Cornerstone Select Advisors, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 13, 2026), Cornerstone Select Advisors, LLC reported 124 stock positions worth $159.7 million. Its top holding was Broadcom (AVGO) at 5.5% of the portfolio, followed by Nvidia (NVDA, 4.6%) and Lam Research (LRCX, 3.1%). Compared with Q4 2025, it opened 18 new positions, sold out of 11, added to 69 and reduced 32. The biggest buy was a new position in Vaneck Semiconductor ETF (SMH) and the biggest sale Nvidia (NVDA, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- ST. LOUIS, MO
- CIK
- 0002055366
- Portfolio Value
- $159.7M (Q1 2026)
- SEC Filing
- 0001104659-26-060022 ↗ filed May 13, 2026
Holdings Value
Holdings 124 stocks · $159.7M
| AVGO Broadcom Inc. | 5.54% | 28,592 | $8.8M | Add +0.0% |
| NVDA Nvidia Corp. | 4.58% | 41,959 | $7.3M | Reduce -5.5% |
| LRCX Lam Research Corp. | 3.13% | 23,427 | $5.0M | Add +2.3% |
| AAPL Apple Inc. | 2.78% | 17,520 | $4.4M | Add +3.0% |
| MU Micron Technology Inc. | 2.77% | 13,094 | $4.4M | Add +5.3% |
| CVX Chevron Corp. | 2.58% | 19,900 | $4.1M | Reduce -2.7% |
| T AT&T Inc. | 2.40% | 132,446 | $3.8M | Add +1.5% |
| CAH Cardinal Health Inc. | 2.24% | 16,927 | $3.6M | Add +4.7% |
| KLAC KLA Corp. | 2.18% | 2,361 | $3.5M | Reduce -0.5% |
| VRT Vertiv Holdings Co. Class A | 2.14% | 13,657 | $3.4M | Add +7.9% |
| PLTR Palantir Technologies Inc. Class A | 1.95% | 21,269 | $3.1M | Add +11.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.95% | 63,785 | $3.1M | Add +2.3% |
| ARCC Ares Capital Corp. | 1.85% | 163,540 | $2.9M | Add +5.8% |
| MRK Merck & Co. Inc. | 1.71% | 22,761 | $2.7M | Add +4.5% |
| MSFT Microsoft Corp. | 1.66% | 7,173 | $2.7M | Reduce -1.1% |
| VLO Valero Energy Corp. | 1.63% | 10,531 | $2.6M | Add +0.4% |
| SHEL Shell PLC-ADR | 1.62% | 27,809 | $2.6M | Reduce -1.1% |
| EPD Enterprise Products Partners | 1.58% | 66,681 | $2.5M | Add +4.6% |
| CSCO Cisco Systems Inc. | 1.56% | 32,054 | $2.5M | Reduce -0.2% |
| ABBV Abbvie Inc. | 1.53% | 11,249 | $2.4M | Add +3.0% |
| VZ Verizon Communications Inc. | 1.51% | 48,046 | $2.4M | Reduce -1.6% |
| AMZN Amazon.com Inc. | 1.50% | 11,502 | $2.4M | Add +9.7% |
| WMT Walmart Inc. | 1.46% | 18,762 | $2.3M | Add +2.3% |
| LHX L3HARRIS Technologies Inc. | 1.36% | 6,314 | $2.2M | Add +0.9% |
| GILD Gilead Sciences Inc. | 1.36% | 15,604 | $2.2M | Add +8.9% |
| SMH Vaneck Semiconductor ETF | 1.34% | 5,576 | $2.1M | New |
| META Meta Platforms Inc. Class A | 1.30% | 3,628 | $2.1M | Add +4.4% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.26% | 5,142 | $2.0M | Add +12.6% |
| ANET Arista Networks Inc. | 1.24% | 16,131 | $2.0M | Add +6.4% |
| WCC Wesco International Inc. | 1.24% | 7,220 | $2.0M | Reduce -1.9% |
| PANW Palo Alto Networks Inc. | 1.17% | 11,676 | $1.9M | Add +6.5% |
| GOOGL Alphabet Inc. Class A | 1.17% | 6,479 | $1.9M | Add +15.5% |
| GLW Corning Inc. | 1.12% | 13,179 | $1.8M | Reduce -0.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.10% | 7,225 | $1.8M | Add +1.4% |
| ORCL Oracle Corp. | 1.09% | 11,886 | $1.7M | Add +17.1% |
| TGTX TG Therapeutics Inc. | 0.98% | 46,908 | $1.6M | Reduce -13.3% |
