector Reduce -13.4% 0.21% −0.03
TPR Tapestry Inc. Reduce -9.4% 0.51% −0.02
FTNT Fortinet Inc. Reduce -2.7% 0.63% −0.02
XLV SS Health Care Select Sector Reduce -7.5% 0.20% −0.01
XLE SS Energy Select Sector Reduce -9.6% 0.20% −0.01
TAK Takeda Pharmaceutic-SP ADR Reduce -9.0% 0.16% +0.00
TX Ternium SA-Sponsored ADR Reduce -3.3% 0.21% +0.00
OGE Oge Energy Corp. Reduce -2.2% 0.25% +0.02
STLD Steel Dynamics Inc. Reduce -4.1% 0.52% +0.02
HASI Ha Sustainable Infrastructur Reduce -2.6% 0.47% +0.02
HRTX Heron Therapeutics Inc. Reduce -1.8% 0.10% +0.03
ALL Allstate Corp. Reduce -1.0% 0.95% +0.04
PLTR Palantir Technologies Inc. Class A Reduce -2.5% 1.54% +0.10
VZ Verizon Communications Inc. Reduce -1.9% 2.04% +0.17
SHEL Shell PLC-ADR Reduce -0.6% 2.10% +0.26
TGTX TG Therapeutics Inc. Reduce -11.0% 2.10% +0.27

Portfolio Buys Q4 2024 → Q1 2025
TFC Truist Financial Corp. New 0.93% +0.93
T AT&T Inc. Add +5.4% 3.43% +0.76
HSBC HSBC Holdings PLC-Spons ADR New 0.58% +0.58
ORCL Oracle Corp. Add +168.1% 0.97% +0.53
PANW Palo Alto Networks Inc. Add +54.9% 1.55% +0.46
CVX Chevron Corp. Add +2.3% 3.17% +0.44
ABBV Abbvie Inc. Add +5.6% 2.10% +0.38
IR Ingersoll-Rand Inc. New 0.36% +0.36
EPD Enterprise Products Partners Add +13.6% 1.97% +0.35
DELL Dell Technologies -C New 0.32% +0.32
GILD Gilead Sciences Inc. Add +10.5% 1.27% +0.31
V Visa Inc. Class A Add +24.0% 1.17% +0.30
MO Altria Group Inc. Add +18.6% 1.18% +0.30
CAH Cardinal Health Inc. Add +6.2% 1.67% +0.30
AEP American Electric Power New 0.30% +0.30
UGI Ugi Corp. Add +113.0% 0.47% +0.28
AMGN Amgen Inc. Add +14.2% 1.06% +0.27
VRT Vertiv Holdings Co. Class A New 0.27% +0.27
ARCC Ares Capital Corp. Add +10.3% 2.96% +0.26
CRWD CrowdStrike Holdings Inc. Class A Add +32.5% 0.99% +0.25
VVX V2X Inc. New 0.22% +0.22
KLAC KLA Corp. Add +10.5% 1.45% +0.21
UBER Uber Technologies Inc. New 0.21% +0.21
ARKB ARK 21SHARES Bitcoin ETF New 0.21% +0.21
IBM Intl Business Machines Corp. Add +4.2% 1.49% +0.20
MA Mastercard Inc. Class A New 0.19% +0.19
GLW Corning Inc. Add +75.8% 0.44% +0.18
ASML ASML Holding NV-NY Reg SHS Add +55.4% 0.43% +0.14
LHX L3HARRIS Technologies Inc. Add +14.9% 1.19% +0.13
BMY Bristol-Myers Squibb Co. Add +2.0% 1.69% +0.13
CSCO Cisco Systems Inc. Add +4.3% 1.82% +0.12
XOM Exxon Mobil Corp. Add +8.3% 0.72% +0.11
AGNC AGNC Investment Corp. New 0.11% +0.11
VLO Valero Energy Corp. Add +1.5% 1.29% +0.09
FNF Fidelity National Financial Add +1.9% 0.53% +0.07
JNJ Johnson & Johnson Add +6.0% 0.44% +0.07
ACN Accenture PLC Class A Add +53.0% 0.29% +0.07
KHC The Kraft Heinz Co. Add +17.0% 0.59% +0.07
META Meta Platforms Inc. Class A Add +8.0% 1.70% +0.07
MU Micron Technology Inc. Add +5.5% 1.06% +0.07
FISV Fiserv Inc. Add +3.6% 0.76% +0.07
MELI MercadoLibre Inc. Add +7.4% 0.27% +0.05
MET Metlife Inc. Add +20.4% 0.29% +0.04
OHI Omega Healthcare Investors Add +6.2% 0.70% +0.03
MRK Merck & Co. Inc. Add +14.4% 1.45% +0.02
CRM Salesforce Inc. Add +31.4% 0.57% +0.02
LRCX Lam Research Corp. Add +2.2% 1.66% +0.02
CBRE CBRE Group Inc. Class A Add +9.1% 0.27% +0.02
JPM JPMorgan Chase & Co. Add +1.7% 0.48% +0.01
GD General Dynamics Corp. Add +1.0% 0.25% +0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 149$237.6MMU, LRCX, AVGO, NVDA, KLAC
Q1 2026 124$159.7MAVGO, NVDA, LRCX, AAPL, MU
Q4 2025 117$144.1MAVGO, NVDA, AAPL, LRCX, MU
Q3 2025 110$136.0MAVGO, NVDA, AAPL, MSFT, T
Q2 2025 110$113.6MAVGO, NVDA, T, MSFT, AAPL
Q1 2025 112$105.6MAVGO, NVDA, AAPL, T, CVX
Q4 2024 112$103.7MAVGO, NVDA, AAPL, MSFT, CVX