| AMGN Amgen Inc. | 0.97% | 4,384 | $1.5M | Add +7.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.92% | 4,356 | $1.5M | Reduce -2.2% |
| UGI Ugi Corp. | 0.91% | 40,124 | $1.5M | Add +15.9% |
| MO Altria Group Inc. | 0.91% | 22,097 | $1.5M | Add +0.7% |
| DELL Dell Technologies -C | 0.89% | 8,681 | $1.4M | Add +7.2% |
| CAT Caterpillar Inc. | 0.82% | 1,853 | $1.3M | Add +7.7% |
| TMHC Taylor Morrison Home Corp. | 0.82% | 22,396 | $1.3M | Reduce -4.9% |
| XOM Exxon Mobil Corp. | 0.79% | 7,442 | $1.3M | Add +12.1% |
| V Visa Inc. Class A | 0.72% | 3,799 | $1.1M | Add +0.7% |
| VFH Vanguard Financials ETF | 0.72% | 9,493 | $1.1M | New |
| BMY Bristol-Myers Squibb Co. | 0.71% | 18,607 | $1.1M | Reduce -9.5% |
| CDNS Cadence Design SYS Inc. | 0.69% | 3,979 | $1.1M | Reduce -0.7% |
| ALL Allstate Corp. | 0.65% | 4,992 | $1.0M | Add +2.0% |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.65% | 12,488 | $1.0M | Reduce -0.9% |
| TFC Truist Financial Corp. | 0.64% | 22,231 | $1.0M | Reduce -10.7% |
| HPE Hewlett Packard Enterprise | 0.63% | 42,499 | $1.0M | Add +2.1% |
| OHI Omega Healthcare Investors | 0.63% | 22,873 | $1.0M | Add +6.3% |
| XLI SS Industrial Select Sector | 0.62% | 6,077 | $983K | New |
| LDOS Leidos Holdings Inc. | 0.58% | 5,959 | $927K | Add +1.7% |
| AGNC AGNC Investment Corp. | 0.57% | 90,859 | $911K | Add +79.0% |
| VHT Vanguard Health Care ETF | 0.57% | 3,329 | $907K | New |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.55% | 670 | $885K | Reduce -0.1% |
| EME Emcor Group Inc. | 0.54% | 1,164 | $860K | Add +5.5% |
| XLE SS Energy Select Sector | 0.53% | 13,901 | $852K | New |
| JNJ Johnson & Johnson | 0.51% | 3,357 | $821K | Add +4.0% |
| TPR Tapestry Inc. | 0.50% | 5,640 | $796K | Reduce -21.4% |
| XLY SS Consumer Disc Select Sect | 0.50% | 7,288 | $794K | New |
| JPM JPMorgan Chase & Co. | 0.49% | 2,657 | $782K | Add +25.6% |
| MPLX MPLX LP | 0.47% | 13,259 | $757K | New |
| AMD Advanced Micro Devices | 0.47% | 3,678 | $748K | Add +1.3% |
| CRDO Credo Technology Group Holdi | 0.46% | 7,837 | $736K | Add +79.6% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.45% | 13,936 | $716K | Add +3.4% |
| STLD Steel Dynamics Inc. | 0.42% | 3,743 | $674K | Reduce -2.6% |
| UNP Union Pacific Corp. | 0.42% | 2,751 | $668K | Reduce -0.3% |
| HASI Ha Sustainable Infrastructur | 0.39% | 16,877 | $620K | No change |
| VDC Vanguard Consumer Staple ETF | 0.37% | 2,604 | $585K | New |
| CMI Cummins Inc. | 0.36% | 1,060 | $570K | Reduce -2.6% |
| COHR Coherent Corp. | 0.33% | 2,180 | $519K | Add +24.1% |
| CRM Salesforce Inc. | 0.32% | 2,780 | $519K | Add +6.6% |
| COF Capital One Financial Corp. | 0.31% | 2,744 | $501K | Add +18.5% |
| RTX RTX Corp. | 0.31% | 2,589 | $499K | Add +24.9% |
| GLXY Galaxy Digital Inc. Class A | 0.31% | 26,739 | $493K | Add +55.7% |
| IWM iShares Russell 2000 ETF | 0.30% | 1,924 | $477K | Reduce -26.5% |
| FTNT Fortinet Inc. | 0.28% | 5,463 | $446K | Reduce -3.5% |
| RSSL Global X Russell 2000 ETF | 0.28% | 4,571 | $444K | Reduce -1.2% |
| IVV iShares Core S&P 500 ETF | 0.28% | 679 | $444K | Reduce -1.6% |
| GM General Motors Co. | 0.26% | 5,502 | $410K | Add +2.9% |
| AEP American Electric Power | 0.25% | 3,089 | $405K | Add +2.9% |
| URI United Rentals Inc. | 0.25% | 554 | $404K | Reduce -0.4% |
| VNQ Vanguard Real Estate ETF | 0.23% | 4,170 | $370K | New |
| MET Metlife Inc. | 0.22% | 4,987 | $353K | Add +0.1% |
| MCK McKesson Corp. | 0.21% | 396 | $343K | Add +44.0% |
| VVX V2X Inc. | 0.21% | 4,825 | $331K | Add +0.3% |
| ET Energy Transfer LP | 0.21% | 17,054 | $329K | Add +16.2% |
| FNF Fidelity National Financial | 0.21% | 7,065 | $328K | Reduce -3.7% |
| ORLY O'reilly Automotive Inc. | 0.20% | 3,541 | $327K | New |
| PRU Prudential Financial Inc. | 0.19% | 3,135 | $306K | Add +17.1% |
| MELI MercadoLibre Inc. | 0.19% | 177 | $306K | Add +0.6% |
| FCX Freeport-McMoran Inc. | 0.18% | 4,908 | $288K | Add +5.4% |
| CBRE CBRE Group Inc. Class A | 0.18% | 2,068 | $280K | Reduce -0.2% |
| BG Bunge Global SA | 0.17% | 2,185 | $278K | New |
| AIQ Global X Art Intel & Tech | 0.17% | 5,795 | $270K | Add +35.8% |
| QSR Restaurant Brands Intern | 0.17% | 3,630 | $268K | Add +11.3% |
| TGT Target Corp. | 0.17% | 2,192 | $266K | Add +2.6% |
Portfolio Sells Q4 2025 → Q1 2026
| NVDA Nvidia Corp. | Reduce -5.5% | 4.58% | −1.17 |
| MSFT Microsoft Corp. | Reduce -1.1% | 1.66% | −0.77 |
| MDB Mongodb Inc. | Reduce -28.9% | 0.16% | −0.27 |
| MRV FINANCIAL CORP COMMON STOCK | Sold out | 0.00% | −0.25 |
| TFC Truist Financial Corp. | Reduce -10.7% | 0.64% | −0.21 |
| GD General Dynamics Corp. | Sold out | 0.00% | −0.20 |
| KHC The Kraft Heinz Co. | Sold out | 0.00% | −0.19 |
| CDNS Cadence Design SYS Inc. | Reduce -0.7% | 0.69% | −0.18 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.17 |
| KWEB Kranesh Csi China Internet | Sold out | 0.00% | −0.17 |
| CSCO Cisco Systems Inc. | Reduce -0.2% | 1.56% | −0.16 |
| ARKB ARK 21SHARES Bitcoin ETF | Sold out | 0.00% | −0.16 |
| MA Mastercard Inc. Class A | Sold out | 0.00% | −0.16 |
| WFC Wells Fargo & Co. | Sold out | 0.00% | −0.15 |
| IWM iShares Russell 2000 ETF | Reduce -26.5% | 0.30% | −0.15 |
| SPGI S&P Global Inc. | Sold out | 0.00% | −0.15 |
| TMHC Taylor Morrison Home Corp. | Reduce -4.9% | 0.82% | −0.14 |
| ADBE Adobe Inc. | Reduce -16.7% | 0.16% | −0.14 |
| PLD Prologis Inc. | Sold out | 0.00% | −0.14 |
| TGTX TG Therapeutics Inc. | Reduce -13.3% | 0.98% | −0.14 |
| GOOG Alphabet Inc. Class C | Sold out | 0.00% | −0.14 |
| TPR Tapestry Inc. | Reduce -21.4% | 0.50% | −0.14 |
| FNF Fidelity National Financial | Reduce -3.7% | 0.21% | −0.07 |
| BMY Bristol-Myers Squibb Co. | Reduce -9.5% | 0.71% | −0.06 |
| URI United Rentals Inc. | Reduce -0.4% | 0.25% | −0.06 |
| CBRE CBRE Group Inc. Class A | Reduce -0.2% | 0.18% | −0.06 |
| IVV iShares Core S&P 500 ETF | Reduce -1.6% | 0.28% | −0.05 |
| HSBC HSBC Holdings PLC-Spons ADR | Reduce -0.9% | 0.65% | −0.04 |
| FTNT Fortinet Inc. | Reduce -3.5% | 0.28% | −0.03 |
| RSSL Global X Russell 2000 ETF | Reduce -1.2% | 0.28% | −0.03 |
| STLD Steel Dynamics Inc. | Reduce -2.6% | 0.42% | −0.03 |
| CMI Cummins Inc. | Reduce -2.6% | 0.36% | −0.03 |
| UNP Union Pacific Corp. | Reduce -0.3% | 0.42% | −0.02 |
| PFFD Global X US Preferred ETF | Reduce -1.9% | 0.13% | −0.02 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -2.2% | 0.92% | −0.02 |
| WCC Wesco International Inc. | Reduce -1.9% | 1.24% | −0.01 |
| TAK Takeda Pharmaceutic-SP ADR | Reduce -0.8% | 0.13% | +0.01 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -0.1% | 0.55% | +0.06 |
| VZ Verizon Communications Inc. | Reduce -1.6% | 1.51% | +0.13 |
| KLAC KLA Corp. | Reduce -0.5% | 2.18% | +0.18 |
| SHEL Shell PLC-ADR | Reduce -1.1% | 1.62% | +0.19 |
| GLW Corning Inc. | Reduce -0.9% | 1.12% | +0.31 |
| CVX Chevron Corp. | Reduce -2.7% | 2.58% | +0.42 |
Portfolio Buys Q4 2025 → Q1 2026
| SMH Vaneck Semiconductor ETF | New | 1.34% | +1.34 |
| VRT Vertiv Holdings Co. Class A | Add +7.9% | 2.14% | +0.72 |
| VFH Vanguard Financials ETF | New | 0.72% | +0.72 |
| XLI SS Industrial Select Sector | New | 0.62% | +0.62 |
| VHT Vanguard Health Care ETF | New | 0.57% | +0.57 |
| XLE SS Energy Select Sector | New | 0.53% | +0.53 |
| XLY SS Consumer Disc Select Sect | New | 0.50% | +0.50 |
| MPLX MPLX LP | New | 0.47% | +0.47 |
| VLO Valero Energy Corp. | Add +0.4% | 1.63% | +0.44 |
| LRCX Lam Research Corp. | Add +2.3% | 3.13% | +0.41 |
| VDC Vanguard Consumer Staple ETF | New | 0.37% | +0.37 |
| MU Micron Technology Inc. | Add +5.3% | 2.77% | +0.31 |
| XOM Exxon Mobil Corp. | Add +12.1% | 0.79% | +0.24 |
| VNQ Vanguard Real Estate ETF | New | 0.23% | +0.23 |
| ORLY O'reilly Automotive Inc. | New | 0.20% | +0.20 |
| AGNC AGNC Investment Corp. | Add +79.0% | 0.57% | +0.19 |
| DELL Dell Technologies -C | Add +7.2% | 0.89% | +0.18 |
| BG Bunge Global SA | New | 0.17% | +0.17 |
| EPD Enterprise Products Partners | Add +4.6% | 1.58% | +0.16 |
| T AT&T Inc. | Add +1.5% | 2.40% | +0.15 |
| BKR Baker Hughes Co. | New | 0.14% | +0.14 |
| GILD Gilead Sciences Inc. | Add +8.9% | 1.36% | +0.14 |
| CAT Caterpillar Inc. | Add +7.7% | 0.82% | +0.14 |
| BBT Beacon Financial Corp. | New | 0.14% | +0.14 |
| ESLT Elbit Systems Ltd. | New | 0.14% | +0.14 |
| DVN Devon Energy Corp. | New | 0.14% | +0.14 |
| FDX FedEx Corp. | New | 0.13% | +0.13 |
| VAW Vanguard Materials ETF | New | 0.13% | +0.13 |
| APLD Applied Digital Corp. | New | 0.13% | +0.13 |
| MRK Merck & Co. Inc. | Add +4.5% | 1.71% | +0.12 |
| COHR Coherent Corp. | Add +24.1% | 0.33% | +0.10 |
| LHX L3HARRIS Technologies Inc. | Add +0.9% | 1.36% | +0.09 |
| SLB SLB Ltd. | Add +3.4% | 0.45% | +0.09 |
| EME Emcor Group Inc. | Add +5.5% | 0.54% | +0.07 |
| MCK McKesson Corp. | Add +44.0% | 0.21% | +0.06 |
| JNJ Johnson & Johnson | Add +4.0% | 0.51% | +0.05 |
| RTX RTX Corp. | Add +24.9% | 0.31% | +0.05 |
| GLXY Galaxy Digital Inc. Class A | Add +55.7% | 0.31% | +0.04 |
| AMGN Amgen Inc. | Add +7.8% | 0.97% | +0.04 |
| WMT Walmart Inc. | Add +2.3% | 1.46% | +0.04 |
| ET Energy Transfer LP | Add +16.2% | 0.21% | +0.04 |
| MO Altria Group Inc. | Add +0.7% | 0.91% | +0.04 |
| CRDO Credo Technology Group Holdi | Add +79.6% | 0.46% | +0.02 |
| VVX V2X Inc. | Add +0.3% | 0.21% | +0.02 |
| TGT Target Corp. | Add +2.6% | 0.17% | +0.02 |
| AIQ Global X Art Intel & Tech | Add +35.8% | 0.17% | +0.02 |
| FCX Freeport-McMoran Inc. | Add +5.4% | 0.18% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +25.6% | 0.49% | +0.02 |
| UGI Ugi Corp. | Add +15.9% | 0.91% | +0.02 |
| QSR Restaurant Brands Intern | Add +11.3% | 0.17% | +0.01 |
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 